My Admin Dept.

Empower your Business – Delegate with Confidence

We have just released our Free Task Definer Worksheet to help you streamline your task management process and find the best Virtual Assistant to assist you in your Training or Coaching business today.

Step 1.

Download our Task Definer Worksheet.  By utilising this Task Definer and completing the exercises, you can effectively determine which tasks require immediate delegation and which ones can be postponed.

1. In the “Non-Money Making” column, list tasks that do not contribute to your revenue.
2. Then, in the “Like to Complete” column, note tasks from the previous list that you prefer doing yourself.
3. Transfer any tasks you lack time for or tend to procrastinate on to the “No Time/Procrastination” column. From there, identify which tasks you wish to delegate to others.
4. Most if not all the tasks in the No Time/Procrastinate column should be transferred over to the Delegate now column as these are the tasks you have the most issues with and keep you stuck in your business.
5. For those tasks you enjoy, consider eventually delegating them to a Virtual Assistant (VA) once you’re satisfied with their performance.

 Step 2.

By completing the Task Definer Worksheet, you’ll clarify whether you truly need a VA and which tasks should be delegated first. Seeing as there are many different types of Virtual Assistant it also helps differentiate between general administrative tasks and those specific to your industry, aiding in your search for a suitable VA.  You can drill down on whether you need a Virtual Assistant for more general tasks or one that specialises more in your industry.

Step 3.

This involves transforming your task list into a Job Description, ensuring clarity between you and your VA regarding responsibilities and expectations. Remember, you can gradually assign more tasks as your relationship progresses.  It is always best to complete this step so that everyone knows exactly what they need to do and the expectations. Easier all round.

Step 4.

Entails researching potential VAs on social media platforms like LinkedIn or Instagram to gauge compatibility and shared values. Additionally, explore their websites for more insights.

Step 5.

Take action by reaching out to potential VAs, booking review calls, and discussing your requirements to determine compatibility.

Take these steps to find your ideal Virtual Assistant and enhance your efficiency without regrets.

There is nothing worse than taking the plunge into finding someone you think is suitable for you and your business, only for them to start and you soon realise that they aren’t quite up to scratch.  You then have to go through the whole recruitment drive process again.  With this 5 Step process including the Task Definer Worksheet, you will find your perfect Virtual Assistant first time, as it allows you to get an all round clear idea as to exactly who you want to be working alongside you.

Also, this five step process does not have to be limited to just finding a VA, it can be used to employ the services of any type of remote worker or freelancer you may be looking to bring into your business.

If you would like to get clear on the benefits of using a Virtual Assistant in your Training or Coaching Business today then download a copy of the Task Definer Worksheet today.

Download Now!