Conducting Business Check-In to Delegate to a VA

Hiring your first virtual assistant is a major milestone in your business but it’s really about more than that. You can’t just hire one virtual assistant and pass off some tasks and then forget about it. You need to do regular check-ins, not just for your own purposes of identifying whether or not you have outsourced the right things and whether they are getting done appropriately but also to check in with the VA.

Why You Want to Avoid Overloading and Overwhelm

Over time, you may overload a virtual assistant and need to hire somebody else. Or perhaps your virtual assistant isn’t skilled with or comfortable with the task that you have been off-loading to him or her and they need to be shifted to someone else. Checking in is also crucial because I know that many entrepreneurs make a similar mistake. They start off on a great journey with outsourcing but eventually, their schedule still creeps back up with handling administrative tasks.

As humans, it’s difficult to implement a new habit completely, so if your best intentions were to get everything administrative off your plate and hand it over to your virtual assistant, you probably succeeded for a couple of weeks but then fell off the wagon when things started building up or when your virtual assistant took a vacation. This is why I recommend that at least once a month, you evaluate all the things you are doing in your business and determine what needs to stay on your plate.

By asking the questions, ‘what would a CEO do?’ you can re-evaluate whether or not you have allowed some of these administrative tasks to pile up on your plate or whether new administrative tasks have emerged that require you to pass these on to a virtual assistant. It’s amazing just how much we let things creep back into our life or our business even when we had the best of intentions of not taking on any more of these tasks.

Check Ins Help You, Too

When you sit back and say, “wow! I spent two hours last week answering emails”, it might be time to outsource the creation of the frequently asked questions page to your virtual assistant or to train him or her how to jump in and answer some of the most common questions so you don’t feel pressured to do so. You might not even realize this is a problem if you are not conducting regular check-ins.

So once a month, monitor what you are doing for a day or for a week and then see how much time you were spending on tasks that were not generating you money or moving the needle in terms of business success. Regular check-ins also give your virtual assistants the opportunity to grow.

You can then decide what tasks you have taken on that need to be outsourced and then ask your virtual assistants who is comfortable with it. Identifying a strategy where you put this on your calendar once a month helps you keep track of your goals and doesn’t allow you to slip back into bad habits. I strongly recommend implementing a regular check in strategy so that you are always working towards your goals.



Laura Pennington

Laura Pennington burned out teaching 7th grade in Baltimore City and realized that traditional education was not for her in the midst of pursuing her PhD in public policy. She launched a freelance writing and virtual assistant career that allows her to work from home on her own time, teaching others how to build at-home businesses and providing content and strategy for major companies like Microsoft. She is a soon-to-be military spouse who has moved four times in seven years with her Navy man. She is a former competitive tap dancer and enjoys spending time with her cats and reading books like a good nerd should.

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