Vision and values
Dashboards and tools
Company chat and meeting software
Project management software
Time tracking software (if applicable)
What are the KPIs and how your business measures them?
What are the expected deliverables?
Who should the VA report to?
Who should they collaborate with?
Are there reoccurring meetings?
Are they required working hours?
Past recorded trainings
3rd party courses
Internal SOPs and documents
Old tasks being transitioned
New tasks being transitioned
New projects on the pipeline
List of priority projects
Deadlines (daily or weekly)
Quality control and insurance
Updates and checkins
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