Magic

Virtual Assistant Onboarding Checklist

• COMPANY

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• Company background

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• Vision and values

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• Company policies

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• Company goals

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• Role objective

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• Organizational structure

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• TOOLS AND SOFTWARE

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• Email access

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• Password management

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• Dashboards and tools

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• Company chat and meeting software

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• Project management software

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• Time tracking software (if applicable)

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• EXPECTATIONS SETTING

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• What are the KPIs and how your business measures them?

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• What are the expected deliverables?

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• Who should the VA report to?

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• Who should they collaborate with?

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• Are there reoccurring meetings?

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• Are they required working hours?

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• DOCUMENTATION

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• Past recorded trainings

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• 3rd party courses

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• Internal SOPs and documents

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• Old tasks being transitioned

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• New tasks being transitioned

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• New projects on the pipeline

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• List of priority projects

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• START OF WORK

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• Deadlines (daily or weekly)

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• Quality control and insurance

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• Updates and checkins

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