by captaintime
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Preparing for a Virtual Assistant

• Identifying Tasks for a Virtual Assistant

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• Analyze each task you do to determine if it could be done by a VA

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• When you find a task a VA could do, tag it in your task management system as #VA or #virtualassistant so you can find the task later

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• Pull up all #VA tagged tasks to create a list of tasks you can assign to your VA

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• Process Documentation and Training

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• As you do each task now that is tagged for VAs, create a checklist on how to do the task to make it easier to train your VA

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• Alternatively, you can use other forms of process documentation besides checklists. I find video process documentation to be particularly useful

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• Task Management/Followup System in Place

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• Have a task management system in place that lets you assign tasks to your VA, follow up and see your project status at a glance. You can use tools like ZenKit ToDo, Nifty PM, Teamwork, Trello or another system

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• Too Busy for All This?

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• No time to create documentation, find & train a VA? Hire one of Garland's VAs and let Garland take care of the training, supervision, and process documentation. Book a free consultation here: https://captaintime.com/virtual-assistant-tasks-outsourcing

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• More Help

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• 4 Ways Video Delegation Increases Productivity https://youtu.be/ZKGp6jN5PBM

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• Creating Checklist Templates using ZenKit ToDo https://youtu.be/WAQ9jgZwkno

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• ZenKit ToDo Review - https://youtu.be/36oqbVAdtBY

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• Nifty PM task management system - https://niftypm.com?fpr=garland17

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• For more help and ways to connect with Garland "Captain Time", visit https://linktr.ee/CaptainTime

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This checklist was created by captaintime

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