Planning for Success

Many Virtual Professionals go through phases of overwhelm in their business.

Anyone who owns a small business realizes that there are ebbs and flows of business, and there are also ebbs and flows of overwhelm as a result of that.

But a little bit of planning can go a very long way when you are working with your Virtual Assistant or other support professionals.

There will always be times that something has been ‘forgotten’ or is scheduled to do last minute, but in order to build a successful working relationship with someone, it’s important to keep the last minute requests to a minimum.

Most VAs work with multiple clients, and as such they work with many different schedules. It’s important to honor the time and schedule boundaries that are set when you start working together, so that you can both be productive and get the most amount of work done when needed.

Here are a few tips on how to manage your time regularly in terms of your support requirements.

1. Set deadlines to complete time-sensitive work. When you have a project or a task, be sure you set a realistic deadline for the work to be turned around. When you need something done, ask when you will get it back. Respect the scheduling of your VA, and if something needs to be turned around more quickly than they initially tell you, let them know. Work together to make sure your project gets done on time, and be sure to identify issues that can be corrected for the next project to make sure more time is allowed for the implementation or production part. For instance, if you couldn’t get registration started for an event because the graphics person you used was swamped, get a new graphics person or allow more time the next time.

2. Develop an editorial calendar. For ongoing tasks such as newsletters or broadcasts, set up a Google calendar that you can use to plan your writing, so you are not doing things last minute. By determining what you are going to write about each week you can get ahead and make your writing process smoother. For instance, if Thanksgiving is coming up, you have an idea what your personal note will be about. If you have a product launch coming up or a colleague is having an event, you have an idea what your ‘recommends’ section could be about. And if you develop a regular routine of what you will write to your audience about (ie week 1 marketing, week 2 business tips, etc.) then your articles will practically write themselves.

3. Plan product or service launches properly. This is one thing that a lot of people make mistakes with. It’s important to have enough ‘lead’ time to properly launch a new product or service to your audience. By trying to do things too quickly, you can often sabotage yourself in terms of sales. Decide what you want to do, when you want to do it, and then step back from your calendar to set up the launch process properly. Never rush something that you want to do well, and be sure you have enough time to set things up properly so you can make the connections with your audience as part of your launch. If you don’t allow yourself enough time to set up a group program, for instance, you could find that you have low enrolment because you start to panic when you begin to run out of time to promote. Or worse, you send multiple emails to your list in a short period of time because you didn’t plan correctly. By allowing enough time for your launch, your support team will be able to help you build momentum instead of panic!

4. Use checklists so nothing gets missed. Whether you are working with one team member or several, it’s a good idea to set up a checklist of things that need to be done (or have your VA set it up) so that you make sure nothing gets missed in the planning, production or launch phase. You can make an actual checklist or use a Google calendar that will track the tasks and deadlines for each piece. By determining deadlines for each part, you will know at a glance what needs to be taken care of during a given day, week or month. It’s a really simple planning tool that can work for so many applications, and it helps to keep everyone on task.

There are so many ways that you can keep yourself organized so that your team can best support you. These are just a few, but they are really easy to implement and will be sure to help you work well with your support team.

I’d love to hear your comments on this article.

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