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.

This reminded me of working with my clients, and how it’s important to continue to offer them the little things they grow accustomed to through working with you. It made me think about the little things that I could be doing for them, to let them know that they are still very important to me.

When you start working with a client and your relationship is in the honeymoon phase, you may go that little extra mile and do something special for them – whether it’s providing an extra report or staying five more minutes on the phone with them. As time moves on, and the relationship is not so new, sometimes it’s possible to take them for granted more often, and maybe you let those little extras slip. Maybe you are now only giving those little extras to your new clients.

It’s a great reminder of how nice it feels to get those little things back if they have gone by the wayside. And I plan to implement my own advice too – the little extras are what make me a proactive Virtual Assistant for my clients, and a great mentor for my students.

Think about what you can do for your clients to make them feel just a bit more special – send them a card, schedule a phone call with them as a strategy session, put together a new report for them – there are all kinds of things you can do to make them feel special and to let them know that you value them.

Sometimes the little things can even count more than the big ones! Try it, I guarantee you’ll get a good reaction and you will make your client’s day too!

There is much to do, and as long as I am breaking it down into manageable chunks, it is really not a difficult process. Each day I have put aside time to do ‘something’ for my business that will help me learn and grow. Last week I submitted an RFP to VAClassroom to get some new people on my team (how Tim Ferriss of me, huh?).

I have a few people that already help me out with overflow and special types of work that I do not do (read: graphics and design!) but now I am expanding to have more VAs work with me on a regular basis to take care of the growing list of tasks that my clients need.

I constantly tell my clients that it’s important to build a support team around them so that they can focus mainly on their clients and what they LOVE to do in their business. So the more I can take off their plates, the more time they will have to concentrate on just what they want to do.

By putting a team in place that can handle a larger workload, that means that I can spend more time planning for my clients, and we can get our initiatives in social media or just marketing working harder for them.

I am looking forward to this new transition in my business, too. I look forward to being more productive, and learning as much from my team members as I hope they learn from me!

Hope you are continuing to tune in.

One of my favourite commercials on television these days is the one in which the little boy and his Dad share an Oreo cookie ‘virtually’.

The Dad smiles and says, ‘Good night, son,’ and the son says, ‘Good MORNING, Dad’ and then we see that they are on opposite sides of the world, but they still shared a cookie … virtually!

This scenario reminds me of how I work every day as a VA. I can share so many things (including, but not limited to, cookies!) with my clients, and we don’t have to be in the same place, or even in the same time zone.

One of the tools that I use with my clients is project management collaborative software. I have used several different systems lately and I wanted to give you an idea of some of the ones that I like.

If you are a small business owner or a solopreneur, using a VA to handle your administrative tasks is just a smart business move. By using collaborative software applications, you can keep tabs on your projects up-to-the-minute and free up your time to do what you do best … which is to grow and run your business!

I won’t bore you with the bad things about these applications, because, frankly, you will probably come up with your own list of good and bad, but here is my list of favourites, in no particular order!

Google Docs

Love it. ‘Nuff said. It’s such an easy application to use and it’s always there when you need it. You can created documents, spreadsheets, presentations and more that you and your VA can share or send to each other via email. You can even save them to your computer using the export feature, but the key with them being online is that everyone is working with the same document, in the same version, when they access it. Too cool. And it’s free!

Basecamp

Basecamp is great for project management, allowing you to set milestones and deadlines, share files, log time, and all kinds of other good stuff. It’s easy to create projects, and task out the various steps to employees or colleagues, and keep tabs on it all in one place. The ability to reply to messages or a notification by email instead of logging in is a thumbs up feature for me. Plans start at $24/month and go up. Highrise is also a cool contact-info-keeping collaborative unit of Basecamp (no more slips of paper with login details on them, you can keep it securely in one place!)

ActiveCollab

I just recently started using this and I must say it’s a great system. Hadn’t heard of it before my client started using it. Very easy to navigate and use. Milestones, tasks, tickets and time tracking all keep things organized and easy to keep track of. One of my favourite features is the ‘pages’ tab, where collaborative writing can take place. Saves emailing docs back and forth as well.  One time purchase price starting at $199.

Wrike

Wrike is really cool. My favourite feature is that I can reply to an email and it will update the project automatically. No logging in required. It automatically sends a to-do list every morning and outlines deadlines and allows you to reschedule items, all by email. It organizes the tasks and projects, so you don’t have to.  It’s as thought it collaborates with you and for you! Plans start at $4.99/user/month.

There are so many collaborative applications that you and your VA can use (go here to Wikipedia to see a huge list), but these are a few that I have some personal experience using for project management. I hope you find some of them useful in your business!

Now go and share an Oreo with your VA!