How to Effectively Delegate Tasks to a General Virtual Assistant

How to Effectively Delegate Tasks to a General Virtual Assistant

The mushrooming business or busy professional life may be too overwhelming, right? The never-ending tasks often leave one with the feeling that time is not enough. It’s here that a general virtual assistant may come in handy in helping you streamline your workload, save time, and increase productivity if only you know how to delegate effectively. So, let’s dive into the art of delegating to your virtual assistant and how to make the most of this important business relationship.

Why Delegation Is Key to Success

Before delving into the ins and outs of how to delegate, First It would be better to understand why delegation is so indispensable. As we know, Time is the greatest resource, but for a businessman, it is more than a resource. It is next to impossible to perform all tasks for a business person on his own.  

A business person can hire a virtual assistant for common tasks to free up his time to focus on other critical work that will grow his business, such as strategy, relationships with clients, or product development. Furthermore, It not only helps increase productivity but also reduces stress.

Identify What to Delegate

As all work is not same. Some work must be done on priority, while others can be done later. A business person makes a list of the most urgent work and another list of less urgent work before handing over the tasks to a virtual assistant. Then you can categorize them.

Identify What to Delegate - general virtual assistant
  • Repetitive administrative work: like sorting emails, scheduling calendars, and invoicing.
  • Data entry and research: such as entry into a database, market research and competitive analysis.
  • Social media management: posting updates, responding to messages, and managing your online presence.
  • Customer service: answering queries or providing general support.
  • Personal tasks: making travel bookings, personal purchases online, and personal appointments. 

Once you’ve made your list, then categorize the work you want to be done by a virtual assistant or by yourself. You’ll be amazed to know that a general virtual assistant can take care of many of these tasks. 

Prioritize the Tasks

Not all tasks are born equal. Some of them are urgent, while others might be considered less pressing. In the case of outsourcing to a general virtual assistant, you need to separate the task at hand by urgency and importance. One concrete way you can do that is through the use of something called the Eisenhower Matrix:  

Prioritize the Tasks - general virtual assistant
  • Urgent and important tasks: Things you should handle personally.
  • Not urgent but important tasks: Scheduling non-urgent but critical tasks for later or having your virtual assistant handle them is an excellent course of action.
  • Urgent but not important tasks: Those jobs that are highly urgent but not essential must be delegated to your general virtual assistant. 
  • Not urgent and not important tasks: Jobs which are non-urgent and non-important can be outsourced or, much better, chopped off. 

You are this way using your assistant’s time and talents wisely and taking care of your most critical responsibilities. 

Clear Expectations and Instructions

The key to any working relationship with a virtual assistant is clear communication. They are not like your regular written staff over the internet; thus, no chance of setting vague instructions. 

Clear Expectations and Instructions
  • Be specific about what you need done: Instead of “handle the email,” say, “respond to client emails that ask about pricing by using our standard pricing template.”  
  • Use templates and checklists: For repetitive tasks, create templates and step-by-step guides. Your general virtual assistant can then refer to it for consistency. 
  • Set deadlines: Make sure to indicate when you need something completed. It might be by the soft deadline of the end of the day or possibly by a hard deadline of 12:00 PM on Thursday. This is key information that your virtual assistant should have.
  • Stay in touch often: Meeting up every week or two keeps everyone on track and helps spot small issues before they turn into big headaches. 

The clearer your instructions, the better your virtual assistant can perform. 

Use the Right Tools

There is no lack of tools devised to make it easier for people to work from home and to make task delegation that much easier. To keep things smooth with your general virtual assistant, you may want to use:

  • Project management tools like Trello or Asana for tracking of tasks and collaboration. 
Use the Right Tools
  • Communication apps, such as Slack or Microsoft Teams, for staying connected. 
  • Time tracking apps, like Toggle or Time Doctor, for monitoring productivity and hours. 
  • Cloud storage solutions like Google Drive or Dropbox will keep all shared documents and files at your fingertips. 

This set of tools brings complete transparency whereby you will come to understand what is being worked on without constant probing questions. And after all, each big project started small, so that is what you are doing here. 

Start Small, Then Scale

If this is your very first experience of working with a general virtual assistant, don’t pour the whole list of to-dos on them right away. Introduce them gently with a few small tasks. Over time, as your VA gets to know you and your business and how you like to do things, give them more responsibility. Here’s how that might go: 

Start Small, Then Scale
  • Delegate simple tasks first: Start small by letting your assistant undertake small pieces of work with low risk to help them learn your process.   
  • Increase the intricacy step by step: When your virtual assistant starts gaining confidence, direct more serious tasks toward their completion, research, or client communication.  
  • Set ongoing responsibilities: You’ll eventually be able to trust an assistant with ongoing responsibilities like the management of your inbox, social media posting, or customer service.  

Scaling up over time allows both of you to develop a good working relationship without the overwhelm.  

Common Mistakes to Avoid

Like in any new work relationship, things could go haywire. Following are some of the most common mistakes to avoid when delegating work to a general Virtual Assistant:  

Common Mistakes to Avoid
  • Micromanage: You will have to resist the temptation of checking in all the time or redoing the work yourself. Much depends on the issue of trust.
  • Assistant Overload: Yes, virtual assistants can multitask; however, it is also very relevant to know how many tasks your assistant can execute effectively at a time. Whenever possible, try staggering your requests so that they might focus on one task at a time.
  • Unclear Briefing/Lack of Feedback: Without setting goals or giving feedback on performance, virtual assistants cannot improve or live up to expectations.  

Conclusion

Outsourcing even the most general work to virtual assistants can literally change the game for any business owner or professional. It will save time, increase productivity, and help in being able to focus on the most important things in life. Once you know exactly what to get done, in what order please your work is, detail your instructions, and have the right tools, you are ready to build up the good, productive, successful relationship with your general Virtual Assistant.  

At Tasks Expert, we can provide you with the best virtual assistant services so your business can continue to grow without driving you nuts. If you think this is what you need to get started, please contact us and let’s discuss how we can assist you in effectively outsourcing certain tasks. 

About Us

Tasks Expert offers top-tier virtual assistant services from highly skilled professionals based in India. Our VAs handle a wide range of tasks, from administrative support to specialized services like Customer Support, Bookkeeping etc. That helps businesses worldwide streamline operations and boost productivity.

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About Author
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Gary Katz

Gary is a seasoned content writer with over four years of experience, specializing in creating engaging and SEO-optimized content for Tasks Expert. His passion for storytelling and deep understanding of SEO best practices help businesses connect with their audience and achieve their goals.
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