Delegating to a Virtual Assistant: 5 Simple Steps

delegating to a virtual assistant

Delegating to a Virtual Assistant is simple! Welcome back to the second instalment of our journey toward mastering the art of delegation and getting started with your Virtual Assistant (VA). Successful delegation is the cornerstone of forging an effective and rewarding partnership, and it’s not just smart business; it’s an acquired skill that demands practice and commitment. If you missed it, head over to ‘Starting with a Virtual Assistant: Understanding Task Delegation‘ for Part 1. Now let’s delve into the nitty-gritty of how to delegate effectively, ensuring you kickstart your collaboration with your VA on the right note.

Outsourcing to a Virtual Assistant
Before outsourcing begins, an initial call with your VA and your business team can smooth out any delegation details.

Here are my 5 Steps for effective delegation:

Step 1 – Choose the Right VA

Selecting the right VA may sound like a no-brainer, but it’s the linchpin of successful delegation. Delegating to a Virtual Assistant can’t begin until you know they are compatible and competent in the tasks you’re handing over. They must be someone you trust. If you find yourself lacking faith in your VA’s capabilities, important tasks will forever remain in your grip. Consider this your golden opportunity to utilise the free discovery calls offered by most business-grade VAs. Take advantage of this time to explore their skills and expertise. Trust is the foundation; without it, effective delegation becomes an uphill battle.

Step 2 – Define Tasks Clearly and Set Deadlines

Effective delegation is a dance, and it starts with clear communication. Assuming you’ve diligently completed Part 1’s task identification exercises, it’s time to refine that list. Clearly define your parameters, outline expectations, and set realistic deadlines. Without a clear brief, your VA won’t have the roadmap to fill your shoes effectively. Take the time to document your style and standards, providing your VA with the tools they need for success. For time-sensitive tasks, communicate deadlines explicitly. And remember, not every task needs to be done ASAP; setting reasonable deadlines allows your VA to prioritise effectively.

Step 3 – Communicate Clearly and Regularly

Communication is the lifeblood of an effective collaboration. Beyond the initial training, maintain open lines of communication. The more your VA understands you and your business, the more exceptional the service they can provide. Keep them updated on project changes or scope adjustments, ensuring they remain aligned with your evolving priorities. Feedback is crucial – let your VA know if adjustments are needed and equally, acknowledge their successes. This two-way street also invites your VA to share their unique skills and insights, contributing to the continual improvement of your business processes.

Virtual Assistant Task Delegation
Having clear communication and discussing realistic expectations can help clear the way for your VA to flourish.

Step 4 – Avoid Micromanagement

Micromanagement is the nemesis of effective delegation. Resist the temptation to engage in “half-delegation,” where you assign a task but micromanage every step. This defeats the purpose and hampers productivity. Invest time initially to train your VA thoroughly, even shadowing them as they tackle a task for the first time. Once satisfied with their competence, step back, and let them shine. Agree on a method and schedule for updates, redirect your focus, and let your VA do what they excel at. The rewards will follow.

Step 5 – Choose the Right Digital Toolbox

Your VA is a virtual workplace virtuoso, equipped with tricks of the trade to streamline your digital ecosystem. Selecting the right digital toolbox is crucial, and your VA is your guide in this domain. If you’re not already well-versed in the virtual workspace, your VA can assist in choosing task management and collaboration tools that align with your needs.

virtual assistant business tools
A Virtual Assistants best friend is a brilliant digital tool that ensures a streamlined process: there’s one for everything!

Delegating to a Virtual Assistant: Let’s Get Started!

With these tips in your arsenal, all that’s left for you to do is RELAX. Trust in your VA, revel in your newfound freedom, and focus on what you do best. At Level Up, our unique skills in executive-level support, administration, and business operations management ensure you can direct more of your attention to tasks where your unique skills truly shine. If you haven’t already read ‘Starting with a Virtual Assistant: Understanding Task Delegation‘, then head over there now to begin your first Task Delegation Exercise.

Ready to embark on this journey of business optimisation? Book a call or contact us today, and let’s get started on unlocking your business’s full potential!