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Small Business Guide for Hiring a Virtual Assistant

The time has arrived. You have come to terms with ending the continuous cycle of 10-12 hours workdays. Weekends without your laptop or phone to check emails or project updates are calling your name. You recognize you need help, but do not know where to start? The process can feel overwhelming, but if you break it down into manageable steps the support you need is not as far away as you think!

10 Step Guide to Hiring a Virtual Assistant (VA)

  1. Identify your budget- There is no point in starting this outsourcing process if you do not know how much you can invest in the right resource.

  2. Create a task list- This list should include a list of things you do on a recurring basis.

  3. Identify how many hours of support you need- Complete a time study to determine how long it takes you to complete certain tasks. This will help you determine how many hours of VA support you need.

  4. Determine how tasks will be managed- Because you will likely be working remotely with your VA partner you will need a collaborative system in place to manage the work.

  5. Document the tools your VA needs- Make a list of systems/software your VA needs to have in order to complete the tasks assigned to them.

  6. Create a list of preferred skills & experience- This list will help you recruit the best fit.

  7. Determine the VA specialty- Based on the list of preferred skills and experience, you will be able to identify the area of expertise needed. This list may also prompt you to consider more than one VA.

  8. Create a list of interview questions- Take your time to develop questions that will help you gather the information needed to confirm the candidate can complete tasks.

  9. Develop a skills assessment- This confirms the skills and experience the candidate states they have are accurate.

  10. Formalize onboarding- Document how you will onboard your new VA. Include 30-60 day training plan.

Creative PlanHer offers several signature services and we would love to chat about how we may be able to support you! Book your FREE consult call today.


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