How to Launch with Your Virtual Executive Assistant in 4 Guided Steps
Hiring your first virtual Executive Assistant is exciting! The decision means your business is growing and that you now need help accomplishing the goals you have set. However, if you’ve been doing it all on your own for so long, how do you pass along work to someone else, and where do you begin?
At VEA, we’ve got you! After our team has HAND-MATCHED your EA (no computer matching here!) to your needs, we’ll walk you through a customized onboarding process.
In just four steps, you’ll be on your way to delegating the menial tasks that can hold you back from focussing on higher-value work. In this blog, we’ll cover:
- Step 1 – EA selection
- Step 2 – Kick-off
- Step 3 – Three-week check-in
- Step 4 – Falling into rhythm
Step 1 – Selecting Your EA
Before your EA is selected, you will meet with a VEA Onboarding Concierge. In this 30-minute onboarding meeting, your Onboarding Concierge will take you through a custom-designed questionnaire to find the perfect match for you. The Onboarding Concierge will ask specific questions to identify your top three priorities, in addition to the software and technical knowledge that your EA will need to possess.
Once you have completed your onboarding call, the onboarding concierge will review your criteria with VEA Pod Leaders. We will select the best candidate for you based on your personality, tasks, and software requirements. Careful consideration goes into selecting the best candidate for you based on our years of virtual assistance experience.
If you would like us to select your EA and start right away, we can accommodate that. If you prefer to interview the candidate first, we can coordinate an interview for you.
Step 2 – Kick Off
- Kick-off date
- Top three priorities you want your EA to focus on in your first month
- Passwords and software access to share
- Contact information for our IT expert should you need technical assistance
Each meeting should have a theme. For example,
- Monday can be dedicated to sharing login information, reoccurring tasks, and Standard Operating Procedures.
- Tuesday can be about email management and discussing your email preferences with your EA, and so on.
Holding daily meetings for two weeks will help your EA get up to speed quickly.
Weekly Summary Report
- Number of hours used (month-to-date)
- Tasks completed
- Future items they can help with
Step 3 – Three-Week Check-In
We want to know early on if your expectations are being met and if your EA could use any additional training. We’ll also ask for a progress report on your top three priorities. Your honest input and feedback are always welcome!
Once the three-week check-in call is done, your Onboarding Concierge’s role is complete. They will introduce you to your EA’s Pod Leader. The Pod Leader will be your go-to contact moving forward for questions or feedback that fall beyond your day-to-day work with your EA.
Step 4 – Falling Into Rhythm
1, 2, 3, 4 and You’re Off to the Races!
To get started with a Virtual Executive Assistant, reach out any time to book a discovery call!