The Virtual Success Show

The Virtual Success Show


The Quick and Effective Way To Assess The Success Or Failure Of My Virtual Assistant

June 05, 2019

The Quick and Effective Way To Assess The Success Or Failure Of My Virtual Assistant  Want the transcript? Download it here. In this episode, Matt and Barbara talk about the quickest way to assess your Virtual Assistant whether they're working out for you or not. Some of the areas covered include: The challenges of assessing an offshore VA, identifying the key areas you need to assess! Reviewing your onboarding procedure to make sure you are setting your VA up for success in their role. Continually reviewing and refining your processes. Let us know what your key takeout has been from this episode and join the continuing conversation over in the Virtual Success Facebook Group. In this episode:1:18 How do you assess your Virtual Assistant?1:52 Biggest Challenges to Assessing Your VA3:10  Identifying your Key Areas6:55 Delivering Feedback in An Effective Way7:42 Identify KPI ‘s8:14 Assess Your Onboarding Procedure10:17 Feedback12:35 The Stop Doing List14:46 Role Expectations and Communication16:04 Monthly Assessments Intro: Do you find yourself running out of time to accomplish your work, are you spending time doing things that you're not that good at? There are effective ways to outsource these tasks so you can focus on your business. This is the Virtual Success Show, we bring the inside scoop on outsourcing success for entrepreneurs by entrepreneurs. And now here are your hosts Matt Malouf and Barbara Turley. Matt: Hey everyone, and welcome to another show of the Virtual Success Show where I'm joined by my co-host, Barbara Turley. Hey Barb. Barbara:  Hey Matt. How are you today? Matt: I'm really well, and yourself? Barbara: Good, thank you. Excited about our topic that we're going to dissect into today? Matt: I am, I am. As always, meetings before the show are always interesting conversations and topics just pop up. This one, it was funny. We were halfway through a conversation, Barbara and I, and we went, "This is a show, let's start recording." So we did. Barbara: So here we are, to dissect what the problem I presented to Matt is…  How Do You Assess Your Virtual Assistant? Matt:  And it is. I think one of the questions I get asked regularly is how do I assess or measure the success or failure of my virtual assistant? How do I know whether they're doing well or not doing well? It's a really interesting topic. I think there's many many different ways you can do this. But what we wanted to do today was open a discussion between Barbara and I because we were talking about this beforehand, and then we share some insights into this. I think one of the biggest challenges when trying to assess your virtual assistant is making it really complicated and then therefore hard to measure and be transparent. When you try to measure the success or failure of a role, you've got to make it really easy and transparent for both you and the persons you're assessing to understand how they're doing. There should be no surprises. Biggest Challenges to Assessing Your VA Matt: The way that I've done this over the years with the virtual teams and even local people that I've had working with me, I create a list of the things that they are responsible for. For instance, they may be responsible for managing my calendar, managing my emails, booking hotels, booking travel. One for Barbara and I is the podcast, so actually taking the recordings and producing the show. You need to create a list of all of the key areas or key responsibilities that your VA has. What you then need to do is you need to get them to score themselves, let's say it's a scoring system out of five, and five is that they are completely competent, confident, and do this task exceptionally well, and one is that they're a novice at it, that they really don't know what they're doing and are struggling with it. Identifying your Key Areas Matt: You get them to assess themselves in each of those areas as a score out of five. What you then do separately is you take the same list and you scor...