Making a plan is a complicated process and there are many steps involved in creating even the most minor plan. Here is a list of things a Virtual Assistant could do to help make planning a bit less stressful for you and to keep the whole process on track.
Research
- Competitor research to see what your competitors are doing and how they’re doing it
- Product research to find out the latest developments in your field
- Work with you to create customer surveys to find out what your customers really want
- Research and get quotes from providers of services you’ll need so you can incorporate this cost into your budget
- Research and get quotes to purchase products you’ll need so you can incorporate the cost when you’re creating a budget, and pricing a product or service
- Research and collation of statistics and other data to help you narrow your focus, and to back up your plan
- Sourcing images for use in the plan to make it more attractive and easier to scan
Creating the plan
- Project managing the planning process and checking that all milestones are being completed on time
- Developing and refining a template for you to use so your planning becomes easier each time
- Creating tables & charts from raw data to break up the plan so it’s not all plain text
- Collating the responses from customer surveys and pulling out key figures and quotes
- Taking the input from all relevant parties and collating it for your review
- Proofreading the plan to make sure that spelling and grammar is correct
- Edit your plan to make the language less complicated and reduce jargon
After the plan is completed
- Regularly measure and report on the progress against the plans Key Performance Indicators
- Organise printing and binding if a hard copy is required, otherwise organise for a PDF version to be created
- Circulate the plan to everyone who needs to see it and obtain sign-off when necessary
- Diarise regular plan reviews and updates to ensure that your plan doesn’t become stale or forgotten
When it comes to making a plan, keeping an eye on the details is key and a Virtual Assistant is typically the ideal person to handle details.
