How A Virtual Assistant Can Help With…Your Planning

When it comes to planning, there are a heap of ways a Virtual Assistant can help you out.  I’ve already written a heap of posts around planning which I’ve linked to below:

How A Virtual Assistant Can Help With…Your Planning - Sharyn Munro Virtual Assistance

The most useful things a Virtual Assistant can do tend to revolve around two main areas:

Research

A Virtual Assistant can do any research you need to help you in your planning. This includes researching things like:

  • Options for change
  • Statistics
  • Industry best practice
  • Sample templates
  • How-to articles
  • Procedures and processes
  • Reports
  • Data
  • Client feedback
  • Statutory laws and regulations.

Documentation

Your Virtual Assistant can be very useful when it comes to documenting your planning, processes and procedures.  Some of the things they can produce for you include:

  • Create document templates
  • Put data & statistics into easy to read formats such as graphs and charts
  • Create reports
  • Document procedures for new tasks and processes
  • Collate client feedback so it’s easy to spot trends
  • Summarise results of research
  • Create & maintain action lists for the team to work from
  • Create a timeline for changes to be made
  • Track KPI’s on a regular basis so you know how you’re going towards reaching your goals
  • Take care of meeting agendas & minutes to ensure everyone is on the same track

That said, your Virtual Assistant will probably be able to help with a lot more and what they can help with will depend mostly on what their areas of expertise are. So if you’re about to leap into planning, have a chat with your Virtual Assistant and get them on board to make the process easier for you.