Clarify expectations. Misunderstandings can arise among colleagues in the same office. Imagine what it’s like working with someone without any face-to-face contact. Be specific about required tasks and goals. Set boundaries related to spending limits and confidential information.
Document procedures. How-to manuals and video tutorials can explain routine duties and complex assignments. Ask your virtual assistant to write up any new responsibilities to keep your library up to date.
Invest in tools. Technology will make collaboration easier. Shop for software that lets you edit documents and manage projects.
Communicate regularly. Staying in touch may require a more deliberate strategy when you don’t run into each other in the hallways and breakroom. Schedule one-on-one meetings at least once a week. Discuss the best way to reach you with urgent and nonurgent communications.
Encourage questions. New hires may feel pressured to appear competent. Let them know that you’re happy to answer questions when anything is unclear.
Provide feedback. Constructive criticism is essential for learning and high performance. Make your comments prompt, specific, and actionable.
Start small. Virtual assistants need onboarding too. If time allows, introduce them gradually to their new role and help them to connect with the bigger picture. Make their first assignment something simple that they can excel at.
Respect their time. Maybe your virtual assistant has limited availability or you’re one of several clients. Make the most of your time together by being prepared for the hours they spend with you.
Build morale. Team spirit has more to do with the quality of your relationship rather than sharing the same business address. Create a welcoming environment and promote two-way conversations. Give your new assistant their own company email and send them a coffee cup with your logo.