Clear and Concise Titles
Start with a clear and descriptive title for the task you need help with. This helps the virtual assistant understand the task’s scope and purpose right from the get-go, making it easier and faster to get things done.
Background Information: Importance and Outcomes
Share some background information about the task. Explain why it’s important and what you hope to achieve. This context helps the virtual assistant understand the task’s significance and align their efforts with your goals.
Priority Level: Urgency and Importance
If you have multiple tasks, let the virtual assistant know which ones are urgent, important, or can be done at their convenience. This way, they can tackle tasks in the right order and manage their time effectively.
Attachment of Resources: Supporting Documents
For tasks that involve files, documents, or online resources, make sure to attach them or provide links. This gives the virtual assistant all the necessary materials to complete the task efficiently.
Encouragement for Questions: Clarification and Understanding
Encourage the virtual assistant to ask questions if they need clarification. This can help prevent misunderstandings and ensure the task is done right.
Communication Preferences: Preferred Updates
Let the virtual assistant know how you prefer to communicate. Do you want updates through email, a messaging platform, or regular check-ins? This helps keep everyone on the same page.
Complex Task Management: Milestones and Check-in Points
For complex tasks, specify milestones or check-in points where the virtual assistant should update you on their progress. This helps you stay informed and make adjustments if needed.
Access Permissions: Necessary Permissions and Details
Provide the necessary permissions and details if the task involves access to accounts, systems, or data. This ensures the virtual assistant can access what they need to complete the task.
Welcome Suggestions: Valuing Input and Ideas
If the virtual assistant has ideas for improving the task or process, welcome their suggestions. This encourages collaboration and can lead to better results.
