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Sep 26, 2016 |
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97 Tasks to Delegate to your VA

My top 97 tasks to delegate to your VA

ADMINISTRATION

1.   Set up a spreadsheet 


2.   Create a PowerPoint presentation 


3.   Proofread (documents, website, proposals, etc.) 


4.   Data entry 


5.   Database creation, maintenance and cleansing 


6.   Scheduling and checking of appointments 


7.   Find speaking opportunities 


8.   Source images for documents / presentations 


9.   Manage, schedule and send newsletters 


10.  Check emails 


11.  Diary management 


12.  Make sales calls / follow-up sales calls 


13.  CRM management and maintenance 


14.  Create template documents (such as report or proposal formats) 


15.  Set up electronic filing system 


16.  Prepare training material 


17.  Set-up and/or co-ordinate training 


18.  Check voicemails 


19.  Organise corporate activities 


20.  Project management 


21.  Create email marketing lists (manage subscribers) 


22.  Create email marketing campaign 


23.  Directory submission 


24.  Customer service 


25.  Source and/or liaise with suppliers 


26.  Order stock 


27.  Deal with client / member enquiries 


28.  Digital declutter of your files 


29.  Organise, attend (virtually) and coordinate meetings (distribute agenda, take minutes, etc.) 


30.  Set up email filing system 


31.  Act as point of contact for business 


32.  Manage documents – complete forms/scan/file/create PDFs 


33.  Offer feedback/insight/time saving ideas 


34.  Follow up calls 


35.  Research best software for your needs 


RESEARCH

36.   Research products 


37.   Research events (venues / caterers / speakers) 


38.   Research pricing for purchases 


39.   Locate professional services such as accountant 


40.   Research competitors or market place 


41.   Research materials for presentations / proposals / reports 


42.   Find courses / activities of interest (training, sports etc.) 


TRAVEL

43.    Train and hotel bookings 


44.    Finding best price flights and booking 


45.    Arranging transport to & from station or airport 


46.    Coordinate and book an entire itinerary 


47.    Sourcing services / suppliers for your stay (dry cleaners, hairdressers, restaurants) 

 

WRITING

48.    Write a blog post


49.    Write reports / proposals

50.    Proofreading


51.    Write newsletter content

52.    Write press release


53.    Ghost writing


54.    Write autoresponders

EVENT ORGANISATION

55.    Organise all elements of an event (venue, catering, marketing, speakers etc.) 


56.    Set up events online (Eventbrite for example) and manage ticket sales 


57.    Event promotion (Email marketing, Social Media) 


58.    Create and print materials for the event (name badges, training manuals, etc.) 


ACCOUNTS

59.    Bookkeeping (reconciling, maintaining records)

60.    Issuing invoices


61.    Chasing unpaid invoices


62.    Issuing renewal reminders

63.    Setting up an invoicing system


64.    Expenses logs / ReceiptBank


65.    Keeping mileage log for business travel

STAFFING

66.    Create job adverts


67.    Set up interviews


68.    Shortlist candidates


69.    Follow-up and check references

70.    Induction training

71.    Train / supervise other virtual staff

72.    Manage and maintain staff records

73.    Organise and maintain staff reviews

HOME

74.    Manage family calendar

75.    Set up schedules / reminder systems for homework/ school activities/parties/etc.

76.    Find tradesmen

77.    Arrange deliveries ( flowers / couriers)

78.    Book appointments (dentists / doctors / hairdressers / beauty)

79.    Book car repairs / service (ensuring adequate provision for alternative travel)

80.    Plan a holiday

81.    Make bookings (theatre / cinema tickets, restaurant reservations)

82.    Find the cheapest utilities


83.    Find a property


84.    Research areas


85.    Organise a child’s party


86.    Digital de-clutter of your photos

OCCASIONS

87.    Send greeting cards (birthdays / Christmas)

88.    Research gift options


89.    Purchase and send gifts


90.    Plan a party

91.    Plan an intimate celebration

SOCIAL MEDIA

92.     Set up social media pages 


93.     Write social media posts / programmes 


94.     Coordinate and update social media 


95.     Forum participation 


96.     Blog comments 


97.     Answer queries on Twitter / Facebook pages