Best Practices for Working With a Virtual Professional

Getting started with a virtual professional.

I think success with any employee, and especially a fully virtual professional (VP), is having really clear communication. Most of our talent and connections are with VPs from different countries, meaning English will be their second language. Although we do English proficiency tests and have multiple conversations with our pool of candidates, there still will be certain things, aspects, tasks and slang that will take extra time to communicate.

Similarly, cultural differences might show up in different ways. Be prepared and understand what some of those differences might be. Of course everyone is different, and there are unique individuals in every country, but understanding the norms, especially when it comes to communication, will go a long way in a successful working relationship with your VP. This is a great article and short video on some of those differences. Take a look.

In light of communicating, setting clear and realistic expectations for your VP will be a great way to start off on the right track. Tasks that you have done 100’s of times, and feel like second nature, won’t feel that way to your team. Slow things down, over explain, and write down the detailed instructions for each task/project.

Something we always suggest is having clear process documents for recurring and common tasks. A Word document outlining the steps in a clear and concise way is solid. My personal favorite is coupling the written instructions with a short Loom/screenshare video.

Start small.

Once you have a handful of process documents or Loom videos, start small. If a VP will be working with you for 20hrs/week, don’t assign 20hrs worth of work. Allow time for reading, logging in, learning, reviewing, tracking and understanding your business. Start with smaller projects, checklist items, and add/build from there.

Also, just ask! Keep a constant feedback loop. At the end of each week ask, “How did things go this week? How is the workload? What projects or tasks were the easiest, what took the most time?” Be curious, open and show that there are NO dumb questions.

Staying organized.

I should probably get a Type A person to write this paragraph... but even as a strong type B, I understand the importance of staying organized. My favorite way of doing this is Asana. They’re not a sponsor, just a useful and free tool for task and project management.

There are a dozen other tools out there like that, so if you already use one, great! Whatever you use, have a way to track progress, set dates/timelines, have reminders and be able to assign specific tasks.

Working together.

There is no perfect answer to how to work best with a VP. I can say over communicating, having at least one standing check-in meeting, clear process documents, and setting clear expectations will go a long way.

Here is how my team operates, take it or leave it.

Other tools.

There are so many tools out there for working with a remote team. I’ll jot a list down of things to at least take a look at/be aware of. Depending on your business, size, team, etc., some of these might be great, some you won’t need at all.

Again, I suggest asking your VP: what type of tools are they comfortable using, would like to see more of, or want to try out?

As you look at these, remember we track VP non-verified hours via Slack and handle all payments, so you don’t need to worry about those too much. Oh, and if you don’t have Google Docs/Drive/Sheets, you’re missing out. All free of course, it’s a must have!

• Asana for tasks and project management
• Slack for day-to-day chat and quick updates
• Loom or screenshare videos for process walkthroughs
• Google Docs, Drive and Sheets for shared files and working documents

And by a list, I mean check out these links for ideas: virtual assistant software tools from Wishup and VA software tools from Hubstaff.

If you’re still figuring out what kind of help you actually need, take a look at the roles we place or see how the VirtuHeroes process works.

We’re always here for you. If you need anything at all, just reach out!