5 Essential Tips for Effectively Managing Virtual Assistants

By Cam Velasco

CEO & Co-Founder
Published: Apr 7, 2024
Managing virtual assistants (VAs) effectively is crucial for the growth of your business. Here are the five essential tips to get the best out of your VAs:

Managing virtual assistants (VAs) effectively is crucial for the growth of your business. Here are the five essential tips to get the best out of your VAs:

  • Establish Clear Expectations and Guidelines: Be precise about tasks, deadlines, and communication preferences.
  • Embrace Effective Communication and Collaboration Tools: Utilize tools like Zoom, Slack, and Asana for better coordination.
  • Provide Comprehensive Training and Support: Offer detailed training sessions and resources to help VAs understand their roles.
  • Monitor Performance and Provide Constructive Feedback: Regularly review their work and offer feedback to encourage improvement.
  • Recognize and Reward Good Work: Acknowledge and appreciate their efforts to keep them motivated.

By adhering to these strategies, you can foster a productive and positive working relationship with your virtual assistants, ensuring both your and their success.

1. Establish Clear Expectations and Guidelines When Managing Virtual Assistants

A confident woman in a light pink blouse and glasses holding a tablet, standing in a modern office with a laptop on the desk.

When you start working with new virtual assistants, make sure you’re both clear on what needs to be done. This helps avoid misunderstandings and keeps things running smoothly. Here’s how to do it:

  • Write down exactly what their job is, including what tasks they should do every day or week.
  • Give them step-by-step instructions or checklists for how you want things done.
  • Set clear goals and ways to measure if they’re hitting those goals.
  • Tell them how often you expect them to check in, and how soon you expect replies to messages or emails.
  • List the tools and software they’ll need to use, and make sure they know how to access them.
  • Explain how you want to communicate, including which platforms to use, how often to talk, and the kind of language to use.
  • Be clear about what work or information they should share with you.

It’s important to be as detailed as possible and to encourage them to ask questions if they’re unsure about anything. Have a meeting to go over everything and sort out any worries they might have. It’s a good idea to go over these guidelines again every few months or when starting new projects, just to make sure everyone is still on the same track.

Getting your virtual team up to speed with a clear plan makes them more efficient and independent quicker.

2. Embrace Effective Communication and Collaboration Tools

A smiling young woman at a workstation with multiple devices, including a computer, calculator, and documents.

Talking and working together well is key when you’re managing people who work from different places. For virtual assistants, it’s smart to use tools that help everyone stay on the same page, work together smoothly, and keep track of what needs to be done.

  • Video calls like Zoom or Google Meet are great for having face-to-face chats. These help you stay connected, give feedback, and feel more like a team. Try to have these calls once a week or every other week.
  • Instant messaging apps like Slack or Microsoft Teams are perfect for quick questions or updates. They’re good for fast, easy talks.
  • Project management tools like Asana, Trello, or Basecamp show everyone what tasks need to be done, who’s doing them, and by when. They help keep everything organized.
  • File sharing places like Google Drive or Dropbox let you and your assistants share documents easily. You can control who sees what and make sure everyone has the latest version.
  • Email is still useful for more official messages or sending important files. Make sure you agree on how fast you should answer emails to keep things moving.
  • Virtual whiteboards like Miro or Mural are fun for brainstorming and planning together. They let you draw or write out ideas and plans visually.

Choose a few key tools that work well together and make sure everyone knows how to use them. This makes working from different places much easier.

Remember, the main goals are to be clear, consistent, and open. With the right tools and ways of talking to each other, you can work well together, no matter where you are.

3. Provide Comprehensive Training and Support

Focused individual working at a desk with a digital tablet, laptop, and camera, against a backdrop of photo prints on the wall.

When you bring new virtual assistants into your team, it’s really important to help them understand how everything works. Take some time at the beginning to teach them about your systems, what you expect from them, and how things are done.

  • Plan to spend a couple of days on training sessions right when they start. Show them how you do things, explain any rules for writing or doing tasks, and what you’re aiming to achieve.
  • Make easy-to-follow guides and videos. Include instructions on using your software, helpful links, frequently asked questions, and any other info that can make their job easier.
  • Keep checking in with them, especially during the first few weeks. Ask if they have questions or need help with anything. Give them feedback on what they’re doing well and what could be better.
  • Let them know it’s okay to ask questions. You want to fix any confusion early on. This can stop bigger problems from happening later.
  • Sometimes, you might need to do more training. If there are new tasks or big changes, make sure they know what to do. It’s also good to have refreshers to keep everyone sharp.

Teaching your team well at the start means they can do their jobs better and more independently. This saves you time and helps make sure everything is done the way you want. Investing in their learning is good for them and for your business.

4. Monitor Performance and Provide Constructive Feedback

A professional woman in a blue blazer sitting at a desk, pensively looking at her laptop screen, in a cozy office space.

Keeping an eye on how your virtual assistants are doing and giving them helpful pointers is key. This way, you can guide them to do better, spot any problems early, and keep everything running smoothly.

Here’s how to do it:

  • Have regular one-on-one chats. Use these talks to go over their work, discuss what’s going well and what could be better, talk about any issues, and answer questions. Write down the main points.
  • Set clear goals and track progress. For example, look at how many calls they make, how many emails they answer, or how many social posts they create. Check these numbers regularly to see how they’re doing over time.
  • Check their work now and then. Every so often, take a look at some of their work to make sure it’s up to your standards. Let them know what they did well and what they could do better.
  • Listen to feedback from the team. Ask other team members who work closely with your VAs about their experience. See if they have any concerns or notice any ongoing problems.
  • Talk about issues right away. If something’s not right, don’t wait to bring it up. Talk about it professionally and focus on how to fix it. Offer more training or help if it’s needed.
  • Say ‘good job’ when they do well. If you see them doing great work, tell them. Appreciating their hard work motivates them to keep it up.

Regular, helpful feedback helps your team get better over time. It keeps the quality of work high and helps everyone do their best. So, take the time to guide, support, and encourage your VAs. It leads to better outcomes.

5. Recognize and Reward Good Work

A cheerful woman using a smartphone, with a laptop open in front of her on a white table, in a bright room.

It’s really important to let your virtual assistants know when they’ve done something well. Showing them you appreciate their hard work can make them feel good, stay loyal, and do even better in their jobs. Here are some simple ways to do this:

  • Say thank you in front of everyone. If someone does a great job, mention it when everyone’s together, like in a meeting or a group email. It’s nice to be praised in front of colleagues.
  • Send a personal thank-you message. A quick email just to say “great job on that task” or “thanks for putting in extra effort” can really make someone’s day.
  • Offer small tokens of appreciation. Things like a gift card, leaving early one day, or some company merchandise are nice ways to show you care.
  • Support their growth. Offering chances to learn more, like through courses or special events, shows you’re interested in their future. People appreciate when you invest in their development.
  • Ask for their opinions. Including them in discussions and valuing their ideas makes them feel important.
  • Give them more to do. If someone is doing really well, trust them with more tasks or a bigger role. It shows you believe in them and helps them grow.

Saying thanks and recognizing good work can make your whole team more eager and happy. And when your team feels good, they do better work, which is great for your business. So, don’t forget to show your appreciation—it means a lot!


A man in a suit and a woman standing beside him are waving towards a computer screen during a video call in a modern office.

Managing virtual assistants well is key to making the most of your remote team. By sticking to the tips we’ve talked about, you can help your VAs and your business do really well:

Make Expectations Clear

  • Lay out exactly what you want from your VAs, including what tasks they should do, when they should be done, what tools to use, and how you like to communicate.
  • Encourage them to ask questions if they’re unsure about anything.
  • Go over these expectations now and then to make sure everyone’s still on the same page.

Help Everyone Work Together Smoothly

  • Pick the right tools for video chats, quick messages, organizing projects, and sharing files.
  • Make sure your team knows how to use these tools well.
  • Agree on how quickly you should respond to messages and emails.

Teach Them Well

  • Start with a good training that covers how things work, what you expect, and the goals you’re aiming for.
  • Make guides and videos to help them keep learning.
  • Check in often to answer any questions and to see how they’re doing.

Keep an Eye on How They’re Doing & Give Feedback

  • Have goals that you can measure and check their work against these goals.
  • Talk one-on-one regularly about how things are going.
  • If there’s a problem, talk about it soon and figure out how to fix it.

Say Thanks for Good Work

  • Give a shout-out when someone does a great job, whether it’s in a group setting or a private message.
  • Small rewards or chances to learn more can show you appreciate their effort.
  • Include them in decisions and listen to their ideas.

By putting in the time and effort to manage your remote team well, you help your VAs do their best work, which is great for your business. This effort will come back to you as a team that’s motivated, loyal, and gets a lot done.

An advertisement with a woman in glasses holding a tablet, with text promoting the hiring of full-time virtual assistants from South America for $5 per hour.

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Cam Velasco

CEO & Co-Founder

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