3 Quick Steps for Training your Virtual Assistant

Training your Virtual Assistants is an integral part of the hiring process.  Although they are highly skilled, do not expect them to know how you want the job done.  After signing them up, it is necessary for you to orient them with your work methods and system.  This will avoid missteps and miscommunication.

Skipping training in order to save time can adversely affect the performance of your Virtual Assistants.  Help them become more proficient at work through proper training.  Be patient in guiding your staff in order for them to deliver the kind of work you expect.   

Be sure that communication and collaboration tools are already in place before you proceed to training.  Decide on how many days you will devote to this activity.  The degree of difficulty in performing the tasks must be taken into consideration. More days are needed for difficult assignments and less for easier tasks.  

Here are the steps needed to train your Virtual Assistants.


  • Orientation.  Day 1 of training must be devoted to orienting your staff with your business.  


Lay down the groundwork plus express your expectations. This is a good ice breaker because you will be able to formally welcome your Virtual assistant to your company.  

Although you already gave an overview on your business during the interview, it is advisable to extensively discuss this matter so as to give your staff a better idea of how you envision your company’s growth.


  • Provide step by step instructions. Write down how you want them to complete the assigned tasks. Be clear and concise. You do not want your staff to get lost with a very lengthy list.  


Use a screencast software so it will be easy for you to run down each step during the training. Schedule an online video conference for Day 2 of training to discuss your preferred working methods and every step involved in the process.  This way, your Virtual Assistant will be able to grasp your instructions better.  

This will also give him/her a chance to throw in queries prior to the commencement of work.  You may opt to record a video tutorial also.  This will be very helpful because they can just replay the video for future reference.  


  • End training with a Trial task. It is best to give your Virtual Assistant a trial run at the end of training, so you could test how well he/she understood your instructions. This will also give both of you a chance to iron out the glitches in your system before the actual work begins.  


Good training is no guarantee that mistakes will never happen.  But this will ensure that both of you will be able to work in the same direction.  When the boss and staff are synchronized, one can expect an efficient work output.  

Be patient because your staff relies on you for guidance. There are no shortcuts to training your people.  It takes time to align them to your work methods.  Keep your communication line open even after training, so you could monitor them while work is in progress.  

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