Here is a simple 5-step guide to making a good selection decision:
- Decide what you need. Start by making a list of the tasks you need help with and be realistic about what you are willing to delegate. Type these up as a briefing document that you can send to prospective candidates – this will help you get comparable quotes.
- Do your research. Ask people you know for referrals. Use directories and internet search engines to develop a long list – precise search terms (e.g. typing and admin services in Warwickshire) will improve search results. Assess their professionalism from their website.
- Qualify the candidates. Conduct telephone interviews to select a short list. Find out more about their services, experience and clients – ask if you can contact a client or two. Listen-out for the subtle signs in telephone manner, confidence in their service and clients, etc.
- Evaluate proposals carefully. Assess their understanding of your requirements and how they would approach key tasks – ensure you are comfortable with the method of working and IT tools. Do they have IT support to help you get set up or for when things go run.
- Contract in an appropriate way. Test the service and build trust in the relationship during a trial period – a no contract, pay-as-you-go option is ideal for this. When you know roughly how much time you need it may be better switching to a discounted retainer contract.
For more information about selecting a Virtual Assistant see our article Admin Outsourcing Partner Selection... Getting It Right.
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