top of page
Writer's picture8point8 Team

Super Easy Task Instructions for Your Virtual Assistant: Create a Workbook/Worksheet

Assigning the task of creating a workbook or worksheet to your virtual assistant (VA) can be challenging. You may struggle to convey your ideas clearly or find it time-consuming to design the workbook on your own. Without effective communication, the execution of your vision may fall short, leading to wasted time and lost enthusiasm for your project.


Consider a scenario where unclear instructions result in a workbook that doesn't align with your objectives. Miscommunication can lead to frustration and a lack of motivation to pursue your ideas further. It's crucial to bridge the communication gap and ensure your VA understands your vision clearly to achieve the desired outcome.


In this blog article, we provide a step-by-step guide on how to effectively delegate the task of creating a workbook or worksheet to your VA, minimizing misunderstandings and maximizing the success of your project.




A person choosing pictures on her tablet with her email opened on her laptop


What You Need to Prepare:

Before delegating the task, gather the necessary information to empower your VA in creating a comprehensive workbook or worksheet:


  1. Content for the Workbook/Worksheet

  2. Number of Pages

  3. Design or Template Preferences

  4. Additional Details


Note: If providing references or attachments with a heavy file size, reduce/compress the file size before sending to your VA.


What to Send to Your Virtual Assistant:

Use this template to convey your general research instructions:


Subject: Workbook/Worksheet Creation Task - [Project Name]


Dear [VA’s Name],


I hope this message finds you well. I have an important task for you – creating a workbook/worksheet. Please find the details below:


  1. Title and Content for the Workbook/Worksheet: [Specify if content will be provided or if your VA should write it. Make sure to give the title, if you already have one.]

  2. References for the Content: [Attach or link references for content writing inspiration]

  3. Number of Pages: [Specify the desired length of the workbook or worksheet in terms of pages]

  4. Design or Template Preferences: [Specify any design or template preferences for graphics and layout]

  5. Additional Details: [Include any other relevant information crucial to the task]



A woman working on her laptop


Task Timeline Plan:


  • Task Assignment Date: [Today's Date]

  • Deadline for Initial Submission (either content or the entire layout, as applicable): [Specify Date - At least 2 weeks before the intended use date]

  • Deadline for Revised Output: [Insert date for submission of revised output. Give at least 3-5 business days leeway after providing feedback or requesting revisions]

  • Final Deadline: [Specify the final deadline for workbook/worksheet completion]

Don’t hesitate to ask questions/clarifications. Thank you!



A person thinking of what to write on an email on the laptop


Conclusion:

Effective communication with your VA is essential for successful task delegation. We're interested in learning about the communication challenges you face in assigning tasks. Share your experiences by leaving a comment on this blog or emailing us at info@8point8.net. Your insights will shape our future articles and help address communication hurdles effectively.


What other tasks do you find challenging to communicate with your VA? Share your thoughts with us!






Super Easy Task Instructions for Your Virtual Assistant: Create a Workbook/Worksheet

4 views0 comments

Comments


The Quickest & Easiest Way
to have an INSTANT team!

Having an instant team is a game changer
just like Melanie said it would be. 🙌

banner sales page va team.666189b0bb79e2.95854020.png

You can stop feeling overwhelmed with tasks now because you're about to have

a fully-trained crew of self-managing virtual assistants!

va team sales page button.66618c0fec0037.30508152.png

You made the right choice to follow through on your friend's recommendation.

You are at the right place and this is 8point8 Virtual Assistance Services.

We'll take a wild guess...

Is this you right now?
work alone.666196ae0bcaf1.63557272.png

Working alone in your business?

The business that you were so passionate about when you first started...but lately, you've been feeling like it's swallowing you whole.

Because, if you didn't turn the wheels in your business, who will?

Your free time must be disappearing as you work on email backlogs, unanswered social media DMs, video/podcast editing, client onboarding, and a BAZILLION other tasks you hardly have time for.😢

This is usually what happens when you have no team to back you up.

You probably had a solo virtual assistant in the past, but it didn't work out because you didn't have a task delegation system yet.

Maybe your virtual assistant needed you to train them, but you just didn't have the time and the mood for hand holding. You need someone who can hit the ground running!

Or, it could be that you did find an amazing virtual assistant, but they couldn't take up the huge load of work. It was too much for one person to handle.

So they quit on you, and now you're back to square one. 😭

work alone.66619a47299408.08014717.png

It's important for you to know that

this is NOT your fault. 🙅

You are just trying to build your business empire. 💰

Because you've had so much business coming in, your task load is also growing at a rate
that you can't keep up with anymore. 🚀

So, how would it feel if you had an instant ROCKSTAR TEAM?

A team you can assign some or ALL of your tasks to? 🙋

A complete crew of virtual assistants that already had a task coordination and team management system in place.

All that's left to do is
assume the LEADERSHIP ROLE,
and the team will follow your footsteps.

With your business operations delegated to the 8point8 Virtual Assistant Team
you can have MORE TIME to be inspired & creative!

You can finally claim back your time freedom.

va team sales page button.66618c0fec0037.30508152.png
3.66331b0b6175b2.95970336.png

Here's what you get when 8point8 is your team...

🌟 Instant Access to ALL of our our Team's Services
🗓️ Uninterrupted Virtual Assistance Service Month After Month
📅 Optional Catch-Up Calls Weekly or Monthly (depending on your preference)
😎 Automatic FREE Enrollment to our TEN DAYS to Task Freedom Course
📋 FREE Custom Trello Board to manage your tasks and projects
📞 FREE Onboarding Call with Lisa to strategize your task load turnover


Our team is waiting for you on the other side after you sign up 💪
Or, if you want to meet Lisa first, 
book a Zoom Call HERE.
Otherwise, submit the form below and make 8point8 your team already! 🥳

bottom of page