A virtual assistant can help you overcome the burnout and restraints of a packed schedule while bringing you closer to milestones that would otherwise be out of reach. But, to make the most of your virtual assistant and avoid miscommunication, goal-setting is crucial. 

Any assistant will benefit from clear goals and communications to meet your expectations. These goals become even more essential for virtual assistants, who aren’t physically in your office. 

Read on to learn more about how to define virtual assistant goals, the right way. 

SMART Goals for Virtual Assistants

The SMART goals method has been around since 1981. Over the decades, it has proven to be effective for creating clear, focused goals. Consider applying it to your virtual assistant onboarding process to improve results and foster a positive working relationship.

SMART stands for:

  • Specific: Your goals should be clear, specific, and answer key questions, including:
    • What do you want to achieve with your virtual assistant?
    • When do you need your VA’s assistant?
    • What daily tasks do you need your VA to complete?
  • Measurable: Your goals should be measurable, meaning that you have a method of assessing progress. For example, you may be able to measure your VA’s success through patient retention rates, wait times, or your staff’s work-life balance.  
  • Attainable: You must provide any tools required for your VA to reach your goals. At SaiberVet, our virtual assistants have completed thorough training courses, are HIPAA-certified, and can use your existing VoIP. 
  • Realistic: Goals must be realistic, considering your circumstances and your VA’s hours. 
  • Timely: Contemplate a definite timeline while providing goals for your VA. This will help manage expectations while driving results. 

SaiberVet is here to set you up for long-term success with a virtual scribe or receptionist. We provide consistency with long-term working relationships, along with the affordability and flexibility of a virtual team member. Contact us today to get started!