VA Assist Elite – 90-Day Virtual Assistant Development Plan

 

At VA Assist Elite, we ensure that every Virtual Assistant (VA) we place grows into a reliable and indispensable partner for your business. Our structured 90-day development roadmap is designed to build confidence, competence, and strategic value for your company.

Month 1: Orientation, Shadowing & Foundation Building

Focus: Learn the business, observe workflows, handle low-risk tasks, and establish trust.

 

Week 1: Setup & Integration

Objectives:

  • Build strong client-VA relationship.
  • Understand business structure and workflow.
  • Set up tools, access, and systems.

Activities:

  • Attend VA Assist Elite 2-Day VA Training.
  • Join the Client Onboarding Call.
  • Participate in a “Get to Know the Client” session to learn communication style, goals, and expectations.
  • Secure access to tools (email, calendar, trackers, communication apps, password manager, shared drives).
  • Begin observing inbox and calendar management.
  • Review client materials (e.g., podcasts, interviews) to capture tone and brand journey.
  • Watch recordings of client meetings.
  • Submit daily End-of-Day (EOD) reports.

Week 2: Initial Support & Shadowing

Objectives:

  • Observe and provide light support with client communications.
  • Learn time-blocking and reporting systems.

Activities:

  • Reply to routine internal or simple external emails.
  • Summarize meetings and draft follow-ups.
  • Manage appointment scheduling (using tools like Calendly/Google Calendar).
  • Handle lead follow-ups with email templates and CRM notes.
  • Draft SOPs for specific workflows.
  • Begin simple financial tracking (e.g., receipts, expenses, statements).
  • Consistently send 30-Minute Workday and EOD reports.
  • Continue VA Assist Elite Training and Sales Training sessions.

Week 4: Building Confidence

Objectives:

  • Establish consistency and show initiative.
  • Consolidate documentation and refine systems.

Activities:

  • Take full ownership of inbox triage and meeting documentation.
  • Manage lead pipeline tracking via sheets or CRM.
  • Coordinate one full cycle of appointment setting.
  • Finalize SOPs and organize into a working Playbook.
  • Hold a review meeting with client to realign priorities for Month 2.
  • Attend weekly training sessions.

Month 2: Ownership, Initiative & Systemization

Focus: Operate independently, problem-solve proactively, and establish efficient systems.

Goals & Milestones:

  • Independently send 30-Minute Workday reports.
  • Fully manage inbox, calendar, and appointment setting.
  • Take ownership of meeting follow-ups, summaries, and leads.Build SOPs with accountability checklists.
  • Coordinate directly with vendors, clients, or leads when necessary.
  • Handle basic bookkeeping (charges, expenses, statements).
  • Suggest time-saving tools, automations, or workflow improvements.
  • Identify and recommend additional areas for delegation.
  • Propose updates to project tracking systems (e.g., Red/Yellow/Blue categorization).

Month 3: Strategy, Refinement & Elevation

Focus: Transition from executor to strategic partner, reduce client’s workload, and refine processes.

Goals & Milestones:

  • Fully manage administrative and communication systems.
  • Oversee appointment pipelines, lead management, and calendar forecasting.
  • Deliver weekly summary reports covering:
  • Progress and accomplishments.
  • Challenges and opportunities.
  • Proactive recommendations.
  • Lead a process improvement project (e.g., CRM cleanup, SOP redesign, workflow upgrades).
  • Audit and enhance existing Playbooks and checklists.
  • Execute a mini-project end-to-end (e.g., coordinating training, onboarding software, preparing financial overviews).
  • Facilitate a client check-in to summarize progress and define new delegation opportunities.

End of 90 Days: Review & Growth Planning

At the 90-day mark, the client & VA meet for a performance & strategy review. This session ensures recognition, alignment, & a roadmap for future growth.

Review Topics:

  1. Delegation: Which tasks are fully delegated? Which remain with the client? Are SOPs sufficient for continuity?
  2. Systems: How many SOPs/playbooks are documented? What gaps remain?
  3. Ownership: What responsibilities does the VA now initiate independently?
  4. Improvements: What process enhancements or time-saving initiatives have been introduced?
  5. Performance Evaluation: Clients may rate the VA (e.g., 1–5 or 1–10 scale) on:
     
  • Reliability – Consistency in task delivery.
  • Communication – Clarity, professionalism, and proactivity.
  • Initiative – Ability to identify and act on improvements.
  • Adaptability – Responsiveness to feedback and shifting priorities.
  • Ownership – Accountability and pride in work.
  • Problem-Solving – Application of the 1-3-1 framework.
  • Documentation – Quality and completeness of SOPs/playbooks.
    Strategic Value – Contribution to client’s growth and time savings.

Next Steps:

  • Define higher-level responsibilities (e.g., team coordination, project ownership).
  • Outline the VA’s career growth path (e.g., project management, client-facing roles).
  • Consider performance-based adjustments (e.g., pay raise, bonus).
  • Build a new 90-day roadmap with defined goals and skill development areas.

At VA Assist Elite, we ensure your VA is not just an assistant but a strategic partner committed to your business growth.

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