Working with a Virtual PA is something most NEDs need to consider, if they want to have consistent administrative support during their working life. It’s fair to say everybody needs support and assistance in differing forms – and your individual role will dictate how exactly, that support will look for you. However, recognising that you need some form of support, is the first step to you achieving more.

There are important things you need to consider, when working with a Virtual PA. Initially, you’ll want to find a Virtual PA that is a good fit for you and your particular role in business. However, it’s also important that you understand the different tasks you can outsource to a Virtual PA, as well as ensuring you’re getting the best value for your investment.

When you Work with us – our process ensures you have every box on your needs list ticked, prior to getting started with your Virtual PA. But we like to ensure that you’re clear on your needs, prior to getting started – so here’s the top things you need to consider, when working with a Virtual PA!

Understand exactly what a Virtual PA can do for you

A Virtual PA can carry out a whole host of different tasks for you. The most common tasks our Virtual PAs are asked to carry out include:

  • Online diary & email management
  • Schedule and coordinate meetings, teleconferences
  • Accept and/or decline invitations – keep track in case you schedule changes and you can then join
  • Coordinate with your various boards all relevant meetings
  • Minute taking
  • Liaison by telephone with your network/contacts
  • Business travel including flights, airport transfers, train travel, hotel accommodation
  • Personal travel arrangements including sourcing locations, suitable accommodation, things to do when you arrive

Is there is anything else you need – it’s likely to be something that can be handled too! A Virtual PA can also be hired for personal and lifestyle management; ensuring your professional and personal lives are organised and on track.

Cover the formalities

When you hire a Virtual PA there are important formalities you need to be aware of, first off, a Terms of Business/Contract will be agreed & signed before you start working together. All of our Virtual PAs are fully insured with professional indemnity and public liability insurance. They’re also more than happy to sign an NDA, if required.

When it comes to GDPR, we’re fully compliant. We’re also happy to sign a Data Processor Agreement provided by yourself, if this is required.

Keeping your data safe, is a something we don’t take lightly. In fact, data security is a high priority for us and we ensure we have password protection, Norton Security and data encryption in place, to safeguard any data we’re handling on your behalf.

If you’d like to take a look at our Privacy Policy, prior to working with a Virtual PA, it’s freely available on our website – you can click here to go straight to it.

How much time do you need?

Finally, you need to ascertain how much time you’ll need your Virtual PA for. We’re happy to support you for as little as 10 hours per month, or more than this, if your needs dictate more hours per month.  We’re flexible, so we can grow with your changing needs and as your confidence in handing over tasks grows, too. All work is charged at a standard hourly rate, there’s no additional overheads and we invoice in 15 minute increments – charging you only for the time we work.

Our step-by-step process ensures you have every box on your needs list ticked, prior to getting started with your Virtual PA. If you’d like to check it out in detail, simply click here – and I hope this post has helped clarify what you need to consider, prior to working with a Virtual PA. When you’re ready to take the next step, we’ll be here to ensure you not only have the best Virtual PA for you, but that you’re getting the best value for your investment.