You may be aware I run a Virtual Assistant training course and in the process, students are required to send me their homework from each week’s lesson.
One thing that has really stood out to me is that sometimes they try to complicate things when in fact it should be kept simple.
What do I mean? Well, for example just creating client files. Some have thought of some security measure, others have used different filing systems other than alphabetized, some use codes and so on.
What they are used to is systems they used in the corporate world for large organisations that had a lot of staff and even more clients.
BUT, often these systems are not needed in a home based office with one worker (the VA) and one computer and a small filing system.
So, my message and tip for VAs out there is – don’t complicate things! Use the KISS principle – ‘Keep it simple, stupid’ and you’ll be able to set things up quickly, retrieve things quickly and if you do require help in your office at some time, it will be easy to hand over to someone else without long explanations and documentation.