Policies and Procedures

Discuss the importance of policies and procedures in your virtual assistance business.

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View Poll Results: Do you have an operations manual in place?
Yes, I have an operations manual for my VA business 9 22.50%
No, I don't have one and don't plan on drafting one. 7 17.50%
I'm working on my operations manual - it's incomplete at this time 19 47.50%
What's an operations manual? 5 12.50%
Voters: 40. You may not vote on this poll

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    #21 (permalink)  
Old 02-07-2012
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Default Re: Do you have an Operations Manual for your virtual assistant business?
Oh yes, in my book this is a must have for any business no matter how small. It's the know-how, and your method or way of doing things. Ranks high up on my list of milestones to achieve, and of course the Operations Manual is a living, working document. It's essentially never really complete. It grows with you.

Tarryn
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    #22 (permalink)  
Old 02-18-2012
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Default Re: Do you have an Operations Manual for your virtual assistant business?
The list of things to do never ends! : ) Thanks for reminding me of something else I need to start working on before I "open my doors".
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    #23 (permalink)  
Old 02-18-2012
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Default Re: Do you have an Operations Manual for your virtual assistant business?
Great topic! I do not currently have one but think it is a great idea. I plan to start working on one.
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    #24 (permalink)  
Old 02-18-2012
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Default Re: Do you have an Operations Manual for your virtual assistant business?
Good Day,

I am new to this forum. However, I have an operations manual from the sales and marketing business as well as the medical billing business that I previously owned.

I have since researched and have begun putting together an operations manual for my new va business. I also have 3 women who will be coming on board.

It is my intention to create my manual and put into a pdf file with samples, instructions and processes as well as to provide a complete directory to coordinate with the VA private online section of my website for my VA's to log into.

Kindly,
Patricia Loehn
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    #25 (permalink)  
Old 02-18-2012
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Default Re: Do you have an Operations Manual for your virtual assistant business?
This is something that I did not consider but really plan to do once I work out all the kinks.
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    #26 (permalink)  
Old 02-29-2012
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Default Re: Do you have an Operations Manual for your virtual assistant business?
I am still in the planning stages of my business, but I plan to set up a policy and procedures manual as I get going. I believe it is important for consistency and as a guideline for those "grey" areas.
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    #27 (permalink)  
Old 03-01-2012
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Default Re: Do you have an Operations Manual for your virtual assistant business?
I have an operations manual. Having been in business over 10 years, I have to focus to keep it updated. Ten years ago, nothing in my business was "in the cloud" and I did a lot with "gotomypc.com". Now, almost all I do is "in the cloud". Keeping the document updated takes dedication. My document is an internal manual with a portion that I send to subcontractors. I do not send it to clients.
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    #28 (permalink)  
Old 03-02-2012
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Default Re: Do you have an Operations Manual for your virtual assistant business?
I haven't heard of an operations manual, which I gather is different from a policy & procedures manual. Does one start by stating for example, the proper way to answer the telephones, format used for typing letters, etc?
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    #29 (permalink)  
Old 03-02-2012
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Default Re: Do you have an Operations Manual for your virtual assistant business?
I don't have one yet an it does not look like I need one at this point just like I do not need a business plan right now but if my business starts to get big, I think I may need these.
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    #30 (permalink)  
Old 03-02-2012
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Default Re: Do you have an Operations Manual for your virtual assistant business?
I am so ThankFul for this Forum ~ I am VERY new at running a successful VA Business (I just worked for free or for fun), I never heard of an operations manual is that for the BigWig companies If so I need to start with creating mine
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