The step-by-step process of executive search assignments is routine driven.  Of course, it is adaptable however, having a process from beginning to end, in our view, is beneficial. To ensure you are working ‘in your flow’ you need to be focusing on the stages within the process that are best completed by you. Typically, these are your strengths and it is highly likely these initiatives are revenue generating and thus their importance to your business is vital.  Our guess is that these are also the tasks that you enjoy the most!

Here’s a list of ten tasks that can be delegated:-

1. CRM MANAGEMENT

Keep your systems up to date and accurate, add clients, candidates and prospects ensuring compliance standards are met.

2. BUSINESS DEVELOPMENT

Create a plan, track progress and develop relationships with the Executive Assistant’s (EA’s) of your potential and existing clients.

3. EMAIL MANAGEMENT

Your Virtual PA can manage any overwhelm created by email traffic, ensuring you remain focused and prevent things slipping through the net.

4. PROJECT MANAGEMENT

Your Virtual PA will take the reins over all logistical arrangements for not only yourself, but your clients and candidates too.

5. FORMATTING DOCUMENTS

Using your branding your Virtual PA can pull together pitch documents, position specifications, long or shortlist presentations and subsequent candidate reports using Word or PowerPoint.  Giving a professional and consistent image of your business.

6. PROOF READING

Your Virtual PA can be a fresh pair of eyes and tweak, as appropriate, using their own initiative.

7. TRANSCRIPTION

Dictate your meeting notes, candidate appraisals and they’ll be transcribed and added to your client presentations or CRM for future reference.

8. BUILD RELATIONSHIPS

Your Virtual PA will keep things moving in the right direction.  Acting on your behalf and keeping you in the loop.

9. REFERENCING

Scheduling calls for you to speak with candidate referees.  Saving you time!

10. INVOICING / COLLATION OF EXPENSES

Creating and issuing invoices always ensuring payment is received in a timely manner.  If your candidates need to submit expenses to your client, your Virtual PA can take the lead.

As you begin to work with a Virtual PA, you will quickly appreciate that the above list is simply a ‘taster’ of tasks that you can delegate.  It makes perfect sense to start small and build up.  Assign a few tasks, evaluate and then delegate a few more.  You need to feel comfortable and confident. Your Virtual PA will want to feel the same!

If now is the right time to enlist some business support, someone to become your right hand, that invaluable lynch pin between you, your clients and candidates then let’s talk.  We’d be delighted to discuss your needs and how we can support you on a virtual basis.