Slide Deck

31 Slides available anytime
  • 31 Slides

Best Practices as a Virtual Assistant

 

Gain tips on setting up their home office, tools for managing a busy schedule, and help your employer remember crucial scheduling details.

Office jobs are moving into the home. What was once done at a physical location can now be done anywhere with a phone and internet connection. Working from home sounds like a dream, but it comes with its own set of problems. How do I set up my office? How do I set up my schedule? I am stuck, and my boss sent an email with poor instructions. When do I stop working? How do I deal with distractions? This course will help the new army of work-from-home assistants develop systems and routines for success. In this course, the office administrator will learn tips on setting up their home office and gain tools for managing a busy schedule and helping their employer remember crucial scheduling details. A decision-making framework will be discussed, providing a roadmap for growth and new responsibilities. Finally, you will learn about how we prioritize tasks and set boundaries while working from home. Managing the new work environment while delivering results sets up the virtual assistant for a long and profitable career.

Agenda

Faculty

James Marland

James Marland

Move Forward Virtual Assistants LLC

  • Chief Operating Officer at Move Forward Virtual Assistants LLC
  • Co-Owner, Online Business Office Systems
  • Worked in mental health intake and administration for over 18 years; began working at Move Forward Virtual Assistants LLC in 2019; the company services 55 offices remotely
  • Podcast guest on The Practice of Therapy, The Practice of the Practice, Run Like Clockwork Podcast, and How to Grow a Group Practice Podcast
  • Speaker at Killin’ it Camp 2019 and 2021; speaker at Private Practice Conference Faith in Practice, 2022; host and speaker for Scale Up Summit, 2021; volunteer speaker at Regen 2021, present for first-time guests
  • M.B.A. degree, Shippensburg University, MAM Lancaster Bible College
  • Can be contacted at [email protected]
Lorinda Marland

Lorinda Marland

Move Forward Virtual Assistants LLC

  • Team Leader at Move Forward Virtual Assistants LLC
  • Co-Owner Online Business Office Systems
  • Office manager or assistant for 18 years; has worked on her own and in a team
  • Currently manages four busy therapy offices and trains assistants to manage 11 other offices (and counting)
  • Associates degree, Davis College
  • Can be contacted at [email protected]

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