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Setting Clear Expectations and Deliverables for Your Virtual Staff

Updated on : 02 Aug 2024

Setting clear expectations and deliverables can make or break your experience with virtual staff. Whether you’re a seasoned pro or new to the game, these tips will help you get the most out of your virtual team. So, grab your favorite beverage, settle in, and let’s get started!

The Importance of Clarity: Don’t Leave Room for Misinterpretation

Imagine this: you hire a virtual staff member, and you’re super excited. You give them a task, and they come back with something completely different from what you envisioned. Sound familiar? This often happens because of unclear expectations.

Tip #1: Be Crystal Clear

When assigning tasks, don’t just say, “Handle the social media.” Be specific. Say, “Create and schedule three Instagram posts per week, focusing on our new product launch, with captions that highlight the features and a call-to-action.” The more detailed you are, the less room there is for misinterpretation.

Setting SMART Goals: Make Them Work for You

You’ve probably heard of SMART goals – Specific, Measurable, Achievable, Relevant, and Time-bound. They’re not just a corporate buzzword; they’re a powerful tool for setting expectations.

Tip #2: Get SMART

Let’s break it down:

  • Specific: Clearly define the task.
  • Measurable: Specify how success will be measured.
  • Achievable: Ensure the goal is realistic.
  • Relevant: Align it with your business objectives.
  • Time-bound: Set a deadline.

Example: “I want you to increase our email subscriber list by 20% over the next three months by creating and running two lead magnet campaigns per month.”

Regular Check-Ins: Keep the Communication Flowing

Communication is key in any relationship, including the one with your virtual staff. Regular check-ins help ensure everyone is on the same page and tasks are progressing as planned.

Tip #3: Schedule Weekly Check-Ins

Set up a weekly call or video chat to discuss progress, address any issues, and provide feedback. It doesn’t have to be a long meeting – 15-30 minutes can make a huge difference. Plus, it’s a great opportunity to build rapport and keep your team motivated.

Using Tools to Your Advantage: Keep Everything Organized

There are tons of tools out there designed to help you manage tasks and communicate with your virtual staff. Using these can save you time and prevent misunderstandings.

Tip #4: Embrace Technology

Here are a few tools that can help:

  • Trello or Asana: For task management and project tracking.
  • Slack: For quick, real-time communication.
  • Google Drive: For file sharing and collaborative work.

By using these tools, you can keep everything organized and ensure that your virtual staff knows exactly what’s expected of them.

Deliverables: The Final Product

Clearly, defining deliverables is just as important as setting expectations. Your virtual staff needs to know what the end product should look like.

Tip #5: Define Deliverables Clearly

For example, if you’re asking for a blog post, don’t just say, “Write a blog post.” Specify the topic, length, tone, and any key points you want covered. “Write a 1,000-word blog post on the benefits of XYZ, with a friendly tone, and include at least three real-life examples.”

Wrapping It Up: Clarity Equals Success

Setting clear expectations and deliverables is crucial for a successful long-term relationship with your virtual staff. By being specific, using SMART goals, maintaining regular communication, leveraging the right tools, and clearly defining deliverables, you’ll set your team up for success.

Remember, a little effort upfront can save you a lot of headaches down the road. So, take the time to be clear and detailed – your future self will thank you!

On VirtualStaff.ph, you build a team of full-time staff that helps you grow your business without the costs of traditional local employees. You’ll hire and onboard compliantly, and by managing them and paying them through the platform, you ensure they are classified for handling their own tax and compliance, eliminating this responsibility for you.

That’s all for today, folks! I hope you found these tips helpful. If you have any questions or need further assistance, feel free to reach out. We’re here to help you build your dream team!

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Michael Brodie

Meet Michael Brodie, the go-to expert in outsourcing and the driving force behind VirtualStaff.ph—widely celebrated as "The Philippines Outsourcing Marketplace."

For over a decade, Michael's insights have transformed businesses. He's enabled entrepreneurs to optimize operations, slash overheads, and amplify growth. How? By tapping into the power of Virtual Assistants and dedicated teams from the Philippines.

But for Michael, it's more than just business. By nurturing his own teams in the Philippines, he's not only spearheaded multiple successful ventures but has also carved out quality time for himself.


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