Is Your Workplace affecting your Productivity?

Productive Productivity Workplace Productivity

Does your workspace make you feel stressed or distracted?  Do you suspect that you could be more productive than you actually are?

If the answer to these two questions is a resounding “Yes”, then let me ask just one more question:    Is your workspace cluttered?

This may seem irrelevant, after all, plenty of people work in chaos.  However, researchers have found that physical clutter can negatively affect your mood, resilience and ability to work productively and efficiently.  It can become difficult to focus on just one thing when there are many things lying around competing for your attention.  You may even start to feel that things are spiralling out of your control.  There is always something else needing your attention in any business but if most of the attention-seeking things are spread around your office in plain sight, you will possibly begin to feel overwhelmed.  You might be tempted to multi-task although doing so will negatively impact on your productivity.

I guess I paint a bleak picture but never fear, it is relatively straightforward to break the cycle.

Control

First of all, dedicate a small amount of time each day to getting your work area under control.  Put away things you don’t need to work on today, or this week.  Go through everything and ruthlessly chuck out things you don’t need, file things you need to keep but don’t need on your desk.  Organise the things you do need in a way that makes sense for you and your business.   Once you have got things under control, keep them that way by having a daily or weekly tidy up to ensure things don’t get out of hand again.

De-Clutter

Don’t forget your electronic clutter. Set up files that make sense for your business and use them.  Keep your inbox under control.  Unsubscribe if you don’t read that email newsletter.  Delete things that don’t need retention (newsletters, Amazon offer emails, items you’ve answered but don’t need to keep).  File the things you do need to keep.  I have more advice about Inboxes in this blog if this is the area you are struggling with the most.

Lists and Notes

Use a To-Do List and don’t overload it.  I’ve written on this subject here and here and I do tend to bang on about this.  However, a long To-Do list is almost as distracting as a cluttered workspace.  A To-Do List,  marked up with the priorities for each task on the list,  can keep you organised, your work on track and help you to feel in control of your workload. You will be more productive as a result.

If you are a person who tends to write things on bits of paper as you go about your day, try using one notebook for this purpose and always have it with you.  This ensures that you don’t add to the clutter in your workspace by having Post-it notes, and scrappy bits of paper all over the place, competing for your attention.

Capturing routine information throughout the day without reacting to it straight away can also help you to feel more in control of your work.  If you allocate time at the end of the day to go through the things you have captured and put them into your diary or To-Do list as appropriate, you will feel much more in control of your workload.

Once your workspace is more organised your productivity should begin to increase and you should start to feel more in control of your workload too.

If you would like more help to organise your workspace to help you become more productive, get in touch for a chat.

Note Taking: Investigation, Grievance and Disciplinary

Note Taking; Grievance; Disciplinary; Investigation; Hearings; HR Support

When things go Wrong

No matter how careful, or how caring, you are, things can occasionally go awry in the workplace.  Issues arise which need to be investigated, people raise grievances which need to be heard and unfortunately, not everyone complies with the company rules, no matter how many times you ask them to sign the Staff Handbook.  If you find yourself in this unfortunate situation, it is necessary to deal with the investigation, grievance or disciplinary quickly and thoroughly, and to keep good records throughout the process.

In the case of investigations it is necessary to take witness statements and if the matter progresses to a disciplinary meeting these statements will be critical.  The disciplinary itself must be carried out in accordance with good practice.  You can read more about this here on the ACAS site where you can download a number of very useful documents.

Whenever something goes awry, accurate and effective note-taking and evidence recording forms a critical part of the resolution process.

Confidential and Discreet

It can feel quite personal when these things arise, particularly if the issue involves a breach of trust, or could impact negatively on the business you have spent so long building and nurturing.   It is certainly a challenging time for any business.  One thing you absolutely do not need is gossip or discussion of the issue within the workplace.  This will potentially create problems further down the line, allow the individual to raise issues relating to lack of confidentiality and of course, gossip can de-stabilise your team.  Issues must be dealt with rapidly but effectively.  It’s never good to rush these things and certainly you should never miss out a step, but everyone involved will be keen to get the matter resolved effectively so a timely progression through the steps is always the best approach.

Impartial and Experienced

Whether you are an employer or an HR Consultant, having an independent person to take the notes in disciplinary or grievance meetings can be hugely beneficial.  They will be totally impartial and will have no pre-existing knowledge of the company or team so will not have any bias or make any assumptions which could affect their note-taking.

In a small organisation it can be difficult to find someone who is both an experienced note taker, capable of taking the notes accurately, and is also unknown to the person involved.  In situations of this kind it is critically important that what happens in the room, stays in the room, no matter what the size of the organisation.  However, in smaller organisations there have been cases where the information left the room because the note taker was inexperienced and was unaware that they should not discuss the case they had just noted.

Trust

Often in situations of this kind feelings are running high.  The person involved will be upset. They may feel distrustful, angry or betrayed.  It’s very important that everyone in the room is able to be trusted by the individual involved and it can help if the person taking the notes is not from within the organisation.  It is clear the note taker will have no preconceived views about anyone or anything which is mentioned and this can help the individual to feel they can speak freely.

In this type of situation, explanations can become frantic, emotional and difficult to follow at times.  It can take a level of confidence and experience for a note-taker to ask the individual to stop, and to wait whilst they catch up, and then for that note taker to calmly read back the notes and ask whether all the key points have been included.  It also helps if your note taker has an HR background as it is easier for them to accurately pick out the important points from the irrelevant and note only the key issues.   Notes must be taken long-hand to enable them to be reviewed by all parties at the end of the meeting and, if appropriate, initialled to show agreement.

Sometimes being in a room with the people whom the individual feels had not listened previously, and being able to fully explain their concerns and issues, can be enough to allow the issue to be resolved.  And if there is a set of really good notes as an outcome of the meeting, the formality of this can be appreciated by the individual.  If matters cannot be resolved quickly and the next stage of the process is required, then the notes will be a critical part of the process at that stage.

Practical and Effective

When chairing the meeting, you need to feel confident that the notes will be full enough to rely upon throughout any stages that might follow, and  certain that they include all the relevant details (and none of the irrelevant ones).  Having someone with HR knowledge to take the notes can be invaluable for ensuring this.

Of course you can also record the meeting and in this case, the recording can be transcribed, allowing a full record of the proceedings to be made.  Even if you choose not to have the recording transcribed, it can useful  for cross-checking facts in the notes if that proves necessary at a later stage.

Minute-Taking-Service

For the HR Consultant, having a dedicated note taker rather than trying to multi-task can be a huge benefit.  It can be very difficult to chair the meeting, ask the right questions, and note the answers in meetings where feelings are running high and people may be shouting, crying or arguing.  This is particularly true in disciplinary hearings.  Trying to both take notes and consider the evidence and information being provided can be hugely challenging in some meetings.

Writing up the notes of meetings needs to be done very promptly following a meeting of this kind.  The individual and the company will both need a resolution to the situation quickly.  It can be a challenge for the HR Consultant to get everything written up in a timely way and often involves working late into the night.  I have returned notes with a 24 hour turnaround for cases in the past.  This ensures you have the information you need to make a decision quickly and accurately.  This can be particularly important if the person involved is suspended from work for a potential disciplinary offence.

Naturally the note-takers hourly rate is less than that of an HR Consultant so there are cost savings when you consider how long it can take to type up the notes.

If you are an HR Consultant or a small company and you are looking for support in this area of your business, you can contact me here for a no obligation chat. 

VAVA Voom: Value Added Virtual Assistance

Virtual Assistance, Virtual Assistant, Administration Support, Value Added Service

Something a client said recently really made me think.  Not that my clients don’t make me think regularly you understand, but mostly it’s about how to do things quickly and efficiently to save them time or how I can improve the way I provide my Virtual Assistance so that clients get even better value.

My client, let’s call her Sue, had a phone enquiry.  A few minutes into the call their enquirer asked what it was Sue actually did.  You see, they’d decided that they needed what Sue provided but hadn’t really been clear on the value that this would add to their business once they had engaged her services.

So, today’s post is not about what I do, but about the value Virtual Assistance can add to a business.  The value is more than the sum of the tasks after all.

As my strapline says; I create time for business.  I give you back the time you’ve lost trying to juggle multiple roles as a small business owner.  This is the single most valued outcome of working with me according to my client feedback.  A desire for a better work-life balance is often the reason people initially approach me for assistance.

Rescue your relationship.  Yes, that did happen.  Discretion forbids detailing it though.

Help you to see options to move forward with tasks that you are stuck with.

Suggest different ways to tackle tasks that will make them quicker and easier or will create a better outcome.

Organise tasks and even people when you don’t have time or energy to think about doing so.

Pick up the routine stuff that could get lost in the heat of battle.   The stuff that in a corporate environment you would just ask someone to help with….  Those “Can you just…?” and  “Would you be able to…..” type tasks that your colleague might pick up for you.

Give you a helping hand with the things that are taking up too much of your valuable time.

Make sure things that need to be remembered don’t get forgotten.

Ensure accuracy.  Whether that’s your documentation, appointments, blog posts or the notes of that disciplinary meeting.  Done right, done fast and done the way you like it.

Make your business look good.  A VA answering your emails and organising your diary gives a great impression of an organised and efficient business.

Contribute expertise on the administrative and time management aspects of any new business ideas and expansion plans you might have.

Virtual Assistance is about working in partnership with you, supporting you in achieving the business goals you are striving towards.    I actively look for ways to make your life easier, and implement them (with your permission of course). Sometimes that’s a big thing like suggesting a re-organisation of the inbox or creating some graphics or a video for your business, sometimes it’s a tiny thing, like just going into your InBox and tidying out the rubbish that you really won’t ever read.

I work with you.  If you tell me what you are trying to achieve, I’ll do my best to help you realise that.  I can’t know everything.  There will be areas I can’t cover (finance and cold calling being two that spring to mind) but in my chosen field of HR Support, I am, though I say it myself, pretty good at what I do.  If you were inclined to disbelieve me, I have the testimonials to show it.

If you would like to add this level of service and value to your business, then you can click here to find out what other people think about working with me and here to start the conversation.

Planning a Successful Project: Five Great Tips

successful project project planning project support successful projects admin projects project support project tips

Planning a successful project involves managing a number of moving parts, ensuring that everything fits together to create a beautifully engineered whole which runs smoothly along to a well-managed conclusion.  These five tips will help you to ensure your next project does exactly that.

Have a breakdown

No, not a nervous breakdown.  A breakdown of the project.  Break the whole thing into component parts.  This will allow you to work out timings for each discrete section as well as identifying which parts are dependent on each other.  You can then start to look at the order in which you will tackle the elements of the project as well as who will be responsible for each area and which tasks are dependent on each other.

Knowing which parts are dependent on each other is critical to designing an effective and successful project plan which delivers maximum productivity with minimum delay.

Plan for Failures

By which I don’t mean plan to fail, but rather examine your project for weak points, problem areas and dependencies that might trip you up.  If you have examined the areas where you think there could be a problem and have contingency plans available to mitigate the risk of failures in these areas, you will feel more in control of your project.

Order, Order

Task sequencing and expected task duration are key to a well-run, successful project plan.  There is absolutely no point engaging the kitchen fitter for Tuesday 10th if the electrician isn’t due to finish the rewiring of the room until Thursday 12th and the plumber won’t finish the pipework until Friday 13th.

By constantly monitoring the project, and the order in which you need or want tasks to happen, you can also see clearly when things start to go off track and take corrective action to bring the project back onto track.  This might involve changing the order in which tasks are completed.  Perhaps prioritising a particular area of the project to ensure it completes to time and does not delay other parts of the project which are dependent upon its successful completion.

Communication

Keeping up to date with everything that is happening on every strand of the project is crucial to success.  Making sure you know if something is delayed, has hit a problem, or is on target to complete more quickly than expected.  Ensuing people have the information they need to solve any problems.  Putting people in touch with each other when their work has dependencies.  Negotiating day to day changes to the project plan to take account of issues arising whilst still ensuring you can deliver the full project to time and budget.

Choose the Right People

Engaging people with the right set of skills to complete tasks well, to time and budget, is a critical element of successful project control.  If you have to re-do an element of the project this will generally take three times as long as planned.  Poor work is done, discovered, undone and then re-done correctly.

Time is money and if you want a task carried out correctly and efficiently then outsourcing the work to an expert is one of the best investments you can make.  It will take them less time, it will be done correctly, and it will be right first time.

Being careful to engage the correct people for the job at the start of a project will help you to bring that project in on time and within budget.  An expert will have a very accurate idea of how long a task will take, what might go wrong, have a plan to control risk, and the skills and resources necessary to complete the task to a high standard.

successful project project support project planning project management

It just so happens that I am rather good at admin and organisational projects.  If you want to see how good, have a look at this blog, and read what others say about my project skills here.

If you do have an admin project you are looking to complete, I would love to chat to you so please do get in touch.  I can take on any size of project from Inboxes that are threatening to explode, through offices that need some organisation to make them work efficiently, all the way up to putting processes and procedures into place to support a business that is looking to scale up.

Really Effective Email Management

email management, inbox management, email tips and techniques

Does your email inbox contain every email you have ever received?  Do you struggle with email volume and despair of finding a really effective strategy for managing your ever-growing Inbox?  

Have you started a system of folders to manage your Inbox and then given up in frustration because you can’t remember which file you put things into?  Can you actually find what you are looking for within 30 seconds of starting a search? Or do you spend hours combing through your Inbox looking for that email you were sure you had the other day?

If these scenarios resonate with you then these simple tips will help you to get your Inbox under control and keep it that way.

Unsubscribe from things you never read.  All emails should have an unsubscribe button on them.

Move the things that are informative, and you think you might want to read later, to a separate folder.  You can do this automatically in both Outlook and Gmail by setting up rules for things like company notices and reports from your analytics software.  You can then review the folder you send it to once a week and move anything you want to keep to the correct permanent folder.

Create folders that make sense to you and when your work has been completed on that email, file it in the correct folder right away.  It honestly does save time if you put things where they belong in the first place.

Have an “Action” folder into which you put all the items you need to deal with.  You can then go to that one folder once a day and deal with it all at once, moving the completed emails to their final location in your folder system. You do have to be very disciplined about getting into the habit of checking the folder daily as it can have an element of “out of sight, out of mind” about it.

Email management, email organisation, inbox management

Only review your email inbox at set times during the day.  Three times a day is absolutely fine.  If something is “hair on fire urgent”, the client will ring you up.

Use the Getting Things Done approach to guide your initial review.  If the email will take you less than 2 minutes to read and action, just do it there and then.   If it needs a more considered response, flag it or colour code it and deal with it at the time you have set aside for this task every day.  If the email opens up some sort of can of worms or needs a really detailed response, and will be time-consuming to deal with, perhaps taking 20 minutes or more, I usually add the task to my To Do list so that it becomes a task of its own.

Email management, email organisation, inbox management

Colour coding and stars are not just for the classroom.  You can colour code emails in both Outlook and Gmail to show the priority you have allocated to them during your initial review.  This allows you to deal with emails quickly and in the right order of priority when you do sit down to tackle them.

Using an agreed colour coding system is also a great way to work collaboratively with a shared inbox so that two people don’t end up answering the same email.

Email management, email organisation, inbox management

I like to do a bit of work on my emails after lunch if it fits with my schedule.  Most people have a dip in energy levels after lunch so a spot of routine email answering is a great use of that time.

If you get distracted by those notifications that ping up every time an email comes in, and you find you can’t ignore them, you can disable the notifications entirely or choose settings that work for you.

Email management, email organisation, inbox management

If you have tried these tips and are still struggling, why not outsource your Inbox management?  Whether you need support with routine emails, assistance with streamlining your systems, or a full-scale intervention to bring calm to a chaotic Inbox, there is help at hand.

To access advice and support, and regain control of your wayward Inbox, get in touch for a free consultation.

Favourite Business Tools: Lumen5 Video

Lumen5, Video, Business Video, Favourite Business Tools

The video is a necessity in business but lots of people are worried about using it.  How do you use video properly?  What should you wear?  Where should you sit?   Will the dog start barking just as you get into the flow of what you have to say?  Will you forget what you had to say?  Will the phone or doorbell ring?  Should you do the video in the car?  In the house?  In the garden?  In someone else’s house because they aren’t a small business owner and they have time to clean up once a week or so?

Lumen5 allows you to cut through all that and create engaging videos that showcase your business and knowledge simply and effectively.

In true Blue Peter style, here is one I made earlier, based on this blog post.  At this point, you can read the blog that follows or watch the Lumen5 video.  Clearly, I’d love it if you do both since the blog has a little more detail.  But the video is quicker at 37 seconds.

Write the content you want to share.  Make sure the sentences are short and the information succinct and to the point.  You don’t have much room on each slide so make it count.

Think about the type of look you want your video to have and the types of images you want to portray under your text.

Go to Lumen5 and upload the text.  Lumen5 will suggest suitable slide images photos, camera, media but you can replace these with images from their huge image bank which includes some pretty cool videos as well as stills.

Change out the photos and change the colour of the text or the highlighting.

Once you are happy with the images and text, go ahead and pick the music that you think will best represent your brand or message.

I tend to use the same music for all my videos, simply because I like this particular piece and it feels right for my brand.

I use the free version of the package which means that the Lumen5 Logo shows at the end.  I love Lumen5 and have no problem with that bit of advertising being in there.  It’s only fair given how much value I feel I get from the package.   However, for $49 a month, you can upgrade and have a choice of fonts, lose the Lumen5 branding and add your own watermark to the video.

Once your video looks the way you want it to, you can upload your video to wherever you host your company videos.  I have a YouTube channel here but you can use your own preferred platform.  You can also share on Facebook and Twitter as well.

As you can see from my channel, I’ve used this a fair bit for videos, and even have one embedded into my website home page, here.

These videos are straightforward to make and I think they look really professional.  You can use them for advertising, or for information purposes, and the sky’s the limit in terms of creativity since you can also upload your own images to make the whole video even more bespoke.

You can access Lumen5 here:  https://lumen5.com/

For those of you who aren’t feeling very creative, or don’t have the time to tap into your creative side, I offer a Lumen5 video creation service.  Just get in touch to find out more here.

Eight Key Time Management Tips

time management tips; eight key tips for time management

Many business owners will have spent the latter part of 2017 pondering on the changes and improvements they would like to make in their businesses during 2018. 

The ending of one year and the start of another makes us consider new beginnings.  We create new plans, make new year resolutions and set out with good intentions to do things like go to the gym every week, eat more vegetables, meditate daily, stop biting our nails, and the biggie, improve our time management.  Achieving more in less time is the goal.  These eight great time management tips will help you achieve that goal.

Plan

A plan goes a long way toward the achievement of more in less time.  Yes, it takes time to plan things.  But it takes up less time than the alternative; flapping about like a wet hen, being reactive rather than proactive and not being quite sure whether the task you are engaged in will actually move you toward your overall goal.

Set time limits on tasks

It is very helpful to set a time limit on tasks and to stick to them.  If you start noting time limits next to the tasks that are on your To Do list, you can easily see whether you’ve allowed enough time to complete everything.  If you can’t complete all the tasks then move the least important tasks to another day.  Aim for a realistic number of tasks, and realistic timings, on your list.  You will find you feel more in control of your time management if you are completing tasks regularly.

Prioritise your tasks

The golden rule of prioritising tasks is to ask yourself “Is this task the very best use of my time right now? “

Urgent and important tasks should be done first.

Less urgent but important tasks get done next.

Less important tasks which are urgent come third.

Non-urgent and less important tasks get done last or noted and moved to another day.

Set Deadlines

I don’t just mean external deadlines either.  It is useful to set yourself deadlines for tasks because if you don’t then there is no feeling of urgency, and the task just gets moved down the list and never gets tackled.  This is another reason why setting time limits on tasks is a good idea.

Goals and Outcomes

All tasks should contribute to a larger goal or outcome, moving you nearer to achieving it.  If the task does not do this, or you are unsure which goal the task applies to, then it is worth examining whether or not the task really does need to be done at the current time. If you feel it is a goal for the future then note it down in a central location so that you can easily find it.  I will be talking more about this in future blog posts.

Review

Regularly review your plan, to do list and progress.  Your plan is a road map to your destination.  It is tempting to look at your plan and see the things you have not yet done.  However, it is important to take the time to look at the things that you DID achieve and celebrate that progress.   I learned this one the hard way I must admit, and it is only recently that I have started to look back at my list for the week and really see the things I’ve done rather than the things that have not been done.  Celebrating the successes makes you realise that you have achieved more than you thought.

Don’t book tasks back to back

Remember to leave time between tasks to have a break.  A break can make you more productive.  Those few minutes between tasks are really valuable and a key part of your time management strategy.  Your mind needs time to switch between tasks anyway, so you may as well have a cup of tea, chat with a colleague, look out the window, or empty the washing machine, whilst your brain is performing the switch.  As I have a dog, I let her out in the garden every couple of hours and will sometimes go out onto the lawn or sit on the step with my coffee for a couple of minutes. A few deep breaths of Yorkshire air allow me to go back to my work refreshed and ready to tackle the next task.

Delegate

Never overlook the important place which delegation can play in time management.  If you delegate a task either partially or completely, you’ve saved yourself time instantly.  Ideal tasks to delegate include routine admin, tasks you really dislike and tasks you aren’t that good at.  You will instantly see an increase in the amount of time you have available to spend on revenue building, strategy and planning.  If you delegate to someone whose hourly rate is less than your own, such as a VA, you will also gain a monetary advantage since the work will cost less than it would if you did it yourself.  To find out more about how I could help you to free up more time in your day, please get in touch here.

I hope that these tips will be helpful for you as you plan your business tasks for the new year.  But remember, it takes a while to learn a new habit properly.  Something simple, such a remembering to drink more water, might take about 21 days to become fully embedded in your life.  However, complex habits which involve a need to override years of conditioning and routine can take longer to master.

It can be tempting to try to change lots of things at once, particularly at the start of a new year.  However, this can be confusing and may lead to failure and frustration.  It is much better to choose one of these tips, the one that resonates the most with you and which you really think you can get to grips with, and concentrate on that one change.  If you can really embed the change into your daily routine before choosing the second change to tackle then you are likely to be more successful.

2017 Review of the Year

Review, 2017, blogging, video, Virtual Assistant, Harrogate

Feels Like The First Time

2017 was the year that JJB Office Services turned one year old and there have been a lot of firsts this year.
First recorded video in June, and more recent, and considerably more nerve-wracking…. My first ever Facebook Live.
I also did my first presentation to a professional audience. I’m not a confident public speaker but I was reasonably happy with my performance and the content was well received. So much so that I’ll be creating a series of blog posts on the subject in the new year at the suggestion of a couple of the audience members.

Although I’ve been blogging about my leisure interests for a number of years I started blogging for business for the first time in 2017 which somehow felt very different.

The top five performing blog posts for 2017 were:

Organisation is at the Heart of Productivity

Is your Email GDPR Compliant?

Running an Effective Meeting

5 Tips for Great Content

Read more in Less Time

By far and away the most popular video was the first one I ever recorded, on GDPR and Email Marketing, which you can watch here:

Computer Love

My tech necessities for 2017 were my transcription software and MS Office. It is tempting to take the Office Suite of products for granted and just talk about shiny new tech. However, without MS Office my job would be literally impossible.

The tech that I’ve really been able to have fun with was Canva (https://www.canva.com) for graphics and photo collages, and Lumen5 for cool videos (https://www.lumen5.com). If you haven’t checked out the Lumen5 videos on my YouTube channel and website then do have a look at them. It’s a great tool to use and the results look so professional.

Goin’ By The Book

Being an avid reader, it is perhaps no surprise that my first year in business included reading a number of business books. My top three from this year were:

  • Business Networking for Dummies by Stefan Thomas.
  • The Success Principles by Jack Canfield.
  • Be A Free Range Human by Marianne Cantwell.

With a Little Help From My Friends

This year I learned a huge amount, some from training courses, but by far the largest amount from the small business community, both locally and further afield, who have been hugely generous with their advice and support. Thank you to every one of you. You all know who you are.

Everything I do…. I do it for you.

No review of the year would be complete without mentioning my lovely, lovely clients. All wonderful to work with and I have been privileged to help and support them in their business journey. I have loved every moment of working for each and every one of them and am looking forward to helping them achieve even more in 2018. I must admit I feel incredibly lucky to be doing what I love, working for myself, and being able to really see the difference I’m making.

Santa Claus’ VA Team – Part Two

With the festive season almost upon us, everyone is rushing around to finish the last minute gift shopping and get all the presents wrapped and hidden from those family members who like to prod gifts to try and guess the contents.  Of course, there is also the last food shop to plan as well, making sure you have everything you need for entertaining over the festive period.  Hopefully, this will provide a spot of light relief from all the rushing about.  So sit down, kick off your winter boots, and settle down to Part Two of the Tale of Santa Claus’ VA.

If you thought you were busy trying to get all your work up to date so you can take a few days off over Christmas, just spare a thought for poor old Santa Claus.  He has only 12 hours to complete the tasks for which he is famous, and has to do so come rain, hurricane or snow.  He has to keep his clothes and beard tidy and clean even whilst flying faster than the speed of sound in an open sleigh through all kinds of weather, towed by Reindeer that don’t much like rain and aren’t afraid to mention this a few hundred times during the journey.  He certainly earns his mince pie and whisky that’s for sure.

I reckon that the only way Santa can be ready for his one triumphant and hideously busy night is to have the support of a flexible team of Rock Star VA’s and Freelance Office administrators working to support him throughout the year.  So this post looks at a few more of the tasks that Santa Claus might need completing by a VA or Freelance Administration specialist.

Correspondence VA’s answers all the letters from children, taking careful note of the spreadsheet of naughty children to ensure they don’t promise gifts to those children who don’t deserve them.  The correspondence VA’s have a KPI of one week in which to reply to the letters and use template letters which they amend to show the correct gifts or to state what specific acts of disobedience have led to the child being undeserving of a gift.

Estate Management VA manages the repair and maintenance of all the workshops, offices and of course the sleighs, to ensure they are all well maintained, safe and effective.

Social Media VA manages Santa Claus and the Elves presence on various platforms and ensures that all posts are positive, brand appropriate, and effective, paying close attention to analytics and ensuring fresh content is posted regularly to maximise engagement.

Organisational VA plans sleigh routes, checks the SatNav on the sleigh, plans the most effective layout for the warehouse to minimise walking, creates filing systems for the letters and assists in the day to day management of the workshops and offices to ensure that all processes run smoothly and in a time-efficient manner.

Events management VA’s organise public appearances by Santa Claus at the North Pole as well as managing the staff Christmas party, the latter taking place in January after the big event has happened.  The office party is a particularly raucous affair as everyone lets off steam after a hugely busy December.  This inevitably leads to HR VA being exceptionally busy throughout January sorting out the usual fall out from office parties ranging from who snogged who, who took a photo of it and put it on Facebook, whose bottom was it on the photocopier, and who threw up in the yucca plant.

Sales and Marketing VA keeps the CRM up to date following Santa’s undercover visits to trade shows across the world. Santa visits selected shows alongside the Research VA as he finds this is the best way to deflect attention from himself.  The beard seems to be a bit of a giveaway and he gets mobbed if he visits alone.

HR VA provides minute taking for Disciplinary meetings because elves can get a bit giddy and inappropriate at times and this has led to a number of complaints ranging from bullying (the elves like to play “Pin the Tail on the Reindeer” on the live reindeer whilst they sleep).  Failure to follow safety rules, including the now famous ChairGate when a chair race around the warehouse had terrible consequences.  Elves have a wicked sense of humour and there have been a number of cases of shoelaces being tied together, whoopee cushions being placed under staff and tools being superglued to the workbenches.

Health and Safety VA  ensures that all the Elves have taken part in the mandatory training for Manual Handling, Working at Height and that the specialist elves have the relevant certification in Workshop Safety.

General Admin VA creates effective filing systems and manages Santa’s diary throughout the year to ensure that he always has a good work-life balance and can return home to Mrs Claus on time every night except, of course, THE night.

Reindeer Diary Management VA arranges the schedule for the reindeer, ensuring they have the right transport, documentation and equipment for their various pre-christmas public appearances around the world.

Research VA attends a variety of trade fairs throughout the world, including the Toy and Gift Fairs in Harrogate, to identify the ideal toys for children throughout the world.  She provides detailed information to Santa Claus presented in folders by type of toy, age of likely recipient, safety record, cost, choice of colour/outfit etc.  Santa Claus will then notify procurement VA to pre-order the items he has chosen.

Training Management VA tracks all the training and development needs of the office staff, elves, reindeer and of course Santa Claus himself.  It is she who updates the master training plan and ensures that everyone completes their mandatory safety training at the correct time.  She also tracks staff CPD courses, carries out annual Training Needs Analyses for all staff and updates Santa Claus on a monthly basis.

Technology VA tracks the latest technology throughout the year, attending all the major technology shows to find out what tech is likely to be requested by children. She reviews everything electronic and computerised, tracking the popularity of computers, laptops, mobile telephones, games consoles and AI devices to ensure the right gadgets can be purchased, in the right quantities, at the right price. This is a particularly difficult job as technology moves so rapidly, the manufacturers cannot always prioritise Santa’s order, or manufacture sufficient numbers to meet Santa’s order,  and unfortunately, this is the reason why some children may not get the latest iPhone for Christmas.

Most of these are tasks that a VA or Freelance Administrator could do for a less exalted personage than Santa Claus, although there may not be much need for a Reindeer Management VA outside the North Pole.  However, if you have an admin task that is taking up time that could be better spent with clients, creating revenue, or being with family and friends, then do get in touch here.

You can see the range of services that I offer here, and if you are thinking of streamlining your admin or outsourcing some of the more time-consuming elements, then go here, to see the ways in which I can help you to create more time and revenue for your business in 2018.

Santa Claus’ VA Team – Part One

VA, Santa Claus' VA, VA work at Christmas, Virtual Assistant, Christmas tasks for VA

With the festive season coming up, I thought this would give a bit of light relief from all the rushing about organising presents, food, office parties, visits to relatives, Christmas tree purchase (and the inevitable argument over where each bauble ought to be placed and how much tinsel is too much tinsel on one four foot tree).

It is a busy time of year for everyone, particularly small businesses and HR consultants (all those fallings out over Christmas party misbehaviour and who ate the last mince pie in the communal fridge).  However, if you thought you were busy trying to get it all done whilst also handling your marketing, accounts, invoicing, admin and day to day work, spare a thought for Santa Claus.  He has to get the main bulk of his annual work done in the dark, in a twelve-hour time slot, whilst keeping his lovely red coat and white beard immaculately clean despite entering homes via the chimney.  He certainly earns his mince pie and whisky that’s for sure.

I reckon that the only way Santa can get all this done is to have a flexible team of Rock Star VA’s and Freelance Office administrators to help him throughout the year.  So this post looks at the kinds of tasks that Santa Claus might need completing by a VA or Freelance Administration specialist.

General Admin VA helps Santa’s Behavioural Review Elves to create and update a spreadsheet which can filter out naughty children, giving reasons why they may not receive any gifts.

Information Management VA keeps the spreadsheet of gifts requested by children fully up to date.  There are always a significant minority of children who change their mind about what they just before Christmas. It is the Information Management VA’s role to inform Procurement, Warehouse, Workshop and Warehouse, on a two-hourly basis, throughout December, of any changes to requirements.  Luckily, if Santa already bought the gift for the child, there is usually another child who does want the gift.   This is a huge task and there is more than one VA dedicated to this task during November and December when the television toy adverts start.

Project management VA’s plan and manage all the deadlines and sub-projects necessary to ensure a smooth-running process on the night.  Using Gantt charts to track every part of the process, they ensure that the time leading up to the big night is well used and that all project milestones are met on time throughout the year.

Warehouse VA’s manage the stock control for gifts and ensure that there is sufficient warehouse space, the shelves are properly labelled, and safe handling rules are published and observed.

Health and Safety VA ensures that PPE and uniforms are provided for all Elves, VA’s and of course for Santa Claus.  Safety boots are specially ordered for elves using the exact Pantone shade of green and even the steel toe caps are green.  Santa Claus has patent leather safety boots and needs two pairs a year.  These are specially made for him and have a lovely sheepskin lining.

Reindeer Management VA ensures that the reindeer are well cared for throughout the year and have the right mix of moss, reindeer food, and water to keep them healthy. She also ensures they follow their allotted fitness regime to ensure they are in peak condition with sufficient stamina to make the long journey on the night.  The reindeer carry out regular practice runs with the weighted sleigh and these are timed to ensure they will be able to meet the strict timings needed to get everything delivered on time.

Procurement and Stock Control VA work together to manage the regular incoming orders for the standard gifts that all children like to receive such as chocolate, sweeties, books and DVDs, and bicycles.  These are ordered in bulk ahead of time, based on previous year’s figures averaged but delivered on a monthly basis throughout the year to allow manufacturers to average out the demand on their machinery throughout the year.  A final order is placed in late November based on the actual quantities requested.  Some items are on a sale or return basis.  Being based at the North Pole, all edible gifts are kept so cold that they can be safely stored for a year without detriment.

Santa’s personal PR VA handles his personal appearances throughout the world, ensuring that his travel schedule is managed effectively to make the best use of his time during the run-up to Christmas.

A team of Mail VA’s handle the letters from children and update the spreadsheet of gifts requested to ensure that there is a clear overview of items required.  The spreadsheet is available to the finance and stock control VA’s via a shared DropBox folder so that they can collaborate to ensure that sufficient gifts of each type are going to be available on the night.

Procurement VA’s handle the purchase of gifts on behalf of Santa Claus to ensure that the best value for money is obtained when purchasing in bulk.  They work closely with the Research VA’s and Finance VA’s to provide a fully rounded service.

Research VA identifies toy trends across the year and forecasts likely quantities of each toy so that procurement VA can pre-order items to avoid disappointment.

Reporting VA manages the incoming information and produces weekly management reports for Santa Claus regarding types and quantities of gifts required as well as liaising with Stock Control VA to ensure that demand is not going to outstrip supply.  These two teams of VA’s work closely together to ensure that Santa always has the most up to date management information possible to allow him to make effective purchasing decisions.

Finance VA team manage the payment of bills as well as credit control and budget management, regularly reporting to Santa Claus who reviews the costs to ensure they are within target.

Most of these things are tasks that a VA or Freelance Administrator could do for a less exalted personage than Santa Claus.  I am not sure there is much call for a Reindeer Management VA outside the North Pole.  However, if you have an admin task that is taking up time, time that could be more productively spent with clients, creating revenue, or being with family and friends, then do get in touch here.