Are YOU Outsourcing these five tasks?

Outsourcing Virtual Assistant VA Admin Support

Following on from my post about the intangible value that outsourcing to a VA can bring to your business I thought it would be helpful to discuss some of the specific value-added tasks a VA can complete for you.  If you missed the first blog, you can read it here.

A VA is the “Can you just…” person for your business.  We deal with the things that don’t need your expertise.  The routine admin tasks that take time.  The day to day support tasks.  The last minute research and so much more.

Most of us have a large amount of very varied experience in a range of areas and you’d be surprised what we can help you with. It is our transferable skills that make us effective.   The detail of the task can be different for each client but the benefits are the same; a better return on investment for your precious and limited time.

The work I do is very varied but there are five key tasks that I carry out for almost all my clients.  Unsurprisingly, these are tasks that are time consuming but do not directly contribute to income generation.

Diary and Meeting Management

Ensuring you are where you should be, in plenty of time. Managing the often time-consuming back and forth involved in setting up meetings between very busy people.  Ensuring best use of time by laying out diaries in a way that ensures enough time allocated for client work.  Booking meetings into the diary in a way that makes best use of your limited time.

In-Box Management

Managing your Emails and flagging up the important items.  Dealing with the routine rubbish. Highlighting interesting opportunities that might align with your brand.  Politely responding to approaches that you aren’t ready to consider yet but might want to look at in the future.  Corralling newsletters into a separate area to read later and keeping things tidy so emails can be found when needed.

Social Media

Social media and marketing is a necessity for a small business and outsourcing it is easy.   I provide support with the more time consuming elements of this.  Writing content.  Sourcing articles to share, creating graphics and making videos from blog posts so content can be reused effectively.  Scheduling posts based on an agreed content schedule.  Researching for blog posts.  Help and support with marketing tasks and ideas.

Data Input

This is a popular service.  I can type up most documents you might need but data input is much more than that.  I can input into popular CRM systems, Excel, and any bespoke software that you are using for any purpose.   If you need information added to a system, I can do that for you.  Quickly, accurately and effectively. Data input can be time consuming, particularly if you aren’t a touch typist so outsourcing this can save you a lot of time.

My most popular ad hoc service is input of business cards into CRM systems or Excel.  I often perform this one for new clients so they can get a feel for how accurate and responsive I am.  It’s a good one to choose if you’ve never worked with someone virtually before as it gives a good feel for how the process works and how responsive the service can be.

General Admin Tasks

Returning calls and emails, correspondence, stuffing envelopes, chasing up missing information, mailing out documents, tidying offices, filing and generally getting stuff under control when it’s gotten out of control.    Just to show you how bespoke outsourcing can get, one client has me handle all the vouchers that go through their business.  Another uses me only for proof checking.

Although my specialism is HR support, I work with a number of businesses who need a variety of general tasks carried out.   If you are ready to make more money and have more time to spend with your family, you can get in touch with me here for a chat.

8 Ways to Harness the Power of a Voice Recorder

Voice Recorders are useful for so much more than the traditional task of dictating letters, memos and reports. 

Here are eight ways to harness the power of the voice recorder in your business.  Doing so can save you time, and as we all know, time is money.

 Content Creation

If you have lots of ideas for content but all your ideas run away screaming at the sight of a blank screen or blank sheet of paper, then recording your content on a voice recorder can be a great way to get over that block.  Send the resulting recording to your Virtual Assistant.  They can turn it into a document that you can upload to your site with pride.  They will ensure the grammar and spelling are correct, source appropriate photos and create graphics to use with the post so that it looks polished and effective when you upload it to your site.

Send your VA the audio file from a video.  Great if you need a written version of your video for a handout. Very useful if you want to sub-title your video.  Brilliant for creating a blog post from your video content.  Re-using content in new ways is a wonderful way to increase reach by allowing your audience to consume content in the way they prefer.

Process Planning

Record all your ideas for innovations within your business and send the recording out to be transcribed.  Workflows, process documents, induction manuals and many other documents can be planned easily in this way.  Once you have recorded it all, your Virtual Assistant can transcribe it and, if necessary, organise the information into a logical sequence. The result is a bespoke document that fully reflects your business.

Business planning

If you suffer from Blank Page syndrome and just can’t think when faced with a computer screen, why not create your business plan using a voice recorder and have your transcriptionist organise your thoughts into a plan that will help you to keep your business on track.

GDPR

This will bring changes to your business and you will need a written document which outlines how you will handle things like access requests, requests to be forgotten and of course, the all important plan for how you will store, manage and protect the data which you hold.  Tell your voice recorder all about your plans, the methods you will employ, and the safeguards you will put in place… your transcriptionist can turn it into documentation.

Focus groups.

Never miss anything in your group again.  Record it all and have someone transcribe it.  Don’t forget to ask people to talk one at a time though. You may miss valuable content if you let people talk over each other.   I do have experience in transcribing focus groups and if this is something you would be interested in, then please contact me.

HR consultants.

Within HR, the advent of the smartphone voice recorder has transformed meetings.  So many attendees surreptitiously record potentially difficult meetings on their smartphones that some HR consultants choose to openly record these types of meetings on dedicated voice recorders in addition to having notes taken longhand.  This two-pronged approach can help to ensure people feel they have received a fair hearing.   There is little room to dispute what has been said and the participants can agree on whether the minutes or the verbatim transcribed recording should be used.

Using a dedicated voice recorder rather than a smartphone is recommended in this case because the recording is higher quality, will catch more of the discussion accurately and will be easy to download and send to your transcriptionist.  An excellent quality recording will also ensure greater accuracy in the transcription as everyone will be heard clearly.    I provide both minute taking and transcription services, and with a background in HR, have the knowledge and experience to ensure the meeting is recorded effectively and accurately.  Click here to learn more about my services.

Reminders.

If you are feeling overwhelmed with things to do, one option is to use your voice recorder to just list all the stuff you need to do.  You can just listen to it when you are planning your day.  A better idea is to send it to your VA for transcription.  Not only will they transcribe the information, but they may well be able to help you with some of the items on the list.  This will create more time for you to tackle the things on the list that only you can do.  Your To Do list will shorten instantly when your VA takes some of the routine tasks and admin items off your shoulders.

Authors and Researchers.

Whether you are writing fiction or non-fiction, a voice recorder can be your friend.  You can record ideas, chapters or even entire books if you choose, and send it all out to be transcribed.

If you are researching a subject it can be helpful to voice record ideas (quietly if you are in the library) from any sources you have consulted.  It’s also a very convenient way to keep track of your bibliography to ensure you don’t forget anything.  Just record each source on a single, dedicated audio file and send it out to your VA or transcription expert when you are ready.  They will transcribe it into your chosen layout as well, saving you endless hours messing about with the tab key and swearing a lot.

If your research involves interviewing people, you can use the voice recorder rather than taking notes, allowing you to fully concentrate on the person whom you are interviewing.  Your VA can then transcribe it all for you to review at your leisure.

If you are keen to try out the wonders of the voice recorder, keep your eye out for my next blog post, which will help you to choose a suitable recorder for your needs.

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.

4 Reasons to Outsource Your Data Input

data input tips typing copy-typingWe live in an increasingly connected world.  Information is king and a deluge of data arrives every time you pick up your smartphone, look at your computer, or turn on your television.  Businesses handle an increasingly large and diverse quantity of data on a daily basis.  To harness the power of the information you generally need some level of data input support to organise the raw data into a form which can be used to drive your business forward.

 1.   Time is Money

You can ask one of your team to do the data input.  You can even spread the task across the whole team.  However, this takes each team member away from their key business role.  Since time is money, this may delay completion of important, revenue producing tasks and affect your profit margins. Additionally, asking highly paid staff to carry out routine work can make the work very costly on a per hour basis.

2.    Accuracy

Accuracy is totally critical to ensuring your data is reliable and can be used confidently.  Data input tasks need to be completed by someone whose attention to detail and precision is absolutely top notch.   Incorrect data is more than just a nuisance, it can create major problems.  Incorrect contact details may mean your clients do not receive critical information.  Inaccurate costing information can lead to overspending on your projects.  Errors in metrics which you are relying upon to steer your business forward can have a massive impact on your business forecasting.  Business data needs to be reliable.   You don’t have time to double check work to ensure it is correct.

3.    Speed

Fast typing speeds are important, though not at the expense of accuracy.  Using a specialist who can provide both accuracy and speed makes sense.  Information produced will be reliable and able to be used straight away, saving the business money as well as time.

4.    Motivation and Productivity

You can ask your staff to do the data input alongside their main role.  However, frequent requests for staff to complete routine admin and data input when this is not part of their role can reduce staff morale.  Such requests can lead to resentment, lack of motivation and feelings of being undervalued.  At best this could lead to a reduction in productivity, at worst staff may vote with their feet, leaving you with a costly recruitment and onboarding campaign to manage.

For all of these reasons, outsourcing your data entry to an expert makes sound business sense.

What kinds of Data Input can be Outsourced?

Just about any bulk data input can be outsourced.  Contact information is frequently outsourced since it is very time-consuming to collate and keep up to date.  This is one reason why the input of business cards and contact information into Excel for upload into CRM or telemarketing systems is one of my popular services.

If you are considering outsourcing your next data input task, please get in touch with me and I’d be pleased to help.

Six Key Considerations when hiring an Assistant

Six Key Considerations when hiring an Assistant

help assistance virtual assistance assistant lap top transcription writing

So, you are thinking about hiring an assistant.  At least, I am guessing that is why you landed here on my blog.  But you find yourself a bit torn.  A bit unsure.  You know you need some help.  You know you have been spending way too long on your admin.  There have been those comments from family about never seeing you.  And you are always tired.  The admin is starting to feel like a total chore, and it’s getting in the way of your “real” work.  And yet.  You still aren’t sure.  It’s a surprisingly emotive thing, hiring an assistant, isn’t it?

Some common concerns are listed below, together with some ideas that may help you to decide if the time has come to invite an assistant into your business, and if so, how best to do that so that your business gains great value from your investment in an assistant.

1.  Letting Go

Do you feel you should do it all yourself? Or feel you are the only person that can do it right? Yet you still have that sneaky feeling that you do need some help?  If so, you are not alone.  To see if you are ready to take on an assistant, try looking at the areas where you do not feel you have the high-level expertise or the inclination for the task and consider whether you could outsource these areas first.  It is often easier to let go of tasks you dislike or find difficult.

For example, If you aren’t particularly organised, then managing your business documentation may well be a time-consuming chore that in the hands of an expert could take half the time.

2.  How do I know I can Trust my new Assistant?

Are you concerned about letting someone into the business?  Being able to let go of tasks does require trust, but you can build that trust with your assistant by being very clear about what you require of them.  I won’t lie to you.  Trust will take time to develop, but if you are clear about what you need to be done then your assistant will be able to provide the right result in the timescale requested.  I offer a test task to any clients who request it and always suggest something routine which won’t impact on the business itself but will save you some time.  Tasks such as data input of business cards to Excel, transcription, minute-taking or copy-typing are all popular starter or test tasks which can help you assess whether your potential assistant will be discreet, accurate, meet deadlines, and communicate with you effectively.

3.  What tasks can I Outsource?

Well, pretty much anything that needs doing which is not illegal or immoral.   One of the greatest advantages to using a freelance staff is the ability to access a wide range of specialist expertise on a per hour or per project basis.  There are assistants for most tasks, from general VA’s who tackle varied tasks, through to specialist VA’s who tackle areas as diverse as Pinterest, Medical Transcription, HR, Social Media, Marketing, Events and Website Builds.  Whatever you need, there is a VA for it.

4.  Surely a Freelance will be awfully expensive?

If your assistant charges out at less per hour than you do, then you will make money by handing over work to them.  Virtual Assistants vary in cost depending on experience and expertise but remember that your time is money, and every hour you spend on admin is an hour when you aren’t working with your clients.  And of course, there are none of the overheads such as tax, National Insurance, Pension, Holiday pay and so forth to stump up for.  When your VA tells you their hourly rate, that is all included.  There is very little admin involved in working with a VA as well.  Just an invoice at the agreed time, so no messy payroll issues to manage.

5.  How do I know if my assistant will be reliable?

A good Virtual Assistant will be reliable because their business depends on it. We are business owners too, and we understand the critical importance of reliability.  Nevertheless, it is prudent to ask around amongst your business contacts to find out which Virtual Assistants have proven reliable for them.  In addition, most Virtual Assistants will include a testimonial section on their website which will give you an idea not only of their reliability but also of the type of work they have done in the past and their skill set.

6.  How do I find an assistant I will be comfortable working with?  

I won’t lie to you.  It takes time for an assistant to fully integrate into your business and for the relationship to develop to the point where support is completely seamless.  If you have never had an assistant before, it may take you some time to adjust too.  But with clear communication between you, a good assistant will soon understand your way of working and provide the support you need.  Naturally, you will meet with the potential VA’s you are considering, either in person or via Skype/Facetime and during those discussions will gain a fuller understanding of their personality and whether you feel it will complement yours and they will be someone you would be comfortable working with.

Every assistant/business owner relationship is different and both you and your assistant will, if you work at it, create a way that works for you both which supports your business in the way you need.  A good assistant will adjust to how you want to work because we want to make things as easy as possible for you. After all, that’s why we do what we do.

If you feel you may be ready for an assistant, then please get in touch.  You can contact me via any of the methods listed here.

Is your Email list GDPR compliant?

Is your Email list GDPR compliant?

data security, GDPR, Data Protection

The General Data Protection Regulations (GDPR) will come into force on 25 May 2018, replacing the current Data Protection Directive. It will bring significant changes to the way you handle data in your business. The legislation is very wide ranging and I can’t hope to cover all the areas that you might need to know about in one blog post. The area I am most often asked about is the impact of GDPR on information retention and on Email Marketing.

At its most basic level, the new legislation aims to ensure personal data is properly safeguarded, people’s privacy is protected, and we aren’t bombarded by unsolicited information. If you hold and manage personal data relating to EU citizens within your business, you will need to understand your responsibilities under the regulations. Even if your company is based outside the EU and UK, if you have contacts or clients there and you want to use their email address for marketing purposes, you must comply with the Regulations.

Accountability Principle

A key change will be the introduction of the Accountability Principle. This requires you to show HOW you comply with the principles by keeping a clear record of decisions taken about how each processing activity will be carried out.
Article Five of GDPR requires personal data to be:

• Processed lawfully, fairly and in a transparent manner.
• Collected for a specific purpose, that purpose to be made clear and explicit to all whose data you hold.
• No data to be further processed or used for other reasons for which you do not have, or have not sought, permission.
• You should hold only as much data as you need to complete the tasks for which you are holding the information.
• All data must be accurate and kept up to date at all times. Any inaccurate data found must be erased or rectified as soon as the inaccuracy is discovered. Also, if you have shared that data with someone else, you must inform them of the inaccuracy so they can alter their records also.
• Data should be kept only as long as is necessary for the processing purpose and must be held securely and protected against unauthorised or unlawful processing as well as against loss, destruction or damage.

Compliance

GDPR also requires that the Data Controller, which in a small business is usually the owner, takes responsibility for, and is able to demonstrate, compliance with the principles of the Regulations.
It is good practice to demonstrate compliance via a policy for Data Protection. If you already have such a policy which complies with the current Data Protection Act then updating it to comply with GDPR should be reasonably straightforward.
Without the ability to demonstrate that you comply with the legislation you could leave yourself open to criticism and potential enforcement action if you breach the rules. The costs of a breach under GDPR are much higher than under the Data Protection Act so it makes business sense to get this right.

Email Marketing

With respect to Email Marketing, the most important change is that silence, pre-ticked boxes and inactivity are not considered as consent to be marketed to. People must actively take steps to opt into your marketing. So no pre-ticked boxes on your Email Sign Up forms please.
As mentioned above, you must state very clearly the exact purpose for collecting the data and how you propose to use it. So, if you wish to add people to your Email list, you must tell them this and explain what they will receive in return, for example, a monthly or weekly newsletter.
Because you need explicit and verifiable permission to add someone to a marketing list, you can’t just add the details from all those business cards you got at that networking event to your Email list. You must ask the person for permission to add them. You can send one individual Email inviting them to join your list. This must be a single email, personally addressed, and cannot be sent via a mail marketing programme such as MailChimp.
Similarly, if you put out a bowl on your trade stand asking people to drop in their business cards, the bowl should have a notice clearly stating that people will be added to your mailing list if they provide their card. This allows them to choose whether to opt into your mailings. There is a problem here though, the new legislation will require you to provide traceable evidence of sign up to mailing lists. So you might find sign-up sheets or asking people to sign up via your website on a tablet, a better choice for growing your email list at trade shows.
Although we are mainly discussing Email marketing, if you want to collect phone numbers to call or send text messages or collect addresses for traditional mailings, you need to seek permission to use each type of data (eg: phone, SMS, mail) and provide the option for people to opt in or out of each separate method so they can choose the methods of contact they are most comfortable with. Provide an empty tick box for each option.
Since every bit of personal data you collect about a person is another bit of data you are responsible for (and must secure) it makes sense to only collect what you need and will use. Particularly as the penalty for breaching the regulations is a very hefty fine.

Consent and Email Marketing

It really is all about getting verifiable consent. One way to get this verifiable consent is to use a system such as MailChimp to build your list as it has a double opt in. People will not be added to your list until they have responded to a second email which asks them to confirm that they really did mean to sign up to your list. This double opt in information can be used to prove permission to use the data.
The new rules specify very clearly that there must be an unsubscribe button or method by which the person can arrange to be removed from the mailing list and that this MUST be very prominently displayed and easy to find. Hiding it, or making it difficult to locate, is not an option.
Individuals will also have the “right to be forgotten”, that is, they can request to have their data erased with no trace of the information left behind. If someone requests this then it must be done as soon as possible and no further marketing materials sent to them.
GDPR will also prohibit the sale or exchange of personal data and it will not be possible to use data collected for one purpose (such as Email newsletters) for another purpose.
Even if you have previously obtained permission to use people’s email address, you will need to seek renewed permission to use that address ahead of the new legislation.

Action Points

So what action do you need to take?

• Review any areas of your business where you request email addresses, whether that is pop up windows on your website or sign up forms. Check that all the pop ups and sign up forms are clear and specific and include all the ways in which you might be going to use the Email address so visitors are very clear about how you will use their data.

• Keep a record of the permissions you are sent so that you can be quite certain, and can prove, that you have permission to market to each individual.

• If you have an old list you must gain permission to use each address on it. To do that, you would need to individually email each person on the list and ask them whether they would like to join your mailing list. Do not use the Carbon Copy (CC) function in your Email system to send messages to several people at once. Doing so will allow data to be seen by everyone you are emailing and thus breach the regulations.
It is possible to send to multiple email addresses using the Blind Carbon Copy (BCC) Function because each individual will see only themselves as an addressee. However, don’t send to large numbers of addresses all at once in this way. You will get blacklisted as a spammer if you do.

If you want to find out more about how to comply with the new legislation and get your business ready for the change, the ICO provides some excellent checklists specifically aimed at small business owners. These are straightforward and clearly written, covering the various areas which will change when GDPR is brought into force and the ways in which you can prepare your business for the new legislation. These can be found at WWW.ICO.org.uk/for-organisations/business
Another great source of information is www.dpnetwork.org.uk which, together with the ICO website, keeps you up to date on the latest interpretations of the upcoming legislation.

You can also find videos about the impact of GDPR on the new JJB Office Services YouTube Channel.

Does all this make your brain hurt?  Are you wondering how you will find the time to make your business compliant?  Perhaps you need existing policies and procedures reviewed and updated but don’t have the time?  Well never fear, Jenni is here.  If you need a hand,  please get in touch with me here.