Tools & templates

Use these with the accompanying guide. Adapt the examples to your business before giving them to an assistant.

For interactive planning, browse our free delegation tools. Use the delegation planner to compare tasks, or the VA cost calculator to compare costs and assumptions before you hire.

• First hire brief (.txt)

  Use with How to hire and work with a virtual assistant: A business owner’s guide.

• Responsibility card (.txt)

  Use with What does a virtual assistant do? Tasks, responsibilities and limits.

• Task audit (.txt)

  Use with What should you delegate to a virtual assistant first?.

• Decision note (.txt)

  Use with Do you actually need a virtual assistant? How to decide before hiring.

• Service budget (.txt)

  Use with How much does a virtual assistant cost? Build a realistic hiring budget.

• Service ownership (.txt)

  Use with Virtual assistant agency vs freelancer: Which should you hire?.

• Service window (.txt)

  Use with Part-time or full-time virtual assistant? How to choose the right arrangement.

• Human ai task decision (.txt)

  Use with Human virtual assistant or AI assistant? How to choose task by task.

• Sourcing route comparison (.txt)

  Use with Where to hire a virtual assistant: How to compare platforms and agencies.

• Service description (.txt)

  Use with How to write a virtual assistant job description that attracts suitable applicants.

• Applicant evidence (.txt)

  Use with How to screen virtual assistant applicants before the interview.

• Interview script (.txt)

  Use with Virtual assistant interview questions that reveal how someone works.

• Paid trial pack (.txt)

  Use with How to run a paid virtual assistant trial before committing.

• Offer discussion (.txt)

  Use with How to hire a virtual assistant in the Philippines.

• Contract decision sheet (.txt)

  Use with What should a virtual assistant contract include?.

• Status review fact pack (.txt)

  Use with Could your VA arrangement be treated as employment? What to check before outsourcing.

• Overseas payment record (.txt)

  Use with How to pay an overseas virtual assistant.

• Access register (.txt)

  Use with How to give a virtual assistant access without handing over your whole business.

• First month evidence checklist (.txt)

  Use with How to onboard a virtual assistant: A practical first-month checklist.

• Decision lesson (.txt)

  Use with How to train a virtual assistant without explaining everything repeatedly.

• Sop with exceptions (.txt)

  Use with How to write SOPs your virtual assistant can actually follow.

• Decision permission note (.txt)

  Use with How to delegate to a virtual assistant without becoming their full-time supervisor.

• Task and approval card (.txt)

  Use with How to set up a simple system for working with your virtual assistant.

• Weekly service review (.txt)

  Use with How to manage a virtual assistant without micromanaging.

• Dated handover (.txt)

  Use with How to work with a virtual assistant in a different time zone.

• Service scorecard (.txt)

  Use with How to measure a virtual assistant’s performance without counting busywork.

• Roi review (.txt)

  Use with Is your virtual assistant saving you time and money? How to check.

• Performance repair (.txt)

  Use with How to handle mistakes and missed deadlines with your virtual assistant.

• Service review (.txt)

  Use with How to keep a good virtual assistant as your business grows.

• Offboarding record (.txt)

  Use with How to offboard or replace a virtual assistant without losing access or unfinished work.

• Inbox boundaries (.txt)

  Use with How to hand over your inbox to a virtual assistant.

• Booking rules (.txt)

  Use with How to delegate calendar management to a virtual assistant.

• Support case review (.txt)

  Use with How to train a virtual assistant to handle customer support.

• Publication approval (.txt)

  Use with How to delegate social media to a virtual assistant without losing control of your brand.

• Lead evidence record (.txt)

  Use with How to use a virtual assistant for lead research and CRM management.

• Finance exception record (.txt)

  Use with How to delegate invoicing and bookkeeping admin safely.

• Shopify trial record (.txt)

  Use with How to hire and train a virtual assistant for your Shopify store.

• Team handoff (.txt)

  Use with How to build a virtual assistant team without becoming everyone’s manager.