As a professional VA, you can get asked to do many things.  

But you may find you are given – and enjoy – specific tasks within the spectrum. 

You may use some features and elements of Microsoft Office more than others. 

You mostly likely know how to do some tasks ‘with your eyes shut’ whilst some tasks have you searching online for the ‘how to’. The Ready-Reckoner for Tasks

It’s good practice to review the type of work you are doing and assess for any skills gaps. 

How many of the following tasks do you do for clients or growing your VA business? 

  • Reports 
  • Proposals 
  • eBooks 
  • Letters 
  • Invoices
  • Mail merge – one letter to many people, customised for each individual
  • Mail merge Email – sending the same email to many people in a customised way
  • Writing books
  • Drafting documents
  • Brainstorming and thinking creatively
  • Signing documents – using a digital pen and writing directly on the screen
  • Drawing and Mind Mapping with a digital pen 

If you ticked half or more (or can see tasks you might be asked to do in future) you are in Microsoft Word territory.  

You can get more done in less time with Word with my online courses.  

There’s no fluff or ‘padding’. Just the bits that you really need to know to tackle the most popular tasks. 

That’s Word covered so let me ask you something else. 

Does your client work involve calculations or storing and organising information? 

If yes, these are some of the things you can use Excel for: 

  •  Profit and Loss worksheet 
  • Tracking payments 
  • Cashflow projection 
  • Invoice list 
  • Social Media Calendar
  • Social Media Planner
  • Keeping track of Income and Expenditure
  • Making Lists
  • Contact List
  • Any data you need to sort or filter
  • Making things add up
  • Time tracking 

If you want to excel with Excel, my online courses can help you. Grasp the essentials and pick up some advanced tips along the way. 

Learn at your leisure. Where you want, when you want. 

Spend less time worrying about the ‘how-to’ and more time on serving your clients like a VIP. 

And one of the things you’ll almost certainly end up using is PowerPoint. 

Despite what some people may think, this application is not just for presentations. 

Here’s some of what this Microsoft Office visual creativity powerhouse can do: 

  • Presentations 
  • Proposals 
  • Explaining with Clarity – the slides force you to reduce the amount of text 
  • Infographics 
  • Instagram posts
  • Create anything visual
  • Design blog post cover images to retain your branding
  • Photo album
  • eBook
  • Planner
  • Prepare and rehearse a big presentation 

If you want to power up your PowerPoint skills, I can help with that. 

My online courses give you lifetime access. 

This means you can learn when you want – and come back to a specific task training whenever you need a refresher. 

Creativity is one aspect of a VA’s role. Organisation is another. 

Outlook is the control centre for your emails, communications, calendar appointments and tasks. 

How many of the following do you use in your weekly work? 

  • Communicate by email 
  • Book appointments 
  • Book meetings 
  • Schedule meetings with others 
  • Keep a task list
  • Keep a to-do list by flagging your email
  • Colour code appointments to make them easier to see
  • Manage your client/boss calendar
  • Manage your client/boss inbox
  • Reply to things on someone else’s behalf 

If an online Outlook course could help you get more done in less time, why wouldn’t you take a look? 

The smarter you work the more space there is for your VA business to grow. 

Audit. Learn. Review. 

Repeat. 

Posted in Business, Office 365, Word Windows, Excel Windows, PowerPoint WindowsTagged , , , ,

2 thoughts on “The Ready-Reckoner for Tasks

  1. The list of tasks VA do is getting longer! It’s a great career to get into. And you can make photo albums and ebooks in powerpoint? Really! Which course of yours shows us how to do that Shelley?

    1. Hello Honey – yes VAs can do so many different things to support their clients. In PowerPoint you can create a photo album from photos on your computer or cloud storage. It is on the Insert Ribbon. Choose Photo Album and follow the prompts. As to creating an eBook I recommend using Word for that however if you do want to do it in PowerPoint you need to Master the Slide Master to get the formatting, colours and Layouts sorted. Honestly I would write an eBook in Word – the How to Create an eBook or Lead Magnet course is the one. Shelley

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I really like Shelley’s courses. She has a clear and easy to follow teaching style. In ‘How to Create Fillable Forms’ I’ve learned about the functions of the Developer ribbon which will mean I’ll be able to create a bespoke Returns Form for a client who has an online shop

Freya Henderson – Virtual Office Orkney

Shelley was really clear in her teaching and went at a pace that was helpful to us. We covered all we needed to know to get us started, as a small team, using MS Teams. She was also very helpful in the run up to the session, with check in calls and ensuring our platform was set up correctly. I would highly recommend Shelley to anyone wanting to learn to navigate their way around MS Teams.

Sarah Clements – Inuous

Absolutely superb course, easy to follow and to refer back whilst putting it all into practice! I was unaware of the extent you can customise a presentation and it’s just made me want to know more – what’s next Shelley?

Denise Williams

I thought I had a pretty good grasp of Outlook until I did this course! In her videos, Shelley is clear and concise, and the language she uses is straightforward and jargon-free. Each module is broken down into manageable chunks, which helps keep your attention and means the course is easy to fit in around other commitments. I’ve created email templates and implemented rules that are already saving me time, and as all the other things I’ve learnt start to become second nature, the positive impact on my efficiency is fast becoming clear. This course has been incredibly beneficial and I would highly recommend it to anyone looking to strengthen their skills and boost productivity.

Pip Doleman VA

I thought I knew Powerpoint really well, but I wanted to specifically learn how to use Powerpoint to create better infographics, easily and quickly. Shelley explains everything in a very logical and clear way, so I understood everything the first time I heard it. The most useful thing I learnt was that Powerpoint can do so much more than I thought it could. By also using the short cuts that Shelley showed me I am much quicker than I have ever been and I thought I was already quick!

Susan Marot

Shelley Fishel of Tomorrow’s VA has a wealth of experience in Microsoft Office. I met her in person 2 years ago at the PA Show in London. I also saw her in action in a fab workshop and knew she was the whizz that everyone had told me she was. I have since bought a lifetime access to her HUB and all the courses in there are a MUST if you are a VA on a mission. The courses will give you confidence in all the Office 365 components and will catapult you to dizzy heights

Alex Hughes