Want to Improve Your Business? Hire an Assistant

Bear with laptop
Photo courtesy of Hubspot Marketing

While I was growing up, my father worked in a manufacturing plant that made metal parts for appliances. Every now and then, he would tell us about a cartoon that was posted outside a female manager’s office that always made him laugh.

The cartoon shows two men chatting outside someone’s office. Inside the office is a desk with several piles of papers stacked in varying heights. The office occupant is nowhere in sight. “I know she’s in there somewhere,” says one of the men. “I can hear her sobbing!”

For some reason, this cartoon has always stayed with me over the years, and like my father, it makes me smile. But being buried by stacks of paperwork is no laughing matter, especially if you run your own business or work for a busy executive. Rather than hide under the desk sobbing, it may be time to take better control of the situation. Hiring an assistant or outsourcing certain job tasks may be the solution you are looking for.

An assistant can help you sort through those piles of paperwork, freeing you up to do more important things, like making sales calls and meeting with clients. Assistants comes with varied backgrounds and levels of experience. Some can do basic tasks like data entry and filing, while others can help with social media and website updates. You can even hire several assistants who specialize in different tasks – one for accounting and another for social media.

The important point is you do have options. If you struggle to stay on top of your daily to-do lists, think about what you could do with your time if you could outsource some of your responsibilities. Sit down and make a list of every aspect of your job. Next to each one, mark whether this is something you have to do yourself or whether it can be outsourced to an assistant. There are other decisions to make too, such as how many assistants you need and whether they will be part time or full time.

One assistant or two? Once you’ve made your list of possible outsourced activities, decide if you need one assistant to handle all of them or if you might need two or three specialists. If you are lucky, you may find one experienced, multi-faceted administrative professional who can handle all the tasks on your wish list. The advantage there is that you are dealing only with one person. On the other hand, working with two outside helpers makes sense if you need more specialized assistance. Some services, like bookkeeping and website maintenance, may cost more than a general office worker.

Full time vs. part time vs. contract. As you look over your list of potential outsourceable tasks, estimate how much time per week or month would be required to complete them. For many activities, it might make more sense to hire on an as-needed contract basis rather than part-time or full-time. A chiropractor I know hires an accountant to come in for a few hours at the end of each month to balance the books. She knows she does not have the expertise to do them herself, so bringing in an expert at minimal cost helps her focus on the core of her business, which is treating patients. For other businesses, hiring a part-time worker for 15 to 20 hours per week is a more sensible solution.

In-house vs. virtual or telecommute. While many prefer to have outside assistant work on the premises, sometimes lack of space can be an issue. With the quality of technology available today, it’s much simpler for all parties to work remotely from another location. Or you can combine the options: have the assistant work on-site for the first few days until you become more comfortable with their involvement. Then allow them to work remotely. Whichever work arrangement you work out will take a load off your plate.

One-time project vs. monthly retainer. Decide if you need someone for a one-time project or an ongoing basis. Tasks like housekeeping or bookkeeping tend to operate on a regular basis, so it makes sense to hire them on a monthly retainer, which may be cheaper over the long run.

Payment plans. If money, or lack thereof, is an issue, you have options there too. You can barter services, hire a college intern, or hire on an as-needed basis for certain projects. For example, I know several yoga studios that offer free classes in exchange for light housekeeping duties and/or marketing support. College interns gain valuable work experience that they can build their resume.

Where to find workers. As with any professional service, ask for referrals from friends and colleagues. They will be your best source to find reputable independent workers. If they’ve done a satisfactory job for them, chances are they will do the same for you.

Do a general Google search for assistants in your location. Type in virtual assistants, temporary office workers or whatever specialist you are looking for followed by your location, then scan the list that pops up. Be sure to check out their online information, if they are listed in a directory, have social media presence, or have a website. Also be sure to check references. (Or you can reach out to me at The Regal Writer for office assistance, marketing support or copy writing. If I can’t do the job, I can help you find someone.)

Another option is to use a temp agency. They can do the interviewing and skills assessment of job applicants, leaving you free to work on your business. Just be aware that you will have to pay the agency a fee for their services. But paying that extra fee might be worthwhile if you don’t relish the thought of browsing resumes and conducting interviews.

When you have so many options available for finding extra help when you need it, there’s no need to hide under your desk hoping the paperwork will go away on its own.

Case Studies: Overcoming Event Planning Mishaps

conference-room
Photo courtesy of Hub Spot Marketing

If you’ve ever had to host an event or workshop for your company, you know that things don’t always go as planned. Events and workshops are prime settings for the unexpected – a speaker cancels at the last minute, the electricity goes out just as the opening presentation is about to start, or you inadvertently publish incorrect information on all your promotional materials.

The mark of a professional organization is not how well they put on a workshop or event, but how they respond when things don’t go as planned.

Recently, I attended two professional development workshops where I experienced firsthand how businesses deal with misinformation or miscommunications when promoting their events. One organization handled their mishap professionally, while the other seemed not to notice that anything was wrong.

Here’s a closer look at both scenarios, what they did wrong, what they did right, and what we can all learn from these experiences.

Scenario 1
My alma mater Illinois State University recently hosted a professional development workshop for women on a weekday afternoon. The email announcement showed that the workshop time was noon to 1 p.m., but the registration page on the website showed that the full program was noon to 4 p.m. with the luncheon taking place from noon to 1 p.m.

Naturally, the mistake caused a lot of confusion and upset individuals who could not leave their jobs to attend a full four-hour session.

How the university responded:
The organizers were genuinely concerned about the mistake and quickly rectified the situation. They worked with the speakers to restructure the program so it fit into a two-hour window, from noon to 2 p.m. The school then sent an email to everyone apologizing for the mistake and offered a full refund to everyone who planned to attend, whether or not they were forced to cancel or not. That meant they ran the program, including lunch, for free. Since this was the first time the university had hosted a professional development workshop of this kind, they used it as a learning experience for themselves to plan future events.

What they did wrong:
By all outward appearances, it seems one person posted the details on the website (which was correct) and someone else created the email blast. They failed to proofread and cross check the details to make sure the information was consistent.

What they got right:
The university immediately acknowledged their mistake, accepted responsibility and apologized. They went further by offering a full refund ($25) for every person who registered for the event, whether or not they cancelled or attended. They essentially ran the program for free – including box lunch.

Takeaway: By acknowledging mistakes and quickly rectifying the situation, you demonstrate your professionalism more clearly and directly. Clients and customers are more likely to continue working with you because of the way you handled the mishap.

Scenario 2:
Raby Institute, a medical clinic, hosted a free evening workshop about women, wealth and wellness. According to the promotional material, two speakers would discuss money management and workplace success for women. The promotional copy focused primarily on the money management aspect, but when I arrived, only one of the presenters spoke about networking etiquette and how to make stronger impressions in the workplace, not at all what was advertised in their marketing materials. The woman who was to speak about money management never spoke at all, but acted as a greeter and introduced herself to everyone as they arrived.

In addition, at the end of the program, they encouraged everyone to complete a “feedback form.” Fine, except the feedback form had nothing to do with the program. Instead, it looked more like a new client intake form for a local financial institution where the financial expert worked.

How the business responded:
Neither the office staff nor the speakers seemed to notice or care that the program did not match the advertising. Not even the attendees seemed to notice or care. When I mentioned to a young woman sitting next to me that the program was not what was promoted, I was baffled by her response. “Yeah, that’s true, but it was still a really good program.”

Not sure if there was a miscommunication between the clinic staff and the speakers about the topic of the program, or if the program was changed without the office staff knowing about it. In any case, I walked away feeling cheated because I expected one type of program and got something else instead.

What they did wrong:
Clearly organizers were either misinformed about the program or the speakers changed the format without notifying the office staff. It might have been an honest mistake, or it might have been an intentional move to mislead attendees. To make matters worse, the so called “feedback form” had nothing to do with the program but instead was an intake form for a financial services company. It was dishonest and misleading.

What they got right:
The third element of the evening’s program centered on wellness, which made sense considering the workshop took place in a doctor’s office. On hand for the program was a nutritionist and chef who brought in samples of healthy appetizers and refreshments, which we all enjoyed. She was the hit of the night. And the price for the workshop was right too – free.

Takeaway: Make sure your advertising matches what the program is about. Make sure someone is confirming the details about the workshop before promoting it, even if it means having the presenters review your marketing copy.

When planning and promoting workshops, it’s easy to let the details get away from you. Be clear in all your communications, get the details straight and have someone proof all the information before sending it out. If mistakes occur, accept responsibility and offer a genuine, considerate response. Offering a refund or a discount on a future events can also help restore customers’ faith in your business. Remember that everything you say and do reflects directly on your reputation and professional integrity.