Did you involve your Virtual Professional in mapping out your 90-Day goals? Are they aware of how you chunked down those bigger goals into weekly goals? Are those business goals well-aligned with your personal goals and your Virtual Professional?
If you said Yes to the questions above, you’re going in the right direction. You’re clear on what you want to achieve and when your deadline is. You’re certain about your metrics and how to achieve them. However, there’s a trap. The reality is only 30% of people who set goals actually achieve them. You might know the formula for goal-setting but putting those strategies to work doesn’t guarantee that you can actually achieve those goals.
This is especially true on a team-level goal setting and execution. Goals and priorities are oftentimes relative and dictate how much effort, time, and energy team members invest to realize these things. What might be the most important to you might not be your team member’s top priority. You can work very hard on something and some team members might not even share the same sentiment about that activity. This one is easy to spot if you’re working on-site and constantly at the sight of your team members, and a hard one if your team members are on a different side of the world. So the question is, Is your Virtual Professional or any other on-site team member on the same page as you in making your goals happen? Is there a way to check if their activities are constantly congruent with your goals, on a daily basis?
At F@B Virtual Professionals, our days should either start or end with TRUST. Our most guaranteed way of keeping that trust in one another is by creating and reviewing End-Of-Day Reports. The EOD Report serves as a daily check-and-balance routine that F@B VPs practice to make sure that everyone is on track to achieving the organization’s goals.
Here’s a sample template of our End of the Day Report:
In this End of Day Report, there are columns for the Duration: so you can identify how much time is spent on a certain task; for the Description: so you can clearly see the details of the task; for the link/reference: if the VPs encounter a task that requires actual output. There is also a section for Pending tasks, where you can see the next tasks in line for the Virtual Professional to work on for the incoming days; a section for Things Needing Review, so you can quickly open links of output that need your review and feedback; and a section for Systems and Software, so you can identify which tools slowed the VP down due to certain issues.
In some rare instances, you will find confusing or doubtful entries in your Virtual Professional’s EOD report. It is critical for you to talk about what they declared in the EOD reports to maintain trust in the organization. When in doubt, don’t forget to check the EOD reports and the time-tracking screenshots to see if these two match each other. You can always talk to your Virtual Professional as soon as you realize that they’re spending most of their time doing things that do not help your move forward with your goals. Not all behind-the-scenes can be explained in the EOD, so it is still important to check in once in a while on a Zoom Call.
When reviewing the EOD Reports, it is also important to ask the following questions:
- What can I do to help you move forward with your pending tasks?
- What’s the trickiest task that you’ve done today and have you documented the process while doing it?
- Which activity would have consumed less time if there was no problem with the software or tool?
The EOD Report will serve as proof of daily commitment to the goals. It will keep you in check of things that went well for your Virtual Professional for the day, and allow you to make their activities for the next days better. Soon enough, this daily routine will establish your working dynamics in the team.
Do you think the EOD Report is useful for your whole team? What other things do you want to learn about creating and reviewing EOD Reports? We’d love to hear your feedback at email@example.com.