Success is planned. Ask any successful person – they have planned their way to it. You plan to succeed, or you fail to plan. As a small or medium sized business you need to be constantly aware of the bottom line. Are you overpaying for products, services and people? Do you have a plan? Or are you simply “going for it?”

  1. You need to determine your action plan and then break it down by both actions and by time frames. That will give you a level of measurability. Don’t be afraid to dream BIG.
  2. Start with the end in mind. Think about teams that work seamlessly together – like a NASCAR® pit crew for example. They look at the end of the race first and work the plan backwards. They plan where each pit stop and where each tire change must be in order to win the race. So they start with the end in mind. If your goal is to make a million dollars this year, you need to be at $250,000 by the end of March, $500,000 by the end of June, and $750,000 by the end of September in order to win the year at $1,000,000. So think like a NASCAR® pit crew – look at the end first and work backwards.
  3. Ask for help – seek it out! Ask your friends or colleagues. You might be surprised by how willing people are to share their experience and talents. Google it! Look for networking groups/sites on the internet and find the discussion boards and start asking your questions. There is an incredible wealth of information right at your fingertips. Once you get started, stick to it, stretch your imagination – don’t limit yourself or your options.
  4. Track your progress. Ignorance is not bliss. You can’t get yourself back on track if you don’t know whether or not you’ve fallen off. What if you don’t have all the hours in the day to do take care of the tasks needed? Are you going to accept that as an excuse or are you going to do something about it? You know what I’m going to say next, right? Of course, if you don’t already have one, HIRE A VIRTUAL ADMINISTRATIVE ASSISTANT!
  5. If you already have a virtual administrative assistant, are you maximizing her time and resources? If not, why not? Are you aware of all of her skills? Have you asked her how much time she has to offer you? Talk to her. Virtual administrative assistants care deeply about the growth of your business. Your success is their success. Find out how your virtual administrative assistant can help you meet your goals. Share with her your plans and visions. Tap into her resources and if you need more assistance, don’t be shy about asking her to add more members of her team to your account!

What are your measurable steps? How do you know if you are on track for success? We would love to hear from you, including feedback about this blog. Don’t be shy – leave us an email message. We will be happy to answer your questions or learn from you. Have a great week!!!


Ah…Summer…a time for watermelon, sunscreen and the outdoors.  Kids are out of school and your family is anticipating vacation time.  Except if you are an entrepreneur or solo practitioner.  YOU can’t take a vacation – OR CAN YOU?


  • You can’t even conceive of stepping away from your office for more than a day or two;
  • You haven’t taken a proper vacation in years (turning off the computer for 2 straight hours does not count);
  • IF you go anywhere, you only choose destinations with high-speed internet;
  • Even when on the beach enjoying the sun, sand and marguerites, you have a hard time turning off.  You are always thinking of the work that needs to get done;
  • You’re still handcuffed to that darned smartphone!

UNFORTUNATELY, THIS IS A REALITY for many lawyers and hard-working business owners.  BUT HERE’S ANOTHER REALITY – IT IS POSSIBLE – even for the busiest workaholic.  All you need is the right assistant.

There’s a myth running around the Internet which suggests that virtual assistants are only qualified for basic admin tasks.  It got there because many of the Big VA companies do only offer limited admin-based tasks. But the new breed of virtual assistants – with coveted skill sets – the business grade VA’s – are capable of much more.


To prepare your business for head-honcho away time, you need a business-grade, legal virtual assistant.  Expert VA’s have the experience and maturity to cope with the unexpected, problem-solve, and hold things together while you’re away.  What’s more, they know when your help is truly required and will get in touch if – and only if – an urgent situation arises.


Even the most skilled virtual assistant cannot step into your company, 100% prepared on the first day.  The key is to bring her onboard at least a few months before you plan to be away. This gives both of you time to figure out the details: put in place any ongoing processes and agreements; delegate every day and occasional tasks; and make sure your VA meets your expectations.

Time – with no travel looming on the immediate horizon – means you’ll have time to work out the bugs and get comfortable with your virtual assistant before you ever step out of the office.  When vacation finally does roll around, your VA continues with business as usual.

Of course, some tasks – those responsibilities that no matter how much training you do, only you can handle – will need to be put on the back burner during your time away, but your VA will keep your core business functions running effectively and smoothly, and make sure that you don’t lose any valuable opportunities.

Here are some tips to help you prepare for travel:

  • Does this have to be put on hold?  You can often delegate more than you think.  Now that you’ve been working with your assistant for a few months and have come to trust her abilities, is there anything else you can hand over?
  • If this happens, do that. To put your mind at ease, schedule a Skype conference with your VA to anticipate any unexpected things that could come up while you’re away.  Establish an if-this-happens-do-that list: a set of guidelines that will help your assistant handle almost any situation.
  • Create a contact plan.  One (or several) of your if-this-happens-do-that scenarios will involve true work emergencies that should include contacting you.  Agree on what constitutes a “call-worthy” situation.

Remember, trust is like a muscle – you have to build it and use it.  Your legal VA has the skills and maturity to take care of your business while you’re away, but the most important component to a relaxing vacation is trust.  Give yourself – and your assistant – the time and preparation necessary to build confidence and establish a good working relationship. You can always build up to a two-week vacation by taking 2-3 days off and testing the waters.  When you finally do step out of the office, you can truly relax.

How do you prepare your VA for your vacation?  What works and doesn’t?  How can we help you relax and enjoy your time away?