| Support needs assessment | Task inventory, workload patterns, access needs, stakeholders, risks and success criteria | Assessment brief | Discovery | Current task list, systems, pain points and team interviews |
| Virtual assistance operating plan | Roles, support boundaries, task categories, approval limits, handoff rules and escalation paths | Operating model document | Scope definition | Decision-maker input and service priorities |
| SOPs and task playbooks | Step-by-step procedures, quality checks, templates, naming rules and exception handling | Documentation and checklists | Setup | Sample tasks, current procedures and review standards |
| Task-management workspace | Queues, priorities, due dates, owners, reporting fields, status rules and recurring workflows | Shared project board or workflow setup | Setup | Tool access and internal workflow preferences |
| Executive support pack | Calendar rules, meeting preparation, follow-up tracker, contact notes and communication preferences | Support playbook and tracker | Implementation | Calendar access, priorities and communication guidelines |
| Administrative task delivery | Completed support tasks such as data updates, document formatting, research, scheduling and file organisation | Task logs and completed outputs | Ongoing delivery | Clear instructions, system access and review feedback |
| Customer and operations support logs | Ticket triage, order admin, CRM updates, product-data updates and exceptions | Operational logs and queue reports | Ongoing delivery | Policies, scripts, product data and escalation rules |
| Quality review records | QA checklist results, error themes, rework notes, approval history and improvement actions | QA report and issue log | Quality assurance | Accepted standards and reviewer access |
| Performance reporting | Task volumes, turnaround, backlog, SLA status, exceptions, risks and improvement recommendations | Weekly or monthly dashboard | Reporting | Baseline, reporting cadence and KPI definitions |
| Handover and continuity documentation | Access inventory, process notes, backup plan, knowledge transfer and transition actions | Handover pack | Transition or ongoing support | Approver list, access rules and retained ownership decisions |