| Delegation assessment | Task inventory, priority review, risk classification and role design recommendations | Assessment report | Discovery | Current tasks, pain points and stakeholder input |
| Virtual assistant work plan | Scope, responsibilities, communication rules, access needs, review cadence and escalation boundaries | Operating plan | Scope definition | Decision-maker approval and access policy |
| Inbox and calendar workflow | Triage rules, scheduling preferences, folders, reminders, meeting preparation and follow-up process | Workflow document and live setup | Setup | Calendar access and communication preferences |
| Task dashboard | Recurring work, ownership, due dates, status updates, priority labels and exception tracking | Project board | Implementation | Task list and preferred tool |
| SOP library | Step-by-step instructions, checklists, screenshots where appropriate and handover notes | Documented procedures | Documentation | Process details and approval of instructions |
| CRM and data hygiene support | Record updates, field checks, duplicate review, contact research and notes based on approved rules | Updated system and report | Ongoing support | CRM access and data definitions |
| Research and reporting pack | Market, vendor, contact, competitor, product or internal research compiled into a usable format | Spreadsheet or summary brief | Production | Research criteria and acceptance standards |
| Ecommerce operations support | Product data coordination, listing updates, order checks, marketplace task support and issue logs | Updated records and task report | Implementation | Store access, product rules and escalation policy |
| Meeting and document support | Agendas, minutes, action items, document formatting, slide updates and file organisation | Meeting pack and file set | Production | Source files and meeting context |
| Quality review report | Sample checks, error notes, completion status, access issues and improvement recommendations | QA report | Quality assurance | Review criteria and manager feedback |
| Weekly or monthly status report | Completed work, pending items, blockers, exceptions, risks and next priorities | Written report | Reporting | Reporting cadence and audience |
| Handover and training notes | Role summary, system guide, SOP references, escalation contacts and continuity instructions | Handover pack | Transition or ongoing support | Confirmed ownership and backup needs |