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Managing virtual assistants: My process for managing talk deadlines and information

  1. Log on to docs.sachachua.com and open my Talk planning spreadsheet.
  2. Click on the last tab near the bottom of the page. (Talk planning)
  3. Select the F and G columns, right-click on the column header, and choose Insert 2 Left.
  4. Select the D and E columns, copy them, and paste them into F and G columns. Delete the TEMPLATE header.
  5. Replace the date and title from the text.
  6. Fill in the other information about the talk.
  7. Log on to Toodledo.com in a separate window, and arrange your windows so that you can see the spreadsheet and create tasks at the same time.
  8. Scroll down to see the tasks on the spreadsheet. The dates should be automatically calculated based on the due date of the talk. Manually set the dates if any were specified.
  9. In Toodledo, click on Folders, and then add a folder with the title of the talk. Then go to the To-Do List and add the tasks (shortcut key: n). Specify the folder, due date, and length based on the spreadsheet and/or talk information. Set the context to “home” (unless I indicate otherwise) and the tag as “presentation”. For the tasks before “Call or e-mail organizer to confirm details”, set the start date to be one week before the due date.
  10. Create a Timesvr reminder for two hours before the presentation with the following text:
    Please call me on my cellphone to remind me about the upcoming talk on (talk title). Remind me of the title, the time, the organizer’s name, and other information.
  11. Create a calendar entry for the presentation on my Sacha – Main calendar, including the talk title and organizer contact information. Add location, transit instructions, and driving instructions if specified. E-mail me when you’re finished.

For reference, this is what the left side of my spreadsheet looks like:

DATE OF TALK
Title of talk
Organizer contact info
Duration
Length Task Days
30 Send organizer title, abstract, bio, and picture -21
15 Get talk details -21
30 Outline talk -18
120 Do background research -14
60 Assemble detailed outline -7
150 Write pre-talk blog post -5
60 Storyboard presentation -4
120 Make presentation and send it to organizer -3
10 Call or e-mail organizer to confirm details -2
60 Give presentation 0
60 Post recordings 1
30 Update ROI spreadsheet 2
Talk information
Abstract
Bio
Short URL: http://sachachua.com/blog/p/6104

Finding finishers, building a team

“So, what did you tell Steve to convince him to take time out for lunch with me?” I asked Ian Garmaise as we settled into our chairs at the Village Idiot Pub. “You probably told him that I’m always on the look-out for interesting mentors,” I said. The Steve in question was Steve Mann, whose work on wearable computing had inspired my fledgling experiments with it in fourth year university, and who is unquestionably a remarkable inventor. I mentally reviewed my list of questions to see if they were up to par.

Ian reassured me that it was because he thought I might be able to help. That is, I think he meant to reassure me. I scrambled to think of what I could’ve learned that Ian would’ve thought useful.
                       
As it turned out, I did. Both Steve and Ian were particularly interested in my recent experiments with outsourcing work to virtual assistants. I told them how I asked a transcriptionist to process one of my talks, and how happy I was with the results. Steve’s got way more lectures and way more recordings than I have, and he’ll certainly have plenty of material to go through.

I also told them how I enjoy starting work and turning them over to other people to finish. This can be a liability (I’m a little scatter-brained!), but if I can team up with, hire or partner with people who are good at finishing, it’s something that can be handled. At this, Steve lit up. He was also very much a starter, and if he can get better at assembling and coordinating teams (or work with someone who is), he can get more of his inventions further along. I referred him to the transcriptionist I hired, and I also gave him a few tips on starting working relationships with contractors (small jobs at first!).

And then I had fun playing music on Steve’s hydraulophone. =D And yes, the brochure is right – it really is play. You can’t play music with water splashing everywhere and not smile. =)

Some of the things that came out of that experience were:

  • As it turns out, I do have something to share with others. More experiments mean more interesting experiences and more thoughts to share. I can help people connect the dots. =)
  • It’s a lot of fun talking to other ideas people who also practice relentless improvement.
  • … and it’s so cool talking to someone who has been playing and wondering and making things happen for decades! =)
  • … and random-ish connections like that can be tons of fun!

Thanks, Ian, for the introduction. Keep me posted – I think it would be cool to learn how to tap other people’s skills!

Short URL: http://sachachua.com/blog/p/6091

Managing virtual assistants: the surprising benefits of transcription

I frequently give speeches. During some months, practically every week involves a presentation or two. I usually post presentation, recording, and notes for these presentations, but it would be handy to have a transcript. Timestamped transcripts also make it easy to search within presentations, synchronize audio with slides, and even remove ums and ahs.

I’m not an auditory learner. I find it difficult to sit still for an audio-only session, even if it’s my own. ;) I’ve transcribed some things–my research interviews, a few of my talks–using the handy Transcriber program, which made it easy for me to associate text with specific audio segments.

And maybe transcripts can help me learn how to be a better speaker, too! I speak at about 200 words per minute when I’m excited. While that’s below the 300 words per minute I often joke about, it’s still well above the recommended 140-160 words per minute for persuasive speeches. Transcripts make my rambling sentence structure and my verbal crutches painfully obvious, too. ;)

If I can get word counts and review what I’m saying without the large initial effort of transcribing things myself, I think it’ll be well worth it. It gives me metrics, and metrics are useful. Like the way that people work on getting into a target heart beat zone when exercising, these numbers can help me get into a target speaking rate zone, providing me feedback about going too quickly or too slowly. And like the way that listening to music and practicing on the piano will eventually give me a feel for how long a quarter note is in different tempos, listening to good speeches and practicing myself (either through actual presentations or through podcasts I make on my own) can help me adjust my speaking rate.

On to the actual process of transcription:

I posted a job notice on oDesk looking for people who can edit and transcribe audio files. While waiting for candidates to respond, I asked one of my virtual assistants to download Express Scribe and give it at try – it might help her develop new skills. I like having plenty of timestamps in the transcribed text because it makes it really easy for me to recheck the transcript, so I also sent her a link to this shortcut for timestamping files.

A few good candidates responded to my oDesk ad. One of them had an excellent sample transcript, so I’ve also added her to my growing team. I sent her the audio recording for the talk I did yesterday, and I’m looking forward to getting it back.

Here are some notes on my preliminary experiences with transcription, and I’ll add more as I explore this:

  • More effort is required to transcribe ums, ahs, repeated words, sounds, and other things accurately. If you don’t need them in the final transcript, tell your transcriptionist to skip them. If you want to make it easier to edit the file, you can ask people to add timestamps and a marker like “!!!” during the ums and ahs. Work backwards from the end of the file in order to remove the ums and ahs, so that you can keep the timestamps useful for as long as possible.

    There’s probably a better way to handle this audio editing. Maybe a transcriptionist could remove ums and ahs along the way? Maybe I can ask an audio person to clean up the audio before handing it over?

  • I need to pause more when giving presentations. ;) Pausing more helps transcriptionists figure out sentence punctuation and paragraph separation.
  • If there are unclear words, ask the transcriptionist to indicate that with a timestamp and a marker like ???. That way, you can easily review and fix it.

I wonder how I can take advantage of Dragon NaturallySpeaking here, as I already have it. Even better if I could get someone else to train and correct my user model, but I think Dragon NaturallySpeaking wants me to upgrade to the super-expensive version in order to do that. =|

Hmm… How can I tweak this process…

Do you outsource transcription, or do any of your friends outsource transcription? I’d love to hear about experiences and tips!

Short URL: http://sachachua.com/blog/p/6076

Ethics and egos in virtual assistance and relationships

Leesa Barnes is very firm about this: outsourcing social media content and relationships is not okay.

I mostly agree. oDesk and Elance job posts recruiting people to write reviews and post comments praising products or places give me the heebie-jeebies, and there’s something Really Weird about asking someone to write fan letters to people you don’t even choose. I don’t invite random strangers to connect on LinkedIn or Facebook, and I don’t leave random blog comments in an effort to build links.

On the other hand, I think that a little bit of delegation–yes, even in your personal life–can be surprisingly helpful. I really appreciate the list of upcoming birthdays and contact information that an assistant prepares for me each week, because I’m otherwise horrible at remembering birthdays, and it turns out that acknowledging people’s birthdays makes people smile. I’m glad that I have someone doublechecking the dates and times of meetings, because I’ve been burned by that before. I like being able to respond to Facebook and LinkedIn messages without having to use the Web interface.

So there’s more to this than than just outsourcing, and I wonder how much of it is related to ego. ;) I don’t get frazzled by a lot, but I do know I tend to get mildly peeved when people impolitely make me feel bad because I didn’t make them feel important enough. For example:

  • When I confess that I’ve forgotten someone’s name, and that person doesn’t just gloss over it but instead further embarrasses me by dropping “obvious” hints, I’m less likely to introduce that person to anyone I know because I wouldn’t want him or her to inflict the same treatment on my friends.
  • When I’ve taken a little time and effort to reach out to people, and they zing me because they don’t feel that things are personal enough, I wonder if that defeats the purpose…
  • When someone gives me grief because I unfollowed them on Twitter, I can’t help but think they need to spend less time worrying about their numbers. ;)

Hmm. When I get a half-joking prod about whether or not I had a virtual assistant handle a social gesture, I may send that person a link to this blog post.

What’s important in a social gesture, anyway? Is it that someone holds all of the information about you in his or her head, or that someone cares enough to look it up or have it available? Is it that someone thinks about you all the time, or sets up ways to be reminded of you every so often? Is it that someone reads your blog and follows your tweets almost obssessively, or that someone’s willing to ask you questions about what you’re excited about and to listen to your update, and perhaps even drop by once in a while? (You can tell what I think. )

If I had someone whisper in my ear the likes, dislikes, and conversational topics related to whoever’s walking up to me, I’d love that. I can’t remember everything on my own. Knowing more allows me to be of more help. Also, it makes me less stressed about interacting with people.

If it offends someone that I don’t remember everything about them right away, or that I don’t know about the latest posts on their blog or the latest tweets they’ve shared, well–that’s probably more related to their ego. I’d be happy to let them take the initiative in the conversation. Most people forget, which is an interesting thing.

And if you find yourself having that kind of a reaction… stop and think about it for a sec, mmkay? =) Maybe you don’t need to react that way. There’s a space between stimulus and response, and you can decide how you perceive things. If you find yourself focusing too much on a perceived slight, try to move past it and focus on the good stuff instead.

Of course, other people get the same deal. If you meet me and you have no idea what I’ve recently been writing about or working on, that’s totally okay. If you say you can’t remember my name, I’ll happily reintroduce myself, no hard feelings. (In fact, if you hesitated even a little bit, I’d probably already have reintroduced myself by that point.) If you say, “Nice to meet you!” when we’ve already met, I’m never going to give you a hard time about it.

So yes, I’m fine with delegating relationship-related tasks to virtual assistants (not all, but more than most people do). I think that people can help me both be more thoughtful and learn to be more thoughtful, and I think that there’s more to building relationships than just the mechanics of social gestures.

And yes, W- knows I’m learning more about delegation, and why I’m learning about delegation, and he thinks it’s a good thing. He’s so awesome. =)


This post was inspired by danielpatricio‘s tweet, which led me to leesabarnes’ tweet, which led me to her blog post, which tapped into something else I’d been meaning to write about because people occasionally do that “of course you should be able to remember my name” thing. =)

Short URL: http://sachachua.com/blog/p/5973

Planning projects for April: making remote presentations that rock, managing virtual assistants

There are two interesting projects I’d like to get going for April. One will be a guide on making remote presentations that rock, and another will be a guide on managing virtual assistants. I would like to put together blog posts and perhaps a nicely-formatted e-book. For the presentation project, I’m also planning to run a couple of seminars at work, and maybe even offer one-on-one coaching too.

What do those projects look like?

Making remote presentations that rock

Possible topics:

  • Technology tips and screencasts
    • Sametime Unyte
    • Audacity
    • Camtasia Studio or some other video/screencast software
  • Challenges and opportunities of remote presentations
  • Tips on information organization
  • Tips on visual presentation design
  • Delivery techniques
  • Preparation and follow-up
  • Virtual conferences – when you’re part of a bigger event

Coaching opportunities:

  • Give feedback on title, abstract, and bio
  • Give feedback on outline, navigational structures
  • Give feedback on design and organization
  • Evaluate delivery (in person or with recordings) – maybe swap with people? =) – to help people learn more about how to do presentations even more effectively

Possible tasks to delegate:

  • Transcribe my presentations and audio recordings on the topic
  • Edit audio to remove ums, ahs, and repeated words
  • Compile presentation tips from the Internet
  • Find illustrations for slides
  • Create draft slides
  • Format the blog posts into an e-book
  • Follow up after coaching

Managing virtual assistants

I’d like to focus on documenting lots of processes so that we can come up with something like a manual. =) Possible topics:

  • Web research
  • Product search
  • Calendar management (meetings, phone calls, and get-togethers)
  • Writing and content development
  • Everyday tasks (wake-up calls, concierge services, etc.)

Each post will have the following structure:

  • Why outsource to a virtual assistant
  • Sample requests and time saved (Examples for 15 minutes, 1 hour, 4 hours)
  • What information should be included?
  • What milestones are useful?
  • Example step-by-step process, similar to the ones I’ve shared
  • Sample output template so that both the client and virtual assistant know what results are expected

Possible tasks to delegate:

  • Compile sample requests and templates
  • Find me other bloggers interested in collaborating on an e-book
  • Draft the text
  • Document step-by-step processes, including screenshots
  • Find client testimonials
  • Format the blog posts into an e-book

Short URL: http://sachachua.com/blog/p/6034

Passions, Strengths and Goals

I asked Joy Soria (another virtual assistant from the Philippines) to put together some career advice and stories to share with students around the world. Her first draft was okay, but generic; I challenged her to bring her own experiences and insights. I’m thrilled by the results, which I’ve shared below. I would never have discovered those facets of hers in the normal course of work, and I really appreciate getting a glimpse into her world. I hope you enjoy this post as much as I did! - Sacha


Passions, Strengths and Goals

Maria Victoria (Joy) Soria


Your passions and interests motivate you to be your best in whatever endeavor you are in.

When I was three years old, I used to listen to my older sister every time she played the piano. When she practiced her musical pieces, I found myself interested in knowing how those pieces were played. I really enjoyed listening to the melodies. I became curious and I asked my mother: I ran my fingers on the keys, could I make the same music played by my sister? My mother asked me if I would like to learn how to play the piano, and I eagerly answered yes.

I was so excited about starting right away. When the piano teacher came to our house, I was overwhelmed with joy. Thus began my passion for music. I learned to play the piano quickly, because even at the very start, I was fascinated by it. I easily memorized the musical pieces the teacher taught me, and I began playing them by heart.

As I grew up, piano playing became a part of me. My colleagues noticed my talent and passion for music, frequently asking me to play for occasions and even contests which needed live accompaniment on the keyboard. So even when I was teaching computers, I was able to share my passion for music.

It is also important to examine yourself objectively and be bold enough to identify your strengths and weaknesses.

When I was a teacher, I used to encourage my students to join school organizations in order to further develop themselves and enhance whatever talents and skills they had.

One student named Melba asked my advice on what organization to join, because she was so shy. I told to her to write down her strengths and weaknesses so that we could identify what she needed to develop and what she could enhance.

After examining herself, Melba found that she had a very good voice for singing. However, she was too shy to sing in front of people. I recommended that she join the school glee club where she could sing with a group. This enabled her to gradually overcome her shyness, build up her self-confidence and became bold enough to join singing contests.

Melba won almost all of those competitions.

She was so happy and grateful. Aside from being able to share her talent in singing, she had also successfully conquered her shyness, come out from her shell, and become a winner–not only in singing contests but also in acquiring self-confidence to discover and to explore more of her hidden talents.

Don’t be afraid to find and develop your strengths.

Define your goals.

The goals we set become the targets we aim for as we face the challenges in life.

I set personal goals for my teaching career. When I was assigned as an adviser for a graduating class, I aimed to have no student drop-out from my advisory section until the end of the school year. My desire to really have all of my students successfully graduate at the end of the school year made me set this as one of my personal goals so that I could prove that I could be a very effective class adviser.

I wanted to make a positive difference in my students’ lives. This goal paved the way for me to establish open communication not only with my students, but also with their parents and guardians as well. I made myself approachable and accommodating whenever they needed me. I made it a point to always monitor each student in my class, especially their attendance and class performance, so that I could keep track of their progress and spot potential problems.

I noticed that one of my students seemed to misbehave in almost all of his subjects. His other teachers complained about how  annoying he was and even threatened to drop him from the course because he habitually cut classes. I called him to my office so that I could talk to him privately and find out the core of his problem. I was concerned that he might not graduate. In the course of our talk, he shared what made him so defiant and stubborn. He told me how his parents would always quarrel violently in front of him, that his father was a drunkard and would hit his mother when they fought.

I assured him that I would help him anyway I could. I told him that if he did his best in school, he’d have a better chance of building a better future and becoming financially independent. He could graduate and start his own career, rather than allowing himself to develop anger and hatred that could destroy his whole life. I told him to pause for a while and listen to himself and his heart so that he could find out who he wanted to become in the future.

We stayed in touch. I helped him think about his personal goals in life, combining his talents and interests with his strengths and determination. I also went out of my way to invite his parents to school so that I could talk to them about how we could team up to help their son in his studies, helping them understand his needs–not only financially but also psychologically and emotionally. As parents, they were touched when I told them of the effect of their constant fighting on the school performance of their son. I told them that if they went on, unmindful of their son’s needs, he would be the only one who would not be able to graduate. All of his classmates and their parents were cooperating with me. This challenged them. They promised to do their best to avoid fighting and to provide their son the support he needed to succeed.

Their son passed all his subjects and graduated. I could see the happiness and fulfillment in the parents’ faces as we celebrated the success of my students, their children, who were proud of all the challenges they had conquered. I had helped all of my students graduate during that school year, fulfilling the personal goal I had set as a class adviser.

What are your passions, strengths, and goals?



Maria Victoria Soria had been a public high school teacher for more than 14 years. At present, she’s using oDesk to further develop herself as a  data entry specialist, virtual assistant, and proofreader. If you’re looking for a virtual assistant, invite her to an interview!

Short URL: http://sachachua.com/blog/p/6024

Virtual assistance process: Calendar management with Timebridge

Thanks to Ana Conception-Macatiag for documenting this process and including screenshots! =)

Setting up appointments:

  1. Log in to http://www.timebridge.com, see Accounts and Passwords section for the login information.
  2. The screenshot below shows an example of the personal Timebridge Home Page.  To set up an appointment, click on Schedule a meeting at the left side of the screen.

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  3. Fill in the fields.
    1. Type in email address of the attendees in the “Send Invite to” field.
    2. Indicate subject in the “Meeting Topic” field.
    3. Meeting Location (Note unless specifically specified on my meeting details, here are my venue preferences:
      • Lunch during weekdays
        • Ichiriki – Japanese – 120 Bloor Street E, Toronto – Hours: 11:45 – 2:30?
        • Camros Eatery (http://www.camroseatery.com/) – Vegan – Hours: M-F 11:30am to 7:30pm (no travel time necessary)
      • Weekends: Linux Caffe (http://www.linuxcaffe.ca) – 326 Harbord Street, Toronto. – Hours: M-F: 7am to 11pm, Sat 10am to 11pm, Sun 10am to 5pm
    4. Click the “More Meeting Options” and make sure the meeting reminder is set to 1 day before the meeting and that TimeBridge should automatically confirm the meeting time is also checked.

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    5. Click on the button “Propose Times” to propose meeting times.  The calendar as shown in the screenshot below is linked to my Google Calendar so you will know when I’m is available. Highlight available times or as instructed by me. (Orange highlights below are the highlighted proposed times.)

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      Additional Information in selecting time:

      • Offer 3-5 choices. Conflicts and double bookings will not be a problem with Timebridge because it is synchronized with the Google Calendar.
      • For in-person meetings, I prefer lunch (12:00 PM – 1:00 PM) or coffee/tea/hot chocolate (any time between 3:00 PM and 5:00 PM), preferably on a Thursday or Friday
      • For work-related phone meetings, I prefer calls on Wednesday to Friday afternoons (3:00 PM – 5:00 PM).
      • For personal phone meetings, I prefer calls on Saturday or Sunday (9:00 AM – 9:00 PM), preferring Saturday afternoon

      My Google Calendar will be automatically updated as soon as invitees send back their confirmations.

    6. Click DONE.
    7. Check if the proposed times are as correct. Click Edit if you need to change anything.
    8. Make sure the cc myself on this invitation box is checked.
  4. For the personal message, refer to instructions below. Then click Send.
    • For phone appointments, include the following segment in the Personal Message box:

      If the automatically-detected timezone is incorrect, please click the Edit button (under the Help Button) to set your timezone.

      Sacha Chua’s contact information

      Skype ID: XXX

      Mobile number: XXX

      Work number: XXX

      E-mail: sacha@sachachua.com

      Please send your contact information (phone number and Skype ID if available) in the “Send message to host” box.

    • For in-person appointments, include the following segment in the Personal Message:
    • Sacha Chua’s contact information

      Mobile number: XXX

      Work number: XXX

      E-mail: sacha@sachachua.com

      Please send your phone number in the “Send message to host” box so that I can contact you if something comes up.

  5. Unless instructed otherwise, click No, thanks on the “Share Availability” message to be sent to meeting contacts.

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  6. You should see your created meeting in the home page as encircled in the screenshot below.

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Short URL: http://sachachua.com/blog/p/6017

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