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Managing a VA: Tools, Routines, and Boundaries That Work
Managing a VA isn’t about micromanagement — it’s about clarity. These tools, routines, and boundaries make it easy to stay aligned and productive without daily oversight.

February 14, 2025

  • Writer: Mollie Staretorp
    Mollie Staretorp
  • Feb 13
  • 3 min read

Updated: Aug 5

Hiring a VA is one thing. Managing one well is something else entirely.


Plenty of founders bring in support, only to find themselves answering constant questions, cleaning up half-finished work, or wondering why things still aren’t getting done the way they’d hoped. That’s not a hiring problem — it’s a systems problem.


The key to making a VA relationship successful isn’t handholding. It’s creating a structure where clarity, autonomy, and communication are built into how you work together. With the right tools, routines, and boundaries, a great assistant can become one of the most reliable parts of your operations — without needing daily oversight.


What “Management” Really Looks Like

Founders sometimes assume that “managing a VA” means daily meetings, constant status updates, and endless back-and-forth. But the most effective systems don’t require that.


Good VA management is light-touch but high-clarity. It’s about:

  • Defining scope clearly

  • Building simple check-in rhythms

  • Giving your VA access to the tools and context they need

  • Trusting them to do their job without needing to ask for permission on everything


At EVAWorks, we often say: if you’ve built the right system, your assistant should know what’s happening in your business before you ask. That starts with infrastructure, not instruction.


Tools That Make VA Management Easier

You don’t need to overhaul your tech stack to manage a VA well. But you do need a few core systems that create visibility and consistency.


Communication Tools

  • Slack: Set up dedicated channels for updates, questions, and meeting prep

  • Loom: Use short videos to show how you handle tasks or explain your expectations

Task & Project Management

  • Notion or Trello: Track assignments and SOPs in one place

  • Asana or ClickUp: Great for VA + team collaboration, especially in growing teams

  • Google Docs/Sheets: Simple and accessible for task lists and live collaboration

Scheduling & Time Management

  • Clockwise or Reclaim: Help your VA protect your focus blocks

  • Calendly: Let your VA schedule calls without the back-and-forth

Automation & Admin Tools

  • Zapier or Make: Automate recurring tasks across tools

  • Serif AI or ChatGPT: Let your VA draft messages, briefs, and responses faster

  • Gmail filters + rules: Empower your VA to triage inboxes automatically


Your VA doesn’t need access to everything. But they should have full visibility into their lane — and the ability to act inside it.


Routines That Build Trust and Output

You don’t need to be in constant contact to stay aligned. In fact, most of our clients operate with one or two simple routines that keep everything running smoothly.


Recommended rhythms:

  • Daily async check-ins: 5-minute Slack or voice memo: “What I’m doing today / blockers / quick questions”

  • Weekly planning sessions: Assign upcoming tasks, review wins, flag shifting priorities

  • Monthly review: Look back at completed work, missed opportunities, and any systems that need updating

  • Quarterly capacity audit: Discuss workload, evolving responsibilities, and delegation expansion


Even if you’re only meeting live once a week, these touchpoints create space for course-correction before anything gets off track.


Boundaries That Prevent Micromanagement

When VA relationships break down, it’s often because of unclear or inconsistent expectations. Either the assistant is overreaching, or they’re constantly waiting on approval. In both cases, progress stalls.


Healthy delegation requires clear boundaries. That includes:

  • Defined scope: What your VA owns vs. supports

  • Approval rules: Which decisions they can make independently

  • Communication cadence: How and when to escalate questions

  • Availability expectations: Especially if working across time zones or part-time

  • Platform permissions: Editor vs. admin vs. read-only access


You don’t need a playbook on Day 1 — but these decisions should be made consciously and documented over time.


It’s a Relationship, Not Just a Role

Great VA management is more like leadership than oversight. It’s about creating a partnership where your assistant has the tools, context, and confidence to act — so you don’t have to carry every decision alone.


The more structure you build early on, the more freedom you’ll have later.


And when you’re no longer answering basic admin questions at 7 p.m., or rescheduling your own meetings in between calls, you’ll start to see what real leverage looks like.



Further Reading

  • Getting Started with a VA: The First 30 Days

  • How to Delegate Your Calendar Without Losing Control

  • How to Turn Your VA Into a Strategic Partner

  • The Difference Between a VA and an EVA — and Why It Matters

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