2023 Year-end checklist for Filipino Virtual Assistants and freelancers

Freelancing 101: Foundations & Essentials
March 3, 2024
3 minutes
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As the year comes to a close, filipino virtual assistants and freelancers should take the time to assess and evaluate their progress and lay the groundwork for a successful year ahead. This is the best time to review, reflect, and reassess things in your VA business. Identify what worked this year and what didn't so you can strategize and plan better.

This blog post will walk you through a 10-step year end checklist, covering crucial areas of your VA business.

Here's a quick overview of the checklist: 

  1. Financial Wrap-Up
  2. Tech, Tools, and Process Audit
  3. Client Relationship Review
  4. Skill Enhancement Plan
  5. Health and Well-being Assessment
  6. Setting SMART Goals for the New Year
  7. Organizing Workspace and Digital Assets
  8. Celebrating Achievements and Learnings
  9. Networking and Community Building Recap
  10. Preparing for a Fresh Start

1. Financial Wrap-Up

The first step in our year-end checklist is to conduct a financial wrap-up. It's time to look back and analyze your earnings, expenditures, and overall financial performance for the year. Are you satisfied with your income? Were your expenses justified? This review will not only help you understand your financial standing but also guide you in setting realistic income goals for the upcoming year. It's also the perfect time to update your financial records and prepare for tax season.

Action Item: Create a detailed financial report outlining all your income sources and expenses. Analyze this report to identify areas that need improvement.

2. Tech, Tools, and Process Audit

In the second step, you'll conduct a tech, tools, and process audit. The effectiveness of the tools and technology you use in your work directly impacts your productivity. The same goes with the systems and processes you have in place. Take the time to audit the tools you use as some might have become obsolete, while others could be upgraded. This audit might help you identify processes that are making your life more complicated than it should be.

Action Item: Make a comprehensive list of all the tools and systems you use and rate their effectiveness on a scale from 1-10. Consider replacing & changing those with a low score with more efficient ones.

3. Client Relationship Review

The third step involves a client relationship review. Your clients are the backbone of your business, and maintaining healthy relationships with them is critical. Reflect on your interactions with them. How has the communication been? Are there any unresolved issues or areas of conflict? Getting feedback from clients can provide valuable insights into your services.

Action Item: Send a feedback form to your clients asking for their honest opinion about your services and what areas you can improve. From here, identify common issues and patterns and implement an action plan to improve things.

4. Skill Enhancement Plan

Moving on to the fourth step, you need to develop a skill enhancement plan. The freelance and virtual assistant market is highly competitive. To stay relevant, you need to continually update your skills. Identify the areas where you can improve and skills that you can add to your arsenal.

Action Item: Make a list of skills you would like to acquire or enhance in the coming year, and identify resources, like online courses or workshops, to help you achieve these goals.

5. Health and Well-being Assessment

The fifth step is a health and well-being assessment. Freelancing often means irregular schedules and high-stress levels, which can take a toll on your health. Evaluate your mental and physical health. Are you following a healthy lifestyle? Are you taking enough breaks to relax and rejuvenate?

Action Item: Draft a well-being plan for the upcoming year, including regular exercise, relaxation techniques, and a balanced diet plan.

6. Setting SMART Goals for the New Year

In the sixth step, set SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals for the upcoming year. Having clear and realistic goals can keep you focused and motivated throughout the year.

Action Item: Write down your SMART goals for the year ahead and place them somewhere you can see them daily. This visual reminder will keep you on track.

7. Organizing Workspace and Digital Assets

The seventh step involves organizing your workspace and digital assets. A clean workspace can increase your productivity, while organized digital files save time.

Action Item: Dedicate a day to clean your workspace, declutter your computer, and sort your digital files. Consider investing in storage solutions or digital tools to help keep things tidy.

8. Celebrating Achievements and Learnings

The eighth step is to celebrate your achievements and learnings. No matter how small, every progress is a step towards success. Reflect on the past year, and acknowledge your successes and the lessons you've learned.

Action Item: Compile a list of your achievements and learnings of the year and give yourself a pat on the back!

9. Networking and Community Building Recap

In the ninth step, review your networking and community-building efforts. Your professional network is an asset, and nurturing it is crucial. Evaluate the connections you've made and the relationships you've built.

Action Item: Review the connections made during the year and identify potential collaborations or partnerships. Plan to attend networking events or workshops in the upcoming year to expand your network.

10. Preparing for a Fresh Start

Finally, the tenth step is prepare for a fresh start. With the year-end, it's time to refresh your mindset and approach. Embrace the new beginnings and gear up for the opportunities and challenges that the new year brings. Whether this year has been a fruitful year or a year of unmet goals, a fresh start is right in the horizon so keep that hope and be ready to slay your goals for the upcoming year.

Action Item: Create a vision board or a list of things you are excited about in the upcoming year to kickstart your motivation.

Conclusion

Completing this comprehensive year-end checklist will ensure that freelancers and virtual assistants head into the new year well-prepared. Remember, the key to success lies in continuous growth, reflection, and strategic planning. So, here's to a successful year ahead!
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I'm Jelly, main writer and owner of TEE, and I've been a VA for more than 10 years now. The Executive Enabler has been created in the hopes to help and guide new VAs in their journey.

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