Holiday Support Ideas: How Your Assistant Can Lighten Your Load

Virtual Assistance

With the holidays fast approaching, we know how busy things can get—both in and out of the office. As you balance work, seasonal tasks, and festive planning, remember that your assistant is here to help make this holiday season a little easier for you!

To support you through the season, we’ve put together a list of ideas for how your assistant can pitch in, so you can enjoy more peace of mind during the holidays.

1. Project Management and Organization

Create timelines for end-of-year tasks and ensure deadlines are met.
Set up or update project management tools (like Asana, Trello, or Monday.com) to keep everyone on the same page.
Coordinate team members by scheduling meetings, sending reminders, and tracking project goals.

2. Research and Resource Gathering

Conduct market research or gather trend data for year-end reporting or holiday planning.
Compile resources like vendor lists, supply costs, or potential collaborations.
Find holiday promotions or discounts relevant to your industry, assisting with any needed partnerships.

3. Holiday Marketing Support

Design and schedule holiday newsletters and email campaigns.
Create Holiday Cards and help with sending them out to your clients or team members
Manage holiday-themed social media content to keep your audience engaged.
Coordinate holiday gifts for clients, partners, or employees to foster goodwill.

4. Document Preparation and Reporting

Prepare year-end reports or summaries highlighting annual achievements.
Organize and digitize key documents to start the new year with an organized archive.
Create templates for holiday cards or thank-you notes to make sending messages easy.

5. Financial and Budget Support

Organize financial records and expenses to prep for tax season.
Update project budgets for the coming year and track holiday spending to avoid overspending.
Coordinate with accountants to gather necessary financial data for year-end statements.

6. Customer Support and Engagement

Handle customer inquiries to allow you to focus on higher-level work.
Set up and manage holiday hours on communication channels.
Ensure customer satisfaction by promptly addressing feedback and closing out any outstanding issues.

7. Holiday Planning

Coordinate holiday schedules and travel plans for you or your team.
Arrange gift lists or decor needs for business spaces or events.
Assist with personal planning, like setting goals or planning vacations, so you’re ready to start the new year refreshed.

8. New Year Transition Support

Set up Q1 workflows for a smooth transition into the new year.
Organize onboarding materials for any new team members starting in January.
Assist with goal-setting and planning meetings to outline objectives and projects for the upcoming year.

Additional Ways We Can Help: To ensure your business has a strong finish to the year, here are a few more ways we can support your team:

Client and Employee Appreciation Planning: Organize virtual or in-person appreciation events or personalized holiday gifts.
Compliance and Policy Review: Review and update business policies, handbooks, or compliance documents in anticipation of the new year.
Inventory and Asset Management: Inventory company assets or supplies and document software licenses for easy reference in Q1.
Performance Reviews and Employee Check-ins: Prepare documents and help schedule end-of-year performance review meetings.
Website and Digital Presence Refresh: Audit and update your website or social profiles to reflect current offerings.
Content Planning for Q1: Draft blog topics, social media posts, and email campaigns for an organized start to the new year.

With these tasks off your plate, you can focus on what matters most to you this season. We’re here to help with any of these needs! If you don’t have an assistant and want to get started, go to www.virtuallybrooks.com to get started