01 / The approach

Inventory the recurring work

List scheduling, inbox handling, document updates, data entry and follow-up tasks. Record frequency, approximate volume and the person currently doing them. Avoid starting with a job title before understanding the queue.

02 / The approach

Separate execution from decisions

Some work can follow a procedure; other work requires management judgment. Define approval limits and escalation examples. An assistant can organize information for a decision without receiving authority to make the decision.

03 / The approach

Document a small workflow first

Create a short procedure with input examples, completion standards and common exceptions. Choose a system of record and an internal owner. This reduces repeated clarification and gives the support role a reliable way to learn.

04 / The approach

Compare total operating effort

Review quality, rework, management time, tools and coverage alongside the quoted service fee. A small pilot can show whether offshore support fits the workload. Expand after the handoff works, with new duties documented rather than added informally.