EXECUTIVE ASSISTANT TRAINING, ONBOARDING, COACHING

BUSINESS TRIAGE FOR HIGH-LEVEL EXECUTIVE ASSISTANT

DOWNLOADABLE COURSE AGENDA & GUIDE AVAILABLE BELOW

SESSION 1: Human Resources & Onboarding. The Executive. The Executive Assistant. The Partnership. 

SESSION 2: Effective office administration. Internal/external relations. Company strategy. Board of directors. The future. Ending your day. Industry resources. Sustainment plan. 

THE PURPOSE OF THE EXECUTIVE OFFICE

• Create, communicate, and implement your organization’s vision, mission, and overall direction.
• Corporate Strategy: vision, strategy, resource allocation
• Organizational Alignment: talent, culture, organizational design
• Team and Processes: teamwork, decision-making, organizational structure
• Board Engagement: effectiveness, relationships, capabilities
• Personal Working Norms: office, leadership model, perspective
• Oversee all the financial aspects of your company and maintain awareness of both external and internal opportunities for expansion, customers, markets, new industry developments, and standards.
• Meet regularly with other officers or managers of your company to make sure that the decisions your organization needs to make are prescient and strategic.
• Lead, guide, direct, and evaluate all other officers, managers, and employees, and ensure they are conducting the daily operations of your company.
• Confirm that all officers and managers are conveying your company’s philosophies and guidelines to their own teams so that all employees understand the expectations of your company.

THE PURPOSE OF THE EXECUTIVE ASSISTANT’S ROLE

• To cultivate a strong and comprehensive executive & assistant partnership.
• Together with the CEO, execute the effective and productive management of the CEO’s duties.
• Executive’s 100%: 20% casts the vision, provides focus, clarity, direction, removes roadblocks; 80% partners with their assistant to accomplish the 20%.
• Assistant’s 180%: 20% focus on the executive’s 20%; 80% ensure the executive’s 20% is executed, 80% do their own job.
• Prepare for and invest in the good health and future of your organization.
• Ongoing professional development.

BUILDING YOUR PARTNERSHIP

Before today, how have these needs been filled? Where do you feel you need support? What drives the results of your business? What problems are you experiencing now? How do you manage your time and focus? How is your relationship with your board  of directors?

TRAINING OUTCOMES: 

• To maximize your positive and long-term impact on your organization’s executive office, your internal/external relationships, and your legacy.
• Improve your executive’s working experience by adapting to their business style.
• Be guided by and align your, the executive’s, and the executive office’s objectives.
• Understand the important of professional boundaries and ethics; understand the integrity and consequences of words and actions; importance of trust, loyalty, discretion.
• Ensure that all officers and managers are conveying the company’s philosophy and guidelines to their own teams, so that all employees understand the expectations of the company.
• Be proficient in the social and professional aspects of protocol and etiquette, while respecting diverse cultural differences.
• How to manage your board of directors.
• Manage your executive’s role: focus on results, maximize efficiency, navigate ambiguity, focus on critical points, control the flow of information, anticipate the unexpected,, build and nurture effective relationships, practice common-sense decision-making, apply strategic skills f good judgement, be precise, perceptive and persuasive in communication and behavior while respecting cultural differences; keep the big picture in place while working on individual components; learn and use technological advances and system-based thinking.
• Importance of your professional development.
• Maintain objective perspective on your role.