The Essential EA Toolkit

This session explores the EA/executive relationship and how to work together to build a successful partnership. Topics include daily communication, key questions to ask, how to have productive 1:1 meetings, giving upward feedback, stakeholder management, creating Standard Operating Procedures (SOPs), and more.

Objectives:

• Understand the role of the executive assistant and the relationship between the EA and executive.
• Learn how to communicate effectively with executive-level team members.
• Understand how to facilitate and engage in a productive 1:1.
• Learn what Standard Operating Procedures are and how to create them.

Bonus Resources: EA/Exec Checklist; Weekly 1:1 Check-in Template; and An EA's Guide to Creating SOPs

This session focuses on organizing the day to successfully manage your workload. Topics covered include prioritization, task triage, and tools to stay ahead.

Objectives:

• Learn how to prioritize tasks.
• Understand The Eisenhower Matrix.
• Gain knowledge of various task management systems.

Bonus Resources: The Eisenhower Matrix; Trello Board Template

This session covers various forms of communication and how to find an individual EA voice. It discusses writing effective emails, understanding levels of formality, and the distinction between notetaking and minute-taking.

Objectives:

• Recognize different communication styles.
• Tailor communication styles to various contexts and individuals.
• Learn how to write effective emails.
• Understand the distinction between note-taking and formal minute-taking.

Bonus Resources: Board Meeting Minutes Template; Team Action Minutes Template; and Team Meeting Minutes Template

This session focuses on developing a strategic mindset and thinking like an executive to anticipate needs and achieve goals.

Objectives:

• Understand what it means to have a strategic mindset.
• Learn how to anticipate needs.
• Gain knowledge of decision-making frameworks.
• Understand how to align daily tasks with long-term objectives.