Onboarding Your New EA

Onboarding Your New EA
This routine guides you through the process of onboarding a new executive assistant (EA) to ensure a smooth transition and set clear expectations from the start.
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What's Inside - See The Protocols

You can customize this routine to suit your needs, so anything you don't like, change or skip it!

Set Expectations

Set Expectations

9:00 AM
60m

Clearly communicate your expectations and working style to your new EA. Discuss preferences for communication, task management, and any specific requirements.

Writing Activities
Writing Activities
Writing Activities
Introduce Processes and Tools

Introduce Processes and Tools

11:00 AM
90m

Familiarize your new EA with the processes, tools, and systems you use for task management, communication, and collaboration.

Writing Activities
Writing Activities
Writing Activities
Establish Feedback Loop

Establish Feedback Loop

2:00 PM
30m

Set up a regular feedback loop with your EA to ensure continuous improvement and address any challenges or concerns.

Writing Activities
Writing Activities
What You'll Get
  • 💪
    Clear Communication
    Setting clear expectations from the start helps establish a strong foundation for effective communication and collaboration with your EA.
  • 💪
    Aligned Expectations
    By discussing your preferences and requirements upfront, you ensure that your EA understands your working style and can better support your needs.
  • 💪
    Streamlined Workflows
    Introducing your processes and tools early on helps your EA understand your workflows and streamline their support.
  • ⚡
    Increased Efficiency
    By familiarizing your EA with the tools and systems you use, you can increase efficiency and productivity from the start.
  • 💪
    Continuous Improvement
    Regular check-ins and feedback loops allow for continuous improvement in the delegation process and ensure that both parties are aligned.
  • 💪
    Open Communication
    Establishing a feedback loop promotes open communication and creates a safe space for addressing concerns or challenges.
What you need to get started
As recommended by the creator

What do I need to start this routine?

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