What You'll Learn In Today's Episode:

• Hiring an EA saves significant time and improves productivity.
• Look for proactive individuals who can anticipate needs.
• Accountability is crucial in the EA role.
• Communication should be led by the EA during meetings.
• Establish a system for handling mistakes to foster learning.
• Prioritize tasks collaboratively to manage workloads effectively.
• Use tools like CRMs and task management software for efficiency.
• Building trust with EAs is crucial for effective collaboration.
• Feedback should be open-ended to encourage improvement.
• Delegation can be gradual based on personal comfort levels.
• It’s important to document processes for future transitions.
• Trust is built over time and through consistent communication.
• EAs should feel empowered to ask questions and seek clarity.
• Managing turnover requires proactive planning and training.

This conversation delves into the essential aspects of hiring and working with an executive assistant (EA). It covers the characteristics to look for in an EA, the rigorous hiring process, effective onboarding strategies, and the importance of communication and feedback. The discussion emphasizes the need for accountability and structured task management to maximize productivity and ensure a successful working relationship between the executive and the assistant. In this conversation, Karen Stewart and Matt discuss the essential elements of effectively onboarding and managing executive assistants (EAs). They emphasize the importance of building trust, maintaining open communication, and providing constructive feedback. The discussion also covers strategies for managing turnover and ensuring smooth transitions when EAs leave, highlighting the need for documentation and clear processes to facilitate continuity in support roles.

Resources In Today's Episode: