What to Expect.
One of our passions is elevating the role of an Executive Assistant to that of a strategic partner. Our coaching program has been created with this in mind.
While taking a deep dive into your personal values and brand as an individual and as an Executive Assistant, we will also bring awareness to the soft skills needed to really bring about a partnership with your leader. We will work together to create ways to implement these in real time, in addition to polishing hard skills.
You will walk away with a new understanding of what it means to be a strategic partner and manager of the executive office.

Executive Assistant Coaching Outline
Stage 1: Alignment and Discovery
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Assessments and Intake Forms
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Alignment conversation with Leader and EA
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Goal setting and desired outcomes
Stage 2: Eight weeks of weekly, one-on-one coaching
Stage 3: Coaching Closure
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KPI’s developed and implemented into a system to track
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Re-alignment conversation with Leader and EA
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Newly written/edited job descriptions
Stage 4: Three, monthly one-on-one coaching sessions
Coaching Session Breakdown
Session 1: Building the Foundation
- What is an Executive Assistant?
- Strategic Partner and Executive Office Manager
- Shared Expectations and Intent Exercise
- Executive Presence
- Drama Triangle and office politics
Session 2: Values
- Personal Values Assessment
- Value alignment between personal and organizational values
- Review company strategic plan, mission, vision and values
- Accountability and belief loop explained and implemented
Session 3: Personal and Professional Brand
- Personal Branding Excercise A & B
- Write and adopt a personal mission statement
- Write and adopt your personal branding statement
- Exercise on strengths, weaknesses, goals and passions
Session 4: Best Practices
- Email and Inbox Management
- Calendar Management
- Screen shares with coach to show current state
- Working sessions with EA, Coach and Leader as needed
Session 5: Communication Rhythm and Priorities
- Check-in frequency, length, and channels
- Agenda for weekly check-ins and daily check-ins
- Getting answers from your Leader
- Time management and pushing back
- What are “The Regulars”
Session 6: Staying Organized
- Information Flow and Access
- PM/Accountability Tools
- Friday Checklist
- Password Keeper
- Executive Assistant Manual
- EA tips for daily, weekly, monthly, quarterly and yearly organization
Session 7: KPI's, Job Description and Org Chart
- Develop KPI’s
- Develop system to track and review KPI’s with Leader
- Fully refreshed and updated Job Description
- Review org chart placement
- Develop and implement review rhythm
Session 8: Closing Session With Leader
- What we heard in the beginning
- Overview of coaching experience
- Review steps taken
- Outcome
- Wins and Successes