Learn how to set the expectations and the tone of this business relationship to make it successful.
Whether you are a member of senior leadership in a Fortune 500 company or the owner of a rapidly growing small business, there will come a time when you can't get everything done by yourself. You will feel pulled in multiple directions; you will be spending more time taking care of duties and not enough time working with current clients and meeting new ones. A person who is overwhelmed cannot be as effective for the organization, the team, or themselves as a person who has support. If you have found yourself at the point of saying, "no more" or "is this worth it," it might be time to bring on an executive assistant. An executive assistant can help you move to the next step up the ladder through senior leadership or expanding your business to additional heights and success. It is you, the leader, that must set the expectations and the tone of this business relationship to make it successful. This presentation will help leaders determine the required tasks that must be completed, the character attributes, and the professional roles of their executive assistant. By thinking and working strategically with the executive assistant to determine goals and roles and then providing consistent follow-up and review, you will develop a scenario where you can shine in your role.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Understanding the Role of an Executive Assistant From Your Perspective
- What Duties Do You Need to Be Completed?
- What Traits Are Most Important to You the Executive?
- Define the Role and Responsibilities for Which You Are Hiring
Guiding Principles of Working With an Executive Assistant
- Setting Expectations
- Your Expectations
- Share Your Preferences
- Find out the EA's Expectations
- Communication
- Consistent System and Process
Set Them up for Success
- Provide Time, Training, and Resources
- Weekly, Quarterly, and Annual Reviews
- Review Priorities
- Build a Trusting Bond
- Give and Receive Feedback
Questions and Answers, What Now, and Closing
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on May 14, 2021.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Cheryl Grazier, M.S.I.D., M.P.A.
Cheryl Grazier Training and Consulting, LLC
- Principal of Cheryl Grazier Training & Consulting LLC, which offers customized learning and development programs designed to increase the leadership and management capability of individuals, teams, groups, and organizations
- Over 20 years of business experience in both the public and private sectors as a trusted advisor in the areas of culture change, strategy implementation, program management, and team and leadership development
- Has worked in a variety of industries, including communications, government agencies, governmental contracting, and real estate
- Passionate about developing people skills and leadership capabilities for individuals and specializes in exposing people’s hidden aptitudes and talents, which enables those individuals to develop their known and recently found strengths and abilities
- Presents outstanding programs in the areas of leadership development, interpersonal communication skills, conflict management, performance management and conduct issues, and change management
- Holds several industry certifications, including MBTI, DISC, and FIRO-B
- Licensed as a real estate broker in both Missouri and Florida and holds a real estate instructor license in Florida
- Can be contacted at [email protected], 904-392-3427, or https://cherylgraziertraining.com
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
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- Course Manuals
- Executive Reports
- White Papers and Articles
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Questions? Call 877-296-2169 to speak with a real person.
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