A structured training program for executive assistants and office managers who want to work at a higher level. Calendar systems, travel logistics, meeting prep, inbox management, and institutional knowledge — built into a coherent approach.
The gap is rarely skill. It's system. Without a clear framework for how to manage time, information, and logistics at the executive level, even experienced assistants find themselves reactive instead of strategic.
This program addresses that directly. Each module focuses on one operational area and gives you a working method — not theory, but an actual process you can implement the following Monday.
Explore the curriculum
Protect the executive's deep work time by designing a calendar architecture that separates focus blocks from meeting windows. Learn to push back on requests diplomatically, batch similar obligations, and build buffer time that actually holds.
Module detailsMove beyond booking flights and hotels. Build a preference profile that captures the executive's actual needs — seat positions, hotel brands, dietary requirements, car service preferences — so every booking anticipates rather than asks.
Module detailsA meeting prep packet that takes forty minutes to build is one that won't get built consistently. This module teaches a template-driven approach that compresses prep time to five minutes without sacrificing the context the executive needs.
Module detailsEmail volume is not the problem — the absence of a decision framework is. Learn a categorization system that lets you process an inbox quickly, surface what genuinely requires the executive's attention, and handle or route everything else.
Module detailsThe most fragile part of any executive support function is what lives only in one person's head. Build documentation systems that capture context, preferences, and process in a form that survives transitions and makes onboarding new team members practical.
Module details
Reading about a system and using a system are different things. Each module combines a short conceptual introduction with a working session where participants build their own version of the tool.
You leave each session with something functional — a calendar policy document, a travel preference profile, a meeting prep template — not just notes about what you might do later.
Each module includes hands-on time to build the actual tool within the session.
Groups are kept small so participants can work through their specific situations, not just generic scenarios.
Every participant receives the full template library to take back to their organization.
A structured check-in session three weeks after program completion to address implementation questions.
Supporting a C-suite or senior leadership executive, managing a complex calendar, and looking to move from task execution to genuine operational partnership.
Responsible for keeping an office or team running smoothly, often handling administrative support alongside operational duties, wanting clearer systems for both.
Experienced in administrative roles and transitioning into a more senior support position, needing a framework for operating at a higher level of complexity.
Participants typically have at least two years of administrative or office management experience. The program assumes familiarity with basic office tools and focuses on building more sophisticated systems on top of that foundation.
Chicago, IL