A detailed breakdown of every module, topic, and deliverable in the program. Read through to understand exactly what is covered and what you will have at the end.
The program runs over five weeks, one module per week. Each week includes a half-day working session (in person in Chicago), a set of reference materials, and a template or tool you build during the session.
Modules are designed to build on each other but can also stand alone. If you have a specific area you want to focus on, that's worth discussing when you reach out.
Most executive calendars are reactive documents — meetings get added as they get requested, and the executive's actual priorities get squeezed into whatever space remains. This module addresses the underlying architecture problem.
A structured weekly template showing focus blocks, meeting windows, and buffer zones, customized for your executive's role.
A written policy you can share with colleagues explaining how to request time and what the scheduling constraints are.
A simple flowchart for evaluating incoming meeting requests consistently and quickly.
Travel logistics become a source of friction when the assistant is always asking the same questions. A well-built preference profile and booking workflow eliminates most of that back-and-forth.
A structured document capturing all preferences, loyalty numbers, dietary requirements, and booking constraints.
A step-by-step checklist ensuring nothing is missed when booking any trip, from domestic day trips to international multi-city itineraries.
A clean, scannable format for presenting all trip details in a single document the executive can reference on the go.
Meeting prep is one of the highest-value things an assistant can do for an executive. It's also one of the most time-consuming. The goal of this module is to make it fast enough that it actually happens consistently.
A set of templates for the most common meeting types your executive attends, each requiring only information substitution to complete.
A guide to where each type of background information lives and how to retrieve it in under two minutes.
Managing an executive's inbox is less about volume and more about judgment. The question is always: what actually requires this person's attention? Everything else needs a clear path that doesn't involve them.
A written framework for categorizing any email quickly and routing it appropriately.
A set of response templates for the most common types of emails that come through the executive's inbox.
A concise format for presenting the day's inbox highlights to the executive in under two minutes of reading time.
When an experienced assistant leaves, the organization loses more than a person. It loses years of accumulated context about how the executive works, what they need, and how things get done. This module is about preventing that loss.
A structured document capturing working style, preferences, and operational context for the executive you support.
A template for documenting recurring tasks in a format that's both complete and readable.
A structured format for capturing key contacts and the context needed to work with them effectively.
Reach out before enrolling. We're glad to answer specific questions about whether the program fits your current role and organization.