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The Effective Executive Assistant
The Effective Executive Assistant
The Effective Executive Assistant
AGuidetoCreatingLongTermCareer Success
Discoveryourpotential.
ChrissyScivicque OfficeArrow.com
Lastupdated:6/2008
AMessagefromtheAuthor
DearReaders,
Iwishyouthebestofluckinallyourcareerendeavors.Enjoytheebook!
ChrissyScivicque
TableofContents Chapter
Page_________
49 1014 1519 17 18
Part1:DefiningtheEffectiveExecutiveAssistant 1.1 CoreCompetencies 1.2 TypesofExecutiveAssistants 1.3 TheCareerPathofanEEA SampleResume1 SampleResume2 Part2:ExploringthePosition 2.1 UniqueChallenges 2.2 UniqueRewards 2.3 DispellingtheMythsofExecutiveAssistants Part3:CreatingSuccess 3.1 LayingtheFoundation 3.2 BuildingaSolidStructure 3.3 LongTermCareandMaintenance Part4:EAResourceGuide 4.1 WebResources 4.2 ConsolidatedRecommendedReadingList 4.3 Worksheets SMARTGoalSettingWorksheet TaskManagementWorksheet HowtoMapaProject
TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Part1
DefiningtheEffectiveExecutiveAssistant
Opportunityismissedbymostpeoplebecauseitsdressedinoverallsandlookslike work. ThomasA.Edison,USinventor (18471931)
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
WhatisanExecutiveAssistant?
ExecutiveAssistants(EAs)perform,coordinateandoverseeofficeadministrativedutieswhile providinganextensivelevelofsupporttoExecutiveManagers.Theyhelpmanagersmakethe bestuseoftheirtimeandarereliedonheavilytoensurethatworkishandledefficientlyand withouttheneedforconstantordirectsupervision. Insupportingtheseseniorlevelexecutives,EAsmustpossessawiderangeofskillsand extensiveknowledgeinordertobetrulyeffective.
WhatdefinesanEffectiveExecutiveAssistant?
TheEffectiveExecutiveAssistant(EEA)buildsvalueforthebusinessbysupportingtheexecutive insuchamannerthatheorsheisabletomoreeffectivelyperformhisorherjob. Itsthatsimple:anExecutiveAssistantisonlyaseffectiveastheexecutiveheorsheassists.(Try sayingthatthreetimesfast!) Letsbreakthisdownfurtherandlookatthepreciseskillsandabilitiesasuccessfulexecutive assistantshouldhave.
TheCoreCompetencies
TheEEAprovidesnearlyinvisiblesupportfortheexecutive,actingwithlittlesupervision, anticipatingneedswhilemanagingthedaytodayworkflowandprioritizingvariousprojects.In total,ninecorecompetenciescanbeclearlydefined.
TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Adaptability
Judgement
Organization
Computer/ TechnicalSkills
TeamPlayer
Communication Skills
Customer ServiceSkills
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
1.Adaptability Demonstratesflexibilityinthefaceofchange Projectsapositivedemeanorregardlessofchangesinworkingconditions Showstheabilitytomanagemultipleconflictingprioritieswithoutlossof composure 2.Organization TimeManagement 9 Determinestheappropriateallocationoftime SpaceManagement 9 Effectivelymanagestheworkspace(i.e.keepsacleanandorganized office,appropriatelyhandlesallpaperwork,maintainscontroloverthe physicalenvironment,etc.) TaskManagement 9 Balancesconflictingprioritiesinordertomanageworkflow,ensurethe completionofessentialprojects,andmeetcriticaldeadlines 3.ProactiveAnticipationofNeeds Demonstratestheabilitytoforeseeproblemsandpreventthembytakingaction Utilizesanalyticalskillsandabroadunderstandingofthebusinesstoeffectively interpretneeds 4.CommunicationSkills Listeningskills 9 Understandsthatthemostimportantaspectofcommunicationistheact oflisteningandactivelyworkstoimprovethoseskills Oral 9 Speakswithconfidenceusingclear,concisesentencesandiseasily understood Written 9 Produceswellthoughtout,professionalcorrespondencefreeof grammaticalandspellingerrors
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Telephone/Email 9 Useshighquality,professionaloralandwrittenskills(asdescribedabove) toprojectapositiveimageofthebusiness 5.ClientService Interactsprofessionallywithclientsandassociatesatalltimes Promptlyrespondstorequestswithaccuracyandacourteousdemeanor 6.BroadUnderstandingofBusinessConcepts Demonstratesanawarenessoffundamentalbusinessprinciplesaswellasan understandingoftheoverallindustryinwhichthebusinessoperates 7.TeamPlayer Worksasacompetentmemberoftheteam,willinglyprovidingbackupsupport forcoworkerswhenappropriateandactivelysupportinggroupgoals 8.Computer/TechnicalSkills Displaysproficiencyusingstandardofficeequipmentsuchasacomputer,fax, photocopier,scanner,etc. Demonstratesadvancedproficiencybyquicklyadaptingtonewtechnologyand easilyacquiringnewtechnicalskills 9.Judgment Exhibitssoundjudgmentandtheabilitytomakereasonabledecisionsinthe absenceofdirection Swiftlyrefersproblems/issuestotheappropriateperson(s)whennecessary Workseffectivelywithoutconstantanddirectsupervisionorguidance Asyoucansee,itsquiteademandinglistofthingsanEEAshouldbecapableofdoing. Overall,theEEAfulfillsthesecoreobjectiveswithaccuracy,efficiencyandsliceofgoodhumor. TheroleofanEEAisdifficultandveryintense.Apositiveattitudegoesalongway.Neverfocus solelyonthefunctionsofthejob;anEffectiveExecutiveAssistantistrulymorethanthesumof his/herresponsibilities.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
RecommendedReading
The7HabitsofHighlyEffectivePeoplebyStephenR.Covey The8thHabitbyStephenR.Covey TheSuccessPrinciples:HowtoGetfromWhereYouAretoWhereYouWanttoBeby JackCanfield FromOfficeArrowSimplyPut:HowtobeaGoodExecutiveAssistantbyChrissy Scivicque
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
TypesofExecutiveAssistants
Fundamentally,therearethreespecifictypesofEAs.Justasyourprofessionalaspirationsgrow andchange,youmayalsofindyourselfhoveringbetweentheseclassificationsorfluctuating backandforthdependingonyourstateofmindatanygiventime.Takeamomenttoevaluate yourcurrentpositionandwhereyoufallonthislist.Again,youmaynotfindonethatsuitsyou perfectly.However,itsaninterestingtoolthatmayhelpyoubetterunderstandyour professionalstyleandmotivation.
TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Climbers
SomeExecutiveAssistantsseethepositionasasteppingstone.Theytake ontheroleasameansofclimbingthecorporateladderandgettingingood withatopexecutive.Thisisatriedandtruemethodofgettingyourfootin thedoor.Thepositionisagreatwaytomakeanameforyourselfandlearn theropesofthebusiness,especiallybecauseyourelearningdirectlyfrom thetopleadersofthecompany. Style: Climbersaretypicallyverycareerdrivenandenthusiasticindividuals.Theyareoutspokenand liketomaketheirvoicesheard.ForClimbers,thepositionisallaboutbuildingareputationand gettingnoticed.Thereislittleloyaltywithregardtothepositionortheexecutiveforwhom theywork.Climbershavemoredevotiontotheirowngoals.Theydonottypicallyconsiderthe positionalongtermcareerchoicebecausetheyassumeitwillonlybeabrieffirststepinthe courseoftheirprofessionalgrowth. Motivation: Climbersaremotivatedbytheirfuturecareergoals.Theyareoftenwillingtogoaboveand beyondthecallofdutyiftheythinkitwillimprovetheirchancesofgettingpromoted.Climbers needtomakesurethattheexecutivetheyworkforunderstandstheirmotivationandisnt takenbysurprisewhentheyexpresstheirdesiretomoveup.Someexecutiveswillnotbe interestedinbringingonanAssistant,trainingthem,andthenlosingthemtoanotherposition, evenwithinthesamecompany.Otherswillbeeagertogroomanewcompanyleader.Itis importanttohaveexpectationsforbothpartiesclearlyverbalizedinthebeginning.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Lifers
SomeExecutiveAssistantsexpecttobeEAsuntilthedaytheyretire.Theyarenotona particularcareerpath.BeinganEAisarewardtheyfeeltheyhaveearned;agoaltheyhave achieved.Lifersdontwanttochangecareerorcompany.Theyarenotcareeroriented individuals,thoughtheymayhavebeenatonetime.ALiferiscontentwithhis/herpositionand feelslittledesiretogroworseeknewopportunity. Style: Liferstypicallyconsiderthepositionalongtermcareerchoice.Becausetheywanttoremainin theirjobthroughouttheforeseeablefuture,theywanttoperformsatisfactorily.However,they typicallydonothaveastrongdrivetoexceedexpectations,sincetheyarenothopingtobe promotedorgetnoticed.Theysimplywanttoknowwhattoexpect;Lifersdontusuallylike surprises.Theyaregoodworkersbutnotparticularlyloyaltotheexecutiveforwhomthey work.Theytendtobemoreloyaltothejobthantheperson.If theexecutivetheyareassistingleavesthecompany,aLifer willlikelycontinueworkingfortheirreplacement. Motivation: Lifersaremotivatedbystability.Whiletheydonotseekto climbthecorporateranks,theyliketheirjobandwantto remaininitforaslongaspossible.Theyaremotivatedby theirdesireforconsistency.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Partners
ExecutiveAssistantswhoseetheirroleasapartnershipareoftenin thebestpositiontogrowanddeveloptheirskillsandcareer.They seethejobasalongtermcollaborationwiththeexecutivethey assist.Theyviewtheiraccomplishmentsasamutualthingthe successoftheexecutiveisareflectionontheEAandviceversa andthus,thereisatrueatmosphereofteamworkandsolidarity betweenthem. Style: Partnerstypicallyhaveaveryfreeflowingcommunicationwiththeexecutivetheyassist.They willoftenbrainstormandofferopinionswhenappropriate.Partnershavetheabilitytoworkon anevenplayingfield,meaningthattheexecutiverecognizesandappreciatesthevalueofthe assistantandtrulytreatshim/herasanequalratherthanasubordinate.Together,theystrive tosupportoneanotherandachievemutualgoals.Theyaretypicallyveryloyaltooneanother iftheexecutivemovesontoadifferentcompany,theyoftenbringtheirpartneralongaswell. Motivation: Partnersaremotivatedbythejobbeingdone.Theyfeelastrongcommitmenttothegoalsof thebusinessandtheexecutivetheyaresupporting.Theirmaindesireistoassistinthe achievementofthosegoalsbyprovidingoutstandingsupport.Theyfeelrewardedbythe successofthebusinessandtheexecutive.Motivationcomesfromthestrongrelationship betweenthem,wherehighlevelsofappreciationarecommunicatedregularlyandtypically,the EAscompensationisareflectionofthis.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
ItsimportanttorememberthatanytypecanbeanEffectiveExecutiveAssistant.Notypeis inherentlybetterthananother.Theyareallappropriatewaysoftreatingtheposition.However, itsalsohelpfultobeawarethatdifferentcompaniesanddifferentpeoplewillvalueeachtype indifferentways. ConsiderwhichkindofEAyouareandwhichoneyouwouldliketobe.Youmayfindithelpful toshareyourfeelingsonthistopicwiththeexecutiveyouworkwithsohe/shecanbetter understandyourprofessionalstyleandmotivations. Forthepurposesofthisebook,thefocuswillremainonPartners.Overall,Partnershavea greateropportunityinmostworkenvironments.Theyaretypicallyseekingthemostfromthe EApositionaswell.Itislikelyasafeassumptionthat,ifyouarereadingthisebook,youeither alreadyare(orareattemptingtobecome)aPartner.
RecommendedReading
BuildingaPartnershipwithYourBoss:ATakeChargeAssistantBookbyJerryWisinski TheValuableOfficeProfessional:ForAdministrativeAssistants,OfficeManagers, Secretaries,andOtherSupportStaffbyMichelleBurke ManagingUp:HowtoForgeanEffectiveRelationshipWithThoseAboveYouby RosanneBadowski FromOfficeArrowManagingUpbyChrissyScivicque
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
TheCareerPathofanEEA
MostExecutiveAssistantsarepromotedfromthepositionofAdministrativeAssistantwithin thesamecompany.However,duetotheeclecticvarietyofwork,manycareerscanbe consideredusefulexperiencefortheposition. WorkingasanAdministrativeAssistantisnotonlyoneofthemostcommonwaystostartyour careerasanEA,itsalsooneofthemosteffective.AsanAdministrativeAssistantyouwillgain valuableknowledgethatwilltrulyimpactyoursuccessasanEA. AsanAdministrativeAssistant,youhavetheopportunityto: Learnthetechnicalskillsneededfordoingbusiness(i.e.computerandother technology,professionalcommunication,organization,etc.) Achieveabasicunderstandingofgeneralofficeproceduresandoperations withinthebusiness Gainanoverallawarenessandappreciationofthebusinessenvironment Gettoknowavarietyofpeopleindifferentdepartmentsthroughoutthe company(thiswillhelpbuildyoursupportnetworkforthefuture) Becomeaccustomtothegeneralflowofworkonadailybasis Begintounderstandthelongtermcyclesofthebusiness(suchasregular seasonalchangesindemand) Gatherageneralperspectiveoftheindustryasawhole:howitworksandwhere thecompanyfitsintoit Buildareputationasahardworker,fastlearneranddedicatedindividual IfyouhavedecidednottostartyourEAcareerasanAdministrativeAssistant,dontworry.As mentionedpreviously,manycareerscanhelpyoudeveloptheskillsneededtobecomea successfulEA.Thetrickistounderstandthepositionwellenoughtodeterminehowyour experiencewillhelpsupportyourbecomingasuccessfulEA. LetslookagainatanabbreviatedversionoftheninecorecompetenciesofanEEA:
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
1.Adaptability 2.Organization 3.ProactiveAnticipationofNeeds 4.CommunicationSkills 5.ClientService 6.BroadUnderstandingofBusinessConcepts 7.TeamPlayer 8.Computer/TechnicalSkills 9.Judgment Reviewingthislistonceagain,youmaybegintonoticethattheseskillsareutilizedinmany jobs,especiallythosethatdealwiththepublicsuchassalesorcustomerservice.Belowyou willfindalistofnonadministrativejobsthatcanprovideexcellentexperiencetobuildonfor becominganExecutiveAssistant: Serverinarestaurant Salesassociateinaretailstore Receptionist Teacherorteachersassistant Customerservicerepresentative Medicalordentalassistant Salon,spaorfitnessassociate ItwillundoubtedlybemoredifficulttoobtainanEApositionwithoutadministrativeoffice experience.ButitsNOTimpossible!Youcanputyourbestfootforwardbyfocusingonhow yourexperienceprovesyouhaveaclearabilitytomeetthe9corecompetencieslistedabove. Tofurthervisualizethisidea,letslookat2resumes:onefromanindividualwhoseoffice experienceshowsaprogressivelyincreasinglevelofresponsibility;andtheotherfroman individualwhohasworkedinacompletelydifferentfieldbutalsoshowsastrongpathofcareer growth.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
JaneDoeSampleResume1Anyone@Anything.com
1234AnythingDr.AnyTownUSA12345(555)5555555
SUMMARYOFQUALIFICATIONS___________________________________________________
PROFESSIONALEXPERIENCE_______________________________________________________
FinancialGroup,USA SeniorAdministrativeAssistant,DateDate Responsibleforcoordinationofallclientmeetings:developedatrackingsystemtoensuretimelyand appropriatescheduling,createdmeetingmaterialsincludingspreadsheetsandexecutivesummarieswhen needed,ensuredsuccessfulfollowuponactionitemsresultingfrommeetings Manageddailyworkflowofpartners,appropriatelyprioritizingtasksandobligations Organizedandperformedofficeadministrativetasksincludingallclientcorrespondence,marketing,and generalclientservicerequests Responsibleforclericaldutiesincludingansweringthephone,filing,updatingcomputerdatabase,filling outpaperwork,andwritingletters
EDUCATION___________________________________________________________________
AssociatesDegree,JuniorCollegeUSA 1YearVocationalTrainingCertification,PrivateCollege,USABusinessTechnology AdvancedProficiencyMSOffice,Excel,InternetResearch
TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
123AnyStreet AnyTown,USA12345 Phone:(555)5555555 Email:anyone@anything.com
SallySmithSampleResume2
SUMMARYOFQUALIFICATIONS
Highlymotivatedindividualwithtenyearsofexperienceinthehospitalityindustry Especiallyskilledatbuildingeffective,longtermproductiveworkingrelationshipswithclientsandstaff Superiorcustomerservice,organizationalandtimemanagementskills Provenabilitytomaintaincomposureunderstressfulandtimesensitiveconditions
PROFESSIONALHISTORY
ASSISTANTMANAGER,THEAMERICANGRILLE(DATEDATE) CasualFineDiningCorporatefranchise,$3millionannualrevenue PromotedfromLeadServer Assistedinrecruiting,hiring,training,schedulingandsupervisingastaffof30employeesforthe restaurant,banquetfacilitiesandcateredevents Maintainedasuperiorlevelofcustomerrelationsatalltimesandmotivatedstafftodothesame HandledvariousfinancialandadministrativeresponsibilitiesincludingprogrammingPOSmenuitems, tablelayouts,checking&respondingtoemails,codingandbatchinginvoices,reconcilingpettycash receipts,andprocessingemployeesdailycash
SHIFTSUPERVISOR,THEDINER(DATEDATE) CasualDiningPrivatelyowned,$2millionannualrevenue Effectivelymanagedtimetoensurepromptserviceandconsistentlydeliveredasuperiorlevelof customercare ExecutedFOH(FrontofHouse)supervisorydutiesincludingbutnotlimitedtohospitality,marketing, inventory,scheduling,banking,payroll,andbudgetanalyses LEADSERVER,THESTEAKHOUSE(DATEDATE) CasualDiningHighvolume,corporate,$3.5millionannualrevenue Responsibleforservingapproximately50dinerspershift Trainednewserversinprocedureandetiquette Advisedpatronsondetailsofa30entremenu
EDUCATIONANDLICENSES
ABAAnyTownJuniorCollegeBusinessAdministration,Marketingemphasis AdvancedproficiencyMSWord,Excel,10key,InternetResearch CashRegister,POS,Squirrel,Aloha,DigitalDining,H.S.I.,ReserveInteractive,Paychex,ServeSafeLicense1
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
EithercandidatecouldpotentiallybeanexcellentchoiceforthepositionofEA.Asyoucansee, experienceisallabouthowyouframeit.Whilebothcandidateshaveverydifferent backgrounds,theirresumesultimatelyshowthattheyhavesimilarabilities.Theirexperience, whiledifferent,ishighlycomparable.Theybothhavecomputerskills,customerserviceskills, theabilitytomultitask,andmanyotherattributesofawellqualifiedEA. IfyouareattemptingtostartacareerasanEAwithoutpriorofficeadministrativeexperience, itsimportanttokeepinmindthattheprocesswillbemuchmoredifficult.Youwillneedtouse nontraditionalwaysoffindingajobmostlybecause,atfirstglance,yourresumewillnot displaytheexpectedbackground.Thoughthisdoesntmeanyourbackgroundisntvaluable, itdoesmeanthatyourresumewilloftengetoverlooked.Youwillneedtotrydifferentroutesof networking,callingonfamilymembers,friendsandassociatestohelpsupportyourcareer changeaspirations.Besuretoputyourselfouttherebytakingtheextrastep(dontjustfaxor emailaresume,followupwithapoliteandprofessionalphonecall).Lastly,developastrong coverletterthatdescribesyourreasonsforthecareerchangeanddetailstheskillsyoupossess thatshowyoucanmeetthe9corecompetenciesofanEEA.Trytoconnecteachcompetencyto aspecifictaskoractionyouhaveperformedinpastjobs.Shouldyougettheinterview,youwill definitelywanttohavesuchinformationattheforefrontofyourmind.Beclearinyour intentionandrememberthatyouhaveonegreatthinggoingforyou:youareunique.Youdont blendin.Yourresumedoesntlooklikeeveryoneelsessousethattoyouradvantage.
RecommendedReading
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Part2
ExploringthePosition
Ifindthatmygreatestpleasure,andsomyreward,isintheworkthatprecedes whattheworldcallssuccess. ThomasA.Edison,USinventor (18471931)
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Unique Challenges
Unique Rewards
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
UniqueChallenges
DirectIntheLineofFireContactwithTheBoss TheExecutiveAssistantwillalwaysinteractdirectlywithhis/herbosstheexecutiveheorshe assists.Inmanyotherjobs,peopleseetheirbossesonlyrarely.Oftentimes,theycangodaysor evenweekswithoutreallyinteracting.AnEA,ontheotherhand,willhavedailydirectcontact withhimorher.TheEAwillbaskinthegloryoftheexecutivessuccessandalsobearthewrath offrustrationsanddisappointments.Thisuniquerelationshipmeansthat,asanEA,youare givenaninsideviewoftoplevelleadership.Whileitisundeniablyinterestingandinspiring,it canalsobeintimidatingandintense.Alotofenergywillbedirectedatyou.Executivesdepend ontheirassistantstocollectinformationthatfiresatthemfromalldirections.Theyexpecttheir assistantstodedicateasmuchtimeandenergyastheydoandtheywilloftenbedisappointed tofindoutyouhavealifeoutsideofwork. SeparationfromCoworkers EAswillinevitablyexperienceacertainamountofdistancefromtheircolleagues.AsanEA, youareoftenviewedasamemberoftheexecutiveteam(eventhoughyouarent).However, becauseyouareprivytoinformationthatisnotalwaysreadilysharedwiththegroup,co workerswillhaveahardtimeconsideringyouoneoftheirown.Rememberthatanythingyou doorsaywillbeconsideredareflectionoftheexecutiveyouassist.Therefore,itisimperative thatyoudonotparticipateingossiporrumorspreading.Yourwordswillcarryaheavierweight thanthoseofothers.Ifyouspeculateonthepossibilityofamerger,otherswillconsideritfact sinceyousupposedlyhavetheinsidescoop(whetherornotthatisactuallytrue).Thenatural separationthatoccursbetweenanEAandhisorhercoworkersissimplyarealityofthejob. Itsnotpersonal,butitisauniquechallenge. IndistinctAuthorityLevels AsanEA,youmustalwaysactonbehalfoftheexecutive.Often,youneedtocommunicate decisionsforhimorher.Thiscanbedifficultbecauseyou,astheEA,areonlythemessenger; youarenotthedecisionmaker.Yourauthoritylevelscanbecomeblurredbecauseyouarethe oneactivelysharingtheinformationwithothers.Youmaybetemptedtogiveadditionalinput ormakechangesthatyoubelieveareright,eveniftheyhaventbeenexplicitlyoutlinedbythe executive.Likewise,othersmaybetemptedtocometoyouwithquestionsorconcernsthat shouldreallybedirectedtotheexecutive.Itiscriticalthatyourememberyourplaceand
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
remindothersaswell.Theboundariesinthistypeofworkare notalwaysclearlydefinedsoitisuptoyoutokeepthem distinct. TheMindReaderExpectation EAsareoftenheldtoanimpossiblestandard:theexpectation thattheywillbesoconnected,thattheywillactuallypreempt theneedsoftheexecutivetheyassist,effectivelyactingasa mindreader.ItistruethatEAsoftenbecomeincrediblycapableofpredictingthedailyflowof work.Duetotheintenseoneononerelationship,theyareoftenabletoanticipatethemoves oftheexecutivetheyassist.ManyEAssuddenlyrealize(afterworkingwiththesameexecutive forawhile),thattheyseemtohaveasilentcommunicationbetweenthem.Theyareableto readeachothersmannerisms,tonesofvoice,facialexpressions,etc.Asaresult,theexecutive maybecomecomplacent,thinkingthatsuchunspokencommunicationtakestheplaceof honestverbalexpression.Heorshewillbeginviewingtheassistantasamindreader,who needsnodirectionorcoaching.Thiscanbeproblematicforavarietyofreasons,themost obviousbeingthatyouarelikelynotamindreader. TheRoleofIntermediary(ActingasanAlterEgo) OneoftheEAsmostdifficultrolesisthatofIntermediary,meaningonewhoisinthemiddle. AsanEA,youareconstantlybeingusedasatelephonetakingmessages,relayinginformation, etc.Youwillbetreatedasagatekeeper,keepingoutsidersfromintrudingontheexecutives precioustime.Youmayfindyourselffeelinglikeabatonbeingpassedbackandforthinarace. Youmayalsofindyourselfthinking,Whydontyoutellhimyourself? AsanEA,youaretheoneresponsibleforwhatinformationgetstotheexecutive.Youarealso ofteninchargeofpassingtheexecutiveswordsontoothers.Thoughitmayseemlikeasimple thing,itismuchmoreefficientfortheexecutivetohaveyourelayinformationtothenecessary partiesratherthanspendhisvaluabletimeonsuchthings.Whilethisisntalwaysthecase,itis acommonpracticethattheEAbecomesanalteregofortheexecutive,verbalizinghisorher thoughtsandinstructionstoothers,eventakinghisorherplaceinmeetings.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
UniqueRewards
Justasthereareuniquechallengestotheposition,soarethereuniquerewardsspecialperks, benefitsandopportunitiesthatarehardtofindinanyotherkindofposition.Itsimportantto appreciatetheseandusethemtotheirfullestadvantage. OneononeinteractionwithTheBoss Youllnoticethatthisitemshowsuponboththelistofchallengesandrewards,asitisequally bothablessingandacurse.Suchdirectinteractionallowsyoutocreateastrong,longlasting workingrelationshipwithatopleaderinyourcompany,whichisnothingtotakeforgranted. Greatopportunitiescomewiththisposition:thechancetoseehowasuccessfulprofessional thinks,worksandcommunicates;theabilitytoshareideasandinfluencedecisions;the possibilityofexperiencingpreciousinspirationfromanaccomplishedleader.Thesethings wouldnotbepossiblewithoutthedirectinteractionthattakesplaceonadailybasis.Whileit canbeaseriouschallenge,italsorepresentsawealthofpotentialrewards. Opportunitytoperformawidevarietyoftasksonadailybasis AsanEA,youllfindyourselfperforminganearlyunlimitedvarietyoftasks.Whilethetypical administrativeresponsibilitieswillusuallyfillyourday,youllalsobeexpectedtooccasionally coverawiderangeofuniqueandinterestingtasks.AsTheExecutivesRightHand,youmay findyourselftakingnotesduringclientmeetings,planningevents,preparingmaterialsfor presentationsandconferences,makingtravelarrangementsandpossiblyeventraveling alongsidetheexecutiveinordertoassisthimorherwhileoutoftheoffice.Demonstrateyour abilityandwillingnesstodomoreoftheseuniquetasksandyouwilllikelyfindyourselfdoing moreofthem.Ifyoufindyourselfboredinthisposition,donothesitatetocommunicatethisto yourboss.Approachitinaprofessionalway,byexpressingyourdesiretodoandlearnmore.It seemsthereisalwaysmoreworktobedonetheexecutivemaysimplyneedareminderthat youarecapableoftakingonmore.Dontletyourselfsitidleinthisposition.AnEffectiveEAis alwaysmoving.Itcanbeuniquelyrewardingtocontributeinsuchavarietyofways. Abilitytocreateareputationamongsttopexecutives Workingdirectlywithatopleaderinyourorganizationwillprovideyouwiththeopportunityto meetandgettoknowmanyotherexecutives.Presentingyourselfinaprofessionalmannercan helpyougainarespectedreputationamongthem,effectivelycreatingawidegroupofhigh levelprofessionalcontacts.Rememberthateveryexecutiveyouinteractwithcouldbeyour potentialfutureemployer.Whileyoumaystrivetocreateastrong,longlastingrelationship
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
withtheexecutiveforwhomyoucurrentlywork,opportunitiesabound.Dontlimityourself. Keepyouroptionswideopenbycreatingareputationforbeingahardworkingprofessional. Avaluedpositionasanhonorarymemberoftheexecutiveteam Providingmuchneededsupporttoone(orseveral)ofthetopexecutivesinyourcompanycan putyouinavaluedandrespectedpositionofleadership.Thoughyouaredistinctlyseparate fromtheactualexecutiveteam,youdoholdasomewhathonorarymembershipbecauseof yourconstantpresenceandinsiderstatus.Itsanicefeelingthatcanbringasenseofprideand satisfaction.However,itcanalsobequitedeceptive.Whileothersmayviewyouasamember oftheexecutiveteam,youreallyarent.Whileyouareinvolvedinquiteabitofwhattheydo, youcertainlywillnotbeprivytoalltheinnerworkingsofthegroup.Dontallowyourselftoget aninflatedsenseofselfimportance.Butdoenjoyafeelingofpridethatcomeswithyour involvement.Yoursisapositionofimportance.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
KeyConcept:MinimizeChallenges/EmphasizeRewards
Nowthatwevereviewedtheuniquechallengesandrewards,itsimportant toarticulatethekeyfundamentalconceptofminimizingthebadand maximizingthegood. HowtoMinimizeChallenges Understandthechallengesandrecognizethemwhenyouseethem Proactivelyworktodecreasetheirimpactandthefrequencywithwhichtheyoccur Effectivelymanagethemwhentheyinevitablydooccur HowtoEmphasizeRewards Understandtherewardsandappreciatethem Proactivelyworktoincreasetheirimpactandthefrequencywithwhichtheyoccur Effectivelymanagethemtocreateleverage
Minimize Challenges
Emphasize Rewards
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
DispellingtheMythsaboutExecutiveAssistants
Myth:ExecutiveAssistantisjustafancynameforaSecretary Reality:WhilethemajorityofEAdutiesaresecretarialinnature,anExecutiveAssistantisso muchmore.AnEffectiveExecutiveAssistanttrulyactsasanalteregofortheexecutiveheor sheassists,attimesfillinginforthematmeetingsoractingonhisorherbehalfintheoffice. BothsecretariesandEAsperformbasicofficefunctions,but(unlikeasecretary)theEEAhasthe abilitytobeabusinesspartnerhelpingtomanagethedailyflowoftasksandassistingin settingpriorities.Manyexecutivesrelyontheirassistantstomanagethem,ensuringtheyare ontracktowardsmeetingtheirgoals.EAsmayalsoassistinbrainstorminganddecisionmaking. Theytrulyplayanintegralroleinthesuccessoftheexecutiveandtheorganizationofwhich theyareapart.Theworkofasecretaryistypicallymuchmorelimitedandnarrowinscope. Myth:BeinganEAmeansbeingusedandabused(alaDevilWearsPrada) Reality:TherelationshipbetweenExecutiveandAssistantisincrediblycomplicatedand unique.Inmanyways,itisapartnership.WhiletheexecutiveultimatelyisTheBoss,the assistantplaysacriticalroleinhisorhersuccess.Mostexecutivesrecognizethisandtreattheir assistantswiththeutmostrespect. Typically,therelationshipbetweenanassistantandexecutiveincludesaveryhighleveloftrust. Itisessentialtothepositionthattheexecutivebeabletoconfideintheassistant.Thereis oftenaverystrongsenseofloyaltybetweenthetwo.Thegoalistoworksynergistically, meaningthatwhenonepersonachieveshisgoalithelpspropeltheothertowardshisandvice versa.Synergyiswhentheresultsaregreaterthanthesumoftheindividualefforts.Together theybothgofurthertowardsreachingtheirgoalsthaneitherwouldseparately.Understanding thiscriticalfactistheessentialfoundationonwhichthisrelationshipisbuilt. Therelationshipisbasedonhonestyandopencommunication.Becauseofthis,thereareoften timesthatexecutivesandtheirassistantsbuttheads.Afterall,theassistanthasadifficultjob tryingtomanageapowerfulexecutive.Mosttopleadersareincrediblydrivenandintense(and usuallyquitevocalintheiropinions).Daytodaythingsgethectic,stresstakesoverand tempersflare.Assistantsmayoccasionallytakethebruntofthis.WhileanEAshouldnever acceptabuse,dealingwithconflictisastandardpartofanyjob.EffectiveEAswillknowwhen andhowtoprotectthemselves.Theywillhavetheabilitytocommunicateeffectivelyeven understressfulconditions.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
EAswhofindthemselvesinsituationswheretheyfeeltakenadvantageof,unappreciatedor disrespectedshouldquicklyaddresstheissue.Ifimprovementisnotseenquickly,theyshould considerfindinganotherposition.Anexecutivewhotreatshisorherassistantpoorlycan expecttogothroughmanyassistants,whichisneithercosteffectivenorproductive.Oncean executivefindsagoodpartner,itisinhis/herbestinteresttobuildastrongrelationshipbased onmutualtrustandrespect. Myth:BeinganEAisapoorlypaidpositionwithlittleopportunityforgrowth Reality:BeinganExecutiveAssistantopensaworldofopportunityinanyorganization.Itisa highlyvisiblepositioninwhichyouhavetheabilitytobuildastrongreputation.EAsgettoknow manytopexecutivesandbuildstrongworkingrelationshipswithpeoplethroughoutthe organizationforwhichtheywork.IfanEAchoosestomovetoanotherdepartment,heorshe typicallyhasalargenetworktocalluponforsupport. WorkingasanExecutiveAssistantcanalsobeverylucrative.Dependingonthecompany,the locationandtheexperienceleveloftheEA,thepayrangecouldbeanywherefrom$30,000to $65,000.Accordingtosalary.com,themedianexpectedsalaryforatypicalExecutiveAssistant intheUnitedStatesis$44,828.ManyEAsalsoearnbonusesbasedonperformanceranging typicallyfrom$1000to$3000ayear.ToplevelEAswhohavepartneredwithasuccessful executiveforalongperiodoftimemayearnover$100,000annually. Myth:IttakeslittleornotrainingtobeanEAyoujusthavetobeniceandbeableto answerthephone. Reality:Asmentionedpreviously,anEAisnotthesameasasecretary.Whiletherearequitea fewtasksthatmayappeartobebasic,theoverallscopeofthejobisenormous.Whileacollege degreeisnotalwaysrequired,itcanbeanenormousassetforanEAseekingtobecomean influentialandlongtermpartoftheexecutivescareer.Withoutadegree,anEAcanstrongly benefitfromadditionaleducationsuchasattendingjuniorcollegecourses,obtaining certificationincomputertechnologyorbusinessadministrationfromaprivatevocational school,orsimplyparticipatinginprofessionalseminarsandworkshopstoexpandhisorher skillsset.Thepositionisonethatrequiresmorethananicepersonality.Itisajobforan analyticalthinkeraproblemsolver. Onceintherole,itmaytakeuptotwoyearsfortheEAtotrulyabsorballtheintricatedetailsof theposition.Itisnotarolethatcanbelearnedovernight.Itisverynuanced,meaningthefine pointscanbesubtleandnoteasilyarticulated.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Myth:BeinganEAisaboring,thanklessjob. Reality:TheEApositiontypicallyoffersawidevarietyofworkandtheabilitytointeractwitha lotofpeople.However,likeanyjob,theexperienceofbeinganEAwillbedifferentfor everyonedependingonthepersonalityofthepersonandhis/herspecificsituation.Somewill finditendlesslyfascinatingandchallengingwhileotherswillconsideritdullandtedious.Some willfeelrewardedandappreciatedwhileotherswillfeelusedandundervalued.Thepositionis notthesameacrosstheboard.Ineveryofficetheexperienceisdifferent.Researchshowsthat turnoveristypicallylowfortheEAprofession,presumablybecausethepositionisonethatis usuallyworkedupto.SincemostEAsarepromotedinternally,theyknowwhattoexpectwhen acceptingtheposition.
RecommendedReading
BecomeAnInnerCircleAssistantbyJoanBurge TheNewExecutiveAssistant:AdviceforSucceedinginYourCareerbyMelbaJ.Duncan BeaKickassAssistant:HowtoGetfromaGruntJobtoaGreatCareerbyHeatherBeckel FromOfficeArrowTheRelationshipBetweenExecutiveandAssistantbyChrissy Scivicque
TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Part3
CreatingSuccess
Beingbusydoesnotalwaysmeanrealwork.Theobjectofallworkisproductionor accomplishmentandtoeitheroftheseendstheremustbeforethought,system, planning,intelligenceandhonestpurpose,aswellasperspiration. ThomasA.Edison,USinventor (18471931)
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Successisntsomethingthatsimplyhappensovernight.Itsalongprocessthattakesserious effortandorganization.Thinkofsuccessasahousewhichyouareinchargeofbuilding.Youcan approachtheprojectinanywayyouwantbutitisyourresponsibility. Perhapsyouareslowtogetstartedandthenrushedtogetfinished.Youdontcreateanoverall planforthestructurebeforeyoustartbuildingandsotheprocessisconfusingandmessy.It runsoverbudget,youuseeveryscrapofresourcesavailable,anditleavesyouexhausted. Whenyouredone,itendsupbeingadumpy,poorlymadestructurethatwilllikelycrumbleto piecesinthefirstwindstorm. Ontheotherhand,considerwhatitwouldbeliketobeinchargeofsomethingasbigas buildingyourownhome.Perhapsyoufinditexhilaratingandthoughtprovoking.Maybeit inspiresandmotivatesyou.Theprocessisorganized,fastpaced(butnothurried)andinthe end,thestructureyoucreateissturdyandbeautiful. Justlikeahouse,successthatisbuiltovernighttypicallywillnotlast. Conversely,successthatisbuiltwithaclearvision,anorganizedplan,anda lotofcarefulattentionwillbepermanentandtheprocesswillbeenjoyable. Rememberthatthecreationofyoursuccessisalargeprojectofwhichyou aloneareincharge.Inordertobuildthevisionyouhaveforyourself,youmustdothework. Startatthebeginning,withthefoundation.Then,buildasolidstructureusinganorganized plan.Andwhenyouvefinishedyourproject,dontforgettodothelongtermcareand maintenanceneededtoensureyoursuccessispermanent.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
BuildingCareerSuccess
Copywrite2008byChristineScivicqueAllRightsReserved Donotcopyordistributewithoutpermission ThisebookisaproductofOfficeArrow.com
TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
LayingtheFoundation
Thefoundationisthebasisonwhichyoucreateyourpersonalvisionofsuccess.Itsthe bottomlayerofyou,theprofessional.Buildingastrong,solidfoundationinvolvesworkingon yourselfpersonalactionitemsthatwillhelpsupportyouinanyprofessionalrole.
Goals
Voice
The Foundation
SelfWorth
Knowledge
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
SSpecific
Whatdoyouwanttoachieve?Howwillyouachieveit?Whyisitimportanttoyou?Clearly definetheoutcomeyouwant.
MMeasurable
Establishconcretecriteriaformeasuringyoursuccess.Useactualnumbers,targetdates,or specificeventstoindicatewhenyourgoalhasbeenachieved.
AAchievable
Yourgoalsshouldpushyoupastyourcomfortpointbutyoushouldstillbeabletoattainthem witheffortandcommitment.
RRelevant
Yourgoalsshouldbeimportanttoyouandtheoutcomeshouldimpactyourlife.Likewise,you shouldhavetheabilitytodirectlyimpactthem.Dontsetgoalsthatarentsignificantorthat youcantdoanythingtoimpactachievement.
TTimely
Yourgoalsshouldhaveatimeelementestablished.Thiswillhelpkeepyouontrackandwill preventyoufromsimplypushingagoaloffinfinitelyintothedistantfuture.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Itsnotenoughtosimplyknowyourgoals.Youmustseethem,feelthem,andbreathelifeinto them.OnceyouhavecreatedSMARTgoals,writethemdownandposttheminavisibleplace whereyouwillseethemeveryday.Constantlyvisualizewhatachievingthegoalswilllooklike. Imaginehowitwillfeel.Seetheattainmentofthegoalssoclearlyandvividlythatyousimply canthelpbutachievethem.Awonderfulexerciseistocreateavisionboard:alargeposteron whichyoucanpastepicturesorwordsthatillustrateyourgoals.Postingavisionboardbyyour deskathomeisagreatwaytohelpkeepyourgoalsvividandintheforefrontofyourmindona dailybasis. ConsiderusingtheworksheetprovidedintheResourcesSectiontoassistyouinsettingyour SMARTgoals. Knowyourworth Inanyjob,itsimportanttohaveastrongsenseofselfworth.Knowingyourvaluehelpsbuild confidenceandhelpsyougainrespectintheworkplace.Peoplewhohavehighselfesteemare typicallymorecapableofsettingboundariesandlimitsbecausetheyunderstandthe importanceoftheirwork.Theyknowtheyprovidesignificantvalueandfeelstronglythatthey deservefairandadequatetreatmentandcompensation.Becauseofthis,theyareoftenableto negotiatehighersalaries. Toestablishastrongsenseofselfworth,focusonbuildinghighlevelsofconfidenceandpoise. Projectingacoolimageiskey.Learntoremaincalmunderpressureandalwaysshowstrength, evenwhenindoubt.Rememberthatappearancesspeakvolumes.Presentyourselfwith confidenceandyouwillautomaticallyfeelstronger.Remindyourselfthatyouareavaluable assetandanycompanyyouworkforisluckytohaveyou. Alwayskeeplearning Nothingbuildsyourprofessionaldesirabilitymorethanexpandingyourskillset.Bycontinuing togrowandlearn,youwillonlyimproveyourcareerprospects.KeepingyourSMARTgoalsin mind,considerwhatskillswouldbehelpfultoyou.Reviewthe9corecompetenciesandsee whichyoufeelareyourweakest.Findwaystoimproveyourabilitiesthroughlearning.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Therearemanywaystolearnanewskill.Obviously,youcanenrollinaclassatthelocaljunior collegeorthroughaprivatelearningfacility.Ifyoudonthavethetimeorfinancialabilitytodo this,dontworry.Thereareplentyofinexpensivewaystolearnusingselfeducationtoolslike booksandonlinetechnology.ReviewtheOnlineEducationalToolsfoundintheResources Sectionandcheckoutsomeofthesuggestedreadingfoundthroughoutthisebook(and consolidatedintheResourcesSection). Feelcomfortablewithyourvoice Getcomfortablespeakingwithprofessionalsandvoicingyourideasandopinions.Your thoughtsarevaluableandyouneedtobecapableofsharingthemwithpeoplewhomaybe intimidatingordifficulttoapproach. Practiceyourconversationalskillsandlearntospeakinpublic.Dowhateveryoucantobecome relaxedandateasewhencommunicatinginaprofessionalenvironment.Yourabilityto accuratelyandeloquentlypresentyourthoughtsandopinionswillsignificantlyimpactyour career.Thiswillbenecessaryineveryphaseoftheprofessionalcycle:fromtheinterviewto evaluations;frombrainstormingsessionstopresentingyourideas;fromnegotiatingsalaryto askingforapromotion.Thereisnothingthatwontbenefitfromimprovedcommunication skills. Ifyourcommunicationskillscouldusealittlework,considertakingsomecoursesorjoininga Toastmastersgroupinyourarea.Donthesitatetopracticewithyourfriendsandfamily.Ifyou haveanimportantconversationcomingup,dontgointoitwithoutaplan.Wehaveallcometo believe(fromwatchingtoomuchTVandmovies)thatgreatandpowerfulspeechesaregiven offthetopofoneshead.Thissimplyisnttrue.Ifyouhavesomethingimportanttosay,think aboutit,writeitdown,practiceit.Communicationisanaturalgiftforsomebutalearnedskill forothers.Donttakeitlightly. Setcomfortablebutrealisticboundaries Itcanbedifficulttofindtheappropriatebalancebetweenworkandlife.Toooften,peoplefind thattheygetsuckedintoworkingallhoursbecausetheythinkitstheonlywaytoprove themselves.Dontletyourdesiretosucceedprofessionallynegativelyimpactyourpersonallife. Thiscanbedangerousforbothmentalandphysicalhealth.Yes,sometimesitwillbenecessary tomakesmallsacrificesinordertobepartoftheteamoraccomplishaspecialproject.Just dontmakeahabitofit.Decideearlyoninyourcareerwhatyourprioritiesare.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
RecommendedReading
CrucialConversations:ToolsforTalkingWhenStakesareHighbyKerryPatterson, JosephGrenny,RonMcMillan,AlSwitzlerandStephenR.Covey LifeisNotWork,WorkisNotLife:SimpleRemindersforFindingBalanceina24/7World byRobertK.Johnston HowtoSayItForWomen:CommunicatingwithConfidenceandPowerUsingthe LanguageofSuccessbyPhyllisMindell TheMagicLamp:GoalSettingforPeopleWhoHateSettingGoalsbyKeithEllis FromOfficeArrowHowtoSetEffectiveGoalsbyChrissyScivicque
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
BuildingaSolidStructure
Thestructureyouarebuildingisyourownsuccess.Inordertodothis,youwillneedan organizedplan.BecominganEffectiveExecutiveAssistantisabouttakingaction.Thereare certainstepsyoucantakeintherolethatwillhelpyouachievesuccess.Usetheconceptslisted hereasablueprintforcreatingyourplanbutdonotlimityourselftotheseideasalone.This shouldbeseenasajumpingoffpoint.
DefineYour Position
Develop Routines
The Structure
Prioritize Createa Network
BuildYour Armor
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Clearlydefineyourpositionwithintheorganization TheEApositionoftenbecomesanamalgam(amishmash)ofmiscellaneousadministrative duties.Thiscanmakeitdifficulttoprioritizethevarioustasksexpectedofyou.Itcanalsomake ithard,ifnotimpossible,tomaintainanappropriatefocusthroughouttheday. Toavoidconfusion,workwithyourbossand/orHRrepresentativetoestablishaclearand concisedescriptionofyourrolesandresponsibilities.Removeallambiguityandcreatedistinct, achievablegoalstohelpyoutrackwhenyouaresucceedingandwhenimprovementisneeded. Theseshouldbeobjectivestandardsthatcanbeeasilymeasured(notsubjective,meaning basedonpersonalopinionsorfeelings). Itiseasytogetboggeddownintasksthatshouldbehandledbyotherindividuals.Withouta cleardefinitionofyourposition,itwillundoubtedlyhappen.Ofcourse,mostpeoplewanttobe viewedasamemberoftheteam.Eventhoughyourmainresponsibilityistotheexecutiveyou assist,youarestillpartofthelargerorganization.ItisunderstandablethatEAsoftenendup takingonvarioustasksthatarenotspecificallyintheirjobdescription.You(andyourboss)will needtodetermineyourlimitsinthisregard.Beingapartoftheteamdoesnotmeanyour positionshouldbecomeadumpinggroundformiscellaneoustasks. Developyourroutines OrganizationisakeyskillforperformingthedutiesofanExecutiveAssistant.Asyoubecome familiarwithyourdaytodayactivities,youwillwanttocreatestandardproceduresforgetting thingsdone.Thismeansdevelopingroutines,templates,checklists,andotherguidestohelp keepyouontrackandpreventyoufromhavingtorecreatethewheeleachtimeataskisto beperformed.Inanyjob,youwillfindthatmostactivitiesaredonewithsomeregularity; however,severalweeksorevenmonthsmaypassbetweeneachtimeagivenactivitytakes place.Duringthatperiod,itseasytoforgetthestepsinvolved. Creatingstandardprocessesisawayofbeingproactive.Ithelpspreventfutureproblemsthat couldwastetimeandcausefrustration.Afterall,youvealreadydonetheworkonce;dont stressyourselfouttryingtorememberwhatyoudidandhowyoudidit.Writeitdownand createusefultoolstosimplifytheprocessforthefuture.Createnotesforvariousprojects aboutwhatworkedandwhatdidntevenifyoubelievetheprojecttobeaonetimething. Chancesare,somethingsimilarwillcomeupinthefutureandthosenotescouldbean invaluableresource.Or,youmayfindthatanewprojectcouldbenefitfromthetoolsand processesofacompletelyunrelatedproject.Remembertotreateverythingasalearning experienceanddontexpecttobeabletorememberitall.Makeyourcheatsheetsandstudy guidessonothingislostalongtheway.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Techniques Generallyspeaking,aspiralnotebookisoneofthebesttoolsfortrackingthe progressofwork.Eachday,openanewpage(inorder),writethedateontop, andusethispagefornotesthroughouttheday.Dependingontheamountofworkyouare doing,itmightbeagoodideatouseanewnotebookforeachmonth.Besuretokeepold notebooksforreference! Youmayfinditusefultocreateworksheetstotrackyourdailyflowoftasks.Thesecanbe excellentorganizationaltoolsandcanalsobeusefulforreferenceinthefuture.Onceeachof theitemsonthepageismarkedascomplete,thesheetshouldbestoredforfuture reference.Shouldsomeonehaveaquestionregardingaparticulartask,itiseasytoseethe progressionofworkthattookplacebylookingattheworksheet.ConsiderusingtheTask ManagementworksheetprovidedintheResourcesSectionofthisebook. Creatingamindmapisanothervaluabletoolforplanningandorganizing.Amindmapis visualinterpretationofaprojectwhichallowsyoutodiagramthestructureofit.Itisauseful wayofarrangingyourthoughts,especiallyifyouareavisuallearner.Youcanusethistotrack thevariouspartsofajoborassignmentwhileclearlyconceptualizinghowonepieceinteracts withanother.YouwillfindanexampleofHowtoMapaProjectintheResourcesSectionofthis ebook. Ifyourelookingforsomehightechorganizationaltools,besuretocheckoutthevarious optionsintheOnlineOrganizationsectionoftheResourceGuideinthebackofthisebook. Createyournetwork Mostlikely,theexecutivesyouworkwithareinvolvedinsomekindofastructurednetworkof professionalassociates.Therearemanydifferentnamesforthis.SomearecalledMasterMind GroupsorBestPracticesGroupsorAllianceGroups.Whatevernameitgoesby,theideais verysmart:gathercolleagueswhoallhaveaninterestinimprovingtheirworkandcreatea forumtoshareideas,brainstormandlearnnewtechniques.Almosteverysuccessfulleader youllevermeetwillbeamemberofagrouplikethis.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
AsanEA,thereareonlyafewexistinggroups.First,utilizeOfficeArrow.comtolearnstrategies forsuccessandmeetotherlikemindedindividualsinsimilarpositionsthroughouttheworld. There,youcanconnectandcollaboratewithofficeprofessionalsjustlikeyou,askquestionsof othersandshareyourprofessionalexperiences.OfficeArrowalsogivesyoutheabilitytocreate groupssoconsiderjoiningorstartingagroupforpeoplewhoworkinasimilarindustryas you.Additionally,youcanjoinorstartagroupforthosewholiveandworkinyourarea. Anothergreatwaytomeetfellowexecutiveassistantsisthroughcontinuingeducation.Classes, workshopsandseminarsareexcellentplacestomeetotherprofessionalsinyourareawhoare interestedingrowingtheircareers.CheckouttheResourcesSectionforalistofproviders. Youcanalsobegintogrowyournetworkbyjoiningprofessionalgroupsandassociationsinyour area.YoucanfindalistofexistinggroupsandassociationsintheResourcesSection. Unfortunately,manyofthesegroupsarenotthemostsophisticated.However,they occasionallyhostlocalmeetingsandseminarsthatmayhelpyougettoknowothersinyour community.ConsiderjoiningalocalWomeninBusinessgrouporYoungBusiness Professionalsgroupaswell.Whateverinterestsyou,thereisprobablyagroupthatexists.You canfindthemeasilybysearchingonline.Manyofthesegroupsalsoprovideeducational workshopsandseminars.Andrememberthatyoucanstartyourownlocalgroupbyutilizing OfficeArrow. Oneofthebestwaystocreateyournetworkistoconnectwithotherexecutiveassistantsthat youalreadyworkwiththosewhoassistthepeopleinyourbosssnetwork.Seekoutthe assistantsofthelocalprofessionalsyourorganizationinteractswithonaregularbasis.Most companieshaveprofessionalalliancespeopletowhomtheyreferbusinessandfromwhom theyreceivereferrals.Theexecutivesofyourcompanyhavealreadyestablishedarelationship withtheseprofessionalssoconnectingwiththeirassistantsshouldbefairlyeasy,evenifyouve neverspokenwiththembefore.Simplyintroduceyourselfandpassalongyourcontact information.Letthemknowyouareinterestedincreatinganetworkoftrustedpeoplethatare inasimilarposition,whocancalloneanothertogetadvicewhentheyrestuck,help brainstorm,orsimplycommiseratewhentheyrehavingaroughday.Mostpeoplewillbe thrilledtofindagrouplikethis. Besuretoletyourbossknowyouareinterestedinreachingouttoothersinthisway.Assure himorherthatallconversationswillbekeptgeneralsoasnottobesharingsensitivecompany information.Iftheideaispresentedproperly,heorsheshouldhavenoproblemwithit.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Remembertoorganizeyourcontactinformationinaneffectiveandefficientway.Keepall informationinacentrallocationsuchasMSOutlookorinarolodex.Itshelpfultomakenotes regardinghowyoumettheperson,whatyoutalkedabout,andanyotherinformationthatmay beusefulinfutureconversations. Buildyourarmor TheExecutiveAssistantpositioncanbestressfulandintense.Letsfaceit:mostleadersare TypeApersonalities,meaningtheyaredriven,focusedanddeterminedtogetthejobdone. MostTypeApeopleareveryhighenergyandfastmoving,oftenworkingonmanyprojectsat once.Assistinganindividuallikethiscanbefrustrating.Youmustbecapableofmanagingsuch behaviorandlearntonottakeitpersonallywhentheintensityturnsnegative(asitinevitably willfromtimetotime). Ifyourbossisaworkaholic,createveryclearboundariestoavoidbeingsuckedintoan overwhelmingschedulealongsidehimorher.Topexecutivesoftenlosesightoftheprecious worklifebalancebutthatdoesntmeanyouhaveto.Ifyouveproperlylaidyourfoundation, youwillhavesetupappropriateandcomfortableboundariesearlyon. Itisalsoimportanttoemploystressmanagementtechniquestohelpyoucreateanemotional shield.Workingwithpowerfulpeoplecanbeintimidating.Bylearninghowtomanageyourown internalstressyouwillpresentastrongexterior,whichiswhatthejobdemands. Prioritize Appropriatelysettingprioritiesisadifficultbutessentialtask.Whenfacingastackofthirty tasks,prioritizingisnotaseasyasaskingyourself,Whichtaskisthemostimportant?Theyre allimportant.Andtypically,theyareallurgenttoonedegreeoranother.Understandingand clearlyrecognizingthedifferencebetweenthesetwothingsimportanceandurgencyisone ofthemosthelpfultoolsinprioritizing.Rememberthatjustbecausesomethingisimportant,it isntnecessarilyurgentandviceversa.Dontfallintothetrapofbelievingthatthetwoare intrinsicallyentwined. Theprocessofsettingprioritiesinvolvesacarefulweighingofthetimeinvolvedtocomplete thetaskversustheresultingvalueofthecompletedtask(theconsiderationofimportance versusurgency).Realistically,youmustrememberthatyousimplycantdoeverythingallthe time.Somethingsmustgetdelayedordelegated. Considerthefollowingwhenestablishingpriorities:
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
TimeConsiderations Approximatelyhowlongwilleachtasktaketocomplete? Whatarethevariablesorunexpectedthingsthatmaydelayeachtask? Whichtaskshavefirmnonnegotiabledeadlines?Whataretheconsequencesofa misseddeadline? Doanytasksrequiretheassistanceofothers?Whatistheavailabilityandefficiencyof thosepeople? Whatarethebarriersorrestraintstoaccomplishingeachtaskbudget,time, resources? ValueConsiderations: Whichtaskshavethemostdirectimpactonthebusiness? Areanytasksabletobeappropriatelydelegatedtootherteammembers? Whichtaskshavethemostnegativeimpactifnotcompleted? Whichtasksimpactthecompletionofothertasks?Whatistheircombinedvalue? Whoisimpactedbythistaskindirectlyand/ordirectly? Whataretheconsequencesifthistaskdoesnotgetdone? Whatgoalisthistaskhelpingachieve?Whatisthevalueofthatgoal? Therearenohardandfastrulestosettingprioritiesexceptthatflexibilityisessential. Prioritieschangeandshiftwithtimeandcircumstance.Consideringtheaboveitemswillaidyou intheprocess,butultimatelythedecisionisyourstomake.Usegoodjudgmentanddontbe afraidtoaskforguidancewhenneeded. Establishyourprofessionalstandards Thetermprofessionalstandardsreferstothequalityofyourwork.Inanyprofessional environment,peopleareofteninundatedwithdiscussionsaboutefficiencyandtheabilityto multitask.Whilethesethingsareundoubtedlyimportant,alltoooftenthetopicofqualityis ignored.Dontgetsowrappedupingettingthingsdonethatyousacrificequalityforefficiency. Setyourprofessionalstandardsconsistentlyhigh.Thereisnoreasonthatyoucantbeefficient whilestillproducingahighqualityofwork. Becautiousofunrealisticexpectationssuchasdeadlinesthatrequireyoutocutcornersin ordertomeetthedemand.Confrontthesetypesofsituationsimmediatelyanddonotallow yourselftobepushedintothiskindofbehavior.Itwillonlyworkforashortperiodoftime.In thelongrun,workthatisdonequicklybutpoorlywillnothelpyou(orthebusiness)achieve yourestablishedgoals.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Professionalstandardsalsoreferstoyoureverydaybehaviororyourbusinessetiquette. PerformingyourworkinaprofessionalmannerisacriticalpartoftheEAjob.AsanEA,you representtheexecutiveyouassist.Theimageyoupresentandthewayyouinteractwith peoplearedirectreflectionsofyourboss.Ingeneral,itisalwayssafetoerronthesideof cautionandbeoverlyformalinthisposition.Dontruntheriskofmakingabadimpressionby lookingunprofessional.Rememberthatyouareplayingaroledoyourbesttolookandactthe part. Forexample,itisusuallyrecommendedthat,whengreetingclients(orpotentialclients)and professionalassociatesintheoffice,youdonotusetheirfirstnames.Instead,useMr.or Ms.Thisisespeciallytrueifyouareyoungerthanthepersontowhomyouarespeaking.This willgivethemtheopportunitytogiveyoupermissiontobemorefamiliarandusetheirfirst namesiftheysodesire. Hereisanotherexample: AsanEA,youaregenerallyrequiredtobeagatekeeper,screeningcallstoensurethatonly thecriticalonesgetthroughtoyourboss.Salescallsareusuallyfairlyeasytoweedout. However,withclientsorbusinessassociates,youwillsometimeshavetodoabitofproddingto findoutwhoiscallingandwhy.Often,theissuesthatpeoplewanttodirecttothebossare thingsthatcanbemoreeffectivelyhandledbyothersintheoffice.Clientsmostlyjustwantthe assuranceofhavingtheheadhonchohandletheirsituation.Itiscriticalthatthesecallsare handledwithpoiseandprofessionalism;otherwisepeoplecanendupfeelingdisrespectedand screened.Ifyouhavebeeninthepositionforawhile,itsusuallyeasiertogetinformation frompeoplecalling.Theywillknowwhoyouareandtheywillfeelconfidentthatyoucan handlethesituationyourself,directthemtothecorrectperson,orgetthemthroughtothe boss.Youwillneedtocreateaprofessionalstandardforhowyouwillhandlethescreening processsothatyoucangettheinformationyouneedwithoutoffendinganyone. Considerthefollowingphonecall: Client:Hi,canIpleasespeakwithRonPeterson? EA:Whoscallingplease? Client:JackWilson. EA:Hesnotavailable.Illsendyoutohisvoicemail.
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Isthisaprofessionalstandardyouwanttosetforyourself?DidtheEAaboveprovidegood customerservice?Didhe/sherepresentahighlevelofquality?Didhe/sheprojecta professionalimagethattheirbosswouldfeelisanhonestreflectionofhimorher?Youcould probablyarguethattheEAgotthejobdonehe/shewaseffectiveinscreeningthecall.And theEAwaspoliteenough.Buttheclientprobablyfeltscreened.Afterall,theEAwaiteduntil aftersheknewwhowascallingtosaythatthebosswasnotavailable.Then,shedidnttryto helpanddidntevenaskiftheclientwantedtoleaveavoicemail.Shesimplysenthimaway. Now,considerthisphonecall: Client:Hi,canIpleasespeakwithRonPeterson? EA:Idbehappytocheckandseeifhesavailable.MayIaskwhosespeaking? Client:JackWilson. EA:HiMr.Wilson.WillRonknowwhatthisisregarding? Client:Yes,itsaboutourmeetingnextweek. EA:Great.Illseeifhesavailable. Atthispoint,theEAhasenoughinformationtomakeadecisionherselforshehasthe opportunitytoaskthebossifheorshewouldliketotakethecall.Letssaythecallisnot critical. EA:Mr.Wilson,hesinameetingatthemoment.Isthereamessageyoudlikemetopassonto himregardingyourmeetingnextweek?Ormaybesomeoneelseintheofficecanhelp? Client:Actually,maybeMichaelwillhavethisinformation.Canyoutransferme? EA:Absolutely. Anditsthatsimple.TheEAhasforwardedthecallontosomeoneelsewhocanhelp,theclient doesntfeelscreened,andtheissueisbeingresolved. Generally,youwanttoknowwhatphonecallsyourbossisexpectingatanygiventime.You shouldalsoknowwhohewantstobeinterruptedforandwhohewouldrathernotspeakto unlessitsanabsoluteemergency(ormaybenoteventhen!).Ifyoudontknowthesethings, youabsolutelymusthavethisconversation. HandlingthephonesisonlyonesmallpartoftheEArolebutitsanexcellentwayto demonstrateprofessionalstandards.Youcangetthejobdoneinmanydifferentways.Butyou
Copywrite2008byChristineScivicqueAllRightsReserved Donotcopyordistributewithoutpermission ThisebookisaproductofOfficeArrow.com
TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
wanttobesurethatyouarechoosingstandardsthatarehighqualityandthatreflectwellon theexecutiveyouassist.
RecommendedReading
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
LongTermCareandMaintenance
Onceyouvecreatedasturdyfoundationandbuiltasolidstructureforyoursuccess,youmust showitcontinuouscareandattention.Ahousethatiswellbuiltbutnotcaredforwill eventuallyhaveproblems.Theroofwilltheleak,thefoundationwillcrack.Eventhemostsolid structurecannotsustainitselfwithoutregularmaintenance.
TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Yourgoalscanandshouldadapt.However,dontmakeexcusesforwhyyouhaventkeptup withthem.Behonestwithyourself.Thegoalsyousetwillnotachievethemselves. Setaweeklyappointmentwithyourselftophysicallysitdowninprivateandlookatyourgoals. Thisshouldnotbeascaryevent.Useitasawayofrefocusingyourenergy.Itseasytoget sidetrackedbythedaytodayactivitiesoflifeandforgetabouttheoveralldestination.Take timetocloseyoureyesandseewhatyouwant.Refineyourplansforhowyouwillgetthere andconcentrateyourenergyontheexecutionofthoseplans. Technique HoldregularStateoftheUnionmeetings ThetermStateoftheUnionisbeingusedtodescribetheconceptofatwowaydiscussion regardingtheoverallconditionofthepartnershipbetweenyou,theassistantandyourboss, theexecutive.Itisaforumforbothpartiestocommunicatetheirfeelingswhatisworkingand whatisnt;howthingscanorshouldbeimproved.Thisisnotagripesession.Rather,itisa timetoevaluatewhatishappeningandmakesurethatasatisfactorylevelofmutualbenefitis beingachieved.Itisalsoatimetoreviewthemutualgoalsandyourprogressinachievingthem. ItisrecommendedthatStateoftheUnionmeetingstakeplaceatleastonceamonth.Itis possibletoholdthemmorefrequently,especiallyiftherelationshipissomewhatrockyorif thereisasubstantialamountofchangehappeningwithinthebusiness.Themeetingsshouldbe scheduledasrecurringappointmentsandeveryeffortshouldbemadetoavoidrescheduling. Thisshouldbeseenasapriorityandtheappointmentasafirmcommitmenttotheongoing improvementoftherelationship. Bepatient Dontgetinahurrytomakethingshappen.Successisalongroad.Therewillbesetbacksand unexpecteddetours.Itsimportantthatyouremainpatientandfocused.Dontlookforquick fixes;theyaresurelyschemesthatwillonlywasteyourtimeintheend.Remainsteadyand strongandeventually,youwillcreateyoursuccess.Itwontalwaysbeexactlywhatyouexpect, butyouwillgetthere.
Copywrite2008byChristineScivicqueAllRightsReserved Donotcopyordistributewithoutpermission ThisebookisaproductofOfficeArrow.com
TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
RewardSuccess Rememberthatsuccesstakeshardwork,somaketimetorewardyourself.Dontdependon otherstotellyouwhenyouvedoneagoodjobbecauseitwontalwayshappen.Ifyourelucky, youllworkforanorganizationthatpraisesyouandgivesgenerousrewardsforyourhardwork. Butthatsnotalwaysareality.Evengreatcompaniesandgreatpeoplewilloverlookyourwork attimes.Thatsthenatureofbusiness.Hardworkisexpected.Justrememberthatyouare workingtoachievegoalsforyourself,andnooneelse. Giveyourselfapatonthebackonceinawhile.Acknowledgeallyouhavedone.Dontletlack ofrecognitionmakeyouloseconfidenceinyourself.Successisearned.Takeyourselfouttoa nicelunch,getamassage,orbuyanewoutfit.Dosomethingthatsays,Iworkedhard.I deserveit! Ofcourse,theresnothingwrongwithoccasionallytootingyourownhorn.Ifyoufindthat youareconsistentlygoingoverandbeyondyetnevergettingrecognitionforit,speakup!YOU shouldalwaysbeyourbiggestfan.Cheeryourselfonandshareyourenthusiasm.Youaretotally worthit.
RecommendedReading
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Part4
Resources
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
WebResources
Connect,Collaborate,AskQuestions,GetAnswers OfficeArrow www.officearrow.com OnlineEducationalTools MassiveFreeEducationList www.jimmyr.com/free_education.php TEDIdeasWorthSpreadingwww.ted.com IVillagewww.ilearn.ivillage.com HelpfulVideo www.helpfulvideo.com ExpertVillage www.expertvillage.com Vidipedia.org www.vidipedia.org BerkeleyWebcastswww.webcast.berkeley.edu/courses.php MITWebcourseshttp://ocw.mit.edu/OcwWeb/web/courses/courses/index.htm CarnegieMellonsOpenLearningInitiative www.cmu.edu/oli JohnHopkinsOpenCoursewarehttp://ocw.jhsph.edu/topics.cfm NotreDameOpenCoursewarehttp://ocw.nd.edu/eduCommons/Courses_listing UCLAPodcastswww.bruincast.ucla.edu StanfordonItuneshttp://itunes.stanford.edu Wikiversityhttp://en.wikiversity.org/wiki/Wikiversity:Browse Flashcardswww.flashcardexchange.com TheTeachingCompanyhttp://www.teach12.com/teach12.asp EBooksandAudio FreeEBookswww.freeebooks.net AudioBookswww.podiobooks.com FreeAudioBookshttp://librivox.org FreeAcademicTextbookswww.textbookrevolution.org
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
WritingTools FreeDictionarywww.thefreedictionary.com FreeTranslationwww.translation2.paralink.com FreeThesauruswww.thesaurus.reference.com FreeEncyclopediawww.reference.com GuidetoGrammarandStyle www.andromeda.rutgers.edu/~jlynch/Writing VerbConjugationwww.scientificpsychic.com/verbs1.html APACitationStyleHelpwww.owl.english.purdue.edu/owl/resource/560/01 MLACitationStyleHelpwww.owl.english.purdue.edu/owl/resource/557/01 AcronymFinderwww.acronymfinder.com OfficeTools WorldClock www.timeanddate.com/worldclock Calculator www.math.com/students/calculators/source/basic.htm UnitConvertorwww.digitaldutch.com/unitconverter CurrencyConverterhttp://www.xe.com/ucc ZipCodeLookupwww.zip4.usps.com/zip4/welcome.jsp DoNotCallRegistrywww.donotcall.gov/default.aspx TelephoneDirectorywww.infospace.com YellowPageswww.yellow.com Weatherwww.weather.com UPSwww.ups.com USPSwww.usps.com FederalExpresswww.fedex.com DHLwww.dhl.com/splash.html Docusignwww.docusign.com Travel Airportswww.smilinjack.com/airports.htm Embassieswww.embassyworld.com Airline/Hotel/RentalCarwww.kayak.om www.orbitz.com www.travelocity.com www.expedia.com
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
www.cheaptickets.com RoutePlannerwww.mapquest.com www.maps.google.com OnlineOrganizationTask,timeandprojectmanagement Backpackwww.backpackit.com Stikkitwww.stikkit.com Webnotewww.aypwip.org/webnote TheOnlineCEOwww.theonlineceo.com TaDaListwww.tadalist.com RemembertheMilkwww.rememberthemilk.com Todoistwww.todoist.com Vood2Dowww.voo2do.com Toodledowww.toodledo.com OrchestrateHQwww.orchestratehq.com Jottwww.jott.com SandytheAssistantwww.iwantsandy.com Highrisewww.highrisehq.com Basecamp www.basecamphq.com iOrganize www.brunoblondeau.com/iorganize Bubbl.us www.bubbl.us Lazybase www.lazybase.com Quickbase www.quickbase.com iOutliner www.ioutliner.com Harvest www.getharvest.com MeetingsandCollaboration Campfirewww.campfirenow.com GoToMeetingwww1.gotomeeting.com Demofusewww.demofuse.com DimDimwww.dimdim.com Prezentitwww.prezentit.com Slideburnerwww.slideburner.com
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Spresentwww.spresent.com/v2 Thumbstackswww.thumbstacks.com Viewbookwww.viewbook.com Wrikewww.wrike.com DocumentsandTemplates OfficeArrowTemplateswww.officearrow.com/forums/templatesdocuments MicrosoftOfficewww.office.microsoft.com/enus/templates DIYPlannerwww.diyplanner.com TemplateCentralwww.templatecentral.com DocStocwww.docstoc.com Gazhoowww.gazhoo.com Scribdwww.scribd.com Classes,Workshops,Seminars,andConferences FredPryorSeminarswww.careertrack.com/index_body.asp FranklinCoveywww.franklincovey.com/fc/training_and_consulting ToastmastersInternationalwww.toastmasters.org PerformanceInstitute www.performanceweb.org ProfessionalGroupsandAssociations InternationalAssociationofAdministrativeProfessionalswww.iaaphq.org TheAssociationofExecutiveandAdministrativeProfessionalswww.theaeap.com AmericanBusinessWomensAssociationwww.abwahq.org WomensBusinessMastermindGroupwww.womensbusinessmastermind.com
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
ConsolidatedRecommendedReadingList Part1:DefiningtheEffectiveExecutiveAssistant
The7HabitsofHighlyEffectivePeoplebyStephenR.Covey The8thHabitbyStephenR.Covey TheSuccessPrinciples:HowtoGetfromWhereYouAretoWhereYouWanttoBeby JackCanfield SimplyPut:HowtobeaGoodExecutiveAssistantbyChrissyScivicque BuildingaPartnershipwithYourBoss:ATakeChargeAssistantBookbyJerryWisinski TheValuableOfficeProfessional:ForAdministrativeAssistants,OfficeManagers, Secretaries,andOtherSupportStaffbyMichelleBurke ManagingUp:HowtoForgeanEffectiveRelationshipWithThoseAboveYouby RosanneBadowski ManagingUpbyChrissyScivicque ResumeMagic:TradeSecretsofaProfessionalResumeWriterbySusanBritton Whitcomb CoverLetterMagic:TradeSecretsofProfessionalResumeWritersByWendyS.Enelow andLouiseKursmark ThePathfinder:HowtoChooseorChangeYourCareerforaLifetimeofSatisfactionand SuccessbyNicholasLore HowtoBreakintoaNewCareer(withNoExperienceintheField)byChrissyScivicque
Part2:ExploringthePosition
BecomeAnInnerCircleAssistantbyJoanBurge TheNewExecutiveAssistant:AdviceforSucceedinginYourCareerbyMelbaJ.Duncan BeaKickassAssistant:HowtoGetfromaGruntJobtoaGreatCareerbyHeatherBeckel TheRelationshipBetweenExecutiveandAssistantbyChrissyScivicque
Part3:CreatingSuccess
CrucialConversations:ToolsforTalkingWhenStakesareHighbyKerryPatterson, JosephGrenny,RonMcMillan,AlSwitzlerandStephenR.Covey LifeisNotWork,WorkisNotLife:SimpleRemindersforFindingBalanceina24/7World byRobertK.Johnston HowtoSayItForWomen:CommunicatingwithConfidenceandPowerUsingthe LanguageofSuccessbyPhyllisMindell
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TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
TheMagicLamp:GoalSettingforPeopleWhoHateSettingGoalsbyKeithEllis HowtoSetEffectiveGoalsbyChrissyScivicque GettingThingsDone:TheArtofStressFreeProductivitybyDavidAllen HowtoWinFriendsandInfluencePeoplebyDaleCarnegie TheEtiquetteAdvantageinBusiness:PersonalSkillsforProfessionalSuccessbyEmily PostandPeterPost TheOrganizer:SecretsandSystemsoftheWorldsTopExecutiveAssistantsbyAnna CarinJean HowtoMapaProjectbyChrissyScivicque OvercomingIntimidationbyChrissyScivicque Unstoppable:45PowerfulStoriesofPerseveranceandTriumphfromPeopleJustLike YoubyCynthiaKersey TheMagicLamp:GoalSettingforPeopleWhoHateSettingGoalsbyKeithEllis DoIt!LetsGetOffOurButtsAGuidetoLivingYourDreamsbyJohnRogerand Mcwilliams
TheEffectiveExecutiveAssistant AGuidetoCreatingLongTermCareerSuccess
Worksheets
SMARTGoalWorksheet
TodaysDate:_______________TargetDate:______________StartDate:_______________ DateAchieved:_______________
Goal:_________________________________________________________________________ VerifythatyourgoalisSMART Specific:Whatexactlywillyouaccomplish? ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Measurable:Howwillyouknowwhenyouhavereachedthisgoal? ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Achievable:Isachievingthisgoalrealisticwitheffortandcommitment?Haveyoutheresources toachievethisgoal?Ifnot,howwillyougetthem? ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Relevant:Whyisthisgoalsignificanttoyourlife? ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Timely:Whenwillthisgoalbeachieved? ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________
2008OfficeArrow.com
SMARTGoalWorksheet
Thisgoalisimportantbecause: ______________________________________________________________________________ ______________________________________________________________________________ Thebenefitsofachievingthisgoalwillbe: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ TakeAction! PotentialObstacles PotentialSolutions ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ ____________________________________ Whoarethepeopleyouwillasktohelpyou? ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ SpecificActionSteps:Whatstepsneedtobetakentogetyoutoyourgoal? What? ExpectedCompletionDateCompleted ____________________________________ __________ _________ ____________________________________ __________ _________ ____________________________________ __________ _________ ____________________________________ __________ _________ ____________________________________ __________ _________ ____________________________________ __________ _________
2008OfficeArrow.com
TaskManagementWorksheet
Date Task ResultsExpected Assigned Date By Due Comments/Followup
2008OfficeArrow.com
HowtoMapaProject
ProjectDescription SMARTGOALS StatedPurpose EstimatedExpense EstimatedIncome ProjectedNetProfits
Tasks/SubTasks
Continuous Tracking
Budget Schedule
Overview
Project
ContinuousTracking
Team
Who? DefineRoles DefineResponsibilities
Status Resources
AdvancedTasks OnTrackTasks DelayedTasks
Notes
WhatEquipment? HowMuch? ByWhen? Separatenotebooksforseparate projects PrepareaFinalAnalysistoreview what worked/what didnt
2008OfficeArrow.com