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How to Hire and Onboard an Executive Assistant for Leaders - OneDDL - 12-24-2024
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Free Download How to Hire and Onboard an Executive Assistant for Leaders
Published: 12/2024
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 34m | Size: 591 MB
How to Hire, Train, and Transform Your Executive Assistant into a High-Performing Business Partner for Success
What you'll learn
If You're Hiring an Executive Assistant Tomorrow, Or Planning to Onboard One, This Training Provides A Strong Foundation For A Lasting Successful Partnership!
How to Build a High-Performing and Effective CEO And Executive Assistant Partnership From Day 1
This Training Helps You Streamline Your CEO Operations™, Clarify Priorities, and Establish Workflows That Drive Productivity and Alignment With Your EA.
Take Control of Your Time and Leadership Impact with the EA Checklist Training Designed To Help You Kickoff Your EA Partnership Immediately
How to Hire and Onboard a Remote Executive Assistant
Requirements
***You Must Be A CEO or Executive Leader to Take This Course*** (NOT FOR EA'S)
You Are a CEO or Leader Looking to Hire Your First Executive Assistant or Utilize Your Existing Executive Assistant
***THIS IS NOT TRAINING ON HOW TO BECOME AN EXECUTIVE ASSISTANT***
Description
The CEO Gatekeeper™ System is a comprehensive framework designed to empower CEOs and leaders by building a high-impact, collaborative partnership with their Executive Assistant (EA). Perfect for CEOs hiring their first EA (Executive Assistant) or optimizing an existing relationship, this proven approach lays the foundation for leadership success and business growth.This system emphasizes the critical role of effective Executive Assistant onboarding, structured workflows, and strategic delegation to optimize daily CEO operations and align leadership with long-term vision.This system transforms the EA (Executive Assistant) role from basic support to a vital leadership partnership, ensuring both the CEO and EA (Executive Assistant) operate in sync to achieve clarity, efficiency, and purpose in their work.Through training and tools like the CEO Gatekeeper™ Checklist and Initial Assessment, leaders can:Streamline priorities and clarify goals.Equip their EA with the tools, authority, and processes to act as a true strategic partner.Establish systems for seamless communication, task delegation, and crisis management.Focus on high-impact activities that drive organizational success while reclaiming personal balance.What You GET:Introduction to the CEO Gatekeeper SystemLessons Learned: Critical CEO Case StudiesIntroduction to CEO Operations™CEO Gatekeeper Initial Assessment & ChecklistStep-By-Step Walkthrough Training VideosFully Fillable Digital FormsTime Management Blue PrintCommunication & Feedback StrategiesCrisis & Contingency PlanningPLUS EXTRAS:EXTRA #1: Practical Exercises to Strengthen Your CEO-Gatekeeper PartnershipEXTRA #2: EBOOK: The Ultimate Guide to Hiring a Remote Executive Assistant Why the CEO Gatekeeper (Executive Assistant) System Works:This isn't just about delegation-it's about creating a strategic partnership. By leveraging my experience and proven methodologies, the CEO Gatekeeper System helps you:Protect your time and focus on leadership.Build a seamless working relationship with your EA.Avoid time-consuming mistakes in hiring and onboarding.Set clear expectations to prevent unnecessary course corrections.Achieve alignment between your goals and your EA's support.With structured systems, tailored tools, and ongoing support, the CEO Gatekeeper System enables you to lead with clarity and confidence-knowing your EA is positioned to act as a true extension of your leadership.Key Challenges Solved by the CEO Gatekeeper System:Constant Interruptions and Distractions: Without clear boundaries and efficient systems, CEOs are often pulled into operational low-value tasks, reducing focus on high-value, strategic decisions.Inefficient EA Onboarding: A lack of structured onboarding leads to miscommunication, role confusion, and ongoing adjustments that drain time and productivity.Misalignment of Priorities: EAs struggle to provide meaningful support without a defined understanding of the CEO's objectives and decision-making processes.Hiring Challenges: Finding an EA who aligns with your goals and expectations can be a frustrating and time-intensive process without proper guidance.Lack of Proactive Support: Without the right tools and frameworks, EAs default to reactive support, leaving CEOs managing tasks that could be streamlined or delegated.Overwhelmed Personal Life: Without effective systems and support, the stress of running a business spills over into personal time, leaving CEOs exhausted and unable to fully enjoy moments with loved ones-whether it's bonding with a new child, committing to date nights, or simply being present with family.The Power of the CEO Gatekeeper (AKA Executive Assistant)Every successful CEO understands the importance of building a strong team, yet one of the most overlooked and underutilized roles is that of the Executive Assistant (EA). The CEO Gatekeeper, is here to change that. It's for CEOs andleaders at any stage-whether you're hiring your first EA, searching for the right fit, or looking to strengthen an existing EA relationship. Here, I share a proven framework to foster a partnership that drives success and fuels your company's growth.Throughout my career, I've worked closely with CEOs who often carry deep reservations or frustrations from past experiences with Executive Assistants (EAs). Many CEOs believe that one or two challenging experiences have defined the role-assuming that all EAs must fall into the same category. They've shared stories of hiring remote workers or virtual assistants whowanted the freedom to work from anywhere, even picturing them on a beach with a martini in hand, and were quick to label these professionals as unreliable or unfocused.But here's the reality: These experiences often stem from a lack of structure in hiring, onboarding, and setting clear expectations. In nearly every case, CEOs shared one common factor in their horror stories-they were the ones who hired the EA without a strategic plan, relying instead on hope or assumption. Often, they felt overwhelmed by their responsibilities,leading them to keep the EA focused on task-based work rather than creating a partnership that could help lift the company forward. Sometimes, they hesitated to bring someone new into the fold due to the trust and access required, and instead simply hoped things would work out on their own. But hoping and "winging it" only go so far; without a deliberate approach, the results are inconsistent and often frustrating.Even if you're fortunate enough to have an excellent EA now, relying on luck isn't a sustainable plan. Take a moment to think through your current EA role: did you have a structured hiring approach, a thoughtful onboarding process, and clearly set expectations from the start? These foundational elements are critical in shaping a high-impact partnership with your EA.With the CEO Gatekeeper framework, you're not just hiring an assistant; you're building a trusted partnership that can transform your leadership. This framework provides a roadmap for bringing on an EA who doesn't just lighten your load-they become a vital partner in driving your business forward. Through this approach, you gain the tools to buildtrust, fully leverage your EA's strengths, and create a powerful collaboration that empowers both you and your EA to reach new heights together.So, let's move beyond outdated notions and start seeing what a true, strategically-built CEO-EA partnership can achieve.My Journey to Becoming the CEO GatekeeperAfter a decade of working in high-level executive roles-most recently as a COO-and interviewing countless CEOs and leaders about their experiences with Executive Assistants, I decided to make a significant shift: I chose to become an Executive Assistant myself. Yes, from executive leadership roles in operations and business development, working as a trusted right hand to CEOs, I found myself drawn to the unique challenges and impact of the EA role. My career has always been about supporting CEOs and company founders, helping them and their companies thrive. So, with a background rooted in operations, strategy, and executive education, I set out to dive deeper into this role.Over the years, I've pursued specialized education to complement my on-the-ground experience
aralegal Studies, University of California, BerkeleyFranchise Management, Georgetown UniversityBusiness Process Design for Strategic Management, MIT Sloan School of ManagementMeasuring and Improving Business Performance, Cornell UniversityI led operations for a national franchise system, managed hundreds of team members, and achieved numerous awards-from the Inc. 5000 to Fastest Growing Companies. This combination of strategic skills and operational insight inspired me to focus on how a CEO could function better with an effective EA. As an EA to multiple CEOs, I was entrusted with verypersonal, business, and family details. I became deeply committed to ensuring 100% smooth daily CEO operations, relieving the burdens on the CEOs I worked for, and enabling their companies to grow exponentially.In every company I worked with, I noticed common themes: unorganized schedules, constant interruptions from team members on Slack, unanswered requests for approvals, and email inboxes flooded with everything from critical messages to spam. CEOs were overwhelmed, facing an endless list of tasks. I saw the toll it took-stress, fatigue, and even health issues. There were canceled date nights, forgotten anniversaries, and last-minute scrambles for family gifts. I also witnessed CEOs who were so frustrated with the company's lack of progress or revenue growth that they urgently hired me to step in and fix the issues-only to put the role on "hold" the very next day because they didn't even have the time to onboard me.These moments taught me something crucial: some CEOs were ready to create change, while others weren't yet ready to lead. In a few cases, I encountered CEOs who fell into a cycle of blame-pointing fingers at their team, or at their circumstances, convinced that they were the only ones who could do things right. In those cases, I chose to discontinue my work, recognizingthat without a shift in mindset, a true partnership couldn't flourish.This role became more than a job for me; it became a mission to protect the CEOs I worked with from burnout and to bring order to their chaos. I realized I could implement systematic, optimized operations into a CEO's daily life, transforming how they functioned. I envisioned myself as the gatekeeper-the person who would ensure that the CEO's time and energy were spent on high-value activities, shielded from the daily noise, and focused on what truly drives the business forward.This mission and vision led me to create the CEO Gatekeeper System: a proven framework for building an efficient, high impact partnership between CEOs and their Executive Assistants. With this system, CEOs can regain control, clarity, and peace of mind, allowing them to lead with focus and purpose.Thus, The CEO Gatekeeper was born. I saw myself as a protector-a gatekeeper to theCEO's most valuable asset: time. By freeing the CEO from the mundane operational details, Ienabled them to focus on strategic growth and core business objectives. This training is theculmination of that vision, a roadmap for CEOs to unlock their full potential through atransformative partnership with their EA.Through this training, my hope is to share a method, a framework, and the lessons learned fromyears in the trenches. Whether you're a CEO who's felt the frustrations of missed opportunities,or an EA looking to step up as a true strategic partner, this framework is here to unlock a newlevel of success for you and your business.The CEO Gatekeeper SystemWhen I begin working with a new CEO, I walk them through my CEO Gatekeeperassessment and checklist, and the change is immediate. It's as if a weight has beenlifted-the CEO experiences relief, clarity, and a renewed sense of excitement by the timewe're finished. My system brings structure to chaos, helping leaders establish the organizationthey need, especially during critical phases of growth or transition. It breaks down all theinformation necessary for an EA to become a successful gatekeeper, enabling them to hit theground running and move at full speed. This means quickly removing the CEO from mundane,low-value tasks and getting them focused on high-priority, strategic work sooner.Here's the key: this transformation can happen much earlier if CEOs approach hiring andcollaborating with their EA the right way. Too often, they overlook the importance of settingup effective processes and expectations that allow an EA to truly thrive. Or, simply put, they'realready feeling burned out, stressed, and moving from task to task, hoping that bringing on anEA will magically solve everything.Without an intentional approach, however, the same cycle of stress and overloadcontinues. This is where a structured framework can make all the difference. By investing in aclear hiring and onboarding process, CEOs can create a foundation that supports both theirEA's success and their own ability to focus on high-value priorities. The right frameworktransforms the EA role from basic support into a powerful partnership, allowing the CEO toregain time, clarity, and energy for what matters most.Instead of relying on luck or hoping things will "just work out," CEOs can use the CEOGatekeeper framework to create a true collaboration with their EA. This framework bringsclarity and structure, ensuring that both the CEO and EA are positioned to succeedtogether. An EA is not merely there to complete tasks-they're an essential partner inachieving your vision. With the right foundation in place, this partnership becomes oneof the CEO's most valuable relationships, freeing the leader to focus on the strategicgoals that drive the business forward.Best Regards,The CEO GatekeeperWho this course is for
For Leaders Who Are Driven to Take Control of Their Time: If you're hiring an EA (CEO Gatekeeper) tomorrow, soon, or planning to onboard one, this system provides everything you need to lay a strong foundation immediately.
For Leaders Who Want Immediate Solutions: You're a proactive leader who values a step-by-step process and is ready to dive into actionable templates, training videos, and proven workflows.
For Leaders Who Are Focused on Efficiency: You recognize the importance of systems and want to streamline your operations without wasting time on trial and error.
For Leaders Who Value Strategic Partnerships: You understand the transformative potential of a high-performing EA and are ready to invest in building a strategic, impactful partnership.
For Leaders Who Embrace a Hands-On, Self-Guided Approach: You want a powerful, affordable option to establish your CEO-Gatekeeper partnership without the added expense of bespoke coaching or consulting services.
The EA Fast Track System gives you everything you need to establish a productive and impactful CEO-EA collaboration-right from the start.
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