Your Executive User Guide

Just as a user guide for a new gadget details its operations, your Executive user guide outlines everything about your specific working styles: your preferences, how you like to work, and how to troubleshoot any issues. This guide eliminates the guesswork often involved in understanding your expectations, making the assistant’s role more efficient and effective.

Critical Components of an Executive User Guide

1. 1. 1. 1. 1. Communication Preferences

• • • • • • • Frequency: How often does the Executive want updates?
            • Hierarchy: How should urgent vs. non-urgent messages be communicated?
            • Acknowledgement: Does the Executive want regular updates on task progress?

1. 1. 1. 1. 2. Reporting Progress

• • • • • • • Data-Driven vs. Data-Informed: How does the Executive make decisions?
            • Frequency: How often does the Executive want project updates?
            • Style: How should reports be presented?

1. 1. 1. 1. 3. One-to-One Meetings

• • • • • • • Recording: How does the Executive track team members’ progress?
            • Agendas: What topics should be covered during meetings?
            • Frequency: How often should one-to-one meetings occur?

1. 1. 1. 1. 4. 360 Feedback

• • • • • • • Measuring Success: How does the Executive reward efforts?
            • Measuring Failure: How does the Executive respond to unsuccessful projects?
            • Responding to Feedback: How does the Executive handle criticism?

1. 1. 1. 1. 5. Management Style

• • • • • • • Building Trust: What does it take for the Executive to trust their team?
            • Leadership Style: What kind of leader is the Executive?
            • Culture: What kind of team culture does the Executive want to foster?

1. 1. 1. 1. 6. Working with New Hires

• • • • • • • Building Trust: How does the Executive build trust with new team members?
            • First Six Months: What should new employees expect during their initial months?

1. 1. 1. 1. 7. Learning from the Executive

• • • • • • • Asking for Advice: How should team members seek guidance?
            • Problem-Solving: How should problems be addressed collaboratively?
            • Company Resources: How should team members request company resources?

1. 1. 1. 1. 8. Professional Development

• • • • • • • Mentorship: How does the Executive support team members’ growth?
            • Importance: How does the Executive view professional development?

1. 1. 1. 1. 9. Logistics

• • • • • • • Office Time: When is the Executive typically available?
            • Meetings: How should meetings be scheduled and conducted?
            • Team Norms: What are the Executive’s expectations for team behavior?

1. 1. 1. 1. 10. Moving the Strategy Forward

• • • • • • • Leadership Meetings: How are these meetings conducted?
            • Contribution: How can the team contribute to the company’s strategy?
            • New Opportunities: How should new business opportunities be presented?

Creating your Executive user guide is a strategic project that requires deep reflection and collaboration between you and your Assistant. These user guides not only streamline communication but also foster trust and understanding between the two of you. This tool can be transformative for Executives, helping you form a stronger partnership with your Assistants and ensuring smoother operations within the organization.

 

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