Welcome to the First 30 Days Onboarding Plan
WEEK 1: Kick-off Call - Creating the Executive Blueprint & the 30-Day Action Plan
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The Kick-off Call Agenda: Creating the Executive Blueprint & the 30-Day Action Plan
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Kick-off call: Incorporating the Executive Blueprint & the 30-Day Action Plan
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Kick-off call: The key objectives (15:35)
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Kick-off call: What do I do?
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Kick-off call: Post-Call
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Trust: An introduction
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Communication: An introduction
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Proactivity: An introduction
WEEK 2: Building an Effective EA<>Executive Relationship through Trust, Proactivity, and Communication
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Week 2: An introduction
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Trust: Being trustworthy and confident (11:09)
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VIDEO: Trust during transitions (4:58)
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Proactivity: Tips for showing your proactivity and managing-up (18:40)
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Proactivity: Daily, weekly, and monthly tasks
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Proactivity: 1:1 Agenda items
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Communication: Different executive personality types
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VIDEO: An EA and executive discuss the beginning of their relationship (40:21)
WEEK 3: Mastering Trust, Proactivity, and Communication in Executive Support
WEEK 4: Reflection and Looking Ahead
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Week 4: An introduction
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Trust: Self-reflection exercises
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Trust during transitions: Encourage feedback and open dialogue
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Proactivity: Questions for self-reflection
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Creating the Summary of Accomplishments
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Looking Ahead: 60-Day and 90-Day Action Plans (optional)
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BONUS: Use AI to capture your executive's voice
Client Deliverables
Downloadable Templates
Bonus: Inbox Reset
Bonus: Calendar Reset
Bonus: Extra modules
