Utilizing Personal, Administrative, & Executive Assistants for Maximum Productivity

Course Objectives

1. Differentiate Between Assistant Roles
   Learners will understand the key differences between personal, administrative, and executive assistants, and identify which role(s) align best with their current life and business needs.
   
   
2. Recognize When to Hire an Assistant
   Learners will identify signs of inefficiency, overwhelm, and time mismanagement as indicators that hiring an assistant could enhance productivity and work-life balance.
   
   
3. Build a Clear Task-Based Job Description
   Learners will develop a task journal and translate it into a job ad that clearly outlines duties, expected hours, communication preferences, and role expectations.
   
   
4. Understand the Hiring Process
   Learners will gain strategies for recruiting assistants, including where to post ads, how to write appealing listings, what salary ranges to consider, and how to use skills testing tools like Criteria Corp.
   
   
5. Implement a Thoughtful Onboarding Plan
   Learners will establish a basic onboarding structure, including “brain dump” meetings, setting expectations, and identifying the goals of the assistant's role in supporting personal and professional priorities.
   
   
6. Communicate Expectations Effectively
   Learners will adopt emotionally intelligent communication strategies, including feedback techniques, boundaries, realistic availability, and modalities for ongoing collaboration (email, text, etc.).
   
   
7. Establish Accountability Systems
   Learners will create a framework for consistent weekly check-ins, task tracking, and goal alignment to ensure clarity, efficiency, and mutual satisfaction in the assistant-employer relationship.
   
   
8. Explore Growth Pathways for Assistants
   Learners will understand the importance of asking assistants where they want to grow, aligning responsibilities with strengths, and encouraging long-term role development.
   
   
9. Overcome Common Mental Barriers
   Learners will challenge internal doubts or guilt about “deserving” help, and reframe the use of assistants as a strategic investment in leadership capacity and personal fulfillment.
   
   
10. Leverage External Hiring Support (Optional Objective)
    Learners will explore the benefits of outsourcing assistant recruitment and training to expert services that specialize in matching assistants with entrepreneurial doctors.