Category: Articles

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  • EA Mentor Updates

    Life has a way of dishing out the unexpected. I wasn’t looking for a new role, but a random work email arrived in my inbox in mid-December about 2 EA roles: one in Vancouver BC and one in Dublin. 

    The email included a brief description of each team and their leaders. The Vancouver description was intriguing and the job requirements played to my strengths: organizing, managing up, and managing deliverables.

    A life-changing career decision

    My hubby and I have talked for many years about moving to Canada. We figured the best way to do this was through our employers so I had to go for it. As much as I wanted the role, I didn’t attach to an outcome. If it was meant to be, I’d gel with the team and everything would work out. Otherwise, I’d learn about how another team at Amazon works and more about my own strengths and weaknesses as an EA.

    As I mentioned, I wasn’t looking for a new role. I like the people I work with and the pay is great. The work was interesting but due to the way the org is structured, I was out of compliance with the EA to leader ratio. This meant my own work was more tactical because there wasn’t time and bandwidth to be strategic.

    I decided to interview for the Vancouver role and the interviews took place within 2 weeks of my applying. At the end of that period, I was offered the role. The hubby and I discussed it then I accepted it.

    I started the new role last Tuesday with the Seattle team while the relocation logistics are worked out. We’ll move to Vancouver around mid-March.

    Site plans for the foreseeable future

    • This is the last public post; new posts will be restricted to subscribers
    • Subscribing is free because I can’t make money off the site at this time
    • Future posts will chronicle my new career adventure
    • Content will focus on Executive Assistants who are new to the role or who wants to transform into a strategic business partner
  • My 2024 Planners

    In this post, I’ll share how I use planners, what I’ve tried and what I currently use. I’ve loved planners since the only options were those minimalist planners available in office supply stores.

    Planner systems I’ve tried

    • Day Runner
    • Day Planner
    • Franklin Covey
    • Bullet journal
    • Plum Paper planners
    • Classic Happy Planner
    • Handmade Traveller style notebooks
    • Composition notebooks
    • 6 ring binder planners
    • Hobinichi Weeks
    • Hobinichi Techo Cousin

    Digital planning

    One of my previous employers had a rewards program where your coworkers gave you ‘points’ you could accumulate and then use your points to buy something. I saved my points and got an 6th Generation I-pad for the cost of shipping and purchased a 1st Generation Apple Pencil.

    My goal was to use the I-Pad for digital art journaling and planning. I purchased a number of digital planners, looking for the ‘perfect’ planner.

    I used Goodnotes and was pretty happy with it. Then in 2023, there was a major app upgrade and there was a new fee in order to have more than 3 files. Well, that was the last straw for me. I gave up Goodnotes

    I currently have I think it’s just called Notes. It’s ok but the whole experience put me off digital planning. So I went back to paper planning.

    For work planning, I use OneNote meeting notes, goal setting, playbook for my org and leaders.

    For task and project tracking, I use my Outlook calendar to time block tasks and then I group tasks together: travel coordination and expense reporting, team offsite planning. For smaller, one-off tasks, I use Outlook Tasks to keep a running list with reminders. I wish the Tasks there was a built-in way to drop tasks onto the calendar.

    Paper planning

    I’ve always liked the Carpe Diem planners. That company was bought by another stationery company and all the ring bound planners were discontinued. I purchased the A5 Feathers planner from the Carpe Diem website on special.

    I used the A5 ring planner for a personal and business planning in 2023. For 2024, I purchased dated monthly and weekly inserts from PT Paper on Etsy. I’m using this planner for my business: scheduling posts and site promotion. 

    For my personal planner in 2024, I’m using a Hobinichi Techo Cousin, A5 size. I use the monthly grid to record my workouts. The weekly grid is for tracking my learning, media and reading. The daily pages are used as a memory keeper and task list.

    In late 2023, I took a barely used A5 Leuchterm 1917 and converted it to a commonplace book. I am reading classic literature with my sister, which we discuss on our weekly calls. I’m also currently studying French and use this notebook to record vocabulary and track progress.

  • My life today vs 1 year ago

    Daily writing prompt
    Is your life today what you pictured a year ago?

    There have been some changes since this time last year. Overall, life with my hubby is pretty much the same. No new siblings appeared, which is great because I was developing survivor guilt – the sister I grew up and I were the children my mom did not put up for adoption.

    I lost a dear friend to ovarian cancer after her fight over many years, far more than most women with Stage 4 ovarian cancer typically get. I’ll miss her so much. She was a truly good human.

    After a decade of planning, writing, learning, and taking over 1,000 photographs edited in Photoshop, I self-published my first graphic novel, The Takashima Extraction. It’s a futuristic crime drama set in Seattle in 2123. You can read more about this project and purchase a copy here.

    In February 2023, I launched this site and my coaching business, EA Mentor for executive assistants.

    This time last year, I was fully virtual at my full-time job. Now I’m back to the office three days a week, even though none of the people I work with is based in my city. I go to work as required and spend my days on calls with my team. The floor I’m on has a low attendance so there are days when I’m sitting by myself.

    I stepped out of my comfort zone at work and applied for an internal job supporting a VP. It was out of my league and I didn’t really expect to get the job but I prepared for it and did my best. I was seriously considered but not chosen. I received feedback on skills I’m missing and I’ll work on those in 2024.

    How about you? What’s changed in your life in the past year? Leave a comment & tell me more.

  • Writing prompt – what others say

    Daily writing prompt
    Tell us one thing you hope people say about you.

    What I hope people say most about me is that I’m a good teacher. Overall, I was a pretty good student. I skipped class once in high school to attend a concert.

    Mom wrote me a note so I guess that doesn’t count as skipping class, does it?

    My dad was an engineer by training but he was a doer not a teacher. I grew up in the era of New Math, which drove dad crazy. And…he was a bit short on patience. Every session ended with him grabbing my book and working out the problem for me.

    That worked out great for dad, who learned New Math without the pressure of pop quizzes or grades, but I didn’t get anything out of it. As much as I love my dad, I didn’t learn anything until I started doing my homework, leaving the hard questions to last, then asking dad for help.

    I was a solid B+ student without putting in a lot of studying. I went to class, took notes, read the material, did the homework. Maybe an assignment or two required some additional effort. Overall, school work was pretty easy for me. I did go attend public school in the US, so you know, take that statement with a grain of salt. 😉

    There was one class I worked very hard for: geometry. I put in hours of study and had three tutors. I just didn’t get it. I needed an explanation that would make the lightbulb in my head go off. That never happened.

    Geometry was the only class I flunked in my entire scholastic career. I got an F the first semester and the teacher acknowledged the effort I put in trying to grasp geometry and gave me a D for the second semester. My grades meant no advanced placement classes in my senior year and advanced algebra instead of algebra/trig.

    The lesson I learned: you have to teach material in a way the learner can absorb and use on their own. Or as my friend Candace says, “Teach them to fish.”

    This is always at the back of my mind when someone asks me for help. I try to find their lightbulb moment.

    What do you hope people to say about you? Leave a comment below and share your story.

  • Have you ever performed on stage or given a speech?

    Yes in college and my professional life. I earned a BA at a small university. A requirement of the arts is sharing your work. I’m not comfortable in the spotlight but I’ve developed my process to feel less awkward.

    I was a member of the college dance troup. For our year end performance, I was a Morel mushroom in a modern dance piece. This was a good first performance because I was encased in a giant hand dyed bag and couldn’t see the audience.

    My friend Marva and I performed a 2 person scene for our acting class final. The performance, as I recall, was for our classmates but might have been open for anyone to attend. I don’t recall. It was a blur.

    Fast forward a few years to when I was a project manager at Fred Hutch on a small smoking cessation project. Our study was invited to present results at a scientific conference. I asked the principal investigator if I could go. She agreed and I traveled to New Orleans. My presentation was scheduled in a small room that held about 40 people. Sixty people turned up and crammed themselves into the room and spilled into the hallway. I was terrified. This was my first time facing my audience in the harsh fluorescent light of a conference room. I focused on the project and data and did my best. Despite my fears, it went well and I received good feedback.

    Two years ago, I wanted to give back to the Amazon EA community. There is a quarterly training for EAs and other admins. It was a virtual training so I didn’t see the audience. I practiced extensively, which might seem funny because I have decades of experience with calendar management, my topic. My presentation went well and I received good feedback.

    Public speaking or performing is not my favorite activity but I have learned a few things about myself: I do well with preparation and practice, I ramble when I’m not prepared and to have some faith in my abilities.

    How about you? What’s your experience with performance or public speaking? Leave a comment and tell me your story.

  • Journal for self-care

    In today’s post, I’m following up on a tip from the Mean Admin Club post: journaling – how I journal, tools, my journaling evolution and examples of both physical and digital pages.

    I started with written journals as a tween using those old timey locked diaries then moving on to pretty blank books. As an office and art supply junkie, the pens were of various kinds: felt tip markers, multi-color clicker pens, until Uniball gel pens came onto the scene and quickly became a favorite.

    Journaling is a great way to brain dump and, at first, it didn’t bother me that someone could read my journals. Until a friend gifted me The Pillow Book of Sei Shonagon. Sei was a Japanese court lady circa 1000. The work is a collection of essays, lists, court gossip – basically an ancient Bullet Journal. These journals were kept, you guessed it, under one’s pillow. At one point in the story, the pillow book is stolen, throwing Sei into a panic because of the content and her mortification that someone was reading her journal.

    I was reading the book a 1000 years later and imagined how mortified Sei would be to know that not only had her journal has been translated into other languages, it has been read by many more people than Sei ever wanted.

    After reading The Pillow Book, I wasn’t keen to have people read my journals, either in my day or 1000 years from now, so I found ways to cover what I’d written.

    In addition to my love of office and art supplies, I enjoy magazines, mainly for the pictures. In the 1990s, I found the Canson spiral bound mixed media XL sketchbook 98 lb weight paper. With my love of gel pens, I prefer a smooth, uncoated paper to avoid smearing. My journal evolved into glue books or if you remember the K & Company Smash Books. I’d cut out images from magazines, collage them into my sketchbook then drew and doodled around them.

    In the mid-2010s, I found Zentangles, which are doodles created from 6 or fewer steps. They lend themselves well to journaling and are very easy to learn. And I got to buy a new pen: Sakura Micron, which is waterproof.

    After a few months of tangling, I’d built up my fine drawing skills and took my first online mixed media class from Jane Davenport on draw facesing. I was hooked and my journals quickly evolved more elaborate art journals.

    I found art journaling as a great way to take all that awful, brain dumped material and turn it into something pretty. Best of all, no one will ever know what lies underneath.

    Themes

    My art journal pages favor portraits of lone figures. This is due partly to the courses from female instructors but I also feel these lone figures represent me.

    Admins tend to be the only person on their team that does the job – at least the places I’ve worked. Sure, I’ve worked with a team of admins, but each admin was assigned to support specific executives. We often worked largely in isolation, coming together in weekly or monthly meetings to review policies, processes and hang out with our peers.

    As mentioned in my Trust article, admin professionals should be cautious about who they talk to regarding their day-to-day world, quirks of their leaders, the stupid crap we face from people who don’t understand the complexities of this profession.

    The non-admin members of your team won’t understand what you’re going through and as we learned in the Mean Admin club, not all admins are your ally. Until you’ve identified true allies, the safest place to vent is a journal.

    Below is my process for journaling then covering the content. The process works for both physical and digital journals.

    There is no obligation to share your journals with anyone. Ever. Make this a ritual just for you.

    My process – Blonde Girl with Purple Eyes

    This is the process I use in my journal pages. After the brain dump, follow some or all of the steps to cover the writing. After each step, allow the page to fully dry before moving on, otherwise the layer below will smear. Allow the final layer to fully dry before closing the book or the pages will stick together.

    • Brain dump with a waterproof pen – turn the page and write in all directions to further mask the words
    • collage with whatever printed/pattern paper is on hand
    • paint the entire layer
    • collage another layer
    • draw or collage the main image
    • Doodle and black and white inks
    • Add text and reframe the icky brain dump into a positive message to yourself

    Digital art journal

    When I started taking mixed media courses, I made a habit of taking a photo of my works in progress. I’ve saved all these images and frequently use them in my digital work.

    In 2019, I wanted to switch from physical media to digital due to limited space at home. Also, I’ve never been the best about cleaning brushes and felt badly about how much brushes I ruined.

    There’s no mess with digital art journaling and I can use the vast library of digital ephemera – my own work and the collections I’ve amassed from many years taking Photoshop artistry courses.

    You can get great digital content from G&T Designs, Tracy Bautista, and The Lily Pad, to name a few.

    Digital art journal tools

    I use a 6th generation iPad, Procreate, 1st generation Apple Pencil, my own images and commercially licensed kit images.

    I follow the same process listed above, and add a new digital layer for each step in order to mask and adjust layer mode and opacity as desired.

    Here is a sampling of my digital art journal pages.

    Keeping a journal or art journal is a great way to process your feelings, brain dump after a bad day, and express gratitude for what you do have. Getting started is easy. All you need is a blank book and a pen. From there, you can expand into whatever creative realm speaks to you: collage, paint, markers, doodles, anything. The sky’s the limit with art journaling. You can even make your own journal using 1 sheet of watercolor paper, waxed thread and a blunt needle – Teesha Moore shows you how in Part 1 of this 2 part video.

    There is no right or wrong way to journal. There is your way.

    To see more of my creative works, please check out my other website, Tenukihandcrafts.

    Copyright notice

    Please remember these works are created by artists who make their living with their art. If you want to sell any of your digital creations, you must purchase commercial licenses and adhere to each artist’s Terms of Use. Kits tend to be reasonably priced, with the lowest price for personal use only. Commercial license is a fee in addition to the kit purchase.

    Note that some kits are only available as personal use only and you may be restricted from posting your work; be sure to review the Terms of Use carefully or risk facing legal action.

    I own the right to use the images on this website and hold commercial use licenses for purchased kits, except where noted. I own the copyright on all the images on this page (and this site), all rights reserved.

    You may not copy, use, print, share, resell or pass these images off as your own – digitally or physically or via any future technology.

    If you wish to share my work, please email me to request written permission prior to posting my work anywhere – including any website and social media account.

  • Thanks for all you do!

    You work hard all year long. You answer the questions. Herd the cats. Keep everyone on task & on time. Do 5 impossible things everyday by lunch.

    You are awesome!

    Keep up the good work!

  • The Mean Admin Club

    I recently had a chat with a peer EA about an encounter she had with another EA that caught her completely off-guard. In this post, I’m discussing a topic I don’t hear talked about much: a subgroup in the office profession that I call The Mean Admin Club. Some people call them Office Assassins, Silent Assassins or Office Harpies. In this post, I’ll share one encounter I had, how to spot and strategies to deal with Mean Admins.

    I most often witness this behavior among EAs but I’ve found Mean Admins in other office support roles. I call them Mean Admins because the behavior reminds me of junior high kids.

    Mean Admins use micro-aggressions, gossip, passive aggressive, outright aggression as their go-to influencing tactics. They are ready to take down anyone who isn’t on their side. Their goal is to keep people off balance and emotional.

    In a healthy work environment, you may run into 1 or 2. It’s not fun but is manageable. When they find out their behavior isn’t tolerated or welcome, they look for easier pickings but not before poisoning the well on their way out.

    In a toxic work environment, things get very dicey because the behavior is tolerated and sometimes even enabled by other team members, partner departments, or leadership.

    A toxic office

    At this stage of my life, the arthritis in my knees progressed to the point where they were unstable, I was in excruciating pain, walked with a limp, and used a cane daily. For some measure of pain relief, I was on a rotation of Tylenol, Aleve and Ibuprofen, because anything stronger would interfere with my ability to do my job.

    I supported two regional Directors. One leader’s office was a 3 minute walk from mine and the other was several floors away in another wing. I spent most of the day working in my Director’s departments and not much time in my office.

    This was a toxic work place, with the Old Guard protecting their turf through gossip and intimidation against the New Leaders, hired to improve the department’s metrics and overall customer satisfaction.

    I found out how toxic the gossip was after a closed door conversation with another coworker who invited me in to chat and promised to keep our conversation confidential, came back to me not 10 minutes later when an Old Guard leader called me into their office to explain myself.

    As you might guess, my primary goal was to focus on the job, keep relationships professional and interactions brief.

    It was in this environment that I met an overtly Mean Admin.

    Encounter with a Mean Admin

    I’ll never forget the day I met this gal. She introduced herself as: “Hi, I’m X and I’m a bitch.” I was caught off-guard and before my brain could stop my mouth, I replied, “Good to know.”

    During the course of our time at this organization, she regaled me with stories of her bitchiness, the pleasure she took in bossing people around to get what she wanted, that she held a grudge. Not limited to coworkers, she told me how she derailed her boyfriend’s career because it meant he’d have to move across the country and she wouldn’t allow him to live out of her line of sight. Miss Bitch was a backstabber, being nice to people’s faces but after they walked out, she’d turn to me and say, “can you believe that shit?” or “who do they think they are?” or “they are so stupid!”

    There were 3 occasions when we needed back-up. She was out of office on 2 occasions, and asked me to cover her Super Early Morning Meeting (room set up and scribe). A couple months later, I asked for her help with a room booking. She agreed as long as I sent her the details via email, which I did. At the last minute, she handed the uncompleted task back to me saying she was too busy.

    Other than that, we did not back each other up for calendar support. My leaders received multiple complaints about Miss Bitch and preferred to manage their own calendar when I needed to be out. I supported leaders who were not on good terms with her leaders, so there was no way they would grant me access to their calendar because they assumed everyone gossiped as much as they did.

    All of which was fine because for the most part, our leaders interacted with each other at the weekly staff meeting so we had very little day-to-day business with each other. We did, however, share an office and exchanged good mornings, maybe followed by general chit-chat but it wasn’t unusual to be head’s down and working.

    One day, I walked in, said good morning and she said nothing. I figured it was a rough day for her then headed over to one of my departments to work on a major project. It took me a few days to realize she wasn’t speaking to me at all.

    I am pretty self aware and know when I’ve said something wrong because my conscience nags me until I apologize. That was not the case here. I reviewed events of the past few days and couldn’t find anything I said or did that could be considered as offensive.

    I was pressed for time on my project and tamping down the latest surge of pain and figured she’d speak up if it was important.

    One week into the Silent Treatment, I remembered she said she held a grudge. This may not have been the best course of action, but I was curious: how long would she keep it up? I decided to find out.

    Six weeks later, my curiosity got the best of me. I walked into our office, shut the door and asked if I’d said or done anything to offend her.

    She had been waiting all this time for me to speak up. She quickly spun her chair around and said, “I’m so glad you asked” and went into a lengthy rant, the gist of which was: I wasn’t a team player because I didn’t clean up the conference room after her department had a retirement party on the day she had her super-early morning department meeting so she had to stay late on her longest day of the month and how could I be so insensitive to her needs?

    I don’t know how I kept a straight face. When she finished, I said, “I’m sorry you feel that way but I don’t keep track of your schedule. In the future, it would be super helpful if you just ask for help.”

    In retrospect, it was not the best course of action to let it go that long. I decided that if I ever ran into this situation again, I would speak up.

    Identifying the Mean Admins

    What are some of the warning signs that you’re dealing with a Mean Admin – assuming, of course, they don’t come out and tell you. I’ve found that, for the most part, they don’t announce it that directly. You need to observe behavior, listen to the way they talk to people. And even then, you’ll find out when you least expect it.

    The members of this group share some or all of these traits:

    1. Know It Alls. Yes, admins need knowledge on a wide range of topics, or know how to find out information, but there is no need to be a jackass. They are not interested in sharing best practices. They hoard knowledge. When they do share information, they make you feel like YOU’RE the idiot.
    2. On a power trip. Whether they leverage their leader’s position to throw their weight around or feel it’s their right due to their title/level. They fly off the handle at the most mundane crap. Some treat their leaders with the same contempt they treat everyone else. Be very cautious when you learn their executive finds this behavior hilarious.
    3. Dump work on their peers. They are not doing their work and put effort into dumping their work on others. As their coworkers realize they’re a pain to work with, they begin to work around the Mean Admin and the work gets piled on the competent admins.
    4. Aggressive and PROUD OF IT. Miss Bitch was the only person I’ve encountered to introduce herself as a Mean Admin. Better to know upfront than find out they are…
    5. Backstabbers: nice to your face but as soon as you walk away, they’re criticize everything from your laugh, today’s outfit or your very existence. They will throw you under the bus at every opportunity. These are harder to spot and you’ll find out when you pull the knife from your back.

    Coping skills

    Working with Mean Admins is difficult on a good day. They are a pain in ass to deal with, so eventually, people start working around them rather than face their unpredictable wrath. The strategies I’ve developed:

    • Read the Room: understand your environment and the players. Choose your confidante very carefully. In a healthy environment, you can speak up to leadership, HR or Employee Relations. In a toxic environment, speaking up will work against you.
    • Journaling: to brain dump the emotional crap. Whatever format you choose, keep this in your personal space and do NOT use your work computer/laptop.
    • Documentation: stick to the facts. Fish out the details after a brain dump session. Focus on data: names, dates, circumstances. In my career, I’ve had 2 occasions to bring my documentation to leaders. Keep documentation on your work laptop and a copy at home.
    • Minimize contact: work with them when you must then lean on your team’s standard work, templates and company policies. You may have to work with them but be professional and keep the interaction brief. Mean Admins prefer Disposable Communication (texts, IMs and phone calls) to written communication. They don’t like to be held accountable. Follow-up any Disposable Communication with an email.
    • Be professional at all times. Remember, their goal is to mistreat you until you lash out. When that happens, they run straight to their leader, play victim and blame you – this is why you keep documentation.
    • Execute your work to the best of your ability. Which is a good rule of thumb every day, but when faced with Mean Admins, flawless work product is your best defense. Expect to get a comment like, “don’t work so hard, you making the rest of us look bad.”
    • Establish boundaries and stick to them. You were hired to do YOUR job, not theirs. It won’t be easy. Mean admins hate rational adults. At the end of the day, they are bullies and they will peck at you. This is more data for your documentation.
    • Don’t gossip. Also a good rule of thumb. Gossiping gets admins fired. Don’t be fooled into thinking that if you keep your head down, no one will talk. Mean Admins are keeping track and looking for your weakness.

    Members of this club are neither helping the profession nor their career. When the leaders are holding the admin team accountable, the bad actors bolt after receiving verbal / written warnings but before they get fired. Usually with short notice and at the worse possible time.

    When they start going down in flames, expect them to be out of office a lot or they go on a leave of absence. Along with this usually comes an upsurge in complaints about how everyone mistreats them.

    What seems to shock them every time: no one with any sense comes to their defense. Former conspirators start distancing themselves to save their own skins. Pay attention with this starts to find out who you need to keep a sharp side eye on. These people are not allies. They’re looking for their next target.

    Knowing how to spot and manage Mean Admins helps but it won’t be easy. Hopefully, it will be short-term. If you’re in a toxic workplace, then it’s time to plan your exit.

  • What it takes to become an Executive Assistant

    When you read a job posting for an EA role, it sounds easy enough, right? These job descriptions are generic because each role is tailored to the executive needs and the specific EAs unique skillset. In today’s post, I’ll explore the top skills I feel are needed for an entry-level EA. This is a long post because the EA role is complex.

    I’m writing this post for 2 reasons:

    1. To educate non EAs about what this role is actually about.
    2. To educate people considering the role but don’t know what is required. It’s much more involved than people realize.

    Earn trust & related skills

    In the Earn Trust post, I wrote why it’s important to earn trust. It’s at the top of this post because without trust, you simply will not be an effective EA. A trust broken is very difficult to mend.

    Here is a short list of advice related to trust: do not gossip, under promise and over deliver, do your best work, ask for help when you need it and learn when to say no.

    While everything can be learned on the job, the more you bring to the table at the start will better positioned for success. This is by no means an exhaustive list and I could easily write more detailed posts on each.

    Calendar management

    Priorities are ever-shifting and need to be managed. Scheduling and rescheduling meetings is a fact of life and a core skill for EAs. You need to regularly review your executive’s calendar and proactively manage scheduling conflicts.

    Beyond meetings, leaders need time to do their work, take breaks, have lunch, complete pre-reads, process meeting information, travel from one meeting to the next, coach their directs, develop their network, and dream up the Next Big Thing.

    All day back-to-back meetings is the quickest path to burnout.

    EAs coordinate with other EAs to schedule meetings. You need to develop solid relationships with your peers in order to effectively schedule meetings. Don’t forget to effectively and efficiently manage your own calendar.

    Email management

    Managing an executive’s email may or may not be required. A high level of trust between you and your leader is required because you have access to highly confidential information.

    You need an effective system to manage your own inbox effectively. I recommend implementing simple automation tools, such as Outlook Quick Parts, to quickly generate repetitive email content.

    Apps, Policies

    In my opinion, EAs need to be at least intermediate users of word processing, spreadsheets, slides, org charts, instant messaging, and teleconferencing apps. As the people always in the office, EAs can expect to troubleshoot printers, copiers, computers, laptops, network connections. I’ve Google-searched and solved my own laptop issues on multiple occasions. Guess what?

    In addition, you have to learn and master the systems your company uses for expense reporting, procurement, customer/client management, travel, conference room booking, space and project management.

    EAs are expected to provide advice and guidance on company policies and procedures or know who to contact for such information.

    Travel coordination

    You’ll coordinate all aspects of your leader’s travel: flights, hotels, ground transport, restaurant reservations. Complex multi-city travel may require a spreadsheet to plan the trip. International travel may require researching and applying for visas, understanding local culture and customs, obtaining local currency, special charging cables/plugs for laptops and mobile phones.

    You need to understand your leader’s travel preferences for flights, lodging, ground transport, dietary restrictions, travel times to/from the airport.

    Once the travel is booked, you need to provide your executive with an itinerary, with contacts, confirmation numbers,

    I supported a Medical Director who REFUSED to layover at O’Hare International Airport. Under. Any. Circumstance. Every trip to the Midwest had to be routed to a different airport. This requirement not only added travel time to/from his destination and impacted where he could stay when he visited Chicago, it meant more time for me to research options to develop the itinerary.

    Expense reporting

    You need a system to collect receipts from your leader and process expenses according to company policy. You need to learn the app your organization uses. I’ve used Concur at my 3 most recent companies and it looked and behaved differently at each.

    Documents

    Depending on the team, you may be responsible for writing content, proofreading, copy editing, managing paper/digital files, publishing content, taking meeting minutes.

    Document control includes additional responsibilities: managing shared network drives, managing access, platforms like SharePoint and Google Drive and distribution and rules-based permissions lists.

    It is useful to know how to create and edit templates. It’s a great time-saver to use Styles and the Navigator in Word to easily move content around.

    Meeting minutes

    Many EAs dread taking minutes. I’ve worked in a variety of industries and took minutes on unfamiliar, technical topics ranging from the radioactive safety, surgical teams, sales meetings, and mechanical engineering. I was the only admin support in a room full of very smart, very technical professionals. Everywhere I worked, my minutes were praised for accuracy and usefulness post-meeting. Did I know what they were talking about? Not at first but eventually, I learned enough to take effective notes.

    One of the questions I get asked most: how do you take meeting minutes when you don’t understand the subject? Here is my 5 things to take effective minutes:

    1. Learn to disconnect your fingers from your brain. Don’t fall into the rabbit hole of trying to understand WHAT the attendees are talking about. Instead, listen for clues as to what the group deems important and listen for action items, owners and due dates.
    2. Unless the notes will be used for legal purposes, there is no need to record word-for-word discussions. Record the gist using Who, What, Where, When, Why and How.
    3. Develop the habit of summarizing information. It is an extremely useful skill in all areas of the EA world. Practice by taking notes in your weekly sync meeting with your leaders and making notes for yourself on tasks and projects.
    4. When you find yourself stuck trying to understand a specific topic in a meeting, make a note to ask your exec or one of their directs later. People love to talk about their work and will gladly explain All the Things.
    5. Understand your leader’s business, goals, initiatives, objectives and the lingo. It takes time and questions. Again, taking notes on the answers will help you retain the information.

    Project management

    A project could be anything with a defined start and end date, related to the business. These can be big or small projects that may particular to the team and leaders.

    Obvious EA projects include managing office space and coordinating team events.

    Space management

    Covid sent everyone home, but now folks are returning to the office. I’ve worked in organizations with a dedicated space manager and where the EAs manage their team’s space.

    In 2022, I managed space for over 800 people in 55 corporate office buildings around the US and Canada. In 2023, I manage 2 seats: one of my Directors and my own. In 2024, who knows? If your company requires people to work in office full or part time, then you need mechanisms to manage space effectively.

    Managing space requires understanding processes, apps, policies, managing people, offices and desks. People are weirdly possessive about space: feelings of entitlement, preferences for location, requesting non-standard desk set-ups. Everyone is special and they’ll tell you all about it.

    And not always in the most polite manner.

    Event management

    Events can range from small team off sites to hundreds or thousands of attendees at a large conference. Events may be held locally or the group may travel to a special location. You are expected to coordinate all aspects of the event: the agenda, swag, travel, hotel booking, conference room booking, catering, off site meals, team-building events.

    You have to communicate details to attendees, send invites and manage attendees, wrangle presentation decks, AV and room configurations.

    People management

    EAs work with a wide variety of people: their own leaders, directs, skip level leaders, other EAs, administrative staff, stakeholders and business partners, basically, everyone from housekeeping to the President/CEO.

    Lead EAs oversee other EAs or Administrative Assistants, often without being their direct manager. Lead EAs serve as the administrative hiring manager, interview and onboard new team members, as well as coach their peers.

    You need to understand people, communication styles, earn trust, manage confidential information (people WILL cozy up to you to get the inside scoop).

    You may be asked to run meetings on behalf of your leader. As you advance in the role, you’ll be expected to lead meetings.

    Communication

    Being an EA can be isolating: people treat you as if you are at your leader’s level. They come to you as the subject matter expert, pump you for information then they exclude you from informal events because they are afraid you’ll blab to the boss.

    Your leader expects you to share your knowledge and observations about the team. They need to understand the pulse of the team: who’s dissatisfied, what are they talking about, who’s a flight risk.

    My first experience with this aspect of the role was when I was interim EA to a regional Partner. My first week on the job, he sat me down to set ground rules and expectations. When he got to Keep Me Informed About the Team, he said, “you’re not snitching. I need to know what the team is feeling. That’s part of your job.”

    I wasn’t very successful with this at that job, but I’ve come to understand the importance of keeping my leaders appraised without gossiping. Stick to the facts. At. All. Times. Don’t let emotions drive you. That’s the quickest way to burnout. It is possible to focus on facts without becoming an automaton.

    You’ll notice there was no mention of running personal errands, buying leaders coffee and lunches. Unless specified in the job description, it is NOT an expectation that EAs run errands for their executive.

    In summary, being an EA is not just about being a calendar jockey. You need to exceed expectations EVERYDAY. Not just when you feel like it. This is a demanding role that requires an extensive skill set for a long, successful career.

    If you’ve read this far and are still interested in the role, check out these related articles on becoming an EA. These posts are accessible to subscribers only.

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  • Hello!

    Welcome to the EA Mentor! I’m so glad you’re here.

    Site purpose

    My goal for the EA Mentor is distill and share what I’ve learned in my career with new Executive Assistants (EAs). The pace of business today is fast and EAs need to stay one step ahead of their team and peers.

    Embrace change

    I’m always surprised when an EA says they can’t be bothered to learn new apps, learn the advanced features of Office products, or try out new AI apps, like ChatGPT. What you don’t know can hurt you.

    Let me repeat that: what you don’t know CAN hurt you.

    With the layoffs during Covid and more recently in the tech sector, it is more important than ever to step up your EA game. Pre-Covid, most layoffs were among new hires, first in, first out. The tech sector layoffs of the past few weeks showed tenure no longer matters. Workforce reduction was a math problem for the company to solve.

    I encourage you to remain curious and embrace the new. School is never out if you want to weather the storms of this career.

    EA focused

    I put a lot of thought into the focus of this site: all EAs, new EAs, all office professionals. After researching office professional sites, I realized there is plenty of good content for general office professionals and advanced EA training, but there is not much for brand-new EAs. The goal of this site is to fill that gap.