Tag: earn trust

  • Remaster the basics

    What do you wish you could do more every day?

    Hello Chaos Coordinators! As you may know, I recently changed departments and support 2 new leaders. Both teams create intranet apps that impact all Amazonians.

    Being new, I expected  a return to more tactical work while I learn to work with these l leaders and teams. As an experienced EA and career admin, I’m impatient to dive into strategic work.

    I remind myself to be patient and focus on the basics of scheduling, ordering catering, etc. Demonstrating the basics earns trust with my new coworkers. Taking on more strategic work will come in time.

    It doesn’t matter how much experience you have. Each time you change jobs, you have to prove yourself to a whole new group of people.

    I was at a turning point: after 4 years, I could stay comfortable with my leaders and coast for a while (as much as one can coast at Amazon). Or, I could take a chance on unknown leaders, learn something new and keep my skills sharp. With an opportunity to live and work in a new country?

    Yes, please!

  • The first 90 days on the job

    Starting a new job as an EA can be both exciting and overwhelming. In your first 90 days, you have the opportunity to make a positive impression on your new leader and the team, as well as set yourself up for success. In this blog post, I provide my thoughts for what to focus on in the first 90 days.

    Responsibilities & Expectations

    In a perfect world, someone is assigned to help you get situated in your new role, understand your responsibilities and expectations, how you fit into the EA team, who is your Lead EA, get your workstation set-up and hand over key information for the job. It may be the outgoing EA or an onboarding buddy.

    If you’re fortunate enough to get a hand-off from the out-going EA, ask for guidance on how to prioritize the work, who are the key players, the leader’s proxies, where are the documents kept. Otherwise, check with your lead EA. Your onboarding buddy may know some answers to org-specific questions if they’ve served as back-up.

    I’ve rarely had a transition as the incoming EA but I like to leave a place better than I found it. For each job, I create a playbook with key info, contacts, leader and team information.

    Whatever the case, you’ll need a clear understanding of your job. Depending on the leader or time of year you join the team, you may be able to dedicate a lot of time in the first couple of weeks to learning the ropes. If you’re thrown into the deep end, block time on your calendar for regular review of new material while you hone the basics.

    Set up your email and calendar mechanisms, get access to the tools and systems you need, get delegate access to your leader’s resources, review (or create) the org chart and take any mandatory training. Take time to explore the team website and whatever shared files are available as well as the company intranet. Start collecting resources you’ll use regularly like travel, expenses, and procurement. Get a corportate credit card if it’s available.

    It’s going to take some time to understand the team’s language. I am a huge fan of joining all the meetings you can, asking questions and taking notes. Your exec needs you to learn the business and will probably allow, if not encourage you, to sit in on meetings.

    As the newbie, you get a free pass for at lease 6 months to ask all the questions. Do it! You may be asking questions other people were afraid to ask because they’ve been there a while they feel they should know the answers. In the process, you gain trust because you’re brave enough to ask questions.

    The first meeting with your leader

    Even when you get a hand-off, it’s up to you and your leader to figure out how to work together. Just because the last EA ran things a certain way, doesn’t mean you need to keep those processes. Use these as a starting point, but it has to make sense to you and your leader.

    Schedule a weekly sync with your new leaders at soon as possible. Depending on the leader and business, you may need more frequent touch points, such as 10 minute morning huddles. This is for you two to work out in the first meeting. You’ll probably touch base every day in some fashion.

    The first meeting is where you re-introduce yourself and collect the basic information you need to work with them: delegate access to the resources you need, meeting and delegate questions, their preferences, key stakeholders, meeting rules and personal information.

    Meet & Greets

    During your first month on the job, get to know your new leader’s colleagues. Schedule one-on-one meetings with their directs and key stakeholders to introduce yourself and learn about their role and how they interact with your leader and the org.

    Ask questions, take notes, learn their names and job titles. You’re going to work with these people moving forward so build a solid foundation to help you work effectively and efficiently.

    Learn the company culture

    Understanding the company culture is important for fitting in and working effectively. Observe how people communicate, dress, and interact with one another. You have to strike a balance between being yourself and fitting in. For example, I work in a very casual, warehouse environment but I’m a suit kinda gal.

    At my interview for my current job, I wore what I thought was pretty casual: a Universal Standard ponte blazer and their Geneva dress (a tee shirt knit fabric). I hit it off with the leader and at the end of the interview, she told me: you’ll need to dress way down for this job or take a lot of guff from the guys. Jeans and a tee shirt are not the most flattering for me but I don’t like to stand out either so I split the difference by wearing a blazer with my jeans & tee or sweater with my slacks and blouse.

    If you didn’t research this information before your interview, learn about the company’s values and mission, and how they are put into practice. If there is an employee handbook, read it to understand the company’s policies and procedures.

    Identify opportunities

    Take a critical look at your current skills and identify areas for improvement. Discuss your goals with your supervisor and lead EA and develop a plan to achieve them. Taking a proactive approach to your professional development will help you grow in your role and make a positive impact on the organization.

    Start building your internal EA network, initially with the EAs you’re most closely connected to. Over time, you can expand your network further. You never know where your next job will be or when you’ll need help finding a new role. Your internal network will be your lifeline when shit goes sideways.

    Establish your brand

    Intentionally creating a reputation that showcases your skills and strengths. While EAs share the core responsibilities, each EA shapes their role to suit their skill set and leaders. What do you want to be know for?

    For example, projects and data are my jam. My leaders think of me first when they need a quick turnaround on data analysis or a project. For the longest time, I dreaded event coordination. While I still lean toward opportunities that use my strengths, I’ve come to appreciate event planning because my team is dispersed across the US. The only time I see them in person is during our team summits. Still not getting super excited about event planning, but I have trackers and lists to jumpstart planning the next team summit.

    What sets you apart from others and how you can contribute to the team? How do you want to be perceived? Take the initiative to offer your help and expertise, and look for opportunities to showcase your skills. You can’t directly support everyone on your executive’s team but you can be a teacher and coach. Or as my friend Candace says, “teach them to fish.”

    The first 90 days on the job as an EA are critical for establishing yourself as a valuable member of the team. You were hired because you have a valuable skill set. Taking time to get to know your new leader and colleagues, understanding your responsibilities and expectations, asking questions, learning about the company culture, identifying areas for improvement, and establishing your personal brand, will set you up for success in your new role. Remember to stay positive, be flexible, and own your professional development

    Feb 29, 2024: minor edits made to post and restricted to subsribers.

  • 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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  • Why trust is important for an Executive Assistant

    As an executive assistant, I know firsthand the importance of trust in the workplace. Trust is the foundation of any successful relationship. I believe that EAs need to build trust with everyone, not just with the executives they support. Trust is built with the executives, their directs, stakeholders, business partners and other administrative professionals.

    Trust is important for several reasons. First and foremost, it fosters open communication. When employees trust each other, they feel comfortable sharing ideas, opinions, and feedback without fear of judgment or retribution. This leads to better decision-making, as all viewpoints are considered and evaluated.

    Trust promotes collaboration. When team members trust each other, they are more likely to work together towards a common goal. They are willing to put aside their own interests and prioritize the success of the team. This results in a more productive and efficient work environment.

    Another benefit of trust is increased accountability. When employees trust each other, they hold each other accountable for their actions and responsibilities. This creates a culture of responsibility and ownership, where everyone is invested in the success of the team.

    Trust is essential for building strong relationships with clients and customers. When clients trust that a business will deliver on its promises, they are more likely to do business with them again. This can lead to long-term relationships and increased revenue.

    However, trust is not something that can be established overnight. It takes time and effort to build and maintain trust in the workplace. It requires consistency, honesty, and transparency in all interactions. It requires a willingness to admit mistakes and take responsibility for them.

    As an executive assistant, I make it a priority to establish trust with my colleagues and customers quickly. I am honest and transparent in my communication, and I make sure to follow through on my commitments. I believe trust is essential for building strong relationships and achieving success in the workplace.

    In my opinion, loss of trust is the biggest hurdle to overcome in all areas of life. When an EA loses trust at work, it damages their reputation, ability to do the job effectively and causes coworkers to work around the EA.

    Trust is a critical component of any successful workplace. It fosters open communication, promotes collaboration, increases accountability, and builds strong relationships with clients and customers. As an executive assistant, I understand the importance of trust and work diligently to establish and maintain it in all of my professional relationships. In my experience, earning trust is the highest priority for executive assistants.

  • What to do when your executive won’t let go control of their calendar

    As an EA, one of your core responsibilities is to manage your executive’s calendar. What do you do when an executive won’t turn over control of their calendar? You are feeling frustrated and that you’re failing in one of your primary responsibilities. In this blog post, I’ll discuss some strategies to manage the situation and keep your leader organized.

    At the heart of this issue is trust: they’ve been burned by a bad EA in the past, you haven’t earned their trust yet or they can’t trust anyone (aka, The Control Freak). You need to find out what you’re dealing with then find solutions together.

    Communicate Clearly

    The first step in managing a situation where your executive won’t give up control of their calendar is to communicate clearly. At your next sync meeting, discuss your concerns and provide them with feedback on how the situation is affecting your ability to do your job effectively. Your leader’s reputation reflects on you and vice versa.

    Be specific about the challenges you are facing and use concrete examples to illustrate your points. How many meetings have they missed because you were not allowed to reschedule conflicts proactively? What comments have you received from the team because they can’t count on your leader to attend meetings? How many hours did the team spend preparing for these missed meetings?

    Make it clear that the purpose of you managing their calendar is to work together and develop a system that will help them work more effectively and regain the trust of the team. Come prepared with solutions. Don’t just whine about it. Have a plan and be prepared to present it.

    Find Common Ground

    Once you’ve communicated your concerns, it’s essential to find common ground with your executive. Ask them what is preventing them from turning over their calendar to you. Work together to create a mechanism that accommodates both of your needs.

    It’s important to approach the situation with a collaborative mindset and be willing to compromise. You may need to adjust your suggestions to accommodate their priorities, but in return, they should be willing to do the same for you. You’re a team of two and need to develop your working style. It may take time but persistence will pay off.

    For example, I worked with a leader who gave me control of his calendar but he asked that I give him a 5 minute warning before every meeting. He was in a new, more complex role and I had 3 other leaders to support. It took us a few weeks to develop a new system. Over time, we knocked the 5 minute warnings down to the very important meetings so I didn’t have to jump up every 30 – 60 minutes and tell him to go to his next meeting.

    Seek Support from other EAs

    If you’ve tried several methods and failed, seek support from other EAs. Ask how they managed to get control of their executive’s calendar. We’ve all been there. EAs are happy to provide guidance, tips or suggestions you hadn’t considered.

    The last resort

    If you have done your best and I mean you have TRIED IT ALL and still can’t get your executive to turn over their calendar, then it’s time to move on. Some leaders never give up control. That is on them for not fully appreciating the value you provide. Chances are, you are facing other barriers with this executive. You’re probably not the first EA to beat their skull against this wall.

    By staying in a frustrating role, your performance, attitude and reputation will suffer. Take your time finding your next role if you must. You have now learned a variety of calendar management techniques, ways to earn trust with your executive and have questions to ask in future job interviews.

    Managing a situation where an executive won’t hand over management of their calendar can be challenging, but is not impossible. By communicating clearly, finding common ground, being creative, and seeking support from other EAs, you can earn your leader’s trust. As a by-product, you’ll also earn respect from their team and the other EAs you work with. Remember, it’s essential to approach the situation with a positive mindset and be willing to work together to find a solution that fits both of your needs.