🌅 OPS-12 — Morning Check‑In for Executive Assistants (Teams + Slack)

🎯 Outcome: Align the executive’s day by confirming the top 3 priorities each morning and surfacing any blockers or dependencies.

⏱️ Time: 3–5 min ⭐ Complexity: Easy

👤 Owner: Executive Assistant (EA)

🗂️ Department: Executive Operations / Admin

📅 Frequency: Daily at 9:00 AM ET (8:00 AM CT) — adjust to executive’s locale

⚡ Quickstart — do this now (5 steps)

  1. Open the Tasks Board and Backlog in Notion (or your task system).
  2. Choose the top 3 priorities for today (≤ 5 words each).
  3. Post the Daily Priorities message in the EA channel (Teams or Slack).
  4. Add a link to the Backlog at the end of the message.
  5. Capture feedback and update today’s plan in Notion.

🧭 Flow at a Glance

🔎 Review → 🎯 Select Top 3 → ✍️ Post → 💬 Get Feedback → ✅ Update Plan

🪄 Copy‑Paste Message Template

Use this in your collaboration tool (e.g., Microsoft Teams channel: EA — Daily Priorities or Slack equivalent).

Good morning. My priorities today include:

1) {{Task 1}}
2) {{Task 2}}
3) {{Task 3}}

Is there anything I should change or add?
🔗 Backlog: {{<https://www.notion.so/your-backlog-link>}}

🔗 Replace with your workspace links:

Backlog: {{<https://www.notion.so/your-backlog-link>}}

Tasks Board: {{<https://www.notion.so/your-tasks-board>}}

✅ Rules for Task Names