🤝 EA-01 — Executive Assistant Onboarding Guide (Integrated, 90 Days)

🎯 Outcome: Build mutual trust, clarity, and rhythm with your Executive within 90 days — mastering communication, documentation, and proactive support.

👤 Owner: Executive Assistant ⭐ Complexity: Moderate 📅 Timeline: 90 Days

🔗 Companion Pages: [Executive’s Working Style Guide] · [Getting to Know Executive] · [Executive Onboarding Guide]

💡 Orientation (Weeks 0–2) — Learn the System, Build Trust

🧭 Goal: Understand how your Executive works — their schedule, communication style, priorities, and preferences — and establish a baseline of reliability.

🧰 Setup Checklist

• [ ] Review Expectations & Mindset: Assistant (understand your role’s purpose).
• [ ] Read The Trust Equation for High-Impact EAs (your job = reduce friction).
• [ ] Complete the Getting to Know [Executive] page.
• [ ] Review the Working Style Guide carefully. Take notes on tone, calendar rules, and preferences.
• [ ] Gain access to all required tools (Google Workspace, Calendar, Notion, Drive, Spend Mgmt, Travel Tracker).
• [ ] Create or confirm EA mailbox (e.g., [email protected]) for scheduling/logistics.
• [ ] Bookmark: Key tools page + Spend Management SOP.
• [ ] Attend 1:1 kickoff with the Executive to confirm expectations.

🧠 Example Conversation Prompts

“When I schedule travel, do you prefer direct flights or do you care more about lounge access?”

“If I see something that looks off on your calendar, should I fix it or flag it?”

“What should I protect most on your schedule — deep work, family time, or recovery?”

📅 Week 2 Deliverables

• [ ] Sent 10 EOD summaries (2 weeks) in the agreed format.
• [ ] Calendar fully color-coded and structured with buffers.
• [ ] EA Hub created in Notion with your pages: Knowledge Hub, Board, SOPs.