🎯 Outcome: Set up and use a shared Notion Project Board to delegate, track, and review work clearly — so nothing stays “in your head.”

⏱️ Time: 60–90 minutes to set up; ongoing use ⭐ Complexity: Moderate

👤 Owner: Executive / Assistant 🗂️ Department: Operations 📅 Frequency: Continuous

🚀 Quickstart — What to Do

• [ ] Set up a shared Notion Project Board with clear stages.
• [ ] Add every task (big or small) as a card — never rely on memory.
• [ ] Include all instructions, links, and deadlines inside each card.
• [ ] Review the board weekly; comment or mention your assistant directly.
• [ ] Keep the workflow simple, visual, and consistent.

💬 If it isn’t in Notion, it doesn’t exist.

💡 Why This Matters

A shared Notion board creates alignment and accountability.

It allows you and your assistant to:

• Keep every task visible and organized.
• Share updates asynchronously — no status meetings needed.
• Delegate confidently with written clarity.
• Track progress across projects in real time.

📈 This is how great assistants and leaders stay in sync without micromanaging.

🧭 Flow at a Glance