👋 Intro

Welcome to the Executive Handbook! This comprehensive guide is designed to help you maximize the efficiency and effectiveness of your FreedUp Executive Assistant (EA). Inside, you'll find detailed guidelines on onboarding, systems building, FreedUp EA training, tools, best practices, and suggested commitments for executives.

📜 Table of Contents

🧱 Core Components of a Successful EA Management System

The vision we’re aiming for is a world in which you can multiply your productivity and increase the energy you have for your work and personal life through a successful EA experience.

The following are the core components necessary for this system to run smoothly:

Component 1: Context

The EA knows you, your work style, your preferences, and your goals. They understand what tasks light you up and what tasks drain you. They understand what motivates you and what you’re trying to achieve.

FreedUp helps with this by:

• Conducting the 90-minute Discovery Meeting and having the EA listen to it.
• Creating a “Personal OS” for each Exec and documenting all systems, preferences and other relevant information (i.e., “preferences table”, “exec info sheet”, “ideal week calendar”, etc.)
• Suggesting regular meetings and touch-points between you and the EA.

Component 2: Leadership

The EA has consistent feedback on their tasks, responsibilities, and performance. You make yourself available to answer questions, provide direction, and clearly articulate the path to success.

FreedUp helps with this by:

• Providing structure and processes with agendas for regular check-in meetings between you and the EA.
• Providing processes and tooling for tracking tasks and receiving feedback from you on these tasks.
• Conducting regular reviews and independent performance assessments of your EA.