The Weekly Huddle is the perfect way to keep things moving in the same direction with your remote Executive Assistant.
It can be 15-60 minutes and I prefer a Monday or Tuesday zoom call, 📸 on!
But let’s just say 30-45 min is a good 🎯 and tends to be the sweet spot.
Here’s my Weekly Huddle template:
- 👋 PersonalCatch Up (3-5 Minutes)
- How are you doing with X?
- How was your X?
- 🥳 Celebrate (2-3 Minutes)
- It’s important to share the WINS
- It’s important to share the WINS
- 💡 Feedback & Questions (5-7 Minutes)
- It’s important to give feedback on their work and adjust as you go
- This is also where your Exec. Assistant asks questions about unfinished business or past items
- 🎯 Goals – 6×6 (10-15 Minutes)
- What’s a 6×6? Check here
- This is where you give direction on priorities
- ▶️ ReviewActions (5 Minutes)
- Clarify – Who will do what, when? Who owns it?
- Have your EA list out the action items and appropriately assign them to the right person, with due dates in your preferred task or project management system (Asana, Click-Up, Google Drive, Apple Reminders, etc.)
- They keep digital notes for every meeting and share them with you.
The best part?
…they EXECUTE.
That’s it, all done.
What unique twist do you bring to your check-ins with your EA? I’d love to know!
-Micah Foster, Co-Owner