Onboarding for Success: Your New Executive Assistant

The role of an executive assistant in any organization is crucial. It can be misunderstood how integral they are to the success of the day-to-day operations, but also the overall success of the leadership and the business. We believe executive assistants play a significant role in the bottom line. Their responsibilities include managing an Executive's time and priorities, handling complex logistics, and developing relationships, among others. As such, it is important to onboard a new executive assistant in order to set them up for success.

Here are some tips for onboarding an executive assistant:

  1. Start early. An assistant's onboarding should begin even before he or she begins working in the position. Early preparation gives you the chance to gather information, organize tasks for handoff, keep track of initiatives for which help is needed, and manage expectations for the role even before their first day.

  2. Be organized. When the onboarding process is well-organized, the new hire will have a smooth transition into the role. Ensure they have all the necessary paperwork, equipment, and information at their disposal on - or before - their first day. Having a clear plan for each day is also important. They shouldn't arrive on day one wondering how to get a badge, laptop, a company card, or benefits paperwork. Before their first day, they should be provided with a clear agenda along with how, when, who, and what to expect. 

  3. Be welcoming. The first few days of a new job can be overwhelming; it is important to make the new assistant feel welcome. This means taking the time to introduce them to their new team members, show them around the office, and answer any questions they may have. It also means being patient and understanding as they adjust to a new world - the role, responsibilities, personalities, contexts, and preferences will take time for them to understand. 

  4. Provide training. Any new hire should receive training on a variety of topics, including company policies and procedures, the use of software applications, and the specific duties of their role. There should be clear guidelines in place around protocol, company values, travel, weekend work expectations, expenses, etc. This training should be provided in a way that is clear, concise, and easy to understand.  

  5. Provide feedback. It is important to provide consistent and regular feedback to new employees. This feedback should be constructive and helpful, and it should be given in a way that is respectful, gracious and encouraging. Ongoing feedback helps ensure that the new executive assistant is meeting expectations and that they are on track to succeed in the role. As an executive, the best way to help yourself thrive is to ensure you have consistent support from your executive assistants and personal assistants. Aim to treat them well and focus on their development in order for you to continue to thrive! 

By following these straightforward tips, you can help ensure that your new executive assistant has a positive onboarding experience and that they are set up for success in their new role. 


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