communicationsCFO Document Control Across Multiple Locations
Practical guidance for CFO document control across multiple locations, with accountable ownership, review controls, realistic examples, and clear escalation rules.
Executive Assistant Blog
Practical guides on calendar management, board coordination, inbox triage, travel desks, and hiring executive assistants for C-suite teams.
communicationsStartup Operations Inbox Triage for Executive Assistants
Practical guidance for startup operations inbox triage, with accountable ownership, review controls, realistic examples, and clear escalation rules.
c-suite-eaOperating Rhythm for a Founder Led Mid Market Tech Team
Practical guidance for a founder led mid market technology team rhythm, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsStartup Founder Meeting Notes Checklist
Practical guidance for startup founder meeting notes, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsCFO Investor Update Process for Mid Market Companies
Practical guidance for CFO investor updates at a mid market company, with accountable ownership, review controls, realistic examples, and clear escalation rules.
c-suite-eaTwo Executive Support Rhythm in Mid Market Finance
Practical guidance for a two executive support pod in mid market finance, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsCommunication Cadence for a Founder Led Tech Team
Practical guidance for founder led technology team communications, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsCFO Expense Reporting Across Multiple Locations
Practical guidance for CFO expense reporting across company locations, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsCEO CRM Hygiene Process for Multi Location Companies
Practical guidance for CEO relationship data across company locations, with accountable ownership, review controls, realistic examples, and clear escalation rules.
calendarA Practical Time Audit for a CEO and Assistant
Practical guidance for a CEO and assistant time audit, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsCFO Board Follow Up Across Multiple Locations
Practical guidance for CFO board follow up across company locations, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsCOO Expense Reporting for Mid Market Companies
Practical guidance for COO expense reporting at a mid market company, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsFounder Investor Updates for Growth Stage Companies
Practical guidance for growth stage founder investor updates, with accountable ownership, review controls, realistic examples, and clear escalation rules.
c-suite-eaTwo Executive Pod Rhythm in Multi Location Private Equity
Practical guidance for a two executive pod in multi-location private equity, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsCOO Investor Update Checklist for Mid Market Companies
Practical guidance for COO investor update preparation, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsWriting Stakeholder Update Emails for a Managing Director
Practical guidance for managing director stakeholder emails, with accountable ownership, review controls, realistic examples, and clear escalation rules.
c-suite-eaFounder Led Startup Private Equity Operating Rhythm
Practical guidance for a founder led startup private equity team, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsFounder Board Follow Up for Multi Location Companies
Practical guidance for founder board follow up across company locations, with accountable ownership, review controls, realistic examples, and clear escalation rules.
c-suite-eaOperating Rhythm for a First Healthcare Executive Hire
Practical guidance for a first executive hire in mid market healthcare, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsCOO CRM Hygiene Checklist for Mid Market Companies
Practical guidance for COO relationship data at a mid market company, with accountable ownership, review controls, realistic examples, and clear escalation rules.
communicationsTravel Changes Checklist For Founder EA Teams At Startup Companies
Travel Change: practical guidance for leadership teams on decision rights, controls, escalation rules, handoffs, and measurable executive support.
communicationsInbox Triage Checklist For CFO EA Teams At Startup Companies
Inbox Triage: practical guidance for leadership teams on decision rights, controls, escalation rules, handoffs, and measurable executive support.