Downloadable Resources
Tools and templates to help assistants and executives build a dynamic and successful working relationship.
8 Interview Questions to Identify the Right Fit
Hiring an executive assistant isn’t about asking more questions, it’s about asking the right ones.
These questions help you notice how a candidate thinks, communicates, and takes ownership.
Meeting Agenda Template
Perfect for new assistant-executive teams looking to establish strong communication habits and experienced partnerships wanting to optimize their meeting structure. Start building more effective daily collaboration with this Canva template.
5 Levels of Delegation Tool
Clarify expectations instantly with this simple framework. Whether you need your assistant to follow exact instructions or act completely independently. Perfect for setting clear boundaries on any project or establishing your overall working relationship.
Are You the Bottleneck Leader Self-Check
A quick Leader Self-Check to spot whether approvals, edits, or your availability make you the bottleneck in your team’s workflow—and practical steps to restore momentum.
Space Creator Delegation Tool
Identify what’s worth your time with this assessment. Map your tasks into five key categories—from your zone of genius to things that should have been delegated long ago. Share with your assistant to align on priorities and discover what you should be handing off to reclaim your most valuable time.