Training Outline – Your Learning Path

Week 1
  1. Orientation
    1. 3 Tenets and Core Values
    2. Training Scorecard
  2. Introduction to Executive Assistance
    1. Executive Partner Softskills
    2. Tools
  3. American and Canadian Culture
    1. Geography and Timezones
    2. Holidays and Seasons
    3. Politics
    4. Financial Systems
    5. Idioms, Grammar, and Vcabulary
  4. Introduction to Client Profile and Task Journal
  5. Inbox Management
    1. Gmail Features
    2. Writing a Professional Email
    3. Email Drafts
    4. Email Delegation
    5. Email Netiquette
  6. Inbox Management Runbook Onboarding
  1. Calendar Management
    1. Calendar Optimatization
    2. Google Calendar Features
    3. Calendly and Appointment Schedule
  2. Calendar Management Runbook Onboarding
  3. Travel Management
    1. Search and Book Flights, Hotels, Restaurants, Transportation, and Activities
    2. Create a Travel Itinerary
  4. Travel Management Runbook Onboarding
  1. Event Management
  2. Project Management
  3. Project Management Runbook Onboarding
  4. Household Management
  5. Household Management Runbook Onboarding
  1. Communication and Community Management
  2. Communication and Community Management Runbook Onboarding
  3. Finance and Expense Management
  1. EOS Management
  2. EOS Runbook Onboarding
  3. Strivo Profile and Introduction Video
  4. Introduction to Kick-off Call
    1. Kick-off Call Rehearsals
  5. Graduation