Lead and Assist Favorite Things Giveaway

April is all about Admins.

how to take betterfamily vacationpictures (1)I want to honor all of you who have chosen this career and who are committed to bringing clarity, levity, and leadership to this position. Our roles are each so unique, but one thing remains the same: We do whatever it takes to get the job done.

So, here’s my little gift to you. Over the next couple of weeks I will be sharing a few of my favorite things with you and on April 26th (Administrative Professionals Day!), one lucky EA will win all of my favorite things. To get a sneak peek of the goodies, connect with me on Instagram.

To enter, just fill out this survey and click submit. 

I look forward to hearing your answers and providing even more value to you in the future!



Behind Every Leader is Coming to the East Coast! 

Join me and Adam on April 21 in Washington D.C. as we share how we have created a strategic partnership while working together for the past 6+ years. Top Executive Assistants and their Execs will be there to learn and share how the power of the partnership helps everyone succeed.

Behind Every Leader has become globally recognized as the premier event for senior Executive Assistants and Celebrity Assistants around the world.

The conference has been referenced as the Epicenter for the top 1% in the industry. In addition to congregating with like minded peers and career driven individuals, attendees gain exclusive access to a cutting edge curriculum presented by prolific speakers.

Prepare to immerse yourselves in career enhancing seminars, interactive workshops, compelling panel discussions and expect to adopt a slew of best practices to integrate in your daily routine.

Be inspired to become outstanding when we hear from Executive Assistants to high profile business tycoons, celebrities and inspirational leaders live on the BEL stage!

Behind Every Leader has been referenced by the WSJ as ‘a gathering of powerhouses’. And rightly so.

Don’t miss your change to network with the best in the business!

Get registered today!

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5 Things to Prepare for Your Next Performance Review

I may be the minority, but I love my yearly performance reviews! It is such a great time to reflect on what you have accomplished, where you can improve, and set new goals. And of course, it is the (sometimes only) opportunity to discuss compensation, increased responsibilities, flexible schedule, or other requests that benefit YOU, not the company.

career_is_your_businessHere are 5 things to prepare for your next performance review:

  1. Do a thorough review of what you have accomplished this year, and what you did not. (TIP: Keep a running list of all of your accomplishments throughout the year in Evernote, a spreadsheet, or Word doc so you don’t miss anything). Discuss why certain objectives were not hit and how you will work to close the gap (and by when) or if you need additional resources to accomplish said goals.
  2. Review your objectives/goals for the rest of the year or the following year. Do not simply review the company goals, but what you want to accomplish in your career (do you want to take on a new project, lead the culture committee, write a blog, etc.?). Then outline the 3-5 strategies you have developed to achieve those goals. Include deadlines and any resources you need to accomplish them.
  3. Request specific training opportunities (I highly recommend Behind Every Leader!). Outline the cost and the benefit the training will bring to you and your organization.
  4. If this conversation will include a discussion about compensation – be prepared. I recommend outlining everything you have accomplished in your role (tie specific dollar amounts or clear company wins to each one). Also, do some extensive research on compensation for your role in your city/state. Because EA positions are so varied, I often include the compensation info for several different roles and then find an average based on the percentage each plays in my role.
  5. Prepare an agenda including the four points above (review previous year, next year’s goals, specific training requests, compensation analysis) and any other special requests or key points you would like to discuss. Email/print for your Exec the week of your performance review (usually the night before will do as that is likely when they will review and we don’t want it to get lost in the inbox!).

While I hope you are having these conversations more frequently than once a year (at least quarterly), often annual reviews are your one chance to discuss, well, your performance. I know these are not always easy. The first few performance reviews I did with my Executive, Adam, I was a nervous wreck. The compensation conversation was the most difficult part. But I found that having the facts prepared always bolstered my confidence. And they were never as difficult as I had built up in my mind. If you are being honest with yourself and have done a thorough reflection of your past performance, you know if what you are asking for is legitimate.

Bottom line: Move beyond the basics of what went well and what didn’t. Do your research, be prepared, bring evidence, and advocate for yourself. No one else will do it for you.

Quick Tip: Make sure you stay on topic! These conversations can sometimes get off track and before you know it you’re discussing who your Exec needs meetings with that week. Prepare the agenda and talking points and keep going back to them until you have satisfactorily discussed all points. This is your meeting. Own it!

Have a performance review story to share? Tell us about it in the comments! What else would you add to this list?