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- THE SYSTEM: Executive Assistant Operations Dashboard
- THE CHALLENGE: Make each next step clear and repeatable.
- WATCH HOW: One operations dashboard for schedules, tasks, follow-ups, and the daily briefing.
- Start with purpose: Identify Executive Scheduling and Task Management Problems
- Process · 01: Identify Executive Scheduling and Task Management Problems
- Process · 02: Create Centralized Google Sheets Operations Dashboard
- Process · 03: Build Weekly Schedule with Meeting and Time Blocks
- Process · 04: Build Task Tracker with Priorities, Due Dates, Status, and Notes
- Process · 05: Build Follow-Up Tracker with Contacts, Topics, Deadlines, and Status
- Process · 06: Create Daily Briefing Sheet for Priorities, Follow-Ups, and Reminders
- Process · 07: Organize Meetings and Weekly Commitments
- Process · 08: Assign Task Priorities and Deadlines
- Process · 09: Track Outstanding Communications and Follow-Ups
- Process · 10: Consolidate Daily Priorities into the Briefing Sheet
- Process · 11: Review Task Progress and Update Statuses
- Process · 12: Maintain Weekly Schedule and Follow-Up Records
- Process · 13: Document Problems, Solutions, and Outcomes in Case Study
- Process · 14: Finalize Executive Assistant Operations Dashboard
- The deliverable: Four connected operations views
- RECAP · 1: Weekly schedule and task tracker
- RECAP · 2: Follow-up tracker and daily briefing
- RECAP · 3: Review, maintain, and document
- KEY TAKEAWAY: Four connected operations views