Shannon Waller's Team Success

7 Strategies For How To Work Effectively With Your EA

Jul 25, 2024

Shannon Waller, a specialist in strategic partnerships and productivity enhancement, shares compelling strategies for optimizing teamwork with executive assistants. She emphasizes the importance of finding the right fit using tools like DISC and CliftonStrengths. Effective communication is highlighted through the use of a communication builder to enhance collaboration. Daily check-ins boost energy and productivity, while granting access to emails and calendars allows for smoother task management. Finally, Waller underscores the power of appreciation in strengthening partnerships.

17:25

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Shannon Waller

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Quick takeaways

Selecting the right executive assistant is essential, requiring a compatible work style assessment using tools like DISC and CliftonStrengths.

Effective communication strategies, such as daily check-ins and utilizing the Communication Builder, significantly enhance teamwork and productivity.

Deep dives

Finding the Right Support Partner

A crucial step in optimizing teamwork with an executive assistant is selecting the right individual for the role. This involves identifying a candidate who genuinely thrives in a support position, rather than someone who is ambitious to take on the leader's responsibilities. Effective collaboration requires complementary work styles, so utilizing tools like DISC and Clifton Strengths can help assess compatibility. Clear communication about the role's expectations upon hiring sets the tone for a productive partnership going forward.

Seek Support, Not Rivalry

01:27

Clarity and Intentionality Foster Strategic Partnership

01:23

Maximizing Teamwork with Your Executive Assistant

17min

Are you looking to maximize your teamwork with your executive assistant? In this episode, Shannon Waller dives deep into the key strategies for a successful strategic partnership. From finding the right person to implementing daily habits and strategic planning meetings, you’ll discover how to triple your productivity effortlessly and elevate your teamwork to superpower status!

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Show Notes:

Finding The Right “Who”: It’s crucial to hire someone who thrives in a support role and complements your working style. Use tools like DISC and CliftonStrengths to ensure compatibility.
Communication Builder: This tool helps identify communication preferences and patterns, preventing conflicts and fostering better teamwork. It’s available for free at yourteamsuccess.com.
Daily Meetings: Regular check-ins, ideally daily, help keep both parties aligned and focused. Starting these meetings with a Positive Focus^® elevates your energy levels, boosts productivity, and enhances confidence.
CC On Emails: Copying your assistant on relevant emails ensures seamless information transfer and task delegation.
Access To Email And Calendar: Granting your assistant full access to your email and calendar allows them to manage your schedule effectively, freeing you up to focus on high-priority tasks.
Appreciation: Regularly expressing gratitude and acknowledging each other’s contributions strengthens the partnership and boosts morale.
Strategic Planning Meetings: Holding these meetings every five to six weeks helps you plan and prioritize upcoming tasks and projects, ensuring nothing falls through the cracks.