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Delegate Wisely, Teach Effectively
Access to sensitive information can be safely delegated by allowing assistants to manage communications without sharing critical passwords. Setting clear expectations with assistants prevents confusion and promotes accountability, where individuals learn to handle issues independently. A structured approach to email management, such as using specific folders for organizing correspondence, enables efficient information processing. A 'review folder' serves as a vital training tool, guiding assistants through decision-making processes based on prior experiences, while maintaining a record of what they need to consult. Regular check-ins, often conducted over the phone for convenience, further reinforce this training. A 'responded' tag on emails handled by assistants helps track communications while maintaining oversight, creating a system that evolves as assistants grow into their roles. This process eliminates bottlenecks in email flow and fosters a collaborative environment where assistants improve their responses over time.