Executive Assistant Essentials: Your Guide To Success

A step-by-step guide for Executive Assistants to master communication, build leadership skills and thrive in your career

What you'll learn

Master strategic communication to build trust and foster collaboration with your leader.

Align your work with your leader’s priorities to maximize impact and efficiency.

Lead effective meetings, including Sync, Adapt, and Review sessions, to streamline decision-making and prioritize goals.

Develop systems and processes that save time, reduce overwhelm, and enhance productivity.

Cultivate a growth mindset to tackle challenges with confidence and resilience.

Anticipate your leader’s needs and stay one step ahead in managing tasks and priorities.

Elevate your role from task manager to trusted strategic partner.

Build a professional network and connect with like-minded Executive Assistants through interactive assignments.

Requirements

No prior experience as an executive assistant is required.

Students should ideally have access to a leader they support or plan to support, such as a manager, director, or executive.

Basic organizational and communication skills are helpful but not mandatory—these will be developed throughout the course.

Description

Step into your next level of success with Executive Assistant Essentials, the ultimate guide to thriving in your role and becoming a trusted strategic partner. This course is designed to help Executive Assistants and aspiring professionals master the skills and strategies that leaders value most—clarity, focus, and impactful leadership.Shelley Martin, your instructor, brings decades of experience as an Executive Assistant and operations leader. Known for her expertise in creating systems, driving efficiency, and influencing culture, Shelley has been a trusted partner to C-suite leaders and teams across industries. As Tracy Murrell, Realtor at Cherrywood, shares, "Shelley is a brilliant Executive Assistant and leader. She’s truly one of the best, not only in creating systems and processes but in influencing culture."In this course, you’ll gain step-by-step guidance to transform your role into one of strategic influence. Learn how to:Align priorities and stay ahead of your leader’s needs.Master communication to foster trust and collaboration.Build frameworks that empower you to lead with confidence.Shelley’s proven strategies will teach you how to:Save 5+ hours per week by building systems that eliminate overwhelm.Confidently lead 3 key types of meetings—Sync, Adapt, and Review—to align priorities and streamline decision-making.Use 10+ actionable tools and templates to proactively manage tasks and responsibilities.As Tyler Vance, COO of Apollos and Differential, highlights, "Shelley consistently brings the heart and systems needed to elevate what matters most to you. She honors publicly, challenges privately, and inspires others to follow her lead."This course is designed for Executive Assistants ready to:Build systems that drive efficiency and eliminate overwhelm.Cultivate a growth mindset to approach challenges with confidence.Align with your leader’s goals and anticipate their needs.Lead meetings, manage priorities, and drive meaningful results.Shelley’s strategies have helped countless leaders and teams overcome obstacles and thrive. As Robert Wright, CEO of We Collective, reflects, "Shelley's expertise has seamlessly integrated solution-based brainstorming into longstanding challenges, enabling my team to overcome obstacles that persisted for months." With her guidance, you’ll gain the tools to confidently handle complex tasks and navigate the challenges of supporting high-performing leaders.This course is packed with:Practical lessons that teach you how to elevate your role.Downloadable resources, including a comprehensive course manual, meeting templates, and reflection guides.Optional assignments and quizzes to reinforce learning and connect with peers.As Kyle Smith, Owner of KWS Solutions, shares, "Shelley is a dedicated professional known for her outstanding work ethic, compassion, and efficiency. Her influence extends to executives seeking her valuable insights." With this course, you’ll benefit from those same insights, learning to represent your leader with excellence and make an impact in your organization.Whether you’re new to the role or looking to sharpen your skills, Executive Assistant Essentials equips you with the clarity, focus, and confidence to become an indispensable partner.Enroll today and take the first step toward thriving in your career!

Overview

Section 1: Maximize the Day

Lecture 1 Course Introduction

Lecture 2 How to Use This Course

Lecture 3 Section Introduction

Lecture 4 Lesson 1 - Anchoring Priorities

Lecture 5 Lesson 2 - Weekly Priorities

Lecture 6 Lesson 3 - Hold the Line

Lecture 7 Lesson 4 - Inbox Management

Lecture 8 Section Wrap-Up

Section 2: Leading with Intuition

Lecture 9 Section Introduction

Lecture 10 Lesson 1 - Educate - Know Your Leader

Lecture 11 Lesson 2 - Anticipate - Provide Proactive Support

Lecture 12 Lesson 3 - Elevate - Lead Your Leader

Lecture 13 Section Wrap-Up

Section 3: Bold Moves, Confident Leadership

Lecture 14 Intro

Lecture 15 Lesson 1 - Cultivate

Lecture 16 Lesson 2 - Radiate

Lecture 17 Lesson 3 - Elevate

Lecture 18 Section Wrap-Up

Section 4: Smart Meetings, Strong Connections

Lecture 19 Introduction

Lecture 20 Lesson 1 - Sync

Lecture 21 Lesson 2 - Adapt

Lecture 22 Lesson 3 - Review

Lecture 23 Section Wrap-Up

Lecture 24 Course Wrap-Up

Aspiring assistants: Gain the skills to land your dream EA role,Seasoned EAs: Master strategic leadership to stand out and grow your career,Administrative Professionals: Streamline workflows, master communication, and elevate your leadership impact while supporting senior leaders,Leaders or Executives: Equip your assistants to become trusted partners and strategic contributors to your success