<aside> đź’ˇ This template is designed to help you onboard yourself and create alignment between you and your CEO.
Special thanks go to my friend Paul Meister, the Chief of Staff at Origin. Paul created a 30-60-90 day document to share with the CEO and reach alignment on what was most important while onboarding, which was inspired by many of the CoS write-ups here.
To use this template, click “Duplicate” at the top right of this page and copy it into your own Notion space - then delete this when you’re ready, and fill in the following spaces.
Last note: although this was originally written in the context of Chiefs of Staff, any operator or right-hand person to an Exec can use this. This includes EAs, VAs, leadership team, and more.
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<aside> <img src="/icons/arrow-right_purple.svg" alt="/icons/arrow-right_purple.svg" width="40px" /> The primary goal of my role as an operator is to ensure that your actions get done. I will run the repetitive steps required in creating a sound management system for you.
The ultimate goal is to help you run your company from behind the scenes and make you feel like a superhuman.
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In order for me to do my job best, it's imperative that I learn to make decisions like you and think like you. Therefore, to make this happen as quickly and effectively as possible, I need the co-pilot seat: this means I:
All of the above will help me take tasks off your plate to free up your already-limited time.
By seeing what decisions you make, based on what information you receive, I will soon be able to think like you, and then, and only then, can I truly be an extension of you (and magic will happen).
After several weeks of observing, I can start doing tasks for you.
Within several months, I will be able to do all the functions that don't give you energy or that you can't do.
I will: