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Hire, onboard, and work with an EA | Coaching Founder
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Before you hire, onboard, or develop a relationship with your EA, you’ll first need to properly define scope. This should go for any role you hire for, but it is especially critical with your EA so that both of you can define healthy boundaries of what their responsibilities are and what isn’t.
Start by conducting an Energy Audit.
I won’t go in too much detail of how to conduct an Energy Audit, because Matt Mochary already does a great job explaining how to do one here. In a nutshell, though:
Decide which things are draining your energy.
This probably includes things like phone calls, scheduling meetings, uploading receipts, and other administrative tasks.
Create a list of these things, and make a note that your EA will be the DRI for these tasks (with you as the back-up.)
Next, create a list of things that don’t necessarily drain your energy, but you want your EA to be the backup DRI for.
You might still want to own putting together investor memos, or maybe you actually enjoy doing your own scheduling.
However, if push comes to shove and you need to step away for a period of time, your EA should be ready to step in and take over as your backup. Make a note that your EA will be the backup DRI for these tasks.
Now that you’ve conducted your Energy Audit, congratulations — you now have a scoped-out list of responsibilities for your EA.