Countdown To The Holidays-How to Minimize Stress Series
December—It’s all about the delivery (and last minute gifts)
Continue reading → Countdown To The Holidays-How to Minimize Stress Series
December—It’s all about the delivery (and last minute gifts)
Continue reading → Countdown To The Holidays-How to Minimize Stress Series
The single most important trait of any good assistant are good organizational skills. Having systems and following through with them alleviates your mind and remedies needless anxiety. Let’s face it, you have enough to worry about.
When you are moving every minute of every day, responsible for hundreds of details, managing others and making sure your boss is not encountering any hiccups, do you really want to stress over remembering where you put that phone number on that slip of paper? How many of you have woken up in the middle of the night sucking in all the air in the room because you just remembered something you forgot to do?
Here’s are my personal Top 5, Cannot Live Without, tips to stay organized:
Tip #1: Write down everything. Use the same book and keep it with you ALWAYS. This way there is no doubt where your notes are. I recommend a book that fits into your laptop bag or purse.
Tip #2: Make yourself an end-of-the-day plan for the next day. Make this list while your priorities are fresh in your head because I guarantee you, there will be new “surprise” items to deal with in the morning. This will keep you from forgetting those holdover items.
Tip #3: Before quitting time, transfer your daily notes into your appropriate systems. Phone numbers written down hastily in shorthand that only you can read should be put into your contacts or onto call sheets with their full name; to do’s should be put on the list for tomorrow; and tasks that were completed should be crossed off.
Tip #4: A status email should be sent to your employer at the end of the day. This should include calls they still need to make or return, appointments for the next day, vendors who may be working at their home the following day, papers to be signed; and anything else important you were not able to communicate to them during the day. This list is a big help to you as well. Note—Never assume it got read by your employer, but you can read it to them in the morning and it’s a great CYA move.
Tip #5: Keep a “hot” folder that has all the paperwork you need to deal with immediately. Even if items carry over to the next day or week, you know where to put your hands on those that are most urgent.
While the brain is an assistant’s most valuable asset, give it some much-needed help! Trust in your processes so that when you cannot remember, you know where to look.
So many assistants look forward to the long weeks when their employers go off on their family vacations with the kids. We dream of lazy days of rolling into the office after 10:00 am, catching up with friends who didn’t know we were still alive, and checking out all those amazing places you make reservations for your boss during the year (massages and restaurants are at the top of my list).
Many of you will be left with “spare time to-do lists” that never happen. For me that always included my home obligations. Being home more to manage my own repairs or having my kid’s friends over more so they actually experienced a social life was really important! But I was usually the last one offered time off. Everyone must get their vacations in while the principles are out-of-town, but the assistant is usually left to supervise all the repairs the owners want done while they are gone. Often these plans are made before they go away in repeated comments like, “While I’m gone is a great time to do…”
I remember one Easter week I had to move the contents of a two-story home in Bel Air into storage, have floors replaced, house painted and furnishings moved back in like nothing happened. I did say Easter WEEK! While you may get a hefty bonus for pulling off Mission Impossible-esq duties, it wears very thin. Sometimes you just want to be at the beach.
The solution? Make your lists of what needs to be done and schedule in time for yourself to be off. Make sure you tell your employer that this is the opportunity for you to get time off so you don’t have to take it when they are back and more inconvenienced. Tell the staff too. Remember, the last one to make vacation or stay-cation plans is the one that loses. And yes, they will survive one week without you, even if they have to put someone else in charge.
And no, I’m not completely crazy. You may not be able to turn your phone off but you can minimize the times you have to check it. Set up a time at the end of the day to return emails and leave messages. (If you do it at the beginning of your day you will stress about what you cannot do and this is counter-productive). Make it clear in your vacation voicemail and email responder the times you are available. I learned way too late in this game that if you don’t make time for yourself you will never feel rested, recharged and ready when they return.
Summary—
One of the things we do as assistants is move homes, well not on our backs, but our employers move…a lot. They buy new homes, vacation homes, remodel, re-decorate on the regular, or just create whole new environments. What’s more, you may be in charge of getting their extended family organized and moved-mother, father’s, and kids off to college. I have had all of these scenarios. And you know what? It is always a process and things do go wrong. But after years of experience, you have a back up plan, right? Most moves I’ve done are with the family on vacation or out of town. It’s not our stuff so we may not know where to place things. Clear communication with your employer before the move is essential. Tag items that are being sold, staying in storage as well as what is returning and to which room. One of the best ways to make sure you are thinking like your employer or where they want things is to look at where they came from. Here are the top 5 things to make your move easy and eliminate stress: 1) Create a realistic schedule and system, with a built in buffer for unexpected hiccups—There are many components to a move and trust and hire experts – packers, movers, storage, proper art removal and art storage, piano movers, computer removal, electronics removal, construction cleaners, organizers. Make sure you understand what each of these specialists needs to do their job expediently yet carefully. Create a timeline so you do not overlap your scheduling of vendors. It should consistently flow. 2) Organize the move out as much as the move in – clearly mark boxes that correspond to where they came out of so they can go back into the same area. It’s best to color code a room so the boxes from that room have the same colored sticker on the outside. When the boxes come in, they go into the correct room to unpack them. (Kitchen-red, bathrooms-blue, girl’s room-pink, boys room-blue, baby’s room-yellow, etc.) Idiot proof it. 3) When packing, you should be careful not to mix areas in the same box. Don’t pack drawer 5 contents with drawer 6 unless it is clearly delineated in the box where drawer 5 ends and drawer 6 starts. It is better to use more boxes if that means you’re not mixing contents from one area with another. Trust me, unpacking is a breeze this way. Make sure all cash, jewelry, and valuables are handled by your employer. They should put the contents of any safes in their safety deposit box at their bank. 4) Take photos – they are worth their weight in gold. You may or may not remember what you packed but if you photograph the area you packed before you pack it, it will eliminate needless writing on boxes and searching when you’re looking for what you want to unpack. Photograph the whole house, even inside of drawers prior to packing. 5) Make sure everyone understands your system—Your system is no good if those helping you do not understand and implement it for success. And don’t micromanage. Consistently spot check on the work being done but be respectful of others and their abilities. Don’t forget, it takes a lot more time to move in than out since beds must be made, items must be re-hung in closets, glasses and dishware may need to be re-cleaned, rugs need to be measured and placed, and all items organized neatly. This really can happen without stress and it will be a big accomplishment when it is all finished. P.S. Make sure to thank everyone involved. You may be the grand coordinator but make no mistake; you can’t do it by yourself and give credit where credit is due.
This is the toughest year for you and your employer. This is because if good files were not left for you, you are re-creating the wheel as far as getting to know the preferences of your new employer. But no problem (right?) for the fearless extreme assistant that you are!
As with any new job, there is a lot to get to know. But for a personal assistant there are many foundational lists to be made: who do they give gifts to regularly; where do they like to eat; travel preferences; food preferences; medical issues and allergies, best friends, holiday gift lists, holiday card lists; habits and routines; etc. There are other lists of vendors they prefer to use as well. If you are lucky enough to have those lists readily available and currently updated, lucky you. However, those I have followed enjoyed shredding those lists, no, torching them all the while dancing around the fire like they were at the Burning Man Festival.
What do you do? I have a small list of important forms I fill out on each category for every new client I get now. Sometimes they will happily fill it out, sometimes you have to sneak in questions and ask for five minutes a day for the first month or so, (as long as their patience holds out). More than likely you will learn from assimilation and observation. But it will really pay off in year two!
The other bit of good news is usually the first couple of months you’re really in the bonding year, the honeymoon period, if you will. You can make mistakes that are easily forgiven and your new employer and their existing team will do more to assist you! If you are honest with your need to understand and take notes so you don’t have to repeat the questions, soon you’ll know the routines and preferences like your own. Your Sylvia Brown mind-reading gene will kick in and, if the match is right, you’ll be on your way to a successful future together and live happily every after.
Did I lead you to believe there would be pictures from People Magazine of Halle Barry or Tom Cruise? No, this is so much more useful. It’s about one of the most important lists their assistants prepare for them in their homes and one of the most important aspects of doing your job right–being able to contact the people consistently in your employer’s life. You can prioritize them as those on the “hot list” vs those on the support list. This “hot list” consists of people in their industry who they are working with at that time, close family, close friends, employees and emergency vendors who are constants like the doctor, pharmacy, pool man, swim teacher, gardener, veterinarian, etc. This list is laminated and posted or in a drawer nearby the phones in the house and updated a three of four times a year.
I once had an employer explain to a new employee that it was very important for them to know the “players” in the entertainment industry so they are familiar with who they should “jump” for. It can be embarrassing for you and your employer if you don’t. For the motion picture executive, it would be important to know Steven Spielberg’s development executive’s name when they happen to call. Or the big venture capitalist who is financing your employer’s next big project. Do you see how it would be important to know the “players” in their life?
Along this line, you would want to keep a list of birthdays for the important people in your employers life: usually those who are close family, those your employer are working with on a project, and of course, close friends. Circulate a monthly birthday list in advance so you can have plenty of time to buy gifts and are clear on how personal the card should be and to know in advance the best method to deliver the gift. Once the month is completed, file this list to refer to for next year. Often, seeing what they chose to get them (flowers vs $500 bottle of wine) helps you make suggestions the following year. Keeping your lists in an organized fashion helps you so you won’t have to ask twice. By year three on the job, you won’t have to ask at all. Progression: Year one you have to list the people with a blank next to the name; year two has suggestions based on the prior year; year three has the gift you sent next to the name “I sent — and a card from you.”
So much of the job as an assistant is reading between the lines and being able to assimilate the nuances around making you aware of who is and is not on your employer’s every changing radar. But having key contacts at hand (and on their cell phone) is one of the tools to be efficient/prepared for the both of you.