Tag Archives: Personal Assistant

Top 10 Posts and Commenters of July

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Here are my Top 10 July 2011 posts according to your clicks and forwards. Of the top 10, 2 are guest posts! You can find out how to guest post on my blog by reading You Got Somethin’ To Say? My About page was in there as well, but I took it out of the running. Each of the top 10 commenters will receive a free copy of Linchpin by Seth Godin. Special thanks to Michael Hyatt and all of those who helped to spread the word! 

  1. Interview with Dave Ramsey’s Personal Assistant
  2. Interview with my former Personal Assistant
  3. Why Social Media is so important to your business!
  4. How to retain your customers
  5. Lawyers who….serve?!?!
  6. How to Foster Great Ideas – Guest post by Jon Edlin
  7. Leadership Spotlight: Mark Daniels
  8. Interview with Melissa Fuller [Video]
  9. Why You Must Hire Correctly!
  10.  You’re Fired! – Guest post by Jon Edlin

Here are my top 10 commenters of July 2011. Thank you for your input!

  1.  Louise Thaxton
  2.  Eric Speir
  3.  Misty Gilbert
  4.  AccuContrive
  5.  Jana Botkin
  6.  Chris Johnston
  7.  Jon Edlin
  8.  Joel Fortner
  9. ginasmom
  10.  Kim Little

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Stop answering all of your emails?

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When Michael Hyatt, the guru of the blogosphere, gives you an amazing idea about a post, you write it! Recently Michael sent this message:

Michael’s talking about the dilemma we all face when we’re so slammed with work that we can’t find time to get to all the emails. Well, the best thing to do is get someone else to handle your emails. That comment just lost me a ton of trust points with a lot of you, but stick with me.

One of the things I like to do in leadership training is teach people how to focus on only the vital parts of their job or business. And honestly, sometimes email just ain’t it. In fact, there is a great deal of email that does nothing but distract us from the larger goal. In his book Time Traps, Todd Duncan talks about how email and instant message constantly causes us to lose the momentum we have on a project, because we’ve trained ourselves to believe that email is so important.

If you’re only getting a few emails a day, this probably isn’t an issue. But if you’re getting hundreds, what do you do to redeem your time? Some of our leaders here at Dave Ramsey‘s organization have their assistant or personal assistant handle them, at least for a specific email account. (Read Please Help Me! to understand the difference between an assistant and a personal assistant.) In essence, the email address you give the general population, or gen pop as referred to on TV prison shows, is not the same one you give close business contacts, friends or family. You only give that email address to folks you can trust to keep it private.

If you already have a personal assistant, then that person is probably taking care of all of your appointments. Some of us never even see appointments, they go straight to the personal assistant since they really are the ones who control the calendar. Therefore, letting your assistant take over most of your emails isn’t that big of a step. I know it seems weird, but as long your assistant is mature and responsible, handing off those emails simply means those folks will be served by someone who will do a better job than you could.

How do you make the transition? Carefully and with clearly defined expectations:

  • How old are you? - First thing you must have before you hand off your emails to someone is maturity in both parties. Your assistant must understand that everything they read is considered extremely private. It’s not to be discussed with anyone. Now, you really should only be handing them things that aren’t so private, but understand that one will slip through from time to time. You also have to understand that they didn’t just become your pit-bull. You still have to handle the tough stuff when it comes up.
  • Ummm, I have a question - This person needs to be able to come to you with questions about answering emails on your behalf. Schedule a time if there are a lot of questions, so it’s not death by a thousand slashes. Otherwise, the occasional one-off is necessary. This is also a good time to see just how well they respond as “you.”
  • Where would you like me to put this? – You should also seriously consider a folder option where they can put emails they know you will want to review and respond to personally. The changeover will take time, and there will be a lot of stuff that has to run through you. You can set up rules in most email systems for those emails to dump into a specific folder you check once or twice a day.
  • You missed one – It’s highly likely that you will receive stuff into your “private” email that your assistant can take care of. Don’t be afraid to forward that on as the trust level is built.

Question: What ways has an assistant made your life easier?

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Interview with Dave Ramsey’s Personal Assistant

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Patti Harris is in league of her own. Not only is she an outrageously talented team member, she’s also one of the nicest people you’ll ever meet. And make no mistake, she has been keeping Dave Ramsey in line for many years now.

The day Patti came on board is the day life got a little easier at our office. She instantly put things in place that brought a better order to our way of doing things. She put more structure into how leadership interacted with Dave, which in turn affected how we interacted with each other.

So much so, that Patti has also mentored other assistants around the building on how to keep their leaders on track. She has been a blessing to our whole company.

CLo: How would you describe working with Dave?

PH: My leader knows me very well.  He knows when I am having a good day, a bad day, what I like to do, what I don’t like to do, what I’m good at, and what I’m not so good at.  That comes from working together for eight years.  He gives me a lot of praise when I do something good and a lot of mercy when I mess something up.

He has off-the-chart integrity so I never have to wonder where he’s coming from or what he really wants.  There is no hidden agenda.  No dishonesty.  No lack of trust.  I have the best job in the world.

CLo: Whenever you attend an EntreLeadership event, attendees are always tracking you down to get some much-needed advice. What do you get asked the most?

PH: “I think I need an assistant.  Where do I find one?  What do I look for?  What is your DISC profile?” I ask them what they want an assistant to do.  Most of them don’t know.  They think they should get one because Dave has one, and they heard him talk about me.  Their biggest misconception is that they think one size fits all, or that anyone can be an assistant.

There’s a difference between an Administrative Assistant and a Personal Assistant. An Administrative Assistant is someone who acts as a gate-keeper with the phones, emails and team members. They also handle scheduling calendars, getting information to the team, etc.

A Personal Assistant does all of that and then takes care of all the “personal” stuff that keeps that leader from focusing on leading, like running errands, getting lunch, scheduling vacations and even taking care of things at the house. Either way, you need to hire for the needs that you have, so when those needs are taken care of, you can focus more on growing the business. If you hire a Personal Assistant just because it sounds fun, you’re wasting resources.

CLo: What other questions are most asked?

PH: “Dave said that you keep his calendar.  What else do you do?” I ask them if they’ve seen his calendar.  There is an immense amount of energy that goes into keeping the schedule of a CEO. Imagine what that’s like when the CEO is also a celebrity. It’s pretty crazy. There’s the three-hour block for the radio show that can’t be touched unless it’s an absolute emergency.

Then, the schedule is full months in advance so you have to weigh every new potential appointment against the importance of what’s on the schedule. And EVERYTHING on the schedule is important. From time to time you just have to tell people, “No, you need to get with your EVP on this.”

Sometimes it’s hard to put into words the line on my job description that says “Whatever I can do for Dave to make his life easier. :-)

Question: Have you seen how a high quality assistant can make a difference?

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Interview with my former Personal Assistant

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In Please Help Me! I talked about one of the most special people on the planet to me, my former personal assistant Marybeth Fortner, who got married and moved to D.C. Lots of weeping and wailing….all done by me.  And since we still talk from time to time, I thought it might be good to do an interview with her to see what it was like working for me. I know. Potentially dangerous. And while she’s very funny, she’s also one of the most sharp, loyal and hardworking people I know!

CLo: We went through a LOT together in an amazing five years. What were some of the victories/struggles in communicating with me?

MB: Ha!  Good memories here!  I think the victories and struggles are very intertwined. It was just a process of us learning each other’s personality styles and how work load affected those personality styles.  You like people to be concise—use bullet points, think things completely through before coming to you.  I think both of us still laugh about the times when I would walk into your office, think, “Well, crud!   He’s going to ask me…” and I’d turn around and walk right out without saying a word to you.

On the flip side.  I process, and process and process before coming up with an answer.  Although I usually have a gut feeling immediately, it just takes me forever to fully understand why.  So you would ask me “What do you think of….” and I would tell you.  Then you would ask “Why?”  “I don’t know.”  A day later or a week later I could probably tell you. But in the moment—not a clue.  And you had to learn to deal with that because I simply had to have time to process.

We are very different people. We hear things, say things and think things through very differently.  So it was just a process to get to the point that we could meet in the middle.  At first, I’d say that you leaned a lot more my way.  I’d like to think, though, that over time, I grew where I met you in the middle.

CLo: What was it like trying to keep my schedule?

MB: It depended on the day.  Some days were easy.  I had your calendar set the day before, and nothing came up to change it.  However, (many) other days all chaos broke loose.  It was those days that it was most important for you and me to communicate regularly so I knew your priorities and you could trust that if I did interrupt you, it was for something truly important, and you needed to take that meeting.

For me the hardest part of those days was telling people “no” when I couldn’t give them an explanation.  The thing is, everyone NEEDED your attention immediately. So it fell to me to do triage.  Who was asking for the meeting?  What was it about? Was it truly the crisis that they were making it out to be?  And sometimes someone’s crisis wasn’t really as important to the team as a whole as they thought it was.  Or perhaps it was, but someone else’s need trumped theirs.

Working with a team of dominant personalities, “no” didn’t usually mean “no” to them, so if I didn’t explain my reasoning, they didn’t fully believe me.  It made my job so much easier when someone on the team tried to bypass me, and you sent them right back to me.  There were times when I was missing a piece of information, and we had to re-prioritize meetings, but it would have caused a complete breakdown of the system if you allowed people to skip going through me.  Ultimately, you wouldn’t have ever gotten anything done.

CLo: Was there anything about me that either made or ruined your day?

MB: As a high I (and C, but my I tries to deny that), anything that you made happen that was fun and party- like made my day. Whether that was just 5 minutes just joking around, or something as big as our team Christmas parties.  On the flip side, in the rare times when I was in high C mode, I was already in the mindset that my best may not be good enough.  If you said anything that implied that I’m just not cutting it, that would have ruined my day.  Thankfully, I don’t recall that ever happening.

CLo: If there was one thing that you would have wanted me to know, what would it have been?

MB: Besides that I really do love chocolate chip cookies,  it was SO important that you never undermined me.  If you started doing things such as accepting meetings that I had either declined or rescheduled for a later time, or if you told me one thing and then later told the team something else after I had already communicated on your behalf, two things would happen.

One, the team would think that at least one of us was incompetent.  That makes things unravel quickly.  You don’t want that.  Two, it would really irritate me.  Let’s face it, I run your world, and make things go smoothly so you can have a pleasant day.  You don’t want to irritate me.  But really, the chocolate chip cookies… I love them.  A lot.  That’s what you most needed to know.

CLo: I can say that having you as my personal assistant made my whole life easier! Thank you for stickin’ with me for 6 years!

MB: Awww…you miss me! Really though, it was a GREAT six years. I learned so much from you and gained a great friend as well!  So thank YOU!  :)

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How To Get An Interview

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Nine years ago, I was hiring a personal assistant. We were still a pretty small company at the time, so the number of applicants wasn’t like it is today. But I was hiring for an assistant, which meant I was slammed.

16:365 - Post Valentine Browns

Image by Nomadic Lass via Flickr

The process was taking me a while. In fact, I hadn’t found anyone that I was excited about. There were definite possibilities, but nobody who I felt needed an interview. One day around 10 a.m., our Director of First Impressions called and said there was something for me at the front desk.

Sitting there was a little red gift bag with a handwritten card that read, “Start your week off right. Call me in for an interview!” Inside the bag was a little four-count box of Russell Stover chocolates. Guess what happened next? Yep, she got an interview. Why? Because anyone who’s willing to go to those lengths to get my attention deserves a call.

I interviewed her, but she wasn’t the right person for the job. However, I wouldn’t have known that if she hadn’t left that little gift for me. Why? I had already passed up her resume. It looked good, but not great. But her go-getter attitude made me take an extra look!

The great thing is, this technique works in a lot of situations. Especially in sales. Yes, you can bribe your way into a sales “interview.” I always tell people that until you know who we are, we’re just salespeople to you. If you don’t understand that we are actually changing family trees, you probably just think we’re trying to sell something.

Once you know how revolutionary our information is, you become a huge fan. But first, we have to capture your attention. Here are some simple ways to do that with someone you want an audience with:

  • Know your audience. Truly understand who it is you’re trying to meet with. Is it a guy? Is it a girl? Is it a team of people? If so, what’s their makeup? Getting to know who it is will help you know how to get their attention.
  • Think! What you do doesn’t have to be extraordinary, just thoughtful. A small, four-count box of chocolates got my attention. Honestly, a stainless steel coffee mug probably wouldn’t have. If it was a plant, not so much. A bag of freshly roasted coffee beans from a local independent coffee shop, definitely!
  • Be proportionate. The job I was hiring for nine years ago was paying in the mid-20s. A small box of chocolates was fantastic. If the job is paying six figures, then you might want to step up your game a bit.

Are any of these deal breakers? Of course not, but using any one of these tips just might lead to the thing that gets you in front of someone who’s too busy to realize that you’re the gem they’re looking for!

How have you tried to get someone’s attention? Did it work?

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Please Help Me!

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I have to say that I used to have the best personal assistant on the planet: Marybeth. “Used” being the operative word since she left me! Yep, you’re on your own, c-ya, ga’bye! I’m sorry, give me a second….*tears*…..ohhhh gaaaaaaaa!!!! WHY?!!!!!…..*snif*….ok I’m back. Sorry about that, where was I, oh yeah, she had to get married to this really cool, funny, charming, (Dare I say handsome…no, that’s crossing a line) great guy Joel and moved to DC. But I’m not bitter. At least I got to dance with her at her beautiful wedding…which again is why she left me. Did I already mention that?

The greatest gift that I got from Marybeth was her friendship. And the fact that she laughs at my jokes; even when I don’t pay her anymore. She knows I would take a bullet for her, and I know she would for me. Marybeth made my life easier! She took care of me like nobody’s business…or…like it was her business. Whatever, it’s a saying. But I can say that it wasn’t always that way. Not with MB, but before she got there. Before MB I had GREAT assistants who did fabulous jobs taking care of my department. But there’s a difference between an assistant, and a personal assistant.

I realized this when life was getting so busy that I couldn’t even get to the emissions place to have my car….emissioned. I don’t know. As I looked around my life, things were getting missed. A lot of personal time was being taken up with work. Everyday became slammed with meetings, every lunch was a meeting, most nights were meetings, or dinner interviews, or connecting time with team members, and then I traveled a ton on the weekends (still do) as well.

I would be in my office realizing that I needed water or a snack, since I had been nailed down to my desk for hours straight, and I couldn’t take the time to get up to get it. Many times I would work straight through lunch and would miss it because there just wasn’t time to go get something. There were times I would miss a birthday, or forget to send flowers to someone in the hospital, or I would leave work too late to pick up my dry cleaning…or…or… And it was these things that would then take up the personal I time needed in my life. Instead of living life outside of the office, I was spending time doing all the “chores” instead of enjoying the down time that was so needed.

I discovered that my personal time was too important to lose doing menial things. That’s when I hired a “personal”  assistant. Someone who took care of my department, but also did all of the personal stuff needed so I could have a balanced work and personal life. That’s when a bunch of stress left my body.

Does everybody need a personal assistant? Oh gosh no. Most leaders I know don’t have to travel, don’t have to work through lunch, don’t have evening meetings. And I’m SURELY not suggesting that you start working like that so you can have one. What I am saying is you need to look at what balance is. If you have a position that requires more of you that can’t be passed off to someone else, and it has an effect on your personal life, then you might need reevaluate your needs.

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