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The Art of Anticipation: Mastering the Second Rule of Assisting

Manager ToolsJune 11, 202531 min2 views
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The Power of Checklists and Reminders

  • πŸ“ Checklists and reminders are crucial for training replacements and ensuring tasks are carried out, whether temporarily or permanently.
  • πŸ’‘ The content of these checklists will vary based on role and industry, but common starting points include daily, weekly, and monthly overviews.

Preparing for Meetings

  • 🧠 Effective meeting preparation is a key differentiator for successful individuals.
  • πŸ“… This involves understanding meeting objectives, identifying necessary paperwork, and determining when prep can be completed.
  • 🎯 For those being supported, scheduling dedicated prep time, like 30 minutes before a meeting, is essential.
  • πŸ“„ Assistants can significantly help by drafting talking points or summarizing project status reports (e.g., red, amber, green status sheets).

Managing Deadlines and Tasks

  • ⏳ Backward planning is vital for meeting deadlines, considering not just the final date but also the individual's availability and work preferences.
  • πŸ—“οΈ Assistants should proactively identify and schedule time for tasks, as unscheduled work is unlikely to be completed.
  • 🀝 Identifying and communicating with all necessary stakeholders for a task ensures smooth execution.

Leveraging Context for Productivity

  • πŸ“ Understanding context (defined by available tools, presence of individuals, or location) is key to maximizing productivity.
  • πŸš— For instance, recognizing that a person has hands-free car time allows for making phone calls during commutes.
  • ✈️ Similarly, identifying work that can be done on planes or in hotel rooms helps utilize travel time effectively.
  • πŸ“ž A call sheet is a practical tool for executives to make calls during downtime, such as waiting for meetings or during travel.

The Assistant's Role in Problem-Solving and Support

  • πŸ’‘ Assistants should always consider what work can be done to support their principal, even if not perfectly.
  • 🧱 The analogy of the bricklayer highlights how focusing on core tasks (laying bricks) is more efficient when the assistant handles preparatory work (stacking bricks).
  • πŸ›οΈ Assistants can contribute to larger goals by seeing themselves as part of building a "cathedral," not just performing individual tasks.
  • 🀝 Understanding who will be in meetings allows assistants to prepare their principal with relevant talking points or reminders for specific individuals.

Calendar Management and Proactive Adjustments

  • ⚠️ Identifying calendar clashes is critical, not just for simultaneous events but also for insufficient preparation time.
  • ✈️ Assistants should plan for vacations by ensuring coverage and minimizing the need for the principal to check in while away.
  • πŸ”„ Reviewing daily updates (overnight emails, phone messages) and proactively addressing potential issues is a hallmark of anticipation.
  • ❓ When faced with uncertainty, the question isn't what should be done, but what can be done, encouraging action and initiative.
  • πŸš€ Being proactive, seeing around corners, and game-planning scenarios are essential skills for great executives, achievable through practice and a focus on anticipation.
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What’s Discussed

AssistingAnticipationChecklistsMeeting PreparationDeadline ManagementTask ManagementContextual AwarenessCall SheetsCalendar ManagementProactive BehaviorProblem SolvingExecutive SupportProductivity
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