Training Program

Chief of Staff Operating System Training

Give your EA or VA the operating system they need to support you at the highest level.

This training equips your executive support team with a complete system for handling communication, coordination, planning, information flow, and follow-through: so they can anticipate needs, exercise better judgment, and create more leverage for you.

See What They Learn →

[What They Learn]

Five Systems. One Operating Model.

01

Executive Communications System

Keep executive communication clear and under control.

  • Email triage
  • Email drafting
  • Follow-up tracking
  • Executive correspondence
  • Communication summaries
02

Executive Planning System

Keep your calendar and priorities working for you.

  • Calendar management
  • Meeting preparation
  • Briefing documents
  • Task prioritization
  • Deadline tracking
03

Travel Command Center

Flagship

Keep all travel information in one place.

  • Flights
  • Hotels
  • Ground transportation
  • Loyalty programs
  • Travel documents
  • Executive itineraries
  • Emergency travel information
04

Executive Knowledge System

Make important information easy to find.

  • Key contacts
  • Company information
  • Vendor information
  • Project information
  • Standard operating procedures
  • Frequently requested resources
05

Executive Workflow System

Keep recurring work moving without constant follow-up.

  • Recurring responsibilities
  • Approval workflows
  • Project tracking
  • Administrative processes
  • Documentation

[The Impact]

What It Helps With

Stronger Ownership

Better executive support with stronger ownership and judgment from your EA or VA.

Cleaner Follow-Through

Faster coordination and cleaner follow-through on every task and commitment.

Reclaimed Time

More reclaimed time for you to focus on high-value work instead of coordination.

Greater Leverage

Greater leverage without adding headcount: get more from the team you already have.

Smoother Operations

Smoother operations with less back-and-forth between you and your support team.

[Who This Is For]

Leaders Who Want More From Their Support Team

Founders, CEOs, consultants, and professional service firm owners who have (or are hiring) an EA or VA and want them to deliver significantly more value.

[Why It Matters]

Good Support Can Become Exceptional Support

Most EAs and VAs are capable of far more than they currently deliver. They simply lack a clear operating system. This training turns good support into exceptional support: helping your assistant think and operate like a Chief of Staff.

[How It Fits]

Part of The Operational Freedom Method

This program strengthens your Operating Systems layer: the infrastructure that lets someone else step in without calling you first.

The Chief of Staff Operating System Training lives inside the Operating Systems layer of The Operational Freedom Method.