Here are 10 random tips I’ve culled over the years on how to be a better assistant. This is part 5.
1. Give them an out
For
the most part, I’ve observed people hate saying no. To avoid any
awkwardness, passive aggressive behavior, or just to be diplomatic, give
people an out. When requesting something, couch the request by
prefacing a general reason they might want to say no. You want to allow
people to say no by agreeing with what you already put out there as the
reason they may have to say no, and to also allow them room to say no
without making them looking bad/inferior. Since you are asking for the
request, you want to admit you are asking them to squeeze you in to
their schedule. If you don’t, it may seem as though you believe they
have tons of free time and can say yes to every request that comes their
way. Here are 3 examples:
- I know this is last minute, and I apologize cause I know you are swamped, but do you have 30 min to focus on _____?
- I know you may have lunch plans already, but if you can make yourself free, we’d love for you to join the _______ mtg.
- I know you’re working on the _____ deadline. If you can spare 15 min for ____ we’d really appreciate it.
2. State new and old information
Whenever
you are updating information - a meeting, notes, etc, it’s best to
state the new information and put the the old information in
parenthesis. This prevents a bunch of questions of “Oh I thought it
was...” Or “The last email said...” This also answers the question of
“what happened with...” For example:
- Jan 31st, 4pm Board meeting (NOT Feb 1st at 2pm)
- Correction: Final cost is $15k (NO LONGER $17k)
-
Please note: Jane Doe will attend Tuesday’s meeting. (PREVIOUSLY, she
was slated for business travel, but made alternate plans.)
3. Have others help you follow up
Most
people are always busy that when they check their emails they only scan
to see if any came from their boss or stakeholders. So a lot of the
times when something is urgent or I need help getting an answer, I will
enlist someone else to send an email or follow up on my behalf. I will
usually ask an executive’s assistant or maybe even an executive’s equal that is also on that project
if I don’t get a response within a reasonable time from my own email.
4. Take the blame
A
lot of communication takes place via email, texting, and IM when we are
multi-tasking and distracted. Sometimes long, detailed messages are
not possible or you are typing with one hand or while eating lunch etc.
There are going to be very benign, trivial mistakes or
misunderstandings because of this, especially when people write in
slang, shorthand, or don’t capitalize, use proper grammar and
punctuation. When such a harmless misunderstanding occurs take the
“blame” and help get the communication on track with a quick, “Sorry for
the misunderstanding,” or “Forgive my typo/murky communication/unclear
request.” The other person may also feel very embarrassed or foolish
that they didn’t read your message correctly the first time or respond
in a way that made sense, so to help everyone save face and not make the
problem worse, take the blame, and get the answer you do need. Sometimes it's better to be diplomatic and the bigger person, than to be right.
5. Reconcile money and receipts together for everyone’s protection and benefit
Money
is often given or donated at the office for lunch, gifts, charity
walks, and making change. When you are collecting money from an
individual or a big collection from a group, always record it, count it
out, and verbalize the collection amount in the presence of the other
party. This way there is no misunderstanding how much money was passed
from one person to another. This can be done as such. When people drop
off money alone, take the money, say thank you, have them see you write
down on paper and perhaps even have them sign a log in sheet, count the
money, and hear you say the amount (much like they do at cash
registers) and if you really need to, email them a thank you as well so
you both have a paper trail. For collecting from a group, usually one
person from the dept drops off the money or ask someone from that dept
to count it with you three times - once by yourself as they watch, once
they do it alone and you watch, and a third time together to check you
both got it right. Then write it down, say thank you, and email out to
the dept how much money was collected as a group as a big thank you
email. This way you are both in the clear about how much was collected.
6. Establish the top person or project lead
In
meetings, actionable items are often discussed, but sometimes it’s
unclear who it taking care of the task and/or tracking it. If this
isn’t established, everyone thinks someone else is handling it and the
next step in the process also doesn’t happen. State you don’t want to
step on anyone’s toes, but just wanted to follow up what your role is
and how you can assist. The goal is to have clearly spelled out
everyone’s part, deadlines, and status check in’s so eveyrone is on the
same page.
7. Grammar is important
You’ve heard the joke:
An
English professor wrote the words, “Woman without her man is nothing”
on the blackboard and directed his students to punctuate it correctly.
The men wrote: “Woman, without her man, is nothing.”
The women wrote: “Woman: Without her, man is nothing.”
When
texting and writing, it really does make a difference between “No,
longer” and “No longer” when discussing if a meeting will last an hour.
IT as information technology vs it (a thing or item) or HR as human resources or an hour.
When
it comes to deadlines, people decipher "by May" as either BEFORE May 1st
or by the end of May. (I follow the first one.) So I always write my
deadlines with the time, date, and year.
Be
mindful how you communicate in writing because how people read,
interpret, and understand things is totally different from person to
person.
8. Tell them what you want along with what you don’t want, give examples
People
don’t pay attention to details, read their emails completely, or follow
instructions. Granted, there is not much you can do about that, but to
try to make everything idiot-proof and provide examples of what you do
need and what you don’t need or want/don’t want to happen and why. Just
assuming someone will do a task the correct way (which is different
from your preferred way) is a big gamble to take. Some people
understand info better with graphics/visuals so the red circle with the
diagonal slash thru it helps. Stating what you want to avoid, prevent,
or shy away from also gives them context on the situation so the more
info the better, if it is not something confidential.
9. Validate them and whatever their defense may be
When
it comes to sensitive, tricky, urgent or difficult topics, good
emotional intelligence will tell you to put yourself in someone else’s
shoes. And for people to feel listened to and heard, it’s best to not
only repeat what they say and validate their view
point/perspective/feelings in your own words, but to also think one step
ahead of what they might say, think, or feel so you can demonstrate you
understand them. It doesn’t mean that you agree or condone their
stance, but you acknowledge where they are coming from. Once people
know they have been heard/seen, they are not fighting to defend
themselves/their needs, and are in more of a place to listen. For
example:
- I know you need to leave in 15 min. Can I ask you to sign my time card sometime before you go?
-
You must be really swamped with Project X. Jason called for the third
time and needs an answer cause you didn’t pick up your cell phone. What
should I tell him this time or do you want to take the call?
-
Sara told me you’re not feeling well and will go home early. It’s so
unlike you to forget, but if you could remember to __________, it’d be
really helpful. Thank you.
10. Give options, but state you are always there for them
Sometimes it's a good idea to
help people to be self sufficient so they can function without you.
However, teach them once by stating you are only doing so in case you are out sick, on
vacation, or not around for some reason so they aren’t in a pickle. You
don’t want to give them the impression you don’t want to help them
anymore. Tell them they can always ask you to do it for them since they
are so busy, but if they need it and you aren’t around they know how to
do it too.
***New
“rule” - when you ask me a question for anonymous advice and I answer
it, could you write an anonymous comment so I know you read the post?
You can just write “Thx!” or something! :)
As
always, I usually tweet any new posts I have. And anyone can email me
questions and I respond only via this blog, not to your personal
address. It usually takes me 3-4 days to answer.
I also write over at Jobstr.com under Hollywood Executive Assistant.
Great tips. Is Part 5 the last one? I searched for Part 6 and couldn't find anything.
ReplyDeleteYes, part 5 is the last one. Though the very next popular posts are 7 Defining Traits the Most Successful Executive Assistants Have - Part 1 and 2.
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