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New Year Planning

Preparing Your Business for Success and New Year Growth

As the end of the year approaches, it’s time for small business owners, entrepreneurs, and executives to reflect, recharge, and recalibrate. The holiday season often brings added responsibilities and stress, but with intentional planning, it can also serve as a springboard to success in the upcoming year. Here’s how you can set your business up for a successful year-end and start the new year ready to thrive.

Reflect on the Past Year

The first step in preparing for the year ahead is reflecting on the one that’s ending. Take a moment to ask yourself these critical questions:

  • Did I meet the milestones I planned for this year?
  • Was I able to deliver the quality of product or service I aspire to?
  • Do I feel fulfilled and balanced, or was I overwhelmed by the stress of work?

These reflections are essential not only for evaluating your business performance but also for assessing your personal well-being. Life moves quickly, and as an executive or entrepreneur, you likely spend a significant amount of time planning for others—your team, family, and business. But how often do you plan intentionally for yourself?

Aligning Operations with Your Goals

Creating a solid plan for the year ahead means focusing on your business goals and aligning your operations to achieve them. If you’ve struggled to balance your responsibilities, it might be time to consider bringing in an executive assistant. At Athena Executive Services, we specialize in crafting custom support plans tailored to your unique needs, giving you the freedom to focus on what truly matters to you.

Define Your Purpose and Visualize Success

Start by visualizing where you’d like to be at the end of next year. What does success look like to you? Is it a business milestone, such as increasing revenue or expanding your team? Or is it personal, like spending more time with your family or transitioning into a more flexible schedule? Reflect on these questions:

  • Do I have time to work on what truly matters to me and grows my business?
  • Can I step away from work to enjoy time with family and friends without anxiety?
  • Am I balancing the demands of a growing business with my desire for a full, satisfying life?

Determine Priorities and Delegate Effectively

The key to achieving your goals is identifying what only you can do for your business and delegating everything else. Start by listing the tasks that require your expertise, such as strategic planning, building client relationships, or creating visionary goals. Then, identify the administrative or time-consuming tasks—emails, invoicing, scheduling, and marketing—that could be handled by an assistant.

Imagine what you could accomplish if you freed up the time spent on these tasks. How might it impact your business and personal life over the next year? Partnering with an executive assistant can transform how you allocate your time, allowing you to focus on the work that drives growth and fulfillment. 

 

Create a Business Plan That Reflects Your Aspirations

Your business plan should reflect your unique aspirations—not someone else’s vision. Define what you want to deliver, how you want to impact your industry, and the legacy you want to build. At Athena Executive Services, we understand that no two executives are the same, and neither are their goals. That’s why we work to custom-match you with the ideal assistant to help you create systems that align with your unique vision.

 

Start the New Year Strong

By reflecting on the past year, determining your priorities, and delegating effectively, you’ll be positioned to hit the ground running in January. Partnering with an executive assistant can provide the support and structure you need to achieve your goals and maintain balance in your life.

 

Let’s make the next year your most successful and fulfilling one yet. Contact Athena Executive Services today to learn how we can help you craft a support plan tailored to your needs.

 

Case Study: RISC Zero

 

Case Study: RISC Zero

Background:

RISC Zero, a brand-new start-up, came to us smack in the middle of the pandemic, August 2022. They were in need of executive assistance to support their operations and leadership team. It was no coincidence they were referred to us by a former Athena client and startup CEO herself!

How it all began:

Soon, Brian and Ash found themselves speaking with Jennifer Tracy, Business Development & Client Care manager here at Athena. They needed support with many garden-variety admin tasks: email organization, schedule management, travel arranging, CRM updating, shepherding documents that needed signatures, along with some personal tasks. 

Neither had ever had an executive assistant before. Brian was candid with us right from the start when he said, “I’m just not good at delegating.” 

After Jennifer, like a doctor looking at a patient, assessed the situation and learned about all they were dealing with, she turned to her partner here at Athena, Dorian who she works shoulder to shoulder with every week. 

NEXT STEPS:

Dorian is the Performance Manager here at Athena. She oversees all the staff and ensures they are getting top-notch performance coaching on a regular basis. She keeps track of who on the staff has bandwidth available for a new client. Jennifer and Dorian regularly collaborate on which Executive Assistant to pair with which client. This collaboration is where the magic happens!

They selected a great executive assistant named Vee to work with the executives at RISC Zero. 

Jennifer then regularly checked in with clients Brian and Ash, while Dorian and our Performance coaches were regularly checking in with Vee. Part of the secret sauce at Athena is how the “partnership” gets built. What we are really in the business of is a high-performing, high-caliber “partnership”. 

Three months later Brian said he was so impressed by Vee and inquired about Vee working for them full time. Vee said that she was indeed interested in working for them full-time. RISC Zero took advantage of the Conversion Clause in the Athena Master Service Agreement, which allows a client to pay a fee to take their Athena Executive Assistant and bring them on to their own staff and payroll. 

This happens from time to time and as long as it’s something that the EA wants, we encourage it. We want all parties to really get what they need and want from this partnership, even if that means we lose an amazing resource like Vee. 

So we say goodbye to RISC Zero and Vee and wish them well. 

But the story isn’t over. Plot twist!  Eight months pass and Vee has been highly effective and promoted at RISC Zero. But that left the EA position open. Where did Vee go to get that EA position filled? Back to Athena Executive Services!

Now Vee is the Client, meeting with Jennifer to discuss finding a new EA for Brian, along with three other new executives, Manasi, Joe, and Nicole. 

Athena Executive Services provides two Executive Assistants to support the four executives. One of those EAs is Nathan! Nathan and Manasi formulate their partnership and Nathan gets the advantage of standing on the shoulders of the great foundation Vee had built. Fast forward 11 months and . . . you guessed it. RISC Zero decides to buy out Nathan and take him as their own staff member, as they did with Vee many months prior.

CHALLENGES ALONG THE WAY:

Throughout all engagements, RISC Zero was a strong advocate for the value of Athena’s services. Vee’s performance as an EA was impactful, leading to RISC Zero’s preference to continue sourcing talent from Athena.

Leadership changes at RISC Zero brought some challenges: 

  • With one leader’s departure, expectations around EA services shifted.
  • Conversations between Jennifer (from Athena) and RISC Zero saw some misalignment in expectations.
LESSONS LEARNED:
  • Expectation Management: Changes in leadership necessitate a clear communication strategy regarding expectations for EA services. Regular check-ins are essential to ensure alignment across all parties involved.
  • Value of Talent: The initial success of having a standout EA like Vee underscored the importance of placing the right talent in executive roles and maintaining relationships with clients through quality service.
CONCLUSION:

The collaboration between RISC Zero and Athena Executive Services highlights the critical nature of aligning expectations during leadership transitions. While Athena demonstrated the ability to provide exceptional executive assistance, ongoing communication and clarity on service delivery are vital for sustaining long-term relationships and ensuring mutual success.

What Does an Assistant Really Want to Do?

What FEEDS a high-caliber Executive Assistant? 

They want to be of Service to you!

You may think to yourself, “Really, they want to do this stuff that I absolutely do not want to do?” Yes, they do. “Really, they want to book my airline tickets and send out birthday cards? They want to help me iron out this issue with payroll, and look into better software to use for project management?” Yes, they do.

Not only do they want to do most all of those tasks and projects that you would find mind-numbing, annoying or soul-sucking, they want to do them with Excellence! They are after Excellence, I promise you. Nothing empowers an assistant more than knowing they “crushed it”!

What feeds them is you investing in them. This is, you helping them help you. You may think, “If I have to help them, then why am I even giving them this task to do?” Why? Because the direction and support you give them this week, will be the foundation for what they do next week. Next week you’ll feed them with a little more direction and support, and it will build on what they received last week. This week they will have new questions. Smarter and wiser questions.

Each week you’ll feed your assistant a little more direction and support. Then, exponentially, week by week they will become more and more valuable. Next month you will be able to say three sentences to them, and that task will get done, and it will get done the way you want. Why? Because of how well you invested in them last month.

Help them help you!

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Interested in learning more about hiring your own Virtual Executive Assistant? Click here to schedule a free consultation with us. 

 

 

 

 

What Wellness means to the Athena Team

 What does wellness mean to you? To the Leadership Team at Athena Executive Services, Wellness is more than one’s physical fitness or simply not being sick. WELLNESS is a core value of our company, with a laser focus on both health and personal happiness.

Recently, our CEO and Managers came together to discuss the value of WELLNESS and how prioritizing the quickest path to being 100% well is critical to high performance.