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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.

Jet-Set with Ease: Smart Travel Hacks

 

I have been traveling a lot this year. Two to three trips a month. Most of it was planned before the end of 2023 so I knew it was coming.
 
I’m excited to share with you my thinking, my structures, and my approach to travel, which helps make travel smooth and easy. 
 
Of course, one of the first structures I put in place a few years ago, was to turn all my travel booking over to my Executive Assistant. Yes, it felt highfalutin’ at first, but now, booking my own travel seems like a big annoyance and waste of time. And if/when I need to make changes, particularly last-minute changes . . . oh forget about it . . . I definitely want someone else to deal with that! Rather than waiting in line at Customer Service, or messing around on an app, I’d rather go get a latte. 
 
My EA has all of my airline mileage plan numbers and TSA Known Traveler number (BEST $80 I ever spent!). She knows my key preferences for flying, and the airport codes of the places I travel to most frequently: SEA, SBP, PSP, PHX. (You’re quizzing yourself to see if you know what these are, aren’t you?)

Packing checklist – This is the key to your sanity! Start with the basics that you know you need on every trip (house keys, glasses, toothbrush, charging cables, vitamins, phone). Then keep adding to it, trip by trip. Eventually, you’ll have a very long list that will include things from that winter trip to the mountain (boots, puffy coat, gloves, scarf), to the trip to Hawaii (rash guard, sunglasses, bikini wrap, sun dress), to that trip in Vegas (sexy heels, “that dress”, crazy earrings).

If you do sports and activities on your trip, add all of those items too: Golf and Pickleball outfits and gear, yoga mat, foam roller, massage gun, water bottle. All of these items are on my master packing list.

I use Cloud Outliner for my Master list. As I check things off, they are removed from my view (super satisfying) and I’m left with only the items I know I need for this trip. 

Determining Outfits
This is the key to packing light. Packing light means less lugging stuff from point A to point B to point C. Don’t be that person with bags hanging all over them, whacking people as you walk down the aisle of the plane.
 
Once you have packed your clothing, that is what you will be wearing. It is settled. (Ladies in particular, this matter is now settled and not open for discussion with yourself anymore.) Forget about all the other options you had and love the choices you have made. Don’t pack a ton of “options”. If you are not sure if you are going to want a sleeveless or short sleeve top under your jacket at that event, bring them both. But don’t bring lots of options.
 
Shoes take up a lot of room, so make your best pick and pack those. Then when the day comes to wear them and you think “Uggh, I wish I had brought my red ones…” practice making your decision right. “Love the one you’re with,” as the song goes. No one is going to notice, and you’re going to rock what you got. 
 
Luggage
Less is more. Lighter is nicer. Can you get by with one less pair of shoes? Could you use a good old-fashioned fold up travel toothbrush for a few days, rather than your nice electronic toothbrush in its nice carrying case, that is the size of a hot dog bun?
 
Not checking your luggage really saves you time. When I walk straight off the plane, get on the escalator and text my driver, I often think to myself, “…the people in back could still be deplaning!”

Second home? Or another home you visit frequently?
Do you have a second home or a place you visit frequently where you could have a drawer or two? This is the best! I’m fortunate to have a second condo and I visit my mom for three or four nights every month.
 
If you have a similar situation, leave some things for next time you visit. This way you don’t have to pack as much! I’m a very light packer and this is partly why. I have two drawers at my mom’s house. Ok, it’s three now. One drawer is all pickleball gear and clothes.
 
I use Apple Notes to keep inventory lists for myself for these two locations that I frequent. What to list: What do I have at that location? What do I not have there?

Staying Well
I think overall, people expect too much from themselves when they travel. They believe they will be able to work and be just as productive as they are at the office. I vote no.

Drink water. Yes, certainly have a glass of wine as well, but drink water, drink water, drink water. 

Try not to be really close to people while you are in transit, if you can avoid it. People will travel when they are sick because they “need” to get where they’re going. Wait for your boarding time away from the crowds. You don’t need to sit in the boarding area with the masses. If you can swing it, Airline lounges are also helpful. But even if you are waiting to board, wait 20 or 30 feet away from the masses. You will still be able to hear the boarding announcement from your gate. 

Noise cancelling headphones. I use my air pod pros. Eliminating some of the background noise on the plane makes for a more restful flight. And of course, adding music or a movie can make the day less draining.

If you can, fly First Class. I started this in the pandemic for the sole purpose of staying as healthy as possible. (Note, I have not gotten Covid). I wanted space around me. I wanted to not be in a herd of people in the boarding area.

Turn on the vents above you in your seat, so there is air flow around you.

Dress in layers, so that your body doesn’t have to deal with being too hot or too cold. I go through both phases on every flight.

Do you need lumbar support, which no airline seat has? I do. I use a blow-up neck pillow. I blow it up only halfway, and then put it behind my lower back. Remember, the air pressure on the flight will have it fill up more.

Be kind to the staff. All the staff. Whatever is going on that day is not their fault. 

Are you a nervous flyer? I don’t love turbulence. I do like being prepared. I use the Turbulence Forecast app. I used this service before it was the nicer app that it is today. Years ago, I used their website.

Some people would rather not know what’s coming in terms of bumps. I like to know as much as possible. With this App, you can even order a more detailed report (I’ve done this before) for a specific flight on a particular day and time.

In fact, as I’m typing this, I’m on a plane and there are bumps. I am just really focused on what I’m doing, writing and editing along the way.

Working through the bumps with a solid plan is more than just a great metaphor for life and business! Let me know if you try any of these hacks, or if you have some tried and true travel tips of your own.  

Gina Cotner, CEO, Athena Executive Services

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

 

 

 

 

Your Time and Your Health

“The price of anything is the amount of life you exchange for it.”

– Henry David Thoreau

We all know that rest and sleep allow our body and mind to recover, rejuvenate and heal. Studies have shown how important this is. Experts have published articles and papers about the increased levels of productivity and satisfaction with one’s work when you allow yourself to take brain breaks throughout the day. People who do high intensity activities for their workouts know the importance of stretching and recovery time. Yet with all of this knowledge few people seem to schedule and honor times in their calendar for rejuvenating their mind or their body, their mental or emotional wellness.  The more you demand of yourself physically, mentally, and emotionally, the more you need to refuel and rejuvenate those parts of you.

Great Executive Assistants design a life for their executive that is the kind of life that a person would want to wake up and live! Left to our own devices as business owners and executives we will be awful with ourselves. We overbook ourselves. We try to keep squeezing one more thing into the day. But when somebody else, who has our best interests in mind, goes about designing our schedule, they do a much better job! Sometimes your assistant is the only person who knows or cares that you leave the office at a decent hour.

Rejuvenate yourself. Get yourself fed. The world needs more people like you! The world does not need the exhausted version of you. You at your best, is a gift to the world! If you can’t trust yourself to schedule and honor living a balanced life (however you define that for you), then turn it over to somebody who will support you in that. If you think a more balanced life is truly not possible for you, we should talk.

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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 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. 

 

 

 

 

Do I Have to Be ‘Cute Bitchy’?

“Cute bitchy, but not “bitchy” bitchy.” – The Diplomat. S1 Ep 3.

There I was one evening where I often can be found, on the couch sitting next to my honey after he has cooked a great meal and I have thoroughly cleaned the kitchen. It was around 8pm when we usually figured out which of “our shows” to watch. That of course was followed by at least five minutes of trying to remember which streaming service it’s on. “Honey, it’s on Netflix, or maybe Prime.” “No, I think it’s on Hulu or Apple.” Uggh.

Soon our minds left the hot topics of the business day and matters around the house, and we were transported to the UK, rooting for Kate Wyler, (played by Keri Russell) the new U.S. ambassador to the United Kingdom in the Netflix show, The Diplomat. It was only episode three and I was all in. Exactly like I was with Madame Secretary, another strong, smart female lead political show.

34 minutes in, our heroine, Kate is in conversation with the White House Chief of Staff and the person who is the right-hand to our U.S. ambassador in London. They are trying to convince Kate that she would make a compelling Vice President.

Then I hear this dialog in the show and say to John, “Wait. Pause it! Back it up. I have to hear that again.” And I listen again:

I mean, it’s bad for the guys, but for the women? F-me. Is she pretty, but not too pretty? Appealing but not hot? Confident but not bitchy? Decisive but not bitchy? Cute bitchy, but not bitchybitchy?

We had to come to an agreement about how many days a week the VP would wear a thong. She doesn’t like them. Her team doesn’t like panty lines. Weeks of my life were spent on this. And then an agreement. Yes, she will wear ass floss but only two days out of seven, and days cannot be banked week to week.

Can you imagine hiring someone for a key governing position just because you think they would be good at it?

I jumped off the couch saying, “Wow! Yes. Yep. Oh my god. That’s it, right there!”

And that is it. That’s the world I have lived in for a long time. I had never heard it put to language so well. So clear. So spot-on. The best and worst part is that I’m really good at living in this world. I’ve been honing it and mastering it since I was a teenager. I never considered there was any other way. But then I heard it put into words and I see it written on this page and I think to myself, “Something about this is so sad.”

I’ll stop this chapter here. I’ll let you sit with that. I’ve returned to this piece many times, considering where I want to go next with it. There are too many options, so there are likely more chapters to come.

Ever since watching that scene on TV, I’ve been thinking on this, and many small snippets of my past have popped up. Snippets that helped shape me as a professional, successful woman business owner today, and will lead to the next chapters to share with you:

  • How my mom was as a professional woman I watched as I grew up. I watched her get ready and go to work every day and climb the ladder.
  • What my dad had to say about “looks” and how someone should “look”.
  • My experiences of belonging or not belonging in the crucial teenage years and how I mitigated that.
  • The experience in my 20’s when I realized that one’s “looks” could be used to make a difference. That extra minute or two you are given could be used for good.
  • The brain science around who and what we find visually appealing.
  • A very short, very memorable conversation with a beautiful mother, raising a stunningly beautiful daughter who was a model, and what she had to say about raising her.

Meanwhile, enjoy this article that was also part of the inspiration for me to begin to write about this.

Side note: Around the time I finished writing this, the ‘Barbie’ movie came out. Some of you may enjoy reading America Ferrera’s monologue that came right before the final scene. (Spoiler alert.)

-Gina Cotner