A tailored course, built for your situation
Direct handoff of senior-leadership coordination work
Handle high-visibility scheduling, briefing, and stakeholder alignment work that only gets assigned to trusted Executive Assistants
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Who this is for
Executive Assistant managing complex scheduling and coordination for senior leaders in a regulated environment
Who this is not for
Administrative assistants focused only on calendar management or routine correspondence
What you walk away with
- Own full-cycle coordination of M&A preparation materials without oversight
- Receive direct tasking from senior sponsors on regulator-facing updates
- Lead pre-meeting alignment across peer teams without escalation
- Deliver board-prep briefing packs that require no rework
- Become the default handler for time-sensitive leadership escalations
The 12 modules (with all 144 chapters)
Module 1. First-response protocols for unstructured executive requests
Turn vague asks into tracked actions with clear ownership and deadlines using decision trees for urgency, sensitivity, and stakeholder map.
12 chapters in this module
- Classifying request type by sponsor level
- Mapping implied stakeholders
- Setting default timelines by work class
- Determining escalation threshold
- Logging initial context snapshot
- Tagging for compliance relevance
- Assigning internal owner
- Blocking sponsor calendar for follow-up
- Initiating cross-team check-in
- Activating template stack
- Flagging data sensitivity level
- Generating tracking ID
Module 2. M&A preparation coordination workflow
Orchestrate pre-deal alignment across legal, finance, and operations teams using standardized sync rhythms and clean handoff checklists.
12 chapters in this module
- Identifying deal-phase by sponsor ask
- Launching M&A prep folder structure
- Scheduling legal-readiness checkpoint
- Coordinating finance data lock
- Aligning comms blackout window
- Booking integration planning session
- Tracking due diligence deliverables
- Updating stakeholder contact matrix
- Flagging regulatory disclosure points
- Managing draft version control
- Confirming clean desk policy adherence
- Closing prep phase with summary memo
Module 3. Regulator-facing document coordination
Manage submission timelines, evidence collection, and internal review cycles for compliance updates that require executive sign-off.
12 chapters in this module
- Recognizing regulator-driven deadlines
- Initiating response task force
- Mapping required evidence sources
- Scheduling compliance leadership review
- Tracking line manager inputs
- Version-locking final draft
- Preparing submission cover memo
- Logging internal approval trail
- Scheduling follow-up monitoring
- Archiving with audit trail
- Confirming no-retain data purge
- Reporting completion to sponsor
Module 4. Cross-functional leadership meeting design
Build agendas, pre-reads, and decision logs for multi-team alignment sessions that resolve priorities and lock commitments.
12 chapters in this module
- Defining meeting objective with sponsor
- Identifying required attendee roles
- Blocking decision-maker calendar
- Drafting outcome-based agenda
- Assigning pre-read owners
- Collecting input decks
- Editing for executive consumption
- Adding decision log template
- Setting time allocation per item
- Confirming tech setup
- Distributing materials 24h ahead
- Capturing action owners live
Module 5. Board-prep briefing pack assembly
Assemble high-stakes briefing materials with consistent format, approved messaging, and zero rework cycles before leadership review.
12 chapters in this module
- Activating board prep template stack
- Pulling latest KPI data sets
- Aligning narrative to executive tone
- Embedding approved risk statements
- Adding appendix reference tags
- Running consistency checklist
- Scheduling dry-run review
- Incorporating feedback silently
- Locking final version
- Printing secure copies
- Delivering to attendees
- Confirming receipt with tracking
Module 6. Escalation routing and triage
Apply rules-based filtering to urgent peer team requests so only true escalations land on sponsor’s desk with full context attached.
12 chapters in this module
- Receiving peer escalation notice
- Classifying by business impact level
- Determining if sponsor action needed
- Applying resolution playbook
- Engaging SME for input
- Drafting response for approval
- Logging decision rationale
- Updating stakeholder
- Archiving case file
- Flagging pattern for process fix
- Reporting volume trends
- Closing loop with originator
Module 7. Executive communication drafting
Write emails, talking points, and status updates in sponsor’s voice with approved terminology and appropriate tone for audience.
12 chapters in this module
- Selecting message format by recipient
- Pulling latest position statement
- Applying tone calibration guide
- Inserting approved metrics
- Adding call to action
- Checking for ambiguity
- Running compliance keyword scan
- Flagging for legal review
- Obtaining silent approval
- Sending with tracking
- Logging sent version
- Confirming read receipt
Module 8. Stakeholder mapping for high-visibility initiatives
Maintain dynamic maps of influencer roles, interest levels, and alignment status for programs that require executive navigation.
12 chapters in this module
- Identifying initiative sponsor
- Listing direct reporting lines
- Adding indirect influencers
- Rating interest level
- Tracking past position
- Noting current alignment
- Flagging potential blockers
- Updating after each meeting
- Sharing map with sponsor
- Highlighting shift in sentiment
- Suggesting engagement tactic
- Archiving post-initiative
Module 9. Decision log maintenance for leadership cycles
Capture and distribute clear records of choices made, owners assigned, and next steps during fast-moving executive engagements.
12 chapters in this module
- Initiating log at cycle start
- Recording verbal decisions
- Assigning action owners
- Setting follow-up dates
- Linking to supporting files
- Highlighting dependencies
- Sending summary within 2h
- Tracking completion status
- Flagging delays early
- Updating at each touchpoint
- Archiving with final report
- Reporting decision velocity
Module 10. Sensitive information handling protocols
Apply data classification, access controls, and lifecycle rules to materials involving M&A, performance, or compliance matters.
12 chapters in this module
- Classifying document sensitivity
- Setting folder access permissions
- Applying watermark rules
- Encrypting external shares
- Scheduling review date
- Confirming read-delete policy
- Logging access attempts
- Purging after retention period
- Auditing handling compliance
- Reporting anomalies
- Updating classification guide
- Training new team members
Module 11. Proactive scheduling for leadership bandwidth
Protect executive focus time by forecasting demand, blocking strategic windows, and deferring low-impact meetings.
12 chapters in this module
- Reviewing quarter-ahead milestones
- Mapping recurring obligations
- Identifying focus blocks needed
- Blocking deep work windows
- Deferring non-essential invites
- Scheduling buffer time
- Aligning with peer assistants
- Flagging conflict risks
- Optimizing across time zones
- Updating travel rhythm
- Reporting capacity utilization
- Adjusting based on feedback
Module 12. Post-cycle review and refinement
Conduct structured retrospectives after major initiatives to capture improvements and update templates for future cycles.
12 chapters in this module
- Scheduling review session
- Pulling cycle performance data
- Listing what worked well
- Identifying delays
- Gathering stakeholder feedback
- Prioritizing fixes
- Updating playbook
- Revising templates
- Training team on changes
- Documenting lessons learned
- Sharing summary with sponsor
- Closing cycle formally
How this maps to your situation
- When a new M&A initiative starts
- When regulator correspondence arrives
- When leadership requests a cross-functional sync
- When board materials are due
Before vs. after
Before
Coordination work is reactive, dependent on oversight, and subject to rework when context is missing.
After
You own end-to-end delivery of high-trust coordination tasks, receiving direct handoffs and producing clean, audit-ready outputs.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 2.5 hours per module, designed to be applied incrementally to live cycles.
How this compares to the alternatives
Generic executive assistant courses focus on calendar hygiene or travel booking. This course is built exclusively for those already operating at senior-leadership pace and ready to own high-stakes coordination handoffs.
Frequently asked
Is this course relevant for assistants supporting non-C-suite leaders?
Yes, if you handle coordination involving M&A, compliance, or cross-functional leadership decisions, the frameworks apply regardless of title.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I apply this to ongoing projects?
Yes, each module includes templates and playbooks designed to plug into current cycles without disruption.
$199 one-time. Approximately 2.5 hours per module, designed to be applied incrementally to live cycles..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours