Resources · SOP

SOPs for an EA

An executive assistant needs a clear picture of how you work and what good support looks like. These SOPs share Jordan’s approach to working with an EA, with sections on email, calendars, tasks, scheduling, delegation, travel, and recurring responsibilities.

The current guide also discusses where AI can support the workflow and where human review and authorization remain important. Use it as a starting point for conversations about your own preferences, priorities, and boundaries. Choose one recurring responsibility, adapt the instructions together, and agree on how you will review the result. If you want help building that working relationship, explore coaching with Jordan.

50+ pages that is heavily based on how I actually train my EA and their SOPs

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SOPs for an EA

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