The document describes a Vistage program on maximizing the effectiveness of the executive and assistant relationship. The program covers time management, delegation, and coaching for executives and assistants. It discusses identifying the right assistant type, minimizing bad hires through testing, and developing onboarding and customized coaching over 3 months. For existing assistants, it focuses on developing needs lists and coaching regimes tailored to each executive. The goal is to streamline processes and maximize efficiency through a properly trained assistant partnership.

1. Vistage Program Description
Maximizing the Executive and Assistant Relationship.
(How a properly coached team can maximize effectiveness)
Jennifer Maffei hosts an interactive forum where she takes information gathered from the Members to lead a discussion on
how an Executive Assistant used correctly can increase the productivity and efficiency of an Executive. Key Items covered:
● Time Management
○ Is it costing you money/opportunities by not having an Assistant?
○ Review of Executive Time Worksheet
● Delegation
○ Types of Assistants (EA, Office, Virtual, Multipurpose hire)
○ What items can be delegated to an Assistant?
○ Qualities to look for in an Assistant
○ How to find the right Assistant
● Coaching
○ How to coach the existing and /or new Assistant to be that perfect business partner for that specific
Executive/Company
○ Reporting and Mediation
For Executives new to having an Assistant, Jennifer guides them through the process and helps the members identify
which Assistant type would be right for them and how to minimize the chance of a bad hire. She works with outside
professionals to administer skills and personality testing to make sure candidates have the skills and strengths the fit the
Executive’s needs. She helps the Executive develop an on-boarding process and coaches the new Assistant over the
course of 3 months; touching base with the Executive so real time course correcting can take place.
For Executives with existing Assistants, Jennifer is able to go straight to working with the Executive to develop a needs list
and develops a unique coaching regime for the Assistant that is tailored to the specific needs of the Executive. This results
in maximized efficiency and system implementation to streamline processes.
Value to Members:
Jennifer Maffei outlines the issues of not having a properly trained Assistant and illustrates how when done correctly, you
are creating an ideal business partnership. Members will be provided with immediate, actionable items that can be
implemented with their existing Assistant. For those currently without an assistant, they will be aware of how much time
can be reclaimed by having the properly coached Assistant on their team. Knowing now, how this investment in a small
hire, can massively impact their bottom line. That their offices can be more streamlined, that they are free to focus on the
big picture, building relationships with their customers, vendors and reports. Knowing that they have a fully trained
business partner who is handling the details.
Biography:
Jennifer Maffei, is founder and president of VEA Services, a consulting and coaching firm specializing in helping CEO’s
getting the most out of their executive assistants. Jennifer developed her A to Z approach after working for more than 20
years as both a Business owner and as an Executive Assistant from small firms to Fortune 500 companies. She lives with
her family in the San Francisco Bay Area.