5 Tips to Using a Personal Assistant to Create More Time and Announcements

Hi Everyone,

I'm sure you're feeling busy, with too much to do.  That's why today I wanted to talk with you about how you can use your personal assistant to create more time for yourself.  In fact, I'll share a link to a 3 minute video clip of the "master system" I use with Sandy for holding all our assistant systems.

First I wanted to share three very exciting announcements:

ONE: Maui Giving Update from February Level Three Wealth Workshop.

I wanted to applaud all the participants because together we raised $103,742 for dozens of different charities from Philippine International Aid to Boys and Girls Club to the Red Cross to Estrellas Para Ninos.

Donations ranged from $100 to 1,500 on average and it was very clear that we have some passionate champions of care in our community.

TWO: Maui Mastermind® Wealth Summit (October 2009) Almost Sold Out

We are down to the final 8 spots for our annual Maui Mastermind Wealth Summit.  I'll get you more information out about it later in the next few weeks, but for those of you who are serious about applying, we only have those 8 spots left so you'll need to get right on it.  For more information you can listen to past participants share their experiences at www.mauimillionaires.com/custom/mauimastermind and to get on the interview list just email Stephen@MauiMastermind.com.

THREE:   Save the Date!  Next Wednesday (March 25th) at 5pm Pacific; 8pm Eastern

I am hosting a free 90-minute online workshop on building your Level Three business.  Details to come next week, but put it into your calendar now!

Okay, now let's talk about those 5 tips to leveraging your personal assistant.

  1. Create a "Project List" of all items you work with him or her on so that you have a single place to review.  I have Sandy put her project list in a templated Excel spreadsheet.  Works great.

  2. Record your delegation sessions.  That way they can review your directions and save you time from repeating yourself… Have them make each new project its own recorded file to speed their review of only the needed file.

3. Keep an "assistant folder" in your desk (close by) and on your computer to keep dropping items to delegate to your assistant as they come up...

4. Set up an exchange server… for very little money (I think I pay about $20 per month) you can have your assistant have access to your Outlook. That way he or she can put appointments into your calendar (with all the necessary info pasted into the memo field)… or update a contact for you… or check your email…  You can even set up an assistant category in Outlook and just flag any email for them to handle as you see it come across your inbox!

5. Create a master system for all your assistant systems...  For more on this one, just go to our blog and watch the 3 minute video clip we filmed a few days ago about how I do it in my office.

Hope you found today's letter useful for you.

I'll have more for you next week.  Have a great weekend!

Sincerely,

David Finkel