Gatekeeping Well: How to Say No on Behalf of Your Principal
Say no on behalf of an executive with clear access rules, accurate explanations, useful alternatives, and practical scripts for handling pushback.
How Great Operators Protect an Executive's Time and Focus
Build an executive calendar around priorities, preparation, and clear access rules. Test focus blocks, meeting changes, and request triage.
Building and Running an OKR Process (as the Operator Who Owns It)
A practical guide to drafting, checking, and scoring OKRs through a lightweight operating cadence.
Leading Cross-Functional Projects Without Authority
A practical guide to charters, ownership, influence, tracking, and escalation for cross-functional projects led without formal authority.
How to Write an Executive Memo That Gets Read
Write an executive memo with the recommendation, ask, evidence, tradeoffs, and next steps in an order a busy decision maker can use.
Prioritization Frameworks Every Operator Should Know
Compare Eisenhower, RICE, ICE, MoSCoW, and value-versus-effort frameworks, with guidance on choosing one and avoiding false precision.
Board Meeting Prep: The Chief of Staff's Playbook
A practical board-meeting preparation process for chiefs of staff, from agenda and materials through director context, logistics, and follow-through.
How to Build an Operating Cadence: The Rhythm of Business
Build an operating cadence that gives each meeting a clear job, connects decisions across time horizons, and removes redundant reporting.
Building a Single Source of Truth: Decision Logs and Operating Docs
How a chief of staff builds a single source of truth: decision logs, operating docs, and a written record that stops teams relitigating settled calls.
Managing Up: How Great Operators Make Their Principal More Effective
A practical guide to working with a principal: communication, decision support, feedback, expectations, and boundaries.
The First 90 Days as a Chief of Staff: A Practical Operating Plan
A week-by-week operating plan for your first 90 days as chief of staff: diagnose the situation, build trust, secure early wins, and set up the system.
How to Run an Effective Leadership Team Meeting: A Chief of Staff's Guide
A chief of staff's playbook for leadership team meetings: agenda design, pre-reads, decision discipline, and follow-through that make the hour count.