Staffing an Office

How to Staff Your Principal

  • Effective Strategies for Staffing Your Principal:
      • Know the preferences and expectations of your principal
        • How quickly do they expect you to respond to a text or email?
        • What format do they like their schedule in?
        • What format do they like briefing papers in?
  • Remember: expectations cannot be met if they are not adequately communicated. 
    • Always anticipate their needs
      • What can you do to make their day and their job easier?
      • What can you take off their plate?
    • Know the schedule and be able to adapt quickly to changes
      • Memorize the schedule - make sure your phone is charged and always have the calendar at the tip of your fingers
      • Preparation and organization are critical, but in politics things don’t always go as planned
      • You may not be the scheduler, but you need to be able to think on your feet and find quick solutions
    • Know the President’s agenda and your agency’s policy priorities and initiatives. 
      • You need to be able to articulate recent wins for your principal, the agency, and the administration
  • Staffing your principal during onsite meetings
    • Do your research and obtain pertinent background information on all meeting attendees and the organization(s) they represent
      • Include this information in a clear and concise briefing memo for your principal
    • Be the first person to greet meeting attendees/guests upon their arrival
      • You are a direct representation of your principal, so make a good first impression!
    • Update the scheduler and let them know when meeting attendees are in place and ready for your principal
    • Use small talk to make your principal and the Administration look good! (Highlight policy accomplishments)
    • Actively take notes during the meeting - if your principal says your office will do something, write it down, task it out, and follow up with the meeting attendees.
  • Staffing your principal at events
    • While in the car with your principal, let them set the tone and initiate conversation
    • Always be at your principal’s side
    • Know the names of the people who will be interacting with your principal
      • Ideally you should know where they met or the last time they interacted
    • Have plenty business cards on hand (yours and your principal’s)
    • Take notes on conversations and be sure to follow up on actionable items