Staffing an Office
jeff small
Former Senior Advisor to the Secretary, US Department of the Interior
How to Staff Your Principal
- Effective Strategies for Staffing Your Principal:
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- 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?
- Know the preferences and expectations of your principal
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- 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