What the process is to achieve this success.What success looks like, what are the metrics and OKRs.Who are the people involved in driving them.And with this map in place, start to understand: To succeed in helping operations, the CoS will need to map out the rhythm of their operations such as the key executive team meetings, off-sites, quarterly reviews, board/investor meetings, customer conferences, etc. Every company has a different rhythm, for example, smaller companies may have fewer meetings, whereas larger companies may have more. A successful CoS needs to understand his/her role in driving this cadence. Operations in the rhythm of the business or the cadence of key meetings and processes that help drive the company. Photo by Good Faces on Unsplash Winning in the role 1. Try to achieve small early wins and celebrate them as a team with the CEO and the executives in a subtle manner. Therefore it’s key to over-communicate and over-deliver. People will be wondering who you are and what you’ll be doing. In the first 30 days, all eyes will be on the CoS. Gradually build a weekly schedule meeting with these stakeholders to align on needs, priorities, and projects. Ask them who else on their staff you may need to talk to, to better understand their needs such as the Personal Assistants including the CEO’s EA. Ask what they think is going well in the company and where there can be improvements as well as their recommendations. Share your core responsibilities with them and make sure they understand your role, your background, your interest, who you are as a person, and that you do the same for them and that you learn about their world as well. In addition to the CEO, introduce yourself to the rest of the executive team to build productive relationships with them, as the COS’s job will be to make the entire executive team more productive and successful. Build your relationships with the key stakeholders.Understand that this document is a living one and will change over time, but this is a starting point. If a team is needed then you will need a CEO’s Office. ![]() Based on this 1-pager, determine whether a team will be needed or not. Work with the CEO to draft a single page of your prioritized responsibilities so that you know the core of your duties. There are 3 factors to consider in the early days of the role: Photo by STIL on Unsplash Getting started: the first 30 days ![]() A CoS needs to be inherently curious, always be asking questions, learning from mistakes, and possess a sense of resilience in the face of adversity. But it's his/her ability to reflect on and learn from those mistakes and not make them again that will be key to his/her success. A CoS, just like anyone else, will make mistakes. A CoS will manage multiple projects and stakeholders and deliverables and deadlines at any given time, and his/her ability to prioritize and get things done will be key to success. ![]() Furthermore, the CoS has to consistently deliver results and be sensitive and discrete around his/her confidential conversations and topics. And only through consistency in communication over time, will interpersonal and organizational-wide trust is built. Because a CoS will work alongside senior executives whose schedules are packed, it’s key that the CoS communicates effectively, precisely, and succinctly. Knowing that people will be perceiving a CoS differently as the words they say and their actions will be perceived differently. Knowing how the business works, its vision, mission, strategy, and how all the functions across the organization come together to achieve those goals Helping drive important, cross-functional projectsĬharacteristics of a successful Chief of StaffĪ Successful CoS may not have direct experience in strategic initiatives or communications or operations, but they usually have five key attributes or characteristics, which are usually needed by any senior to succeed in any corporation: Helping develop leadership’s keynotes and narratives Helping manage the rhythm of the business through OKRs This will generally boil down into three main categories of duties: But in short, a CoS is someone who plays an operational and strategic role to help the CEO, the executive team, and the company becomes more productive and successful. It’s not easy answering the question of what a Chief of Staff (CoS) does, because they’re all so different. Photo by Aron Visuals on Unsplash Who is a Chief of Staff? The core responsibilities of the Chief of Staff
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