CEO / Interim CEO First Meeting Workbook

CEO / Interim CEO First Meeting Workbook

Step into your next CEO or Interim CEO meeting prepared, confident, and organized.

This professional workbook was designed for Executive Assistants who want to build a strong working relationship with their executive from day one. It guides you through the questions that matter—from communication and calendar preferences to leadership priorities, Board relationships, delegation, decision-making, and 30/60/90-day goals.

With dedicated space to prepare, take detailed notes, capture action items, document CEO preferences, and reflect after the meeting, this workbook helps you turn an important first conversation into a strong foundation for an effective executive partnership.

Inside you'll find:

• Pre-meeting preparation and goal-setting
• CEO & Interim CEO priority questions
• Communication and working-style preferences
• Calendar and meeting preferences
• Board and governance questions
• Leadership team and key relationships
• Decision-making and delegation
• 30/60/90-day priority planning
• CEO Quick Reference page
• Institutional knowledge notes
• Extra meeting notes
• Action-item and follow-up tracker
• Post-meeting reflection
• Encouraging EA reminders throughout

Whether you're supporting a new CEO, stepping into an Interim CEO transition, or building a new executive partnership, this workbook gives you the structure and space to ask better questions, capture what matters, and support leadership with confidence.