Week one: establish the lane
Confirm access, working hours, communication habits, escalation rules, and the first set of documented tasks. Keep the starting scope narrow enough to review closely.
Weeks two and three: build consistency
Let the assistant own repeatable work while a designated team member reviews samples and answers questions. Short feedback loops prevent small workflow misunderstandings from becoming habits.
Week four: adjust the role
Review what moved faster, what still required in-office help, and which responsibilities should be clarified. Use that feedback to set the next month’s priorities.
