David Langer’s Personal Assistant Handbook

Welcome & congratulations on your new role with Team David!

This Personal Assistant (PA) Handbook is primarily a reference guide with a general overview of the main areas of responsibility that you will invest your time, love & energy into as David’s new Personal Assistant!

Please note this is a supporting document in conjunction with the PA Role & Responsibilities Google sheet which has all other essential information in a table format that you will need to help you accomplish every potential task.

Feel free to update these guides as you find your way and come up with creative solutions of your own!

Good Luck and Blessed Journey Ahead!

All the best,

Mara Del Rio (March 2023)

David’s 1st PA

Table of Contents

1. Role & Responsibilities a. Role Description b. Areas of Responsibility

2. Home Office

3. Personal Support

4. Housekeeping & Maintenance

5. Event Management

6. Important Information a. David’s Do’s and Dont’s b. Communication Channels c. Digital Software Applications d. Emergency Contacts

ROLE & RESPONSIBILITIES

Role Description

As Personal Assistant, your primary role is to support David's productivity, health, safety & wellness by managing a range of personal, administrative, household , and special event tasks from Nosara, Costa Rica where he is primarily based. This is a part-time position (15-20 hrs/wk).

Main Areas of Responsibility

The main areas of PA responsibility are currently divided into the following:

● Home Office

● Personal Support

● Housekeeping/ Maintenance

● Event Management

Within these areas you are responsible for:

● Supporting David with administrative tasks in his Home Office

● Running various errands in Nosara to keep David focused on his priorities with Lionheart

● Scheduling various personal appointments and travel for David

● Purchasing various items including supplements, furniture, and household goods

● Handling housekeeping & maintenance issues at David’s Poolhouse

● Organising small events at FSJ such as land tour lunches & group dinners

● Supporting Team David with thoughtful, practical insights to the state of David’s wellbeing in Nosara

Home Office

David’s Home Office is located at his residence in the Finca San Juan Poolhouse Your responsibilities in the Home Office revolve around providing administrative support in various ways, including but not limited to :

- printing, scanning, & mailing official documents

- accounting of various expenses & managing payments

- requesting monthly budget / reimbursements

- organising weekly priorities and scheduling tasks responding to David’s metrics report meeting online with Team David weekly ensuring the Home Office space is neat and tidy

Personal Support

Within this area of responsibility, providing Personal Support involves assisting David with running various errands in Nosara, scheduling various personal appointments, and researching domestic solutions that support David’s health & wellbeing so he is primed for peak performance with his other priorities.

This includes but is not limited to:

- Coordinating David’s weekly meal plan

- Keeping inventory of David’s supplements/ order lists

- Handling package deliveries

- Researching & sourcing household wellness equipment

- Researching & sourcing alternative medicines

- Making reservations at restaurants

- Supporting with travel logistics

- Shopping for house supplies & groceries

HOUSEKEEPING & MAINTENANCE

Housekeeping and Maintenance tasks are generally associated with David’s Poolhouse at Finca San Juan, including the Upstairs Casita, the Downstairs Guestroom, the Laundry Room, the Bodega, and the Gazebo.

As David’s PA , you are in charge of all his household affairs in these areas. Remember, good housekeeping is an essential key to safety by ensuring cleanliness , order, and having a place for everything. Meanwhile, you are also in charge of overseeing routine, preventive, and scheduled maintenance work by assessing the best engineering solutions for urgent repairs. Thankfully, we have a great housekeeping & maintenance team to support you in addressing these tasks.

These tasks include, but are not limited to:

- Scheduling Eli (cleaner) to come clean the Casita 2x a week

- Preparing the Guestroom for David’s guests

- Purchasing house cleaning supplies for Eli

- Purchasing groceries and dog food for David

- Hiring a professional for urgent maintenance repairs (Jose)

- Electrical work

- Mechanical work

- Plumbing work

- Carpentry work

- Construction work

- Fumigation

- Managing David’s private Wifi connections

- Managing the Laundry Room & the Bodega

- Purchasing domestic appliances & accessories

- Provide additional support to FSJ staff

Event Management

Last but not least, as David’s PA you get to organise a lot of fun private events from start-to-finish for David’s close family, friends and extended community at the Poolhouse. This is where you get to co-create an amazing experience that brings people together in a special way that supports David’s community-building intentions.

Tasks include, but are not limited to:

- Arranging meals for small groups ( tour lunch / sunset dinner)

- Event planning, scheduling, budgeting and payments

- Coordinating with caterers/ entertainers/ vendors for big events

- Coordinating the venue set up & clean up crew

- Coordinating all event equipment rentals and return

- Keeping inventory of all current catering/ event equipment

- Supporting charity fundraisers and the Lionheart Summit