Virtual Executive Assistant Support for Nonprofits

Managing and coordinating executive calendars

Scheduling meetings and appointments

Blocking focus time and setting priorities

Sending meeting reminders and confirmations

Managing recurring meetings and agenda planning

Coordinating family and personal schedules

Handling last-minute schedule adjustments

Managing client communications and follow-ups

Tracking key client relationships and touchpoints

Preparing personalized outreach emails

Organizing stakeholder meetings and briefings

Maintaining client databases and CRM updates

Updating and maintaining CRM records

Tracking client interactions and communications

Managing lead generation and data entry

Running reports and analyzing CRM insights

Ensuring data accuracy and completeness

Organizing and maintaining cloud-based file systems

Implementing folder structures and naming conventions

Managing document permissions and access

Ensuring data security and backup procedures

Archiving and retrieving documents efficiently

Sorting, prioritizing, and responding to emails

Drafting and proofreading email communications

Managing inbox rules and automation filters

Handling follow-up emails and reminders

Screening/directing inquiries to appropriate contacts

Maintaining contact lists and CRM updates

Coordinating logistics for events

Booking venues, catering, and vendors

Managing event invitations and RSVPs

Preparing event agendas and schedules

Handling event follow-ups and post-event reports

Preparing meeting agendas and materials

Compiling and distributing presentation decks

Taking meeting notes and tracking action items

Coordinating with participants for pre-meeting needs

Organizing follow-up tasks and deadlines

Creating and managing task lists

Tracking deadlines and deliverables

Overseeing workflows and processes

Coordinating internal team projects

Preparing status updates and progress reports

Managing shared digital files and documentation

Conducting market, competitor, or industry research

Summarizing key insights and trends

Compiling data and analytics for decision-making

Preparing reports, briefs, and executive summaries

Organizing and formatting research findings

Booking flights, hotels, and transportation

Creating detailed travel itineraries

Managing trip logistics and expense tracking

Adjusting travel plans for last-minute changes

Coordinating visa and documentation needs

Researching and vetting potential vendors

Managing vendor contracts and agreements

Tracking vendor deliverables and service levels

Handling invoice processing and payments

Coordinating vendor communication and negotiations