Tools & Templates for Working With Your Executive Assistant
This resource center gives leaders ready-to-use templates, checklists, and guides to help you delegate effectively, streamline communication, and get the support you need from your Executive Assistant.
“Originally created for Worxbee clients, these tools are here to help any leader and Executive Assistant build a stronger relationship.”
Kenzie Biggins, Worxbee Founder & CEO
Executive Assistant Onboarding Resources
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![Executive Assistant on Laptop]()
Executive Assistant Onboarding Checklist
Use this Executive Assistant onboarding checklist to streamline setup, clarify expectations, and ensure your Executive Assistant has everything needed to support you from day one.
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Working With Me Template for Executives
Download this Working With Me Template to share your preferences, communication style, routines, and workflows so your Executive Assistant can support you more effectively.
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![Executive Assistant on iPad]()
Executive Assistant Tools & Access Checklist
Use this Tools & Access Checklist to ensure your Executive Assistant has the right systems, permissions, and information to work efficiently, without oversharing access.
Communication Tools for Executives & EAs
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![Executive and Executive Assistant on video call]()
Executive & EA 1:1 Meeting Guide
This 1:1 Meeting Guide gives executives and Executive Assistants a simple agenda and framework for productive weekly check-ins and stronger collaboration.
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![Virtual Executive Assistant on Laptop]()
Executive Assistant Feedback Guide
Use this Feedback Guide to build a healthier executive–Executive Assistant partnership through clear expectations, structured feedback, and open communication.
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![Executive and Executive Assistant]()
Executive/EA Quarterly Check-In Guide
Download this Quarterly Check-In Guide to review goals, reset expectations, and strengthen alignment with your Executive Assistant each quarter.
