Tools & Templates for Working With Your Executive Assistant

This resource center gives leaders ready-to-use templates, checklists, and guides to help you get the support you need from your Executive Assistant.

stay up to date
Kenzie Biggins, Worxbee Founder & CEO

“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

  • 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.

    Get the checklist
  • Executive at computer

    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.

    Get the template
  • 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.

    Get the checklist
  • Executive Assistant on Laptop

    Client/EA Device Sharing Best Practices

    When a client issues a device to an Executive Assistant, clarity protects both sides. Use this shared checklist to set expectations around device care, access, security, and responsibility.

    GET THE CHECKLIST

Communication Tools for Executives & EAs

  • 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.

    Get the Guide
  • 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.

    Get the guide
  • 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.

    Get the Guide