Tools & Templates for Executive Assistant Support

Identify what should stay with the leader, what can be delegated, and what can become a repeatable system.

Take the quiz to get a better sense of how many hours of Executive Assistant support may fit your workload, priorities, and goals.

Explore when it may be time to expand Executive Assistant support and how to think through additional hours, executives, or responsibilities.

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.

Download this Working With Me Template to share your preferences, communication style, routines, and workflows so your Executive Assistant can support you more effectively.

Use this Tools & Access Checklist to ensure your Executive Assistant has the right systems, permissions, and information to work efficiently, without oversharing access.

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.

This 1:1 Meeting Guide gives executives and Executive Assistants a simple agenda and framework for productive weekly check-ins and stronger collaboration.

Use this Feedback Guide to build a healthier executive–Executive Assistant partnership through clear expectations, structured feedback, and open communication.

Download this Quarterly Check-In Guide to review goals, reset expectations, and strengthen alignment with your Executive Assistant each quarter.