Executive Assistant Templates
Browse our Executive Assistant Templates below:
Executive Assistant Daily Checklist
Our most popular free resource is our Executive Assistant Daily Checklist. It is a simple spreadsheet which lists the most common tasks an executive assistant will need to perform each day.
Executive Meeting Agenda Template
When you send a meeting invite, most recipients will expect to be able to review the agenda before attending the meeting. Use this meeting agenda template for you next meeting.
Minute Taking Template
One important role of an executive assistant is minute taking, and our template will ensure you capture all the important details so your executive can stay informed about what was discussed at every meeting.
Executive Assistant Email Signature Template
If you’re a new executive assistant, one of your first jobs will be to setup your email signatures, and possibly update the email signature of your manager as well. Use this template to save time and ensure your signature has all the important details. These will work for all the popular email clients, including Outlook and Gmail.
1:1 Meeting Template
Maximize the time spent 1:1 with your executive using our 1:1 meeting template. Our template ensures you discuss all the main topics you want to cover and can track the outcomes efficiently.
Executive Assistant Travel Itinerary Template
Managing an executives travel itenerary can be one of the more stressful tasks you’ll need to undertake as an Executive Assistant. One misstep, and it can all turn to shambles. Use our Executive Assistant Travel Itinerary Template to ensure all boxes are ticked.
Phone Messages Template
Ensure you capture all the important details of every phone call using our simple phone messages template.
Printable Executive Assistant Daily Checklist
Our printable Executive Assistant Daily Checklist is one of our most downloaded executive assistant templates. We update it frequently so get it today to ensure you get the latest version.
Cover Letter Template for Executive Assistants
If you’re applying for Executive Assistant jobs you’ll need both a CV and a cover letter. Use this cover letter template for Executive Assistants to ensure yours stands out from the crowd.
About our free Executive Assistant Templates...
Executive Assistant Daily Checklist
Our Executive Assistant Daily Checklist helps to streamline your day to day operations as an executive assistant, and ensures all the essential daily tasks are completed.
Use this template if you want surety you are keeping on top of your daily responsibilities, keeping track of all appointments, and are ready for any upcoming events or meetings.
We find that those that make use of our daily checklist have increased productivity and are a little less stresses, which is what every executive assistant wants.
Our checklist is provided as a Google Sheets file that you can either duplicate for yourself, or download and edit as an Excel file. It can also be printed if you prefer a more hands-on approach.
Simply tick of each item on the checklist each day, and you’ll get a good sense of accomplishment of what has been done, and a clear view of what remains to be done.
Executive Meeting Agenda Template
Our Executive Assistant Meeting Agenda Template is provided as a Google Doc that can be duplicated into your own drive, or downloaded and edited or printed to suit your own needs.
We’ve found it to be an essential document when organizing efficient meetings as the executive level.
Our template helps you outline the key topics, discussions, and decision-making items that need to be addressed during an executive meeting.
An effective meeting is structured in a way that ensures all critical topics are covered in the allocated time. The agenda ensures there are clear objectives and a structed flow of the meeting. Using this template you can ensure that discussions remain focused and on track, and that every minute of the meeting is used productively.
Minute Taking Template
Download our minute taking template if you need a tool designed to accurately record and document the proceedings of any meeting. It’ll capture the essence of the discussions, decisions made, and actions assigned.
Using this minute taking template will ensure that there is a clear and concise record for future reference.
Meeting Planning Checklist
Use our meeting planning checklist to ensure a thorough preparation and execution of a successfull meeting. This checklist serves as a step by step guide to ensure everything is considered and planned before, during, and after an executive level meeting.
We find people using this checklist avoid last-minute hassles which are a big source of stress in an executive assistants role – there is no worse feeling then not being prepared for gathering of executives.
Executive Assistant Email Signature Template
An email signature provides essential contact information and represents yourself as the executive assistant and your executive in a polished and professional manner.
Within our template is your name, position, company, phone number, email address, company website, physical address, social media links, company logo, and room for a legal disclaimer or confidentiality note.
Download this template and remove what you don’t need, and keep what you do need. Then simply customize it to suite before uploading it into your email software.
1:1 Meeting Template
1:1 meetings can often feel unproductive if you don’t approach it in a structured manner, which is why we have created our 1:1 meeting template for executive assistants.
This template helps in organizing the meeting’s content and ensuring that both parties benefit from the dedicated time to discuss progress, challenges, and development opportunities.
It serves as a tool to ensure that key topics such as project updates, feedback, career development, and personal concerns are addressed.
Executive Assistant Travel Itinerary Template
This travel itinerary template ensures that all travel components are clearly outlined, making trips smoother and more manageable for busy executives.
This template is used to consolidate travel details in a single, easily accessible document.
It includes all pertinent information regarding flights, accommodations, meetings, and other travel-related activities.
The aim is to provide the executive with a clear, concise itinerary that can be quickly referenced, ensuring they are always aware of their schedule and logistical details.
Phone Messages Template
This template is particularly useful for executive assistants or office staff who often handle incoming calls and need to document messages for future action or reference.
It provides a consistent format for recording caller information, the essence of the message, and any required follow-up actions.
Printable Executive Assistant Daily Checklist
The Printable Executive Assistant Daily Checklist we provide is similar to our other daily checklist mentioned further up the page, but this one is in a ready-to-print format as an A4 PDF.
Print this double sided and tick through it each day to ensure you stay on top of tasks.
Cover Letter Template for Executive Assistants
Executive Assistants using our Cover Letter Template will present themselves in a professional and polished manner, significantly enhancing their chances of making a positive impression on potential employers.
It ensures that their cover letter is well-organized, clearly articulates their qualifications, and demonstrates how they can add value to the organization.
