Smart goals for administrative assistants examples


  • Mastering the Art of Setting Executive Assistant Goals in 2021 + Tips To Hit Those Goals
  • How To Be A Successful Executive Assistant: Tips, Tricks, and More!
  • Writing Meaningful Performance Goals
  • How to Set Goals For Your Executive Assistant
  • List of Goals Of An Executive Assistant
  • Mastering the Art of Setting Executive Assistant Goals in 2021 + Tips To Hit Those Goals

    The Importance of Goal Setting For Executive Assistants Goal setting for executive assistants is important because… It turns doing a performance review into a cake walk.

    Discussing progress toward a clearly outlined set of goals will fill discussion time, demonstrate leadership, and lead to career growth by proving an ability to follow through on objectives.

    It helps EAs take deliberate action to stay on top of everything, namely the constantly growing list of EA skills and competencies they need to possess and perfect to meet and exceed expectations of competitive executive assistant positions. It empowers people to take command of their own career destinies.

    EAs can and must do a little bit of everything. By setting goals, EAs can choose which things they want to develop the most and guide the course of their careers. It creates a master compass that helps EAs separate their true priorities from every other EA responsibility or administrative task that comes their way.

    Find a mentor or join a community where you can crowdsource ideas, seek advice for tough situations, or just find support and encouragement when you need it. Guess what? Seize control of your goals with effectiveness, confidence, and strategic flare by following the tips below. However, aligning at least some of your goals with those of your company demonstrates the kind of commitment and loyalty valued in top leaders regardless of industry. When EAs pursue company-aligned goals, pretty much everyone wins.

    What it is: The deliberate structuring of individual goals to fit neatly within the broader company framework. Alignment based on objectives and key results OKRs Remember! When you use OKRs, you can determine the result and also the approach.

    OKRs empower you to set a key result and your approach to achieving it. OKRs measure one goal against one metric. They provide a clean, one-to-one method of discussing your success. EA OKRs and goal setting strategies are practically synonymous. Imagine you have to tell the most skeptical person in the world that you did a thing. They want hard evidence. Instead of telling them you worked tirelessly to make company meetings more productive, show them survey results that indicate how many people find company meetings productive.

    Alignment based on key performance indicators KPIs Remember! When you use KPIs, you usually determine only the approach. KPIs allow you to determine an approach to an existing key result. They measure incremental progress toward a larger overarching goal. Real-world examples Setting EA goals for performance reviews presents the perfect real-world example of the advantages of goal alignment.

    The Assist can help with that. Keep up the awesome work. The content you have provided has helped me in every issue so far. The info has been valuable, so I want to share, but at the same time, I want to keep all of the glory for myself because these ideas are so good. Thank you for creating this for EAs, I never could have imagined something like this especially curated just for EAs and also the awesome community you guys have created.

    I truly appreciate it. Imagine someone asked you to make a sandwich. They bring guiding purpose to your work, help you prioritize, enable you to flag progress, reinforce your requests for raises, and so much more. Specific Your goal is specific when it covers what, how, and why with as little ambiguity as possible. You could give a stranger this goal and they would immediately know what to do. Consider recipes. Specific example: Evaluate, select, and adopt calendar management tools with potential to streamline processes.

    Measurable Your goal is measurable when it can be quantified in universal and perfectly objective terms as opposed to your opinion or instincts. Think about any aspect of your goal that can be measured using a standard system, such as time and money. Measurable example: Reduce weekly hours spent on calendar management from 20 to Achievable example: Improving calendar management is a manageable goal for EAs and admins already spending time on it. They know how to do it, they have time dedicated toward it, and they have some expertise in it.

    Relevant Your goal is relevant when it directly or indirectly contributes to multiple personal or work goals. Relevant example: Calendar management is relevant because it is a must-do task. Time bound Your goal is time bound when it has a deadline or an event or benchmark you can use as a de-facto deadline that drives completion in a timely manner and specified time frame.

    Time bound example: Summer is always a hectic time for calendar management, so you set an April 15th deadline for completing your calendar management initiative.

    Pro-Tip: Let The Assist help you with all your career goals. Learn more about SMART and other goal-setting strategies and also learn about tips , new skills, advice, and other goals you might want to set in your executive assistant role.

    Setting goals with your executive provides ample opportunity for that mutualism to develop and thrive. What it is: You sit down with your boss to pinpoint the most valuable goals related to your overall career development plans and trajectory and also related to their goals and your role in supporting them. You commit to the goals by tracking them and systematically pursuing them. Talking about your progress toward them becomes part of your regular check-ins. How to implement: Step 1: Schedule a dedicated meeting with your executive.

    Give this topic the precious time and focus it deserves. Step 2: Include the following talking points in your agenda: Alignment on big goals Completed when … you both have a matching list of priorities. Ask her to share her goals and also the goals she envisions for the team or the company. Come prepared with a few overarching goal ideas of your own. You may not adopt them, but discussing them is in itself a fruitful and enlightening exercise.

    Go through your current job description to pinpoint the most important executive assistant objectives listed. Approaching these goals Completed when … you each have a strong sense of where you need to go from here. Talk about why these goals are important. Challenges related to these goals Completed when … you each have a strong sense of where you need to go from here. Discuss possible risks, barriers, threats, and challenges associated with your pursuit of these goals.

    Estimate the chances of confronting this blocker. Does thinking about these possibilities give you an idea for reinforcing your approach? Step 3: Use an EA-approved tool like Monday. Step 4: Call attention to your successes. Create a dashboard, label it carefully, and save it for your next performance review. Step 5: Strive to constantly improve your approach through continued learning and professional development, including:.

    How To Be A Successful Executive Assistant: Tips, Tricks, and More!

    Keeping an eye on staff members, including administrative assistants Here is an example of an executive assistant job description from www. Welcomes guests and customers by greeting them, in person or on the telephone; answering or directing inquiries. Maintains customer confidence and protects operations by keeping information confidential. Completes projects by assigning work to clerical staff; following up on results. Prepares reports by collecting and analyzing information.

    Secures information by completing database backups. Provides historical reference by developing and utilizing filing and retrieval systems; recording meeting discussions.

    Maintains office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; evaluating new office products; placing and expediting orders for supplies; verifying receipt of supplies. Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies. Contributes to team effort by accomplishing related results as needed.

    Executive Assistant Salary According to www. Keep in mind, this can vary based on years of experience and where one lives, just like any other job position. How to Become an Executive Assistant To become an assistant, consider getting a degree in business or a related field such as administrative support or office management. At minimum, executive assistants usually have a 4-year degree, but some executive assistants work up from being an administrative assistant, or receive a certificate or degree from a two-year program.

    When working for larger companies, however, one might need multiple years of experience as an executive assistant to be considered for the position.

    In addition, executive assistants may need knowledge in the field which they plan to work in. For example, if they are planning on being an executive assistant in a legal environment, they must be familiar with legal terminology and procedures.

    Tips for an Executive Assistant Looking for executive assistant organization tips? These tips will increase your organization. This can get overwhelming with so many emails flowing. You probably have accepted that reaching inbox zero is nearly impossible, however there are other options to defeat this challenge, and simplify that inbox!

    Priority Matrix a tool that allows you to simplify your inbox. Consider organizing emails in a quadrant based template with the four quadrants labeled: Urgent: Requiring Reply — It is critical that you give these emails your utmost attention.

    Less Urgent: Replies — You need to reply to these emails eventually, but you have bigger priorities for the time being. It is recommended that you put a due date on these emails so you do not forget about them as they are still significant.

    Follow-Ups — Set due dates for when to follow-up with these emails as these tend to slip through the cracks. Set due-dates on these as well. The email template looks as followed: Priority Matrix , is a quadrant based project management solution that allows you to easily drag and drop your emails into the above quadrants from your Outlook email. From there, you can: Set a due date so you know when to reply to that email or complete that task listed in the email.

    Delegate the email to an executive or team member if they are involved, or you want them to take over. Use task icons to determine which emails are the most important. Before stepping out of the office, create a to-do list of tasks that you need to focus on tomorrow while everything is fresh in your head. The extra minutes you spend to do this will certainly pay off when you enter the office in the morning because you will have a good idea where you stand.

    This ensures that you do not waste any time because you know what is a top priority and what needs your focus first.

    Take 5 minutes to think about what results you need to achieve today. THEN, consider what tasks will help you get there. At this point, revise your to-do list from the night before making sure each of your tasks on there are in the right place.

    Use a tool To stay organized, consider using an online platform or project management software to keep you as well as your team in the loop. A wonderful project management solution for executive assistants is Priority Matrix , the same tool listed in tip 1 to assist with your emails. In Priority Matrix, you can keep track of tasks, emails, and documents all in one place. In addition, you can read detailed reports so that you can make sure that your team is on track, or that your team is not making progress so that you can step in right away.

    If there are any questions, you can chat within the task so you can quickly reference it later. No more confusing email threads or miscommunication about responsibilities! When you get an email from your executive, you can drag and drop it into your Priority Matrix email template so you do not lose track of it, helping you manage your emails more efficiently. Generate a report of everything you finished each day so your executive understands exactly what has been accomplished. Manage your time better using our prioritization templates, or create your own.

    Make your executive happy and be a super performer! You can also increase overall organization because everything is in one place. Your boss has an important call tomorrow? Want to see if anything important is going on tomorrow or the following week? Keep a Database Keep good records of a variety of places, such as hotels and restaurants, that your executive has been to in the past. This way if your executive is looking for a place to stay in the L.

    You can keep track of this information in an Excel spreadsheet, Microsoft Access, or even Priority Matrix. Executive Assistant Skills Communication Skills: Excellent written and verbal communication skills are critical in this field whether speaking on the phone, writing an email, or voicing an opinion.

    Time Management Skills: One must be able to prioritize to determine where time is best spent not only for their position, but for the executive they work for. Organization: With files and information floating everywhere, one must be able to develop a strategy to keep everything in its place. Multitasking Abilities: With so much going on, it is likely you will have to attend to multiple tasks at once. Problem Solving : Plans, strategies, and schedules change — it is your job to react quickly and be resilient, finding the best alternatives when these changes arise.

    Independent: Possessing independence to get your own job done, ensure that your executive is on track, as well as the team members that you supervise. Proactive: Your mind should be thinking far into the future so you can step in when needed. Detail Oriented: The little things really matter — typos, schedule changes, and even the minute info about how the executive needs to dress for an upcoming marketing meeting — so you must have an eye for even the tiniest details.

    Technology: An Executive Assistant should have knowledge about prioritization software, presentation software, graphics software, Microsoft office, etc.

    Writing Meaningful Performance Goals

    Secures information by completing database backups. Provides historical reference by developing and utilizing filing and retrieval systems; recording meeting discussions. Maintains office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; evaluating new office products; placing and expediting orders for supplies; verifying receipt of supplies. Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

    How to Set Goals For Your Executive Assistant

    Contributes to team effort by accomplishing related results as needed. Executive Assistant Salary According to www. Keep in mind, this can vary based on years of experience and where one lives, just like any other job position.

    How to Become an Executive Assistant To become an assistant, consider getting a degree in business or a related field such as administrative support or office management. At minimum, executive assistants usually have a 4-year degree, but some executive assistants work up from being an administrative assistant, or receive a certificate or degree from a two-year program.

    When working for larger companies, however, one might need multiple years of experience as an executive assistant to be considered for the position. In addition, executive assistants may need knowledge in the field which they plan to work in.

    For example, if they are planning on being an executive assistant in a legal environment, they must be familiar with legal terminology and procedures. Tips for an Executive Assistant Looking for executive assistant organization tips?

    These tips will increase your organization. This can get overwhelming with so many emails flowing. You probably have accepted that reaching inbox zero is nearly impossible, however there are other options to defeat this challenge, and simplify that inbox!

    Priority Matrix a tool that allows you to simplify your inbox. Consider organizing emails in a quadrant based template with the four quadrants labeled: Urgent: Requiring Reply — It is critical that you give these emails your utmost attention.

    Less Urgent: Replies — You need to reply to these emails eventually, but you have bigger priorities for the time being. It is recommended that you put a due date on these emails so you do not forget about them as they are still significant. Follow-Ups — Set due dates for when to follow-up with these emails as these tend to slip through the cracks. Set due-dates on these as well. The email template looks as followed: Priority Matrixis a quadrant based project management solution that allows you to easily drag and drop your emails into the above quadrants from your Outlook email.

    From there, you can: Set a due date so you know when to reply to that email or complete that task listed in the email. Delegate the email to an executive or team member if they are involved, or you want them to take over. Use task icons to determine which emails are the most important. Before stepping out of the office, create a to-do list of tasks that you need to focus on tomorrow while everything is fresh in your head. The extra minutes you spend to do this will certainly pay off when you enter the office in the morning because you will have a good idea where you stand.

    This ensures that you do not waste any time because you know what is a top priority and what needs your focus first. Take 5 minutes to think about what results you need to achieve today.

    THEN, consider what tasks will help you get there. They measure incremental progress toward a larger overarching goal. Real-world examples Setting EA goals for performance reviews presents the perfect real-world example of the advantages of goal alignment.

    The Assist can help with that. Keep up the awesome work. The content you have provided has helped me in every issue so far. The info has been valuable, so I want to share, but at the same time, I want to keep all of the glory for myself because these ideas are so good. Thank you for creating this for EAs, I never could have imagined something like this especially curated just for EAs and also the awesome community you guys have created.

    I truly appreciate it. Imagine someone asked you to make a sandwich. They bring guiding purpose to your work, help you prioritize, enable you to flag progress, reinforce your requests for raises, and so much more. Specific Your goal is specific when it covers what, how, and why with as little ambiguity as possible. You could give a stranger this goal and they would immediately know what to do. Consider recipes. Specific example: Evaluate, select, and adopt calendar management tools with potential to streamline processes.

    Measurable Your goal is measurable when it can be quantified in universal and perfectly objective terms as opposed to your opinion or instincts. Think about any aspect of your goal that can be measured using a standard system, such as time and money.

    Measurable example: Reduce weekly hours spent on calendar management from 20 to Achievable example: Improving calendar management is a manageable goal for EAs and admins already spending time on it. They know how to do it, they have time dedicated toward it, and they have some expertise in it. Relevant Your goal is relevant when it directly or indirectly contributes to multiple personal or work goals. Relevant example: Calendar management is relevant because it is a must-do task.

    Time bound Your goal is time bound when it has a deadline or an event or benchmark you can use as a de-facto deadline that drives completion in a timely manner and specified time frame.

    List of Goals Of An Executive Assistant

    Time bound example: Summer is always a hectic time for calendar management, so you set an April 15th deadline for completing your calendar management initiative. Pro-Tip: Let The Assist help you with all your career goals. Learn more about SMART and other goal-setting strategies and also learn about tipsnew skills, advice, and other goals you might want to set in your executive assistant role.

    Setting goals with your executive provides ample opportunity for that mutualism to develop and thrive. What it is: You sit down with your boss to pinpoint the most valuable goals related to your overall career development plans and trajectory and also related to their goals and your role in supporting them.

    You commit to the goals by tracking them and systematically pursuing them. Talking about your progress toward them becomes part of your regular check-ins. How to implement: Step 1: Schedule a dedicated meeting with your executive.

    Give this topic the precious time and focus it deserves. Step 2: Include the following talking points in your agenda: Alignment on big goals Completed when … you both have a matching list of priorities. Ask her to share her goals and also the goals she envisions for the team or the company.

    Come prepared with a few overarching goal ideas of your own. You may not adopt them, but discussing them is in itself a fruitful and enlightening exercise.


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