Free Executive Assistant Handover Note Template
Executive Assistant Handover Note
Prepared By: [YOUR NAME]
Date: May 1, 2050
I. Overview of Responsibilities
This section summarizes the regular duties of the Executive Assistant, categorized into daily, weekly, and monthly tasks.
|
Frequency |
Tasks |
|---|---|
|
Daily |
|
|
Weekly |
|
|
Monthly |
|
II. Key Contacts
This section includes critical contacts that the successor or temporary replacement will need to communicate with, along with their roles and preferred communication methods.
|
HarperName |
Role |
Contact Number |
|---|---|---|
|
Addison Collins |
CEO |
315 555 7777 |
|
Zoey Thompson |
CFO |
316 555 7777 |
|
Hurper Turner |
HR Manager |
317 555 7777 |
III. Current Projects
|
Project |
Status |
Deadline |
Necessary Actions |
|---|---|---|---|
|
Annual Report |
In Progress |
End of the Quarter |
Compile data from all departments, draft reports, schedule review meeting. |
|
Client Outreach Initiative |
Planning Phase |
Next Month |
Finalizing client list, draft initial outreach strategy. |
|
Office Renovation |
Pending Approval |
TBD |
Follow up with the management for approval, contact contractors for quotes. |
IV. Meeting Schedules
|
Meeting |
Frequency |
Agenda |
Next Scheduled Date |
|---|---|---|---|
|
Executive Team Meeting |
Weekly |
Project updates, financial reviews, strategic planning |
Every Monday at 10 AM |
|
Department Heads Meeting |
Monthly |
Operations review, inter-departmental coordination |
First Wednesday of each month |
|
Client Update Call |
Bi-Weekly |
Client feedback, service updates, upcoming deliverables |
Every other Thursday at 3 PM |
V. Pending Tasks
|
Task |
Details |
Deadline |
|---|---|---|
|
Submit Travel Expenses |
Compile receipts and submit them for reimbursement |
End of the week |
|
Complete Quarterly Review |
Gather performance data, prepare a presentation, and schedule review meeting |
Next Friday |
|
Follow Up on Contract Renewal |
Contact legal team and vendor for contract status and renewal terms |
End of the month |
VI. Resources and Tools
|
Resource |
Description |
Access Details |
|---|---|---|
|
Email Server |
Official email communications |
https://mail.example.com |
|
Project Management Tool |
Track and manage ongoing projects |
https://projects.example.com |
|
File Repository |
Store and share important files |
https://files.example.com |
VII. Notes and Tips
-
Proactive Communication: Regular updates and proactive communication with the executive can prevent many potential issues.
-
Time Management: Prioritizing tasks and keeping a detailed to-do list can significantly enhance productivity.
-
Document Everything: Keep detailed records of meetings, communications, and task progress to ensure nothing falls through the cracks.
-
Maintain Relationships: Building strong relationships with key contacts can facilitate smoother operations and quicker problem resolution.
