performance targets for executive assistant

If you can find a course that includes the skill you need to improve, you will find it easier to detail the business case for attending. The Executive Assistant will interact with staff (at all levels) in a fast paced environment, sometimes under pressure, remaining flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality. Ask pointed questions about where the company is headed, and what they’d like to accomplish over the next quarter or year. Work with department heads on sign-off and implementation. He's … The purchasing department spends an average of $1,000 per month on supplies and they need to cut out $100 (10% of $1,000) per month in costs. You are so busy organising everyone else and making sure your Executive is set for the year ahead. We will look at how Assistants can make sure they create goals and objectives they can stick to, and we will cover some tips and tricks that will help Assistants align their objectives with their Executives. Get an accountability buddy! Here is an example of a skills-related objective for an Executive Assistant: Maintain advanced knowledge of all Microsoft packages including Outlook, Excel, Word, PowerPoint and OneNote. Reward yourself when you tick off one of the tasks that take you further to your goal because it will motivate you to complete the next task and the next task until you achieve your final aim. Want to learn more about Ask an Admin and how to submit your own question? One: Setting objectives for Assistants best practice guidance, Three: Examples of SMART objectives for Assistants, You can download the list of critical skills for Assistants here, remember to download our bundle of FREE templates and guides for setting your SMART objectives, Career transitions for Executive Assistants, Where do Assistants draw the line? Assistants have a unique position in the organisation they work in because they have an overview of so many different elements of the business and therefore, can add value both strategically and practically. This is where your objectives play a part. One day an Assistant is working on a project, only to find out the next day, the entire project has been scrapped. There are challenges when it comes to creating objectives for Assistants, but it is not impossible. One, they establish clear performance expectations between the assistant and supervising manager. One goal for your executive assistant is that you and she/he establish a bond and learn to work very well together. But, it isn’t impossible. Administrative Assistant Performance Goal: Reduce purchasing supply costs by 10%. Here are two examples of a business-related objective for an Executive Assistant: Work with other parts of the business (Marketing, Facilities, IT and HR) to create a more effective and detailed monthly monitoring system for supplier spending. Often we use the same language to describe how we want the year ahead to play out, but there is a difference between goals and objectives: A goal is a clear, single-minded statement of an outcome – an ambition – to be reached within a specific timeframe. We are often asked, ‘what should I write for my Executive Assistant objectives?’ and we always say, the first place to start is to look at your Executive’s objectives. Secondly, they are used to determine year-end bonuses and merit increases. When you set goals that you want to achieve, you need to hold yourself accountable. Create a schedule for the rest of the year, including the Summer and Christmas party. Often difficulty with setting goals for administrative assistants and executive assistants becomes apparent during a performance … You can also priorities meetings, tasks and emails relating to these critical areas. Performance objectives are important for three reasons. How to ensure Assistants meet their objectives. It is critical to your success as an Assistant. Before you head off to write your awesome SMART objectives for your Personal or Executive Assistant role, remember to download our bundle of FREE templates and guides for setting your SMART objectives. As an Executive Assistant, proactively picking up new skills is critical to success. I also see executives who aren’t completely comfortable giving feedback to their assistant outside of the annual performance review. Use KPI Library to search for Key Performance Indicators by process and industry, ask help or advice, and read articles written by independent experts. How do you set SMART objectives for your Personal or Executive Assistant role? To redesign a website, you may need to redistribute some marketing spend towards your digital capabilities, or find the right web designer, or do some User Experience research to truly define what “more user-friendly” means in that context. Proven experience in a busy Executive Assistant and/or Administrator role with accountability for a wide variety of complex administration tasks. You don't think about the steps that you need to take to prepare for that goal. Thank you! When you are working with your Executive on your goals for next year, make sure you completely understand why they are essential to you, your Executive and the broader organisation. You need to ask for feedback, get an understanding of what you are doing well, and what can be improved. b) Technical Skills & Knowledge • Excellent administration and support skills • Excellent Microsoft Office skills, including Outlook, Word, Excel, Adobe and Powerpoint For more details, please see our, Copyright 2011 - 2020 Practically Perfect PA | All Rights Reserved, SMART objectives for Executive Assistants, Business travel management and travel policies, Managing IT equipment and stationery supplies, Information security auditing and awareness, The Strategic Business Partnership Programme. Can you make changes that will make the process more efficient or better user experience? We heard from Hallie Warner, Chief of Staff at Adam Hergenrother Companies, a Chief of Staff who has progressed from EA to become a leading business strategist. For example, saying 'I want to be promoted to executive assistant' or 'I want to get my degree so I can move into management' won't help you see what needs to be done to get there." As already established, your executive assistant will be acting on your behalf on a daily basis. List Of Performance Goals For Executive Assistant And Administration Objectives Examples can be beneficial inspiration for people who seek an image according specific topic, you will find it in this website. You want them to be able to anticipate your needs, and a personal relationship will make this possible. There are so many tasks that Assistants can choose when they are deciding on their objectives for the year. Your manager will thank you for this one. The Assistant role is continuously changing. Assistants should take a proactive approach with their objectives to ensure that they have a series of pointers that will lead to a fantastic performance review. Working towards something and seeing the value you have added to your organisation should increase your confidence and give you a reason to expect and ask for salary increases and bonuses year on year. The key here is to focus on a few specific skills and the means of acquiring them Executive assistant kpi 1. Skills-related objectives for Executive and Personal Assistants. This is the objective that will help you justify attending training and conferences for Assistants. Think of the tasks that you would like to be involved in and add an objective around that. Are you writing a resume for the job of an executive assistant? Are there sufficient resources available? My boss is making me write my own Key Performance Indicators. Incumbent: Vacant . Here are a few examples of processes and procedures that might need an update. They can be taken for granted, they can be mismanaged, and they can be left without a clue as to what exactly is expected of them in the role. Date last updated: May 2013 . But, if you have personal career goals you want to achieve, for example increasing your confidence, actually asking for a pay rise, attending a conference or going for a promotion, well these goals are harder to accomplish. To be completed by Q2. Screening mail and phone calls is more than a "gatekeeper" duty. How do I go about this? This should be your starting point when thinking about any business-related objectives. These free templates will help you stay on track throughout the year. The personal assistant's ability to problem-solve is one of the top performance indicators. This website uses cookies and third party services. Executive’s will know when these tasks go wrong, but if an Assistant is fantastic at their role, these tasks happen without the Executive, giving them a second’s thought. Here are two examples of a task-related objective for an Executive Assistant: Review team building activities for the department, including remote workers. Look at the processes and procedures used in the business, what works, and what doesn’t work? If an Executive takes little time to help their Assistant set reasonable objectives, how do they know what to judge the Assistant on? Setting goals and SMART objectives do go beyond performance reviews, though. In this environment, it is understandable that Assistants will find it hard to plan out their goals and objectives for a whole year ahead. There are several reasons this is important: here are just a few: Understanding what motivates your Executive is a crucial aspect of the Assistant role. They handle outbound/inbound calls as well as direct calls to appropriate staff member. Task-related objectives for Executive and Personal Assistants. Administrative assistants are often the glue that holds an office together. We have a fantastic article on how to make sure you get the most out of your Assistant performance review. Many administrative assistants and executive assistants are stymied by goal setting. Top 22 Executive Assistant Resume Objective Examples. Both goals and objectives are essential for Assistants to think about when planning your career development and the year ahead. Learn what SMART objectives are and how to create a great list of measurable objectives for Personal and Executive Assistants that will elevate your career and keep you on track for the year ahead. Goals will help Assistants succeed in the role and objectives are the stepping stones to help you achieve your goals and stick to them in the long term. Communicate your goals with your Executive, state how important they are to you and how you want to achieve them and let your Executive be part of the process. They need to be relevant to your business but add something that makes you excited and motivates you. III.Top 12 methods for executive assistant to president performance appraisal: 1.Management by Objectives (MBO) Method This is one of the best methods for the judgment of an employee's performance, where the managers and employees set a particular objective for employees and evaluate their performance periodically. So a performance goal might look something like this: Purchasing Department Goal: Reduce purchasing supply costs by 10%. You need to have goals, objectives and plans in place that keep you motivated, challenged and happy. Objectives must be SMART. According to her, this means Executive Assistants should set “goals around skills and tactics to deal with the reactive nature of the job.” Focus on New Skills and Knowledge. Here are two examples of a personal objective for an Executive Assistant: To complete a training course on assertiveness so that I can learn to push back on administrative work from my departmental colleagues and focus on project work for the department Director coming up in Q3. You’ve got to try and carve out some time in your schedule to dedicate to your career and personal development. Project management guide on CheckyKey.com. So make sure you pick goals that motivate you and play to your values. If you have a demanding schedule, this can, of course, be tricky and it comes down to communication and setting expectations. Again if you know what is essential to your Executive, you can use this information to add value in your role. Read 4 business management books and share my new knowledge with the team. Aligning your objectives with your Executive’s objectives. 2. Over the year’s we have written a lot about performance reviews and setting goals and objectives for Assistants. Heading up a variety of miscellaneous groups and committees. An organization's human resources assistant often is the face of HR. The HR assistant is the person who greets callers looking for information on employment opportunities. Take time each quarter to research best practice and update skills accordingly. The following are five great performance goals that you can consider setting for yourself as an EA or PA: These are a few great ways to focus on setting goals for your career as an EA or PA. To further develop your career as a PA or EA, check out our upcoming events. Assistants need to set objectives that can take their career forward and make clear what is expected of them in the role. Please share your thoughts and advice in the comments below. To be completed by Q4. If you are unsure which skills to focus on, firstly we have put together an in-depth list of hard skills that will help you think about the skills you have and the skills you want to improve going forward. The process of setting goals and objectives throughout the year is crucial for an Assistant’s career and personal development. Teaching Assistant - performance management target example Performance Management Targets for Middle Leaders Should schools evaluate staff in a Covid-disrupted school year? Embrace the challenge – coming up with a plan for your career and goal setting is vital to you reaching your full potential. Have a meeting with your human resources department and/or your executive before your official performance review. Big life goals can seem impossible when looked at as a whole, so you have to break your goals down into action points that you can tick off as the year pans out. Can the objective be achieved straightaway (therefore should it be in the yearly objectives)? An objective is an action you’ll need to take to achieve that goal. Finally all pictures we've been displayed in this website will inspire you all. Break your goals down into action points and objectives. Yet I often see assistants who are afraid to approach their executive about something. How to Evaluate an Administrative Assistant. And so are some of their bosses when it comes to helping them to set goals. Find out the why behind your goals – what is the context. To be finalised and running by Q2. It isn’t easy without setting objectives. Time-based: When is the deadline? As an Executive Assistant (EA) or Personal Assistant (PA), you may be asked by your employer to come up with some goals for yourself in your yearly performance review sessions. Streamline Executive’s schedule so that Executive has time for strategy and reflection throughout the day. STEP 3: Make a timetable for your goal. If they know that you want to grow in the role, they should support you. Included in this bundle are: One: Setting objectives for Assistants best practice guidance We will look at the difference between goals and objectives and how Assistants can set both for their year ahead. Now that we have defined the difference between goals and objectives lets concentrate on initially setting goals that Assistants can progress throughout the year. The job is demanding, fast-paced and Assistants have to deal with a lot of changes to work plans. Usually, executive assistants manage available office budget in order to meet set objectives/targets. The objective must be relevant to the industry the Assistant works in and finally time-based so that Assistants can meet the deadlines and milestones set around the objective. We have looked at how Assistants can create SMART objectives that are specific to the Assistant role, measurable, attainable for the level of Assistant (goals should be different for Personal Assistants, Executive Assistants to C-Suite Executives and Administrative Support Assistants). The first point that is worth making is that there is a difference between goals and objectives. Create a streamlining process and present it to Executive by the end of Q1. In this great sessions we focus on the role of a growth plan as a way to map out your Executive Assistant or Personal Assistant career plan. Three: Examples of SMART objectives for Assistants Knowing the challenges Assistants have when planning their objectives for the year, we will provide a list of brilliant objectives and goals that Assistants can apply to their role. I’m an executive assistant. © Copyright 2020 Think Tank Media Ltd | ABN 48 112 906 680 | All rights reserved | Privacy Policy | Site by Sticky Digital, © Copyright 2020 Think Tank Media Ltd | ABN 48 112 906 680 | All rights reserved |. Their work description also includes receiving, sorting, and distributing mails to … Assistants are always so busy helping other people achieve their goals that often we forget to plan out time for ours! SMART objectives for Executive Assistants are so crucial because, without them, Assistants can be at such a disadvantage. The Effective Executive Assistant (EEA) builds value for the business by supporting the executive in such a manner that he or she is able to more effectively perform his or her job. Here is an example of a skills-related objective for an Executive Assistant: Maintain advanced knowledge of all Microsoft packages including Outlook, Excel, Word, PowerPoint and OneNote. Personal assistants are expected to make difficult things happen with relative ease. The Executive Assistant serves as the primary point of contact for internal and external constituencies on all matters pertaining to the President. The Personal and Executive Assistant role has expanded way beyond arranging diaries and booking travel. How do your goals, and achieving them, make your Executive more successful and add value to the bottom line? It can hard to find the time to sit down with your Executive to discuss your goals and objectives and of course, then the problem we hear the most, what goals and objectives should you set for your Assistant role? There are so many tasks that Assistants are asked to complete. Does everyone know exactly what the objective means and what is expected of the assistant? Here are four strategies Assistants can implement to help with goal-setting: 1. 20 Measurable Goals for Administrative Assistants; KPA and Career Visioning for Real Estate Executive Assistants; Creating an Executive Assistant Email Signature that Rocks; How the Real Estate Assistant Keeps Track of the Team's Numbers; The Ultimate Guide to Organizing Everything for the Real Estate Executive Assistant Setting your Assistant objectives for the year is part of a much bigger picture, which is your yearly apprasial. When you are listing the tasks that make up your goals, write them all down and set deadlines so that you have a place to look and a schedule to follow. Here is a definition of what that means, specifically for Executive and Personal Assistants. These tasks are hard to set objectives against and hard to measure in terms of success and performance. It is her understanding of the company that will determine how efficiently administration c… Sample Chief Executive Officer Performance Appraisal Process and Assessment Form . Identifying these improvements is one thing, but the value is actually making the improvements happen. We have also discussed how Assistants can match their Executive’s objectives and lastly, how to make sure Assistants set goals they can meet and exceed. If you know what exactly drives them to succeed, you can support them in achieving their goals. So often Assistants have work that we feel we should be doing. Executive assistants know what the executive has to do every single day, what must be completed, what’s the goal, what are the deadlines. Attainable: Is it achievable and within the capabilities of the assistant? Ask how they see you contributing to … To be completed by the end of Q1. Don’t just suggest an improvement – add it to your goals so that the improvement is made. Take time each quarter to research best practice and update skills accordingly. Assistants have to be a sounding board for their Executives, they have to understand all of the administrative systems across the business, they have to be savvy with all forms of technology, and of course, their emotional intelligence must be second to none. Straight-Talk Executive Assistant Responsibilities . Setting boundaries for Assistants, Working collectively and sharing best practice in your EA network, 10 points to consider when visiting a new events venue, Day in the life: Anna Dukes, EA to the Chief Executive at ITN. Task-related objectives for Executive and Personal Assistants For a secretary whose work never has to be corrected, rate his expertise closer to or at a 10. This is easier in a business setting because you have an Executive to report to, who wants to know how you are getting on with your goals. Your objectives should be aligned with their objectives. That could mean finding a seamstress in a faraway city who can immediately repair a rip in the boss' suit, or a luxury hotel offering nanny services on a day's notice. The good news is you can outsource accountability! Mid year reviews are conducted timely and according to Agency guidelines. So example if they have a strategic goal, something like ‘increase awareness of brand x’, you should have a practical objective, something like ‘organise a launch party for brand x.’. For privacy reasons YouTube needs your permission to be loaded. Your salary increase and bonuses are also dependant on you achieving your goals, so it is easier in one sense. If you are, then you need to make your objective statement highly compelling. How can Assistants ensure that their objectives are relevant to the role? For instance, “We will redesign the company’s website, so it’s more user-friendly, by the end of next quarter.”. A strong executive and assistant team knows that feedback is important. KPI Library is a community for performance management professionals. How should you set goals for your Executive or Personal Assistant career that you can stick with? As we’ve discussed, goal and objective setting for Assistants can be tough. The other issue is that although Assistants are working on complex tasks and projects, they also have a lot of tasks that are expected to happen – diary management, travel booking, email management, admin. ... there’s a way to define and refine your performance in a way that allows you to … Without clear objectives for the year ahead, it isn’t straightforward for Assistants to scope out their role. To be completed for Q3. But, without a coherent list of objectives for the year ahead, Assistants will struggle to measure their success against the ever-expanding workload and tasks Assistants are expected to tackle. In order to keep an office running smoothly, an executive secretary must prioritize the mail that comes across her desk and the calls that come into the office. Ask a colleague, friend or family member to check in on your progress, to give you pep-talks and push you when you are not feeling motivated. When thinking about your objectives, it is worth adding some goals that can really stretch you and develop you both personally and professionally. Successful Assistants never stop learning and growing. Measurable: When does the objective need to be achieved and how will the assistant know it has been completed? Careers / Executive Secretaries and Executive Administrative Assistants Summary Description Provide high-level administrative support by conducting research, preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. A good executive assistant is like an air-traffic controller for your life.Michael Hyatt. Does it fit into the overall purpose of the assistant’s role? KPIs for Executive Assistant - Free download as Word Doc (.doc / .docx), PDF File (.pdf), Text File (.txt) or read online for free. Two: What are SMART objectives? So, where do Assistants start? Assistants need to add skills-related to their objectives — every year. What are the Key Performance Indicators For a Human Resources Assistant Job?. Assistants are being asked to take on so much more work than ever before. As an Executive Assistant (EA) or Personal Assistant (PA), you may be asked by your employer to come up with some goals for yourself in your yearly performance review sessions. How will the completion of the task be judged? The Board of Trustees is responsible for conducting the CEO evaluation and regularly reviewing the Executive Assistant to CEO. If you know the areas your manager is focusing on for the rest of this year, you can prioritise your workload so that tasks relating to these areas are completed first. Executive assistant KPI In this ppt file, you can ref KPI materials for Executive assistant position such as Executive assistant list of KPIs, performance appraisal, job skills, KRAs, BSC… To be completed by Q4. Goal setting is essential for Assistants and something they must do every year to be successful in the role. For Executive and Personal Assistants, you must know what your Executive’s goals and objectives entail. 3 Rate the secretary's performance in specialty areas, such as legal, medical and executive assistance. To be completed for Q2.

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