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 | Manage executive calendar and schedule meetings. Check and respond to emails on behalf of the executive. Prepare daily briefings and agendas. Coordinate travel arrangements.
|
Weekly | Prepare and distribute weekly status reports. Organize and attend team meetings, taking and distributing minutes. Review and prioritize executive’s tasks and commitments.
|
Monthly | Assist in the preparation of monthly financial reports. Coordinate monthly executive meetings. Monitor and update project timelines.
|
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
Handover Templates @ Template.net
