Executive Assistant Scope of Work
Prepared by: [YOUR NAME]
Contact Email: [YOUR EMAIL]
Company: [YOUR COMPANY NAME]
Company Number: [YOUR COMPANY NUMBER]
Company Address: [YOUR COMPANY ADDRESS]
Company Website: [YOUR COMPANY WEBSITE]
Company Social Media: [YOUR COMPANY SOCIAL MEDIA]
Introduction
The following Scope of Work (SoW) outlines the responsibilities, objectives, and expectations for the Executive Assistant role at [YOUR COMPANY NAME]. This document is designed to guide performance management, ensuring that the Executive Assistant’s duties align with organizational goals and standards. It serves as a reference for performance evaluations and helps in setting clear expectations.
Scope of Work
1. Job Responsibilities
The Executive Assistant will be responsible for the following tasks:
Managing and scheduling appointments and meetings for the executive team.
Handling and prioritizing incoming communications, including emails and phone calls.
Organizing and coordinating travel arrangements and itineraries.
Preparing and editing reports, presentations, and correspondence.
Assisting in the planning and execution of company events and meetings.
Maintaining confidential files and records.
Supporting various administrative tasks as required.
2. Performance Objectives
The Executive Assistant’s performance will be evaluated based on the following objectives:
Efficient management of the executive's calendar and appointments.
Timely and accurate handling of communications and correspondence.
Effective organization of travel and event logistics.
Quality and accuracy of reports and documentation.
Adherence to confidentiality and data protection policies.
3. Work Schedule
Regular Working Hours: Monday to Friday, 9:00 AM to 5:00 PM
Flexibility: Occasional extended hours or weekend work may be required based on business needs.
4. Reporting Structure
5. Required Skills and Qualifications
Proven experience as an Executive Assistant or similar role.
Proficiency in MS Office (Word, Excel, PowerPoint) and other relevant software.
Excellent organizational and multitasking skills.
Strong communication and interpersonal abilities.
High level of discretion and confidentiality.
6. Deliverables
The Executive Assistant is expected to deliver:
Deliverable | Description | Due Date | Frequency | Responsible |
---|
Executive Calendar | Updated schedule of appointments | Daily | Daily | Executive Assistant |
Correspondence Handling | Managed and prioritized emails and calls | Ongoing | Daily | Executive Assistant |
Travel Itineraries | Arranged travel plans and logistics | As needed | As needed | Executive Assistant |
Reports | Prepared and edited reports | Bi-weekly | Bi-weekly | Executive Assistant |
Event Coordination | Organized company events and meetings | As needed | As needed | Executive Assistant |
7. Performance Review Dates
Initial Review: January 15, 2051
Quarterly Reviews: April 15, 2051; July 15, 2051; October 15, 2051
Annual Review: January 15, 2052
8. Additional Notes
For any queries or additional information, please contact [YOUR NAME] at [YOUR EMAIL].
This Scope of Work is designed to ensure a clear understanding of the Executive Assistant’s role and to facilitate effective performance management.
Prepared by: [YOUR NAME]
Date: August 22, 2050
Scope of Work Templates @ Template.net