This template prioritizes Key Performance Indicators (KPIs) to clearly define success metrics for your Executive Assistant (EA) role. Customize it to reflect your specific needs and priorities.

I. Core Responsibilities and KPIs:

Focus: Quantifiable results that demonstrate the EA's impact

• Schedule Management:
  • KPIs:
    • 95% of meetings scheduled within 24 hours of request.
    • Meeting rescheduling rate below 5%.
    • 80% of meetings have pre-circulated agendas and materials.
• Communication & Email Management:
  • KPIs:
    • Average email response time within 2 hours.
    • Reduction in executive email volume by 20% through effective filtering and prioritization.
    • Zero errors in written communication, maintaining a professional tone.
• Travel Arrangements & Logistics (if applicable):
  • KPIs:
    • Travel arrangements stay within budget by 10%.
    • 100% adherence to company travel policies.
    • Timely travel confirmations and documentation delivered with zero errors.
• Project Management & Task Delegation:
  • KPIs:
    • 90% of assigned tasks completed on time and within budget.
    • Successful completion of key projects as measured by pre-defined metrics (define specific metrics here).
    • Delegation effectiveness measured by team member feedback on task clarity and support.
• Confidentiality & Discretion:
  • KPI:
    • Maintain a perfect record of confidentiality with zero security breaches or information leaks.

II. Additional Responsibilities (Customize as needed):

• Manage expense reports (KPI: 95% of expense reports submitted accurately and on time).
• Prepare presentations and reports (KPI: Presentations and reports consistently meet quality standards and deadlines).
• Maintain office supplies and equipment (KPI: Maintain a 98% in-stock rate for essential office supplies).
• Draft correspondence and letters (KPI: Maintain a professional tone and error-free communication in all written correspondence).
• Coordinate with external vendors and clients (KPI: Maintain a positive and professional relationship with external contacts as measured by satisfaction surveys).
• Conduct research and compile data (KPI: Deliver accurate and insightful data reports that meet deadlines).

III. Success Traits:

• Producing High Quality Work
• Seeking feedback and Iterating
• Being Organized and on Time
• Taking Ownership of Work and Key Metrics