in my role as an executive assistant i have found that having a checklist for things such as your
daily schedule organizing an event travel and end of year in october checklist i'll explain
this one a little later these checklists are extremely important and helpful they assist in
keeping track of all tasks so nothing is missed and having checklists helps us become superstar
assistants there are many more checklists we can have it depends on the responsibilities
let's break it down a bit more but before i do please subscribe and like it helps this channel
first checklist on the list is the daily schedule it consists of everything you do each day with
tasks such as calendar management for you and your executive you may have different
checklists for each day if each day consists of different tasks after getting into a routine
with your daily checklist going through the motions will become second nature and this
checklist will become obsolete don't confuse your to do list with the checklist these are completely
different second checklist is organizing events because we don't do this every day it is good to
have a checklist and some of the things to add to this checklist are the event goals and objectives
the day of the event the budget how many people attending source in a venue will it be a venue
that has caterers on site for example hotels or will it be a venue that you will need to source
external caterers when will invites be sent and has the following been added to the invite
event name the purpose for the event day and date of the event time venue name address the dress
code rsvp date and email address to respond to dietary requirements have the outstanding
chased up have all the rsvps come in now the third checklist on this list is travel arrangements
some of the items i have on my checklist are the following are the flights booked is accommodation
booked is a driver or hire car required and has it been booked have all meetings for this trip been
arranged and where will they be held is airport parking required and hasn't been booked any visas
needed if so have they been arranged has all the information and confirmations and e-tickets been
added to my executive's outlook calendar and the final checklist i want to talk about is the end of
year checklist in october this is very important because it is a checklist in preparation for
the following year october is the time i start sending out invites for the following year for
the following meetings one-on-one invites for all staff that are directly reporting to my executive
board meetings monthly management meetings monthly or quarterly client meetings
i send out invites for the following year in october so that i can get the dates i want
and the person receiving the invite can make their meeting plans around the dates i have sent
this is also the time of year i add a reminder to my executive's calendar for mid-november
to draft a christmas e-message for staff and another message to clients in that reminder i
add around 10 e-card designs that my executive can choose from to send with the messages to clients
and to staff i get these e-card designs from canva i also add a reminder at the end of
november for my executive to complete the message and decide on two e-cards
the e-card and message to clients is sent in the second week of december and the staff
e-card and message is sent around december 20th or before the executive goes on a break
i will make another video showing what i have on my end-of-year checklist and when i do i will be
sure to add the link in the description box of this video so have a look in the description
box now just in case it has already been posted by the time you watch this video i really hope
this helped you even a little bit don't forget to subscribe and like and thanks for watching