Personal Assistant Templates
Browse our Personal Assistant Templates below:
Personal Assistant Daily Checklist
Our daily checklist designed for personal assistants ensures you don’t miss any of your routine daily jobs. This is useful for new personal assistants who are still getting into the groove of things. Once you get a better understanding of what your job entails, you can edit this checklist to suit your specific job and the tasks that it specifically involves.
Meeting Agenda Template
Depending on who the meeting involves, you may be asked to send an agenda to all participants. This is usually for higher-level meetings involving senior management and executives. Our template ensures you’ll follow a tried and tested process for presenting a meeting agenda.
Minute Taking Template
For important meetings, it’s common to take minutes, which are a written summary of what was discussed and decided during the meeting. These can be circulated after the meeting to ensure everyone has a record of what was achieved. Use this template to capture minutes in an easy-to-follow format.
Meeting Planning Checklist
If you’re asked to organize a meeting with a handful of important and busy people, it can be a little daunting. Use our meeting planning checklist to ensure you’ve thought of everything and that things go without a hitch.
Personal Assistant Email Signature Template
During your first day as a personal assistant, you’ll likely be setting up your email account, which also involves creating a signature. Many large organizations will already have a signature template you can use, but if not, you can use this free template to hit the ground running.
1:1 Meeting Template
Nearly every assistant role, whether it be a personal assistant, executive assistant, or virtual assistant, will have one on one meetings with their manager. If you are asked to manage these then this template is what we use to ensure the discussion is beneficial to both parties.
Personal Assistant Travel Itinerary Template
Part of a personal assistant’s role will be to organize travel – and anyone who has organized travel for someone else before will tell you it can be a stressful process. Use this travel itinerary template to make sure you don’t miss a thing and the travel planning goes smoothly.
Phone Messages Template
Without a doubt, you’ll be taking the occasional phone message as a personal assistant. Your manager might have a preferred way of communicating the messages to him/her, but this template is what we recommend using to capture the message while the call is in progress.
Printable Personal Assistant Daily Checklist
If you prefer printing checklists, then this is the printable version of our personal assistant’s daily checklist. Simply choose A4 as your file size and print it as a 100% fit and you’ll have a checklist you can use daily to ensure no tasks are missed.
Cover Letter Template for Personal Assistants
When you’re applying for personal assistant jobs we always recommend attaching a well-written cover letter, customized specifically for the role you are applying for. Use our proven cover letter template to land more interviews faster.
About our free Personal Assistant Templates...
Personal Assistant Daily Checklist
Our Personal Assistant Daily Checklist is a practical tool designed to help you stay organized and efficient each day.
This checklist covers essential daily tasks, from managing communications to scheduling, ensuring nothing slips through the cracks.
By using this checklist, you can streamline your workflow, prioritize your responsibilities, and enhance productivity. It’s the perfect resource to help you stay on top of your day, reduce stress, and keep your tasks aligned with your clients goals.
Meeting Agenda Template
The Meeting Agenda Template is designed to help personal assistants organize and conduct meetings with clarity and purpose.
This template guides you in setting clear objectives, outlining key discussion points, and allocating time effectively for each agenda item.
By using this resource, you’ll ensure that meetings stay focused, productive, and on schedule. It’s an invaluable tool for assistants who want to drive efficient, results-oriented meetings and keep everyone aligned on priorities.
Minute Taking Template
The Minute Taking Template is a structured resource designed to make capturing meeting notes simple and efficient.
With dedicated sections for attendees, key points, action items, and follow-up tasks, this template helps personal assistants document meetings accurately and thoroughly.
Using this template ensures you never miss critical details, making it easier to share concise, organized minutes with team members and keep everyone accountable for next steps.
Meeting Planning Checklist
The Meeting Planning Checklist ensures your meetings are well-prepared and smoothly executed. This checklist guides you through each step of the planning process, from booking the venue to preparing materials and notifying attendees.
By following this checklist, personal assistants will anticipate needs, avoid last-minute surprises, and guarantee a seamless meeting experience.
It’s ideal for anyone looking to enhance their organizational skills and ensure every meeting is productive and professional.
Personal Assistant Email Signature Template
The Personal Assistant Email Signature Template provides a polished, professional design to help you make a strong impression with every email.
This template includes sections for your name, title, contact information, and any relevant social media links, ensuring that your signature is both informative and aesthetically pleasing.
1:1 Meeting Template
The 1:1 Meeting Template is a structured guide tailored to help personal assistants facilitate effective one-on-one meetings between executives and team members.
This template provides a framework for setting agendas, tracking discussion points, and documenting action items, ensuring that each meeting is productive and goal-oriented.
Personal Assistant Travel Itinerary Template
The Travel Itinerary Template is designed to help you organize all aspects of business travel in one place. This template covers travel details, accommodation, meeting schedules, and essential contacts, ensuring that every trip runs smoothly and is well-coordinated.
By using this template, personal assistants can create clear, accessible itineraries that minimize travel stress and maximizes productivity on the go. It’s an invaluable resource for creating organized, seamless travel plans that keep everyone informed and prepared.
Phone Messages Template
The Phone Messages Template is designed to help personal assistants accurately capture and relay important phone messages.
With sections for caller information, message details, and follow-up actions, this template ensures that no crucial information is missed or forgotten. It’s the ideal resource for keeping track of all incoming messages in a clear, structured format.
Printable Personal Assistant Daily Checklist
The Printable Personal Assistant Daily Checklist is a handy, easy-to-use tool for staying organized throughout the day. Designed specifically for personal assistants, this checklist outlines essential tasks and priorities, from managing emails to scheduling and task follow-ups.
With a printable format, you can have it at your desk for quick reference, check off tasks as you complete them, and maintain focus on what’s most important. It’s the perfect resource to boost productivity and keep your day running smoothly, all in a convenient, physical format.
Cover Letter Template for Personal Assistants
The Cover Letter Template for Personal Assistants is a professionally crafted guide to help you make a compelling first impression with potential employers.
This template includes a structured format and key phrases tailored to highlight your organizational skills, attention to detail, and ability to support executives effectively.
