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.

Personal 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.