Personal Assistant Checklist
Table of Contents
Preparation Phase
Evaluate your personal and career goals.
Decide what tasks do you feel comfortable giving to a personal assistant.
Decide what tasks you feel you must do personally.
Assemble a list of key tasks and requirements.
Talk to your manager and let him/her know you are planning on hiring a personal assistant.
Start creating your budgets and determine how much you want to pay an assistant.
Check out local area wages for good secretarial/business administrator-type employees.
Prepare an employment contract/agreement.
Set up the work area and equipment for your assistant.
Selecting a Personal Assistant
Have a detailed and all-inclusive job description.
Put an ad in the paper or a job offer on job portals online.
Go through a staffing agency.
Select several candidates to interview.
Interview each applicant at least twice.
Get to know each candidate from both a personal and professional standpoint.
Ask about job history, experience and abilities.
Give the candidates time to ask you questions.
Obtain at least three references from each candidate.
Call each reference and ask questions about the applicant?s character, moral fiber, work ethic and personality.
Make a job offer to your chosen candidate.
Take the time to contact your other interview candidates and let them know that you chose someone else.
Download or Print this Personal Assistant Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Jake R Brady
Stats
Views
681
Views: 681
Uses
11
Uses: 11
Tasks
23
Tasks: 23
Introduction
Who it's for
This Personal Assistant Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Personal Assistant steps every time, regardless of who executes
- Save time - reuse a proven Personal Assistant workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Personal Assistant checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Personal Assistant Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Personal Assistant comes up again, start from your saved version and run it with clear ownership.