Executive Secretary Templates

There is a huge number of templates that someone in the Executive Secretary role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Executive Secretary. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Meeting Agenda
2. Expense Report
3. Travel Itinerary
4. Employee Performance Review
5. Project Status Report
6. Sales Forecast Spreadsheet
7. Budget Proposal
8. Meeting Minutes
9. Weekly Schedule
10. Performance Dashboard

Reports

Reports are often prepared by a Executive Secretary to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Financial Report
2. Sales Performance Report
3. Employee Attendance Report
4. Inventory Management Report
5. Customer Satisfaction Report
6. Project Status Report
7. Expense Report
8. Marketing Campaign Report
9. Production Efficiency Report
10. Executive Meeting Minutes Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Executive Secretary does and how they do it.

1. Meeting Agenda Template
2. Travel Expense Report Template
3. Employee Performance Evaluation Template
4. Project Status Report Template
5. Budget Proposal Template
6. Conference Registration Template
7. Office Supply Requisition Template
8. New Hire Onboarding Checklist Template
9. Meeting Minutes Template
10. Monthly Newsletter Template

Presentations

Executive Secretary presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report Template
2. Executive Meeting Agenda Template
3. Financial Performance Review Template
4. Project Status Update Template
5. Employee Performance Evaluation Template

Legal Docs

There are several key times when a Executive Secretary needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Meeting Minutes Template
4. Power of Attorney Template
5. Contract Termination Letter Template

Health & Safety Templates

Health & Safety templates for a Executive Secretary ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Executive Secretary calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Meeting Calendar
2. Travel Schedule Calendar
3. Project Deadline Calendar
4. Employee Vacation Calendar
5. Executive’s Daily Schedule Calendar

Invoice Templates

Several types of Executive Secretary invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Office Supplies Invoice
2. Travel Expenses Invoice
3. Vendor Services Invoice
4. Utilities Invoice
5. Employee Reimbursement Invoice

Survey Templates

For a Executive Secretary to get insights related to the work they do, they need to send out Executive Secretary surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Training Needs Assessment Survey
4. Event Evaluation Survey
5. Administrative Process Improvement Survey

Meeting Agendas

Having premade Executive Secretary meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Executive Team Meeting
2. Departmental Performance Review Meeting
3. Staff Training and Development Meeting
4. Budget Planning and Review Meeting
5. Project Status Update Meeting

Budget Templates

To manage finances well, a Executive Secretary would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Travel and Entertainment Budget Template
3. Office Supplies Budget Template
4. Employee Benefits Budget Template
5. Miscellaneous Expenses Budget Template

Dashboards

Dashboards are a useful way for a Executive Secretary to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Financial Performance Dashboard
2. Sales and Revenue Dashboard
3. Employee Productivity Dashboard
4. Project Management Dashboard
5. Administrative Efficiency Dashboard

Proposal Templates

For bidding or requesting work, a Executive Secretary needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Budget Proposal
2. Staff Training Proposal
3. Office Equipment Upgrade Proposal
4. Employee Recognition Program Proposal
5. Business Travel Expense Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Executive Secretary templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

Executive Secretary Templates