Personal Assistant Templates

Personal Assistant Templates

There is a huge number of templates that someone in the Personal Assistant 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 Personal Assistant. 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 Calendar
2. Expense Report
3. Travel Itinerary
4. Meeting Agenda
5. Contact List
6. Task Tracker
7. Project Timeline
8. Weekly Schedule
9. Performance Review
10. Budget Spreadsheet

Reports

Reports are often prepared by a Personal Assistant 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 Expense Report
2. Sales Performance Report
3. Inventory Management Report
4. Employee Attendance Report
5. Project Status Report
6. Client Satisfaction Report
7. Financial Statement Report
8. Travel Expense Report
9. Meeting Minutes Report
10. Task Completion 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 Personal Assistant does and how they do it.

1. Daily Schedule Template
2. Meeting Agenda Template
3. Travel Itinerary Template
4. Expense Report Template
5. Task Tracker Template
6. Email Response Template
7. Phone Call Log Template
8. Event Planning Template
9. Document Filing Template
10. Project Status Report Template

Presentations

Personal Assistant 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. Project Status Update Template
4. Financial Performance Review Template
5. Team Training and Development Template

Legal Docs

There are several key times when a Personal Assistant 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. Power of Attorney Template
4. Contract Template
5. Confidentiality Agreement Template

Health & Safety Templates

Health & Safety templates for a Personal Assistant 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. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Monthly Meeting Calendar
2. Travel Schedule Calendar
3. Task and Deadline Calendar
4. Personal Appointments Calendar
5. Team Events and Activities Calendar

Invoice Templates

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

1. Monthly Expense Report Invoice
2. Client Services Invoice
3. Travel and Accommodation Invoice
4. Office Supplies Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Customer Feedback Survey
3. Event Evaluation Survey
4. Training Needs Assessment Survey
5. Time Management Survey

Meeting Agendas

Having premade Personal Assistant 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 Team Meeting
2. Executive Board Meeting
3. Departmental Performance Review Meeting
4. Client Relationship Meeting
5. Staff Training and Development Meeting

Budget Templates

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

1. Monthly Expense Tracker
2. Income and Savings Tracker
3. Bill Payment Schedule
4. Travel and Entertainment Budget
5. Miscellaneous Expenses Tracker

Dashboards

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

1. Financial Performance Dashboard
2. Task Management Dashboard
3. Calendar and Schedule Dashboard
4. Communication and Email Dashboard
5. Travel and Expense Dashboard

Proposal Templates

For bidding or requesting work, a Personal Assistant 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 Expense Report Proposal
2. Travel Arrangements Proposal
3. Meeting Agenda Proposal
4. Office Supplies Purchase Proposal
5. Staff Training 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 Personal Assistant 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.