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3 strategies and tactics for Executive Assistant

What is Executive Assistant strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Crafting the perfect Executive Assistant strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Executive Assistant strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Executive Assistant strategy examples

You'll find below a list of Executive Assistant tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for providing executive support to company VPs

  • ⛳️ Strategy 1: Streamline communication channels

    • Establish a centralised calendar system to manage VPs' schedules effectively
    • Set up weekly update meetings with each VP to discuss priorities
    • Utilise a project management tool to track ongoing tasks and deadlines
    • Ensure all relevant stakeholders are included in communication loops
    • Create standardised templates for regular reports and presentations
    • Implement a priority matrix to help VPs categorise tasks
    • Schedule brief daily check-ins to quickly address urgent issues
    • Automate routine communication using email scheduling tools
    • Develop a digital dashboard for quick access to key metrics
    • Use instant messaging apps to facilitate real-time communication

  • ⛳️ Strategy 2: Enhance decision-making support

    • Conduct regular industry analysis reports to inform strategic decisions
    • Develop a resource repository with key documents, articles, and data
    • Create a systematic approach for gathering team feedback and insights
    • Organise roundtable discussions for brainstorming with key stakeholders
    • Refine data presentation to highlight actionable insights clearly
    • Utilise analytical tools to convert data into strategic recommendations
    • Prepare scenario analyses to inform potential decision paths
    • Schedule time for VPs to engage with external experts or peers
    • Develop a framework for tracking decision outcomes and learnings
    • Provide concise executive summaries for complex reports

  • ⛳️ Strategy 3: Facilitate operational efficiency

    • Optimise meeting schedules to minimise disruptions and overlaps
    • Implement an appointment scheduling tool for external meetings
    • Standardise procedures for recurring administrative tasks
    • Introduce workflow automation tools to reduce manual workloads
    • Regularly review and update administrative procedures
    • Provide training sessions on time-management best practices
    • Identify and mitigate redundancies in operational processes
    • Coordinate travel logistics to maximise time efficiency
    • Organise regular team-building activities to boost productivity
    • Analyse and improve delegation practices among VPs
executive-supportefficiencyexecutive-assistantproject-managerexecutive-teamoperations-team
Implement these strategies

Strategies and tactics for creating an onboarding plan for an EA role

  • ⛳️ Strategy 1: Establish strong communication with the CEO

    • Schedule a one-on-one meeting with the CEO to understand their expectations and working style
    • Set up regular check-ins to ensure alignment on tasks and priorities
    • Utilise communication tools and platforms preferred by the CEO for efficient information exchange
    • Develop active listening skills to fully comprehend the CEO’s needs and directives
    • Clarify preferred methods for updates and feedback from the CEO
    • Maintain an open-door policy to encourage communication and trust
    • Prioritise confidentiality in all communications with the CEO
    • Document key discussions to reference in future communication
    • Create a summary report of weekly progress and outcomes to share with the CEO
    • Continuously seek feedback to refine communication effectiveness

  • ⛳️ Strategy 2: Demonstrate proactiveness and initiative

    • Identify and suggest improvements to existing processes and workflows
    • Research and propose tools or systems that could enhance productivity
    • Anticipate the CEO's needs and prepare resources in advance
    • Create a timeline and action plan for your first major project to showcase initiative
    • Take ownership of any task delegated to you and provide timely updates on progress
    • Develop a list of potential challenges and proactively suggest solutions
    • Actively participate in meetings and offer insightful contributions
    • Network with other EAs and Chiefs of Staff to gather insights and best practices
    • Stay informed about industry trends to provide relevant and timely advice to the CEO
    • Seek out learning opportunities to continue personal and professional development

  • ⛳️ Strategy 3: Build a strong internal and external network

    • Introduce yourself to key stakeholders within the company
    • Schedule introductory meetings with heads of departments to understand their operations
    • Attend industry events or networking functions relevant to the company
    • Engage with the company's social media accounts to understand public perception
    • Join professional networks or groups associated with EAs and Chiefs of Staff
    • Develop strong relationships with other administrative staff to facilitate collaboration
    • Create an organisational chart with key contacts and their roles for reference
    • Plan to meet with the company's HR team to understand culture and employee relations
    • Establish and nurture relationships with external partners and vendors
    • Regularly update the CEO on any significant networks or connections you have built
communicationnetworkingexecutive-assistantchief-of-staffexecutive-teamadministrative-team
Implement these strategies

Strategies and tactics for developing a Strategic Plan for 2025/2026

  • ⛳️ Strategy 1: Enhance Infrastructure and Resources

    • Identify potential spaces within the college for developing a dedicated laboratory
    • Draft a proposal to secure funding for laboratory equipment and reagents
    • Collaboratively work with college administration to allocate a dedicated office space
    • Engage suppliers for competitive quotes on necessary laboratory equipment
    • Establish a partnership with external laboratories for temporary use of their facilities
    • Develop a timeline for lab setup and equipment installation
    • Recruit volunteers or student assistants to support the lab setup process
    • Research and apply for grants related to educational resources for laboratory technology
    • Set up a crowdfunding campaign to raise additional funds for resources
    • Regularly review and update the equipment and technology to meet industry standards

  • ⛳️ Strategy 2: Elevate Academic Program

    • Draft a curriculum proposal to upgrade from Diploma to Degree level
    • Present the proposal to the college board for approval
    • Consult with academic experts to ensure curriculum aligns with industry standards
    • Organise a workshop to train faculty on the new curriculum
    • Form a committee to ensure smooth transition to the degree program
    • Implement a pilot program for select courses at the degree level
    • Develop partnerships with hospitals and clinics for student internships
    • Initiate a mentorship program involving industry professionals
    • Regularly assess and improve the academic content based on student feedback
    • Plan and host annual events to showcase student projects and research

  • ⛳️ Strategy 3: Increase Visibility and Enrollment

    • Launch a marketing campaign highlighting the new degree program
    • Create promotional materials showcasing department achievements
    • Utilise social media platforms to reach a wider audience
    • Organise open days for prospective students and parents
    • Collaborate with high schools to promote the program to students
    • Offer scholarships or incentives for top-performing students
    • Participate in educational fairs to attract potential students
    • Implement a referral program incentivising current students to recruit peers
    • Engage alumni in outreach and branding activities
    • Feature success stories of graduates in college publications and local media
infrastructure-developmentacademic-advancementlab-managermarketing-specialistcurriculum-development-teammarketing-team
Implement these strategies

How to track your Executive Assistant strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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