by | May 1, 2023 | Blog, Executive Assistant

Goal Setting for an Executive Assistant

Are you an executive assistant looking for guidance on setting goals that align with the strategic direction of your organization? Or maybe a hiring manager looking to upskill and incentivize their next EA? Setting appropriate, achievable goals is essential in both situations. From crafting SMART goals to understanding how those objectives fit into your organization’s strategy, goal-setting can be tricky but rewarding. In this blog post, we’ll explore strategies for getting the most out of goal setting as an executive assistant. We’ll take a look at different approaches to setting long-term & short-term goals, identify tips & tricks from executives who have been there before in order to get clear guidance on what works best, and end with ideas for monitoring progress once objectives are set. Let’s dive right into it so you can start setting glorious outcomes today!


Understand what the Executive Assistant is looking to achieve – outline short, medium, and long-term goals

Having an understanding of what the Executive Assistant is looking to achieve through setting goals is paramount in offering the best possible support. By examining the short, medium, and long-term goals that have been set or need to be set, it’s possible to illustrate action plans which help increase fulfillment on all levels. By honing in on their aims, objectives can be efficiently determined which often helps move projects along more quickly and effortlessly. Helping an assistant create a vision for success takes the initiative and insight but can lead to amazing results.


Set SMART (Specific, Measurable, Attainable, Relevant, Timely) Goals that are achievable and reasonable

Setting SMART goals is a great way to make sure your assistant’s individual ambitions are achievable and reasonable. It ensures that the goals are specific and measurable, that they are attainable within the given timeline, and that they are relevant to their job responsibilities. This is especially important if you have short-term goals and objectives in mind – it can be difficult to decide which ones should take priority if they aren’t formulated correctly, so making sure they’re set up according to SMART criteria is key. With clear, achievable goals, an assistant has a better chance of meeting their aspirations in a timely manner!


Break down goals into actionable steps – create a plan of attack for each goal

Breaking down larger goals into smaller, more manageable steps is a great way to make progress toward achieving them faster and with more confidence. When helping an assistant set goals, creating a plan of attack can involve breaking the goal into its component parts and establishing a timeline for completion. By doing this, it’s easy to track progress on each segment of the goal, visit check-in points along the way, and determine if new tasks need to be added or if changes need to be made as you go. Furthermore, easily tracking measurable progress helps build momentum so that goals are met sooner rather than later. With a plan in place, your assistant will know exactly what it takes to reach their goals every step of the way.


Develop a timeline for completing individual tasks associated with each goal

Developing a timeline for accomplishing each of the goals can be an arduous task, but with the right guidance, it can actually be quite easy. Start by evaluating all of the tasks associated with completing each goal, and then prioritize them according to importance. Once all of these individual tasks have been identified and ranked, you can begin putting together a timeline with realistic milestones. This timeline should include both weekly and monthly goals that will ensure progress is being made toward the larger objective. As the assistant takes action and moves closer to achieving the goal, he or she will gain confidence in their abilities and feel a greater sense of accomplishment. With this in place, setting goals for an assistant becomes much less challenging.


Monitor progress regularly – use success milestones to measure progress and stay motivated

Keeping up with goals can often become overwhelming and unmotivating if progress is not monitored. To stay on track and keep employees motivated, it is important to set success milestones along the way. This allows for a manager to regularly measure their assistant’s progress achievements, providing guidance and feedback that can further boost motivation and confidence in the employee as they strive towards meeting their goal. Utilizing success milestones also gives insight into any areas where further support may be needed, enabling a more streamlined process for meeting objectives.


Celebrate successes when achieved – reward yourself for hard work and dedication to reaching the set goals!

Achieving goals gives us a unique feeling of accomplishment and pride that is deservedly celebrated. Setting goals can be an arduous task, and it’s important to motivate yourself along the way in order to reach said goals! One great way to incentivize yourself is to give yourself rewards when those goals are achieved. This could be anything from treating yourself to your favorite dessert all the way up to booking a vacation getaway for two! Whatever it has been on your bucket list, celebrate each success by rewarding yourself for the hard work and dedication you put into reaching these personal objectives.


Setting goals, both short-term and long-term, is essential to success. As an Executive Assistant, it’s important to properly set SMART goals and break them into actionable steps with a timeline. Once the plan of attack has been figured out, the next step is to monitor progress regularly and celebrate successes when they are achieved. This will help keep you motivated and make the challenging task of setting goals much more enjoyable. Plus, knowing that progress is being made makes all the hard work worth it in the end! So, whether you’re an Executive Assistant working towards greater success or anyone else wanting to improve their career prospects, take advantage of Setting SMART Goals; it’s sure to make your journey easier (and much more satisfying!)

If you’re an Executive Assistant looking for a little more coaching. Check out LifeSquire Academy – a one year coaching program aimed to help you maximize your Executive/Executive Assistant  relationship. We’ll help you set quarterly goals and be a resource for you as you work to achieve your goals.

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