The Effective Admin Tips Series # 5 publication: The Basic Guide to
Goal Setting for Administrative Professionals
General goal setting and SMART
goal setting for administrative assistants and executive assistants is covered in detail in the information packet.
It is called The Basic Guide to
Goal Setting for Administrative Professionals, and it is intended to help you with personal or professional goal setting as an administrative assistant or executive assistant.
Administrative assistants and executive assistants often come to this Web site searching for information on
goal setting for administrative professionals.
It's brainstorming and know - how for SMART
goal setting for administrative assistants and executive assistants.
So I'm going to provide some tips on this page on the topic of
goal setting for administrative assistants and executive assistants.
The following questions and comments were submitted by different administrative professionals in response to the survey question, «What is your number one question about
goal setting for administrative assistants and executive assistants?
In fact, now I offer a whole packet of information on
goal setting for administrative professionals that I simply call the admin Goal Setting Info.
And now it also contains information about SMART
Goal Setting for Administrative Professionals (a SMART goals lesson, summary sheet, checklist, worksheets, examples and more).
Goal setting for administrative assistants and executive assistants is a hot topic I get asked about quite a bit — usually in a panic e-mail that reads «I need help now; my goals are due tomorrow.»
The types of
goals you set for your administrative staff may vary according to each administrative role.
Not exact matches
It is to be hoped that it actually does all this,
for while the document
setting out this promise is clear and reasonable it is easier to state an
administrative goal than to reach it.
Provided
administrative support to the chief executive officer of the company, helped in preparing various reports and completing all clerical duties, attended all the meetings, helped in changing work strategies to meet company's
goals and objectives, prepared various presentations, arranged different training programs
for the employees, handled all computer functions like - data entry, preparing presentations and reports,
setting new functions, etc
As with any division in a small business,
goal setting in an
administrative department is important
for a variety of reasons.
• Conduct research activities in area of concern and provide valuable feedback to the management • Write and edit management documentation and assist managers in tracking projects • Assist in the creation and implementation of strategic management plans • Participate in iteration planning and requirements gathering activities • Act as a coordinator between different projects • Make sure that all projects are implemented according to
set requirements and guidelines • Keep team members of each project up to date with project status and issues • Provide support to general office duties such as budget reconciliation, correspondence and database management • Assist senior management to
set organizational
goals and objectives • Use technology to perform mathematical calculations and research activities • Provide internal meetings facilitation with various project teams • Suggest ways to improve internal operations effective and productive • Make sure that all concurrent projects are launched on published schedules • Create and maintain databases
for management tracking purposes • Perform data entry services to handle project information • Assist in resolving project design and resource issues to minimize delays • Assemble and analyze statistical data and provide meaningful interpretations • Establish and maintain effective communication with customers to ensure recurring business opportunities • Develop and deliver instructional materials
for each individual project • Provide
administrative backup support
for various positions within the management on a need basis
Tk Worldwide, Nolensville, TN 5/2011 to Present New Car Sales Manager • Oversee staffing requirements and hire and train new employees •
Set sales objectives
for each individual sales representative • Provide assistance in carrying out duties so that individual sales objectives are met • Give sales representatives a clear picture of the overall
goal of the company and ensure that their individual objectives are in accordance to the big picture • Assist clients in choosing cars of their choice by providing them with information on popular brands • Provide clients with information on car features and accompany them on test drives • Forecast sales and expenses and ensure that profits are maintained accordingly • Develop and implement effective customer relation policies • Interact with vendors to procure new models and makes • Prepare annual budgets
for the sales department and ensure that all
administrative activities are performed by remaining within the budget • Direct and schedule activities of sales representatives and stand in
for absent employees
I've been helping
administrative assistants and executive assistants
set goals in the workplace
for 10 plus years.
Need more help with
setting goals for administrative and executive assistants?
I've been writing tips
for administrative professionals to
set goals for more than a decade and have authored several publications on this topic of
goal setting for admins.
Often difficulty with
setting goals for administrative assistants and executive assistants becomes apparent during a performance evaluation process.
This package of information is
for administrative professionals sincerely interested in learning how to
set goals ongoing in their
administrative work and career.
Just a few weeks ago, Executive Assistant Mary ordered my
goal setting materials
for administrative professionals.
This publication in which you can learn about
setting goals for administrative assistants and executive assistants is sold at this URL:
Here are some tips regarding
setting smart
goals for executive assistant and
administrative assistants:
I think I've heard just about every question or concern revolving around
setting goals for administrative support positions.
This is information
for if you are looking
for the knowledge to
set administrative assistant
goals or executive assistant
goals year after year.
Learn how to generate ideas
for goal setting and how to best write them instead of asking other
administrative professionals what
goals they have used.
... SMART
goal setting lesson... specific examples of
goals (executive and
administrative assistant
goals examples you can modify and use)... ideas
for setting goals; brainstorming reading material... and more... all
for executive assistants and
administrative assistants (really they are
for anyone in the workplace who wants them... but just know upfront that the material is targeted toward
administrative professionals).
This information is all directed toward
administrative assistants and executive assistants who are
setting SMART
goals in the workplace — such as
for yourself or
for your employer when he or she asks you to turn in some
goals for the quarter or year; perhaps prepare some workplace
goals while preparing
for your performance review session with your boss.
The eBook is included in the packet of
goal setting information
for administrative assistants and executive assistants.
Packet is
for administrative assistants and executive assistants who need help
setting goals in the workplace, such as
goals that are requested by their managers and executives
for submission quarterly or annually.
This article explains the meaning of
goal setting terms and phrases often encountered by
administrative professionals such as measurable
goals, smart
goals, performance
goals, development
goals, objectives, career
goals, annual
goals, and
goals for administrative assistants and executive assistants.
These steps are described in the article Step by Step Workplace
Goal Setting Advice
for Administrative Professionals in The Effective Admin newsletter.
This book is available in my
goal setting information packet
for administrative assistants and executive assistants.
Here are some tips regarding
setting smart
goals for executive assistant and
administrative assistants: TIP 1: Find the «Real»
Goal Be specific.
Responsibilities
for this Senior Data Entry Clerk - Customer Service job includes: • Receive inbound calls with varying degrees of questions or concerns • Keep record of customer interactions, record details of inquiries, complaints, or comments, as well as actions taken • Use computer system to track, gather information, and / or troubleshoot the items raised by the customer • Achieve productivity standards and
goals set by the company while maintaining high level of customer service • Basic data entry and
administrative duties.
To obtain a position of employment that will utilize my current skills and challenge my various abilities in an
administrative and legal
setting while working
for an organization that offers career growth as well as a chance to achieve both individual and team oriented
goals.
Drove external and internal business critical initiatives, including three different new revenue producing initiatives within a new business sector
for the company Proposed, researched and implemented a new enterprise project / portfolio management tool suite to drive inter-departmental execution efficiencies, and firm - wide delivery accountability
for the customers Provided management and
administrative support
for the company's project portfolio planning process, which allowed
for the beginning of executive transparency and fact - based decision making Guided team members through the application of new management techniques - such as visual board management and self - organizing team principles - with the
goal of increasing team cohesion, communication and ownership Established internal project execution practice improvements to increase departmental effectiveness and staff skills
sets.
Professional Duties & Responsibilities Served as office manager ensuring effective, efficient, and profitable operations Recruited, trained, and supervised
administrative personnel and salon talent Responsible
for accounting, billing, payroll, and inventory management Directed marketing and advertising resulting in significant sales and brand awareness Negotiated contracts with vendors, partners, and clients Oversaw compliance with all applicable health and safety regulations Designed and implemented employee development program to increase team skill
sets Utilized employee recognition program to boost morale and dedication to company
goals Provided excellent customer service ensuring client satisfaction and repeat business Performed additional
administrative duties including faxes, photocopying, and filing Conducted all responsibilities in courteous, polite, and positive manner
Hospitality Sales Manager — Duties & Responsibilities Direct all daily operations, sales, customer service, and finances
for multiple hotels, resorts, and other businesses Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Design and implement marketing and sales campaigns resulting in increased revenue Consistently exceed sales
goals through effective marketing, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Perform research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Study internal literature to become an expert on products and services
Set company budgets, maintain profit / loss statements, and ensure overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiate contracts and agreements with suppliers securing quality products at low prices Create employee development programs building staff skill
sets and value Utilize employee recognition tactics to build morale and company loyalty Perform
administrative duties such as data entry, filing, faxing, and phones as needed Represent company brand with poise, integrity, and positivity
Social Service Specialist — Duties & Responsibilities Trained in social service with a focus on crisis intervention, rehabilitation, public safety and criminal justice Oversee mediation, life skills, and practical guidance
for clients facing personal challenges
Set client
goals and provide benchmarks and action plans
for achieving success Coordinate confidential patient information in an accessible and organized fashion Provide
administrative support services across a variety of human services
settings Represent company brand with poise, integrity, and positivity Responsible
for client and staff schedules ensuring timely and efficient daily operations
Set and strictly adhere to all department budgets and project timelines Handle accounts receivable, accounts payable, QuickBooks, billing, and reimbursements Responsible
for tracking and replenishing office supplies Study internal literature to become an expert on products and services Develop and strengthen relationships with partner agencies, coworkers, and community leaders Train new team members ensuring they understand the brand and adhere to company policies and procedures Perform all duties with positivity, integrity, and professionalism
Business Manager — Duties & Responsibilities Recruit, train, and direct customer service, sales, and
administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Build and strengthen relationships with key clients, industry figures, and community leaders Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Negotiate contracts and agreements with vendors, distributors, and partners Support human resources department through benefit administration and performance evaluations
Set and strictly adhere to company budgets and project timelines Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Implement training and development programs to reinforce branding and develop team skillsets Design and execute employee recognition program to boost morale and individual efficacy Create an atmosphere of respect, professionalism, and dedication to company
goals Represent company brand with poise, integrity, and positivity Consistently promoted and awarded
for excellence in management, sales, and customer service
Professional Duties & Responsibilities Directed sales and purchasing activities
for industrial mining and automotive supply companies Managed junior team members and
administrative staff ensuring effective operations Researched products and companies to deliver highest quality items at the lowest price Handled negotiations with supply and distribution partners Consistently exceeded monthly sales
goals of $ 300,000 and annual
goal of $ 3.7 million Authored and presented reports regarding sales, purchasing, and company financial health Created and implemented comprehensive marketing / advertising campaigns and collateral materials
Set and implemented monthly and annual budgets
for companies and departments Designed and launched corporate promotional and informational events Built and strengthened relationships with key industry figures, clients, and community leaders Generated significant new business through networking, cold calling, and other tactics Provided exceptional customer support resulting in repeat business and referrals
Marketing & Fundraising Coordinator — Duties & Responsibilities Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Develop and implement comprehensive marketing campaigns and all collateral materials Proficient in copywriting, editing, and digital photography Responsible
for business development through corporate and community partnerships Build and strengthen professional relationships with community leaders, business partners, and coworkers Represent company brand with poise, integrity, and positivity in television and radio interviews Conduct public relations activities and attend relevant events, fairs, and conferences Coordinate and participate in charitable events in service of the local community Perform research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain records of site visits to potential and existing clients to assist in assessing their future needs Consistently exceed location revenue
goals through effective marketing and sales tactics Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Study internal literature to become an expert on products, corporate history, and mission Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Perform
administrative tasks including filing, data entry, phones, and other tasks as needed
Set and strictly adhere to budgets and schedules
Professional Experience Colleen's Caring Hands (Bemidji, MN) 02/2010 — Present Insert Title • Provide exceptional patient care to individuals diagnosed with dementia in an assisted living
setting • Administer physician designed health care plans, medications, and chart patient progress • Design and implement exercise routines and special activities to promote active lifestyles • Redirect patient behaviors encouraging personal growth and attainment of behavioral
goals • Responsible
for meal preparation, toileting and general living assistance as needed • Perform
administrative functions including recordkeeping, phones, and data entry • Complete all duties with positivity, professionalism, and integrity
Computer Operations Technician — Duties & Responsibilities Direct information technology department ensuring effective and efficient operations Recruit, train, and supervise computer technicians and
administrative personnel Responsible
for department budgets, project timelines, and team workflow Assist in the design, launch, and management of multiple data centers Proficient in the operation, repair, and maintenance of complex computer hardware and software Develop significant experience with financial applications and business platforms Oversee system security and performance enhancements to exceed industry standards Utilize cost cutting measures in the backup of valuable company data Perform staff evaluations to
set professional
goals and recognize exceptional service Serve as a liaison between the information technology team and senior leadership Present reports regarding information technology best practices and proposed system upgrades Develop a rapport with company personnel and deliver exceptional service Study industry literature to become an expert on emerging technologies Maintain comprehensive records detailing service calls, system updates, and other pertinent data Represent company brand with positivity, professionalism, and dedication
Professional Experience Environmental Waste Water Solutions (TX & LA) 2009 — Present General Manager • Managed daily operations, directed staff, determined work flow, and oversaw special projects • Recruited and trained employees ensuring they understood the brand and adhered to corporate protocols •
Set and strictly adhered to company budgets and productivity
goals resulting in effective operations • Responsible
for employee safety and enforcement of environmental waste management standards • Oversaw compliance with all state and federal laws, local board policies, and
administrative guidelines • Consistently participated in workshops, seminars, and conferences to enhance knowledge and skills • Performed all duties with integrity, professionalism, and positivity