From the Desk of Karen Porter, Founder and President of The Effective Admin and Virtual Association for Administrative Professionals and Coach and Advisor to Thousands of Administrative Professionals Globally
Dear Administrative Assistant or Executive Assistant,
I want to share with you the methods your administrative assistant and executive assistant colleagues are discovering and using right now to set goals on the job and in their careers. The reason I know they are using these goal-setting methods is because I wrote them in The Basic Guide to Goal Setting for Administrative Professionals, produced by me as part of The Effective Admin brand of resources for administrative assistants and executive assistants. Many administrative professionals who read the guide wrote back to me and told me they used suggestions from it and that it was helpful in setting their workplace goals. I’ve included some of their comments below in the testimonial boxes spread throughout this page.
The Basic Guide to Goal Setting for Administrative Professionals is simply an informational publication I wrote that you can quickly read and use as a catalyst for brainstorming and writing your goals. I spilled all of my expert knowledge and ideas for goal setting for administrative assistants and executive assistants into this publication and kept it short (just 12 pages), so you could read it quickly (because who has time to read a fat book on the subject).
So relax if your goals are due tomorrow or the next day or next week –which yours may be (I get a lot of “help, my goals are due tomorrow” email messages from your administrative colleagues so if that’s you too, know you’re not alone). It’s better if you start goal setting a little earlier than that but if you get this goal-setting guide now, it can still help you, even on such short notice. You just have to read it once through thoroughly (don’t simply scan it), and then apply some of the knowledge and ideas you get from it to your goal-setting situation at work. In fact, print out the guide, get out your pen or pencil or highlighter and mark it up everywhere, every time you get an idea useful to your goal-setting situation when you’re reading it. Use this goal-setting guide as a “tool” for workplace goal-setting and not as a “good read” on the topic of goal setting. My aim is to help you with practical knowledge and ideas, not entertain you with the guide’s words.
The Basic Guide to Goal Setting for Administrative Professionals can help you even if you’re all out of good goal ideas for workplace goal setting. It helped this executive assistant who has been in the administrative field for 20+ years do so:
Your goals setting publication allowed me to think of my goals from a completely different perspective…
“Your goals setting publication allowed me to think of my goals from a completely different perspective and [this] was the first time in 20 years that I have not stressed over my annual review. I was prepared for it and in fact, looked forward to it.”
Judy Santiago, executive assistant, San Antonio, Texas
The Basic Guide to Goal Setting for Administrative Professionals is a quick-read, 12-page downloadable informational publication about how to set administrative assistant goals and executive assistant goals. You can get it in the next five minutes because it’s an instantly downloadable publication (PDF format). Even if you’re writing administrative job and career goals for yourself and not to submit to your manager or executive, you’ll find this goal setting guide for administrative professionals useful.
But let me be clear about what you are getting and are not getting because every now and then I have a disappointed reader too. And it’s always because that person comes back and essentially tells me that he or she wanted me to actually write his or her goals word for word; in other words, the person wanted a “cheat sheet” that he or she could just directly copy goals from onto his/her performance appraisal (if that’s where they were going, for example). That’s not happening here. Unfortunately, that’s impossible because every administrative professional has a unique job and is an individual. There is no “one size fits all” admins just like there is no one size fits all managers or executives. Your goals have to be applied to you and your situation. So let’s be clear that this publication won’t write your goals for you. And it will not provide you administrative assistant goals or executive assistant goals that you just copy and transfer to your performance appraisal (or wherever you’re writing them).
What it will do is assist you with brainstorming goals and add clarity to the process of goal setting as an administrative professional. It gives you the know-how and tools to set administrative assistant goals or executive assistant goals; it doesn’t magically write the goals for you (unfortunately, right?).
There are sample/example goals in this material. Absolutely. And many relate to work administrative professionals do on the job as well as their careers. Can you copy those examples or samples of administrative assistant goals / executive assistant goals word for word and use them as your goals? You sure can …. but why the *@#! would you do that? Make your goals your own based on what you do in your individual role and what you want to achieve in your workplace and work performance or career. Use all of the materials in this packet as an informational, educational resource and a guide for writing your workplace goals as an administrative professional.
This guide and the entire packet of information gives you assistance with goal setting, perhaps even a new perspective from which to create your goals as it did for this senior administrative assistant who has worked in the administrative profession for 25+ years:
I’ve been an assistant for over 25 years, but I don’t want to feel like I’m too set in my ways. A little assistance in looking at things from another perspective never hurts.
“I purchased Goal Setting for Administrative Professionals because I can use some help in setting my professional goals. I’ve been an assistant for over 25 years, but I don’t want to feel like I’m too set in my ways. A little assistance in looking at things from another perspective never hurts.
[The sections about] The Questions that Inspire Goal-Setting and the Specific Professional Goals were very helpful in providing a new viewpoint to approaching goal-setting.
I think you’ve done a great job of providing a variety of information needed by today’s administrative professionals.”
Cathey Kuhn, sr. administrative assistant, Marietta, GA
And here’s what some more administrative professionals said about this guide:
WHAT YOUR ADMIN PEERS SAY ABOUT THE GOAL-SETTING GUIDE:
It is helping me think outside the box and giving me more ideas.
“I purchased the Admin Goal setting to better improve my own personal/professional goals. It is helping me think outside the box and giving me more ideas.
[The section about] Specific Administrative Professional Goals is helping me add more responsibilities to my current duties, by way of goal setting.”
Stephanie Cole. administrative assistant, Coppell, TX
“Great tool! I purchased the workbook due to the fact I am with a new company and was asked to write goals. I haven’t written professional goals in a while and wanted to be sure I was writing w/some guidance.”
Nancy, executive assistant, Akron OH
It gave me insight into things that I hadn’t considered before…
“I purchased this product because I was preparing for my yearly evaluation at work, and I was having difficulty determining new goals and objectives. The information I received was very helpful and I was able to identify the objectives and goals that I want in my current position.
I thought it was very well written and very easy to understand and comprehend. It gave me insight into things that I hadn’t considered before, [especially the section about] 7 Things You Need to Know in Order to Set Professional Goals at Work”
Jackie Brantley, administrative assistant, Nashville, TN
The Basic Guide To Goal Setting For Administrative Professionals was a lifesaver.
“The Basic Guide To Goal Setting For Administrative Professionals was a lifesaver. It helped me set realistic and clearly defined goals.
…My manager asked me to set goals and objectives for the year. The tips helped me to give careful consideration of setting a goal and trying to reach a measure that is reasonable yet challenging. I was able to include the training or developmental initiatives that I felt would assist in my personal development.
I was so proud of how I lined the goals up with the corporate and division goals/vision.”
Audrey G. Nesbit, administrative assistant, Columbia, South Carolina
…needed some wording on my goals! The product was great – exactly what I needed.
“I bought [The Basic Guide to Goal Setting] because I was doing my annual review and needed some wording on my goals! The product was great – exactly what I needed.”
Debbie Heckler, sales office manager, Austin, TX
…the information helped me to create some meaningful goals that I think will allow me to contribute to the overall success of my organization.
“I purchased your information on goals for executive assistants and found it to be very helpful. My boss asked me to brainstorm goals for myself to be discussed at my annual performance appraisal. It is difficult to develop goals as a person in a supportive role with no ‘portfolio’ of my own.
I found the product to be very useful – the information helped me to create some meaningful goals that I think will allow me to contribute to the overall success of my organization.”
Tracy Bond, senior administrative assistant, Edmonton, Alberta, CANADA
I thought the information on goal setting and performance review was fantastic.
“I thought the information on goal setting and performance review was fantastic. It was of great help to me. The tips were usable in my workplace.”
Cheryl Himburg, administrative assistant, Kitchener, Ontario Canada
I found it to be very helpful. Especially the 7 Things You need to know in order to set professional goals at work.
“I loved this! I found it to be very helpful. Especially the 7 Things You need to know in order to set professional goals at work. That helped me begin thinking on the right track.”
Jaclyn Mattson, administrative support assistant III, Chico, CA
The goal setting article was fantastic. I was able to set some personal goals with my boss for the upcoming year.
“The goal setting article was fantastic. I was able to set some personal goals with my boss for the upcoming year. The goals were ones that I was able to think about and come up with, then present them to my boss. They are inline with our company vision and what my boss has set for her own goals.”
Adera, administrative secretary, San Diego, CA
It stimulated my thinking about what I could consider as goals.
“I purchased the Goal Setting materials to help me with writing my individual development plan for work. In the Basic Guide to Goal Setting, the section on types of goals was very helpful. It stimulated my thinking about what I could consider as goals. The Results vs. Activities section was informative. I really thought the whole document was very well put together. It was just the right amount of information.”
Renee Thomsen, executive admin, Irvine, CA
After I created this 12-page goal setting guide, I decided it might be helpful to also create more material on the topic to further drive home some of the goal-setting points in the guide and also to give you new goal-setting tips and advice that aren’t in the guide. For instance, I honed in on SMART goals because many employers like to ask administrative professionals to set SMART goals (that’s an acronym, in case you’re not familiar with SMART).
SO YOU ALSO GET MORE THAN THE GUIDE…
When you get The Basic Guide to Goal Setting for Administrative Professionals today, you also get many more resources and tools I’ve created to help you write your workplace (or even other type) goals (and you’ll get them all right now — they are all instantly downloadable PDF file format, so there is no waiting to get them and get started using them):
As already stated, you get the 12-page, quick-read goal setting guide for administrative assistants and executive assistants called The Basic Guide to Goal Setting for Administrative Professionals, which is from The Effective Admin Tips Series — a series of publications by The Effective Admin that covers various topics of use to administrative assistants and executive assistants.
You may download this administrative assistant, executive assistant goal-setting guide immediately and start learning how to set goals on the job, in your performance appraisal, and in your career, in the next five minutes.
Of all the materials listed on this page that you’ll get with your purchase, I recommend you read this basic guide first; the other publications and resources are supplementary to this one. All of the customer testimonials on this page are from people who only read this 12-page guide and the related workbook below. The supplements you’ll also get that are mentioned below were added later, and they expand and narrowly focus on individual subtopics. But the guide itself will give you a basic overview of goal setting and thought-provoking information and questions that inspires goal-setting by you. So I recommend you start there.
You get an accompanying 34-page workbook. It covers the exact same material as the guide but in a work sheet format where you can fill in the blanks. I created this to reinforce what you learn from the guide (or just so you could see the information from a different perspective by having another way to interact with the same material). Use it or skip it. It’s simply a different version of the guide, perhaps a more visual version.
You get a copy of my Diagram: The Relationship of Vision, Goals and Objectives to help you visualize the three ways you might approach goal setting using these three different elements. This is three illustrations (three pages).
You get my List: Words You Can Use in Your Goal Statements. This one-page list contains 50 words (action verbs and achievement nouns) that you can use in your goal statements or just to spark goal statement ideas.
You get a copy of my Goal Action Form. I created this three and a half page fill-in-the-blank document to help you organize your goal-setting thoughts and goal development. You’ll write on it your final goal statement and your action plan to meet that goal.
Make copies of the form and use one form per goal. You’ll need to complete all but the last line of this entire form before you start working on achieving your goal. Once completed, it’ll help keep you on track for achieving your goal.
You get the SMART Goals Information Packet about goal setting specifically using the popular SMART goals formula and in regard to administrative assistant goals and executive assistant goals and goal setting in the workplace:
1. SMART Goals Lesson – Ten pages of explanation that includes defining SMART, defining goal and explaining what each individual letter in the SMART acronym means. This includes specific examples of complete and partial goal statements relevant to administrative assistants and executive assistants that help you to understand the criteria of SMART.
2. SMART Goals Summary Sheet – One-page abbreviated version of the SMART acronym and the most popular meaning of it (this is an excerpt version from the SMART Goals Lesson).
3. SMART Goals Checklist – One and a half page list of questions regarding the criteria for establishing that you have your SMART goal for the workplace ready. Check yes or no to each question on the checklist. If you answer yes to all 18 of the questions, you are ready to start implementing your goal action plan. If you answer no to any of the questions, you’ll know what needs to be fixed.
4. SMART Goals Vague to Smart Conversion Table – If you think statements like, “I want to learn more about our organization,” “teach my boss some new technology tricks,” “improve my computer skills,” and “design a contract repository,” are SMART goals or objectives, you need to read this six-page publication. Those are NOT SMART goals. I repeat: NOT! However, this publication contains a table in which I convert 20 vague goal statements, including those, into specific SMART goals. Plus, after the table, I give you more tips to help you do this conversion yourself.
5. SMART Goals Elements Worksheet – This is a three-page fill-in-the-blank worksheet to help you form a SMART goal from a vague goal, vision or idea that you have now. Or you can use it to check to see if a SMART goal statement that you have already written has all or many of the SMART elements.
6. SMART Goals Action Plan Samples – This five-page publication contains three simple illustrations of action plans of visions, SMART goals and objectives that can serve as a model to create your own action plan from vision to SMART goal to SMART objective. The examples are visions and goals an administrative professional could use.
BONUS TIMES SIX!
As a bonus, you get these six must-read articles from The Effective Admin about goal setting for administrative assistants and executive assistants (read them if you have time…there is good, practical stuff in them you can use in setting your administrative workplace goals):
Bonus 1. Article: Dear Admin Pro Coach Addresses Goal Setting for Secretaries and Assistants (this is a two-page article reprint from The Effective Admin newsletter advice column).
Description: The Admin Pro Coach addresses a question about Goal Setting for Secretaries and Assistants; Dear Admin Pro Coach, “I am the assistant to a governor appointed agency head. …. I will finally be getting my review within the next few months and will have to fill out a form which outlines my goals. Working as his assistant, I’m not sure how to list ‘goals’ as a secretary/assistant. …Any suggestions?”
Also, it includes a short column about Identifying Performance Gaps for Goal Planning
Bonus 2. Article: Dear Admin Pro Coach Addresses SMART Goal Setting for Executive Assistant (this is a two-page article reprint from The Effective Admin newsletter advice column).
Description: The Admin Pro Coach addresses a question about setting a SMART goal for an executive assistant; Dear Admin Pro Coach, “I need help setting goals. I am an executive assistant and need guidance in setting my professional goals (SMART goals) that line up with my bosses’ goals. Do you have a template or guide that I can follow?”
Bonus 3. Article: Five Myths of Goal Setting for Admin Pros (this is a two-page article reprint from The Effective Admin newsletter).
Description: The Effective Admin exposes five common myths of setting goals as an administrative assistant or executive assistant and tells you why these are falsehoods. The truth can help you set better goals.
Bonus 4. Article: Goal Setting Advice for Administrative Assistants and Executive Assistants (this is a two-page Blog article reprint from The Effective Admin Blog)
Description: An administrative assistant asked in a discussion forum about how to respond when asked by your manager to set goals for yourself within your company; what do you say when you don’t want to move up in the ranks? Read the response here — especially if you have the same question.
Bonus 5. Article: The Difference Between Qualitative Goals and Quantitative Goals: One can Say You’re a “Good” Admin; the Other can Prove it! (this is a two-page article reprint from The Effective Admin newsletter).
Description: Knowing the difference between quantitative goals and metrics and qualitative goals and metrics can help you set clearer performance goals at work in your administrative professional role and job. The Effective Admin explains the difference (includes examples of each metric). Plus, this includes an example of how to take a goal that appears to only be measurable with qualitative metrics and give it some quantitative metrics.
Bonus 6. Article: Three Steps of Outcome-Based Development Planning for Administrative Professionals (this is a two-page article reprint from The Effective Admin newsletter).
Description: This article is indirectly related to goal-setting for administrative assistants or executive assistants. The methodology discussed in it though has applications to goal setting and may give you even more ideas on that topic. Also, if you’re trying to set a development plan for yourself in the company in your administrative assistant role, the information in this article will tell you where to start and how to do it.
All of these resources are electronic documents (PDF files read in free Adobe Reader), so you can download these materials in the next five minutes after making payment using the “add to cart” button below.
If this package of goal-setting strategies for administrative assistants and executive assistants to use in the workplace seems of interest to you, get it today.
The price is just $29.99 USD per person.
For that one price, you get all 17 documents described above in the Goal Setting Info. Packet, and that includes the six bonus articles. May this goal-setting info. packet set your mind at ease with your workplace goal-setting tasks and help you get that goal-setting job done! Just click the Add to Cart button below and check out online. Then check your e-mail for the download link to download your documents from your shopping cart and save them to your personal computer or print them out (the link stays active for 24 hours). Enjoy! –Karen Porter, job performance and career success coach and advisor to administrative professionals globally
All Prices are Per Person so if you are buying for more than one person or employee in your office, change the quantity in the cart at check out to reflect the number of people you will distribute the documents to.
PS: If you are a member of Virtual Association for Administrative Professionals (also produced by me), you already own this goal setting info. packet; it’s part of the VAAP membership packet. Anyone can become a VAAP member (i.e. individual administrative professionals or your company can be the member).