Goal Setting Information for Administrative Assistants and Executive Assistants

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

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:

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!

“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

 

Choose From These 3 Options Below to Help You Get Started Today Setting Your Administrative Assistant Goals and Executive Assistant Goals

Format: All Downloadable PDF Files Ready for You to Read and Use as Soon as You Download Them (You can get them in the next five minutes…all the information is immediately downloadable.)

1. Get the Basic Package: Goal-Setting Guide + Resources

CoverTS5Goals3  +  CoverTS5WB2 +  BonusArticlesGoals3 +  GoalHandouts2

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$19 Per Person

Pay with Visa, MasterCard or Amex Pay With PayPal  

1. Guide: 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 quickly read it and use it as a catalyst for brainstorming and writing your goals.

Topics covered: Goal Components; 7 Things You Need to Know in Order to Set Professional Goals at Work; Three Things to Remember About Goals; Types of Goals; Who Should You Discuss Your Goals With; Lengths of Goals; Words and Phrases You’ll Hear; How Many Goals Should You Set; Results vs. Activities; Why Have Goals; Example: Creating and Managing a Long-Term Goal; When Do You Set Goals; Being Realistic; The Role of Tracking and Feedback; Evaluation or Review of Goals; Read and Answer These Questions That Inspire Goal Setting; Possible Professional Goals for Administrative Professionals; Setting Professional Goals When You Don’t Know Company Goals; 4 Key Words; Use the Right Words for Writing Goals; The Importance of Prioritizing in Goal Setting; What do Goals Have to do With Performance Evaluations; Why Goals Don’t Get Met; and more.

2. Workbook: In this downloadable package, you also get an accompanying 34-page workbook. It covers the exact same material as the guide above 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.

3. Bonus Articles: This downloadable package of resources also includes six articles relevant to goal setting for administrative professionals (reprints from The Effective Admin Newsletter and Blog): Goal Setting for Secretaries and Assistants including Identifying Performance Gaps for Goal Planning; SMART Goal Setting for Executive Assistant; Five Myths of Goal Setting for Admin Pros; Goal Setting Advice for Administrative Assistants and Executive Assistants; The Difference Between Qualitative Goals and Quantitative Goals: One can Say You’re a “Good” Admin; the Other can Prove it!; and Three Steps of Outcome-Based Development Planning for Administrative Professionals.

4. Bonus Handouts: Diagram of The Relationship of Vision, Goals and Objectives; List of 50 Words You Can Use in Your Goal Statements; and Goal Action Form that’s a fill-in-the-blank document to help you organize your goal-setting thoughts and goal development.

 

2. Get the Advanced Package: Goal-Setting Guide + Resources + SMART Goals Information Packet

CoverTS5Goals3  +  CoverTS5WB2 +  BonusArticlesGoals3 +  GoalHandouts2 +  SMARTGoals2

cart-buy-now-button

$29 Per Person

Pay with Visa, MasterCard or Amex Pay With PayPal  

1. Guide: 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 quickly read it and use it as a catalyst for brainstorming and writing your goals.

Topics covered: Goal Components; 7 Things You Need to Know in Order to Set Professional Goals at Work; Three Things to Remember About Goals; Types of Goals; Who Should You Discuss Your Goals With; Lengths of Goals; Words and Phrases You’ll Hear; How Many Goals Should You Set; Results vs. Activities; Why Have Goals; Example: Creating and Managing a Long-Term Goal; When Do You Set Goals; Being Realistic; The Role of Tracking and Feedback; Evaluation or Review of Goals; Read and Answer These Questions That Inspire Goal Setting; Possible Professional Goals for Administrative Professionals; Setting Professional Goals When You Don’t Know Company Goals; 4 Key Words; Use the Right Words for Writing Goals; The Importance of Prioritizing in Goal Setting; What do Goals Have to do With Performance Evaluations; Why Goals Don’t Get Met; and more.

2. Workbook: In this downloadable package, you also get an accompanying 34-page workbook. It covers the exact same material as the guide above 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.

3. Bonus Articles: This downloadable package of resources also includes six articles relevant to goal setting for administrative professionals (reprints from The Effective Admin Newsletter and Blog): Goal Setting for Secretaries and Assistants including Identifying Performance Gaps for Goal Planning; SMART Goal Setting for Executive Assistant; Five Myths of Goal Setting for Admin Pros; Goal Setting Advice for Administrative Assistants and Executive Assistants; The Difference Between Qualitative Goals and Quantitative Goals: One can Say You’re a “Good” Admin; the Other can Prove it!; and Three Steps of Outcome-Based Development Planning for Administrative Professionals.

4. Bonus Handouts: Diagram of The Relationship of Vision, Goals and Objectives; List of 50 Words You Can Use in Your Goal Statements; and Goal Action Form that’s a fill-in-the-blank document to help you organize your goal-setting thoughts and goal development.

5. SMART Goals Information Packet: This is 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. You get the SMART Goals Lesson; SMART Goals Summary Sheet: SMART Goals Checklist; SMART Goals Vague to SMART Conversion Table; SMART Goals Elements Worksheet; and SMART Goals Action Plan Samples

 

3. Get the Complete Package: Goal-Setting Guide + Resources + SMART Goals Information Packet + Q&A

CoverTS5Goals3  +  CoverTS5WB2 +  BonusArticlesGoals3 + GoalHandouts2 +  SMARTGoals2  +  GoalsQ&A502

cart-buy-now-button

$39 Per Person Or cart-buy-now-button $175 Per Company License (to share the Complete Package with all of the administrative employees in your company)

Pay with Visa, MasterCard or Amex Pay With PayPal  
1. Guide: 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 quickly read it and use it as a catalyst for brainstorming and writing your goals.

Topics covered: Goal Components; 7 Things You Need to Know in Order to Set Professional Goals at Work; Three Things to Remember About Goals; Types of Goals; Who Should You Discuss Your Goals With; Lengths of Goals; Words and Phrases You’ll Hear; How Many Goals Should You Set; Results vs. Activities; Why Have Goals; Example: Creating and Managing a Long-Term Goal; When Do You Set Goals; Being Realistic; The Role of Tracking and Feedback; Evaluation or Review of Goals; Read and Answer These Questions That Inspire Goal Setting; Possible Professional Goals for Administrative Professionals; Setting Professional Goals When You Don’t Know Company Goals; 4 Key Words; Use the Right Words for Writing Goals; The Importance of Prioritizing in Goal Setting; What do Goals Have to do With Performance Evaluations; Why Goals Don’t Get Met; and more.

2. Workbook: In this downloadable package, you also get an accompanying 34-page workbook. It covers the exact same material as the guide above 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.

3. Bonus Articles: This downloadable package of resources also includes six articles relevant to goal setting for administrative professionals (reprints from The Effective Admin Newsletter and Blog): Goal Setting for Secretaries and Assistants including Identifying Performance Gaps for Goal Planning; SMART Goal Setting for Executive Assistant; Five Myths of Goal Setting for Admin Pros; Goal Setting Advice for Administrative Assistants and Executive Assistants; The Difference Between Qualitative Goals and Quantitative Goals: One can Say You’re a “Good” Admin; the Other can Prove it!; and Three Steps of Outcome-Based Development Planning for Administrative Professionals.

4. Bonus Handouts: Diagram of The Relationship of Vision, Goals and Objectives; List of 50 Words You Can Use in Your Goal Statements; and Goal Action Form that’s a fill-in-the-blank document to help you organize your goal-setting thoughts and goal development.

5. SMART Goals Information Packet: This is 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. You get the SMART Goals Lesson; SMART Goals Summary Sheet: SMART Goals Checklist; SMART Goals Vague to SMART Conversion Table; SMART Goals Elements Worksheet; and SMART Goals Action Plan Samples.

6. Q&A eBook: 50 Administrative Professionals Top Questions About Goal Setting Are Answered Here including 1. What’s most important when setting a goal? 2. How do I know that the goal I set will be seen as important to my supervisor? 3. Should one complete a set goal if the work assignments change and that goal has no value? 4. Bearing in mind that as an assistant, what I do is primarily dependent on my boss’s goals, how do I set realistic and achievable goals? 5. How do I set measurable goals? Most admin tasks are ongoing such as calendaring, and it is hard to set a measure of success without a completion date. 6. Is it possible to have too many goals? I want to sharpen so many skills, and learn so many new things, possibly because my employer has allowed me to gain experience in different areas (i.e. HR, and marketing and communications) but I am having trouble narrowing my goals down to a viable plan. 7. Since most of my tasks are repetitive and I rarely have new ones, I need to “change up” my goals and objectives. What do you recommend? 8. How can I elaborate on my job description and responsibilities, such as creating and tracking spreadsheets or processing invoices? 9. It is hard to come up with goals that are measurable, besides training. Do you agree? 10. What are my objectives as an administrative professional? 11. How do I write a meaningful goal? 12. What are examples of realistic goals to set for myself and my department, especially during a time when our company is in an extensive growth period and expectations change daily? (I coordinate admin supportive services for department managers; I am responsible for purchasing and distributing office and break room supplies, monitoring facility safety and maintenance, overseeing security and environmental safety.) 13. I am completing a self-evaluation and have struggled with what to include as my goals. I know that I could definitely use more training in the area of using the new Microsoft programs out there. Do you have any advice on my goal setting struggles? 14. What’s a goal for a team of admins? 15. What are the new “buzz” words? 16. How do you stay motivate and committed to reaching your goal? 17. How do I write a goal to financially help the company? 18. How does one measure goals in an executive assistant position? 19. How do I establish measurable goals when the majority of what I do is supportive work? 20. With the numerous responsibilities how does one set and measure certain aspects of an executive assistant’s role? Things such as a meeting/luncheon set ups, travel arrangements, project mailings, etc. I mean HOW do you measure that sort of thing? 21. Being an administrative executive, I want to know how to write objectives in a systematic way. How do I write results and measurements of objectives? 22. What is the best way of helping managers understand what constitutes a goal for an administrative professional? For example, scheduling meetings when requested, making travel arrangements should not be viewed as goals but are often accepted as such. Also, attending one training class per year. There is a wide variance when admins are not consistently coached on properly setting goals in a performance-based compensation system. How can this be effectively managed? 23. When is too much? I work for three executives. When I list all that I do and what other goal I can add to next year, the list seems too long. Am I over selling myself? 24. I’ve been a secretary/admin assistant/executive assistant for so many years, and never even tried to set goals. I’ve always just focused on getting each job done as it was given to me. So, I don’t know how to set goals. Your thoughts? 25. How can I give my goals the “wow” factor, but also ensure it’s achievable? 26. I would like to be able to set objectives which extend my development, stretch my abilities and ensure that I have measurable results. How do I achieve this without setting myself for failure? 27. Where do I start and how do I start? 28. How do you go about setting your goals to be a better assistant? 29. How do I set goals that will get me noticed and stay very competitive? 30. What is the most important and foremost goal? 31. I find that most of my responsibilities are operational based and very few are project based; therefore, it is difficult at times to set goals for these operational responsibilities. What do you suggest? 32. What are learning goals? 33. Should target setting begin with an action word, or can you start with any word at all? 34. Which time in the year is ideal for target setting? 35. How can one set an individual target without a corporate and departmental target? 36. How do I set performance goals? 37. I have been asked to 1) list the most essential goals to be accomplished this year; 2) discuss opportunities for development. Your thoughts or ideas? 38. What is the best way to identify and incorporate the goals and development plan? 39. What goal should I set? 40. How do you come up with new goals for admins each year? I’ve been in administrative positions for 22 years and every year, I struggle to come up with new goals. Help! 41. What is the difference between a job description and a set of goals for an administrative assistant? 42. How do you set goals? 43. How do you know what exactly they want? 44. How do you measure intangible goals? 45. What are some defined performance “metrics” that can be measured for admin assistants? 46. How do I set goals if I am an executive assistant to the CEO of a fast growing company? How can I set time management goals? 47. I am happy being an assistant and am not looking to advance out of that position (e.g. become a manager). Therefore, it’s difficult to come up with long-term goals. What do you advise? 48. How do I determine what goals will be most effective supporting my boss and also help improve my performance as well? 49. How do I write realistic goals? 50. I need smart goals helping me set my development goals and business goals in my role as an executive assistant? Any thoughts?

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All Prices above are Per Person except for Option 3 Company License Rate. So for the Per Person rates, 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.

PLEASE NOTE: 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) and get all of what’s above plus lots more resources on other topics. VAAP is virtual — meaning all of the VAAP resources are included in an online membership site. Click the link above to go to the VAAP page for more details and to subscribe to VAAP.

Sincerely, Karen Porter, founder and president of The Effective Admin and the Virtual Association for Administrative Professionals (VAAP)

– Assisting administrative assistants, executive assistants, secretaries and all administrative professionals of any job title or administrative level with professional development and training since 2004.

–Author of the book Communication Strategies for Administrative Professionals and multiple educational publications and resources specifically produced for administrative assistants and executive assistants.

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