Executive Support Dashboard 2.0

The Executive Support dashboard is ideal for the admin managing the personal details and business projects of a small business owner.

Use the dashboard to manage contacts, meetings, projects, tasks, and more. Quick access to processes and templates supports execution.

• Handbook: Record processes and save templates for consistency in work performance.
• Contacts: Strengthen relationships with the team, clients, and vendors by tracking details and meetings.
• Meetings: Set the agenda, take notes, and follow up using the meeting template.
• Projects + Tasks: Meet deadlines by managing timelines and deliverables.
• Tech Stack: Easy reference for access and training.
• Executive Support: Support their personal schedule using the 9 executive cards.

Sharing access with your executive supports alignment of priorities and efforts through transparency and accountability.

In this video, I provide an overview of the new executive support dashboard I created to support service-based small businesses.

This Executive Support dashboard includes sections for personal executive details, quick access to contacts, meeting management, and project tracking, all designed to streamline your workflow.

I encourage you to explore the dashboard further once you download it.

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Ready to add the Executive Support 2.0 dashboard to your workspace?