The Executive Admin dashboard is ideal for the assistant who oversees the demanding schedule and personal details of a founder. It supports your working relationship by reinforcing priorities and simplifying delegation.

BENEFITS INCLUDE

  • Events Calendar – quickly assess + view details of upcoming events and travel; manage costs and reservations
  • Executive Cards – quick contact information to support the execution of tasks and reservations
  • Wardrobe – summary of outfits and a catalog that syncs with the event calendar to support the executive who is fashion-conscious and wants to stay on brand; supports preparation and packing for travel
  • Weekly Priority List – supports the alignment of efforts between admin and executive

It includes personal elements you’re responsible for, while all other business functions are to remain organized in the virtual workspace.

A comprehensive dashboard to support an executive’s lifestyle. Templates in the dashboard can be modified to fit your needs.

TEMPLATES INCLUDED

  • Emergency Contacts – quick contact information to support continuity of business in case of emergency
  • Executive Contact – quickly identifies who is being supported and how to best contact them; extra helpful when the admin may be supporting an owner and another senior leader.
  • Auto – summary of all vehicles making it easy to complete related tasks
  • Dietary + Health – summary of insurance, providers, and dietary needs making it easy to schedule appointments, make restaurant reservations, and reply to events
  • Family – provides contact details to support reservations and related tasks
  • Home – provides residence details to support related tasks
  • Travel – summary of memberships and travel preferences
  • Style – summary of preferences and personal care contacts

What is Notion?

My favorite tool for housing and organizing my business operations since 2020. I migrated from Google and don’t use Dropbox, that’s how much I love it. All of my processes and templates are created and stored here making it easy to delegate.

I create custom dashboards and tools to see information at a glance. I use the paid version, Plus. They have a free version, if you’re curious or just starting your business.

What is the refund policy for templates?

You are eligible for a refund if you initiate a refund request within 14 days of purchase. For full details, click here.

Quickly duplicate, personalize, and integrate into your existing Notion workspace.

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templates

Workspace Catalog

In this catalog, you’ll find business and lifestyle templates,
semi-custom services, FAQ, and resources.

download catalog