PROJECT
Executive & Administrative Support
A demonstration of how I organise schedules, coordinate tasks, keep records and structure a financial executive's weekly workflow.
This is a sample project created to demonstrate my process. It does not represent a specific client.
Responsibilities
- Schedule organisation
- Task coordination
- Record keeping
- Follow-up management
- Workflow structure
Deliverables
- Calendar structure
- Task tracker
- Filing system
- Weekly summary template
My approach
- 01Audit the calendar and group recurring commitments.
- 02Create a shared task tracker with owners and deadlines.
- 03Set up a simple filing structure and naming convention.
- 04Run a weekly follow-up summary of open items.