That’s all thanks to this humble document: the executive info and preferences sheet.
In this post, we’ll walk you through the benefits of having an info and preferences document, how you can create one, and finally, how you can use it to save hours of your time.
An information and preferences sheet is exactly what it sounds like. It’s a document that contains your personal information and preferences like:
The info and preferences sheet is a living document. As you and your Filipino executive assistant work together, they can add more details to the doc, including:
“If your SOP is an instruction manual for tasks, this personal info and preferences document is the manual to you,” shares our CEO, Marshall Haas, inside his free delegation course.
For example, if you don’t like having meetings on Wednesdays, that’s something that you can put on your info and preferences doc. Then your assistant will know not to confirm or book any meetings for that day.
Travel is another example. Do you prefer a certain airline when traveling domestic? How about for longer international flights? With this info in hand, your executive assistant can be more efficient at their job.
Creating an executive info and preferences sheet is pretty straightforward.
You can create a simple Google doc or use a wiki template on Notion for easier navigation. Whichever tool you choose, make sure that you can easily update and share your preferences with your remote executive assistant. Remember, this is a living document. Expect it to grow as you and your assistant work together.
Anything you want your assistant to know about you goes into this document. If you’re not sure about what to write in this doc, these categories are an excellent place to start:
You can add or remove some of these items as you see fit. The point is to provide your assistant with as much relevant information so that you can work together smoothly.
Once you finish creating the doc, share it with your assistant during onboarding. That’s it — you’ve got an info and preferences document.
Remote executive assistants work better when you give them the right tools. The info and preferences sheet is one of the best tools that you can put in their arsenal. Without having to make small, mundane tasks and decisions, you can free up more time for the things that truly matter to you and your business.
An info and preferences sheet is like an executive user manual. It contains your personal information and preferences for things such as:
The goal of the info and preferences sheet is to help you onboard and collaborate with your remote executive assistant more efficiently.
You can create an info and preferences sheet using tools like Google Docs, Notion, or Airtable. Since it’s a living document, make sure that your assistant can easily access and edit it.
Use Shepherd. We’re the top headhunter agency for hiring talent in the Philippines and Latin America. Our team can help you find amazing executive assistants for a fraction of the local cost. Start a search today.