Project Management Template: Executive Assistants at Family Offices

Welcome to your all-in-one Executive Assistant command center that you can use at your family office role! This template has been carefully designed to streamline your daily responsibilities and enhance your productivity as an EA. We see the many activities you have to do on a daily basis, and we honor that.

This template should give you a few hours back in a week once it is all set up!

To get started, simply duplicate this template to your workspace and begin customizing the dashboard to align with your executive's preferences and your workflow.

This template can serve as your central hub for tracking all initiatives and tasks. You can:

• Set up new projects
• Visualize project progress
• Set deadlines with the timeline view.
• Connect meeting notes
• And so much more!

Feel free to edit and move things around - you can truly make this your own!

This is a Notion template - you will receive a PDF with the link, which you can open in Notion. Then, you can make changes to whatever sections you need to edit.