Free template · Operations
Performance review template for an executive assistant
A ready-to-use, section-by-section template with the competencies that matter for an executive assistant, role-specific example phrases, and a guard against the stock filler that makes most reviews read as generic. Copy the structure, fill in your evidence, or skip the writing entirely with Crestento.
The template
Four sections, in this order. Length should match the evidence you have — a thin section is honest; an invented paragraph is not.
Summary
One or two paragraphs setting the context: what was expected of executive assistant this period, and your overall verdict. Lead with the headline.
Example phrasing
“Ran the CEO's calendar across a 14-meeting day average with zero scheduling conflicts on board-level commitments, coordinated three offsite events from contracting through to recap, and built the prep-doc template now used across the leadership team.”
Strengths
The behaviours and outcomes that made the work happen. Anchor in evidence: scheduling-conflict incidents, travel-itinerary accuracy, expense reconciliation timeliness.
- Evidence for: executive calendar and travel management.
- Evidence for: meeting preparation and follow-through.
- Evidence for: confidentiality and discretion.
- Evidence for: stakeholder management across the org.
Areas for Growth
Forward-looking development edges. Frame as opportunities, not deficiencies. Specific behaviours to develop, not generic executive assistant criticism.
- One pattern observed across the period.
- One specific behaviour to develop.
- One concrete next step.
Goals for the Next Period
Two or three concrete goals. Each should name a specific behaviour change, a measurable target, and a deadline. Avoid vague aspirations.
Competencies to evaluate
The 7 competencies a strong executive assistant review structures around, in priority order. Use these as the spine of the Strengths and Areas for Growth sections.
- executive calendar and travel management
- meeting preparation and follow-through
- confidentiality and discretion
- stakeholder management across the org
- expense and travel reconciliation
- project / event coordination on behalf of the exec
- judgement on priority and escalation
Before you write
EAs are evaluated on how much friction they remove from the executive's day and how reliably they hold the executive's trust. The work is mostly invisible to outsiders: pre-empting conflicts, prepping the right materials, knowing when to defer and when to escalate. Strong EAs anticipate; weak EAs react. The differentiation lives in judgement, not in calendar mechanics.
Evidence to gather
Strong reviews for an executive assistant cite evidence of these shapes. Only use a specific value (a percentage, a count, a dollar amount) if you actually have it — don’t invent a number to sound concrete.
- scheduling-conflict incidents
- travel-itinerary accuracy
- expense reconciliation timeliness
- event / offsite execution success
- meeting-prep timeliness (materials ready before the meeting)
Where to find the evidence
Work products an executive assistant produces. Reference these by name in the review when they’re relevant — it signals you know the work.
- executive calendar with priority tagging
- meeting prep docs and read-aheads
- travel itinerary documents
- expense reports filed on time
- event planning documentation
- communication templates for exec sign-off
Phrasing that lands vs phrasing that doesn’t
Strong — specific, evidenced, role-appropriate
“Ran the CEO's calendar across a 14-meeting day average with zero scheduling conflicts on board-level commitments, coordinated three offsite events from contracting through to recap, and built the prep-doc template now used across the leadership team.”
Weak — vague, unevidenced, generic
“Indispensable to the executive.”
Phrases to never use
Stock filler that AI-written executive assistant reviews slip into. Managers spot it instantly. Rewrite to name a specific behaviour instead.
- “indispensable to the executive”
- “always one step ahead”
- “exec's right hand”
- “wears many hats”
- “consistently goes above and beyond”
- “trusted partner”
- “the glue that holds it all together”
Don’t invent these specifics
The details an AI tends to fabricate for executive assistantreviews. If you don’t have the specific number, name, or date in your notes, leave it out — generic-but-honest beats specific-but- invented every time.
- specific meeting counts or calendar volumes not in input
- named executives or stakeholders not mentioned
- specific event or offsite details not provided
- particular tools used (Calendly, Concur) not referenced
- specific cost savings or efficiencies not quantified
Skip the template, generate the review
Drop your bullet points into Crestento and it produces the polished draft using this exact template structure, tuned for an executive assistant. Two reviews free, no card.
Try Crestento free