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Site services

Executive assistant / office manager

You keep the leadership team organised: diary, meetings, papers, travel, correspondence and the office running smoothly.

Open in the task finder
Security guard / security supervisorCleaning / housekeeping supervisorReceptionist / front deskCanteen / staff restaurant supervisor

Routine

Daily

  • Diary and priorities for the day
  • Follow up open actions

Weekly

  • Prepare meeting agendas and minutes

Monthly+

  • Management pack and travel planning

Your kit, task by task

  • Meeting agenda & minutesWeekly · Template
    LiveOpen
  • Action logWeekly · Template
    LiveOpen
  • Executive calendar priority matrixWeekly · Template
    LiveOpen
  • Visitor scheduleWeekly · Template
    LiveOpen
  • Meeting cost checkMonthly · Calculator
    LiveOpen
  • Board / management pack preparationQuarterly · Checklist
    LiveOpen
  • Filing & naming conventionAnnual · Template
    LiveOpen
  • Travel request & itineraryWhen it happens · Template
    LiveOpen
  • Correspondence templatesWhen it happens · Template
    LiveOpen

Top pains and how to handle them

Templates copied from another site

Each template is a starting point: follow local law and your company policy before use.

Visitor and staff details shared too widely

No personal data stored beyond the device; no sharing links for visitor data. Print or export only what you must keep.