Dy Function Book
Dy Function Book
examples
Here's a list of 12 administrative assistant performance goals examples:
1. Administrative
These are goals relating to office work, which is a primary duty of an administrative
assistant. Administrative goals can help an office run more efficiently. You may create
administrative goals that increase your office's productivity. These types of goals usually
relate to office duties, such as replying to emails or answering the phone. Although
these tasks and goals may seem small, they're often essential in creating a professional
office setting because they can improve customer service.Example 1: Answer the
phone within two rings to decrease wait times for clients by 15%. If not
possible due to unforeseeable circumstances, return each missed phone call
by the end of the workday.Example 2: Reply to emails by the end of the
workday. Prioritize high-importance emails and respond to those first. If the
company receives an email after office hours, then reply to them the next
morning before the lunch hour.Read more: How To Set Meaningful
Professional Goals as an Executive Assistant
2. Bookkeeping
Administrative assistants may set bookkeeping goals because they manage some
financial tasks, such as writing financial reports or creating office budgets. These
objectives can help track an office's finances or even decrease expenses. You may
create bookkeeping goals like ensuring that the office buys the highest quality supplies
at the lowest possible prices. You could also set an objective to know when all the office
bills are due and to pay them on time.Example 1: Reduce cost to purchase
monthly supplies, such as papers, folders and envelopes, by 10%. Research
several distributors and try to find bulk discounts.Example 2: Create a budget
for quarterly spending for the front office. Collaborate with the finance team
and look at the last quarter's total revenue and expenses. Use a spreadsheet
tool and aim to optimize savings.
3. Calendar management
This refers to any scheduling duties that the administrative assistant may handle. For
example, you may schedule appointments for clients or coordinate meeting times
between employees and management. You could also schedule departmental meetings
or any other calendar events, such as socials. An important aspect of calendar
management is ensuring there are no double bookings. As an administrative assistant,
you may set these goals to increase office organization.Example 1: Schedule
meetings with clients as necessary while ensuring that the client's availability
aligns with employees' schedules. Use calendar tools or programs to organize
and share meeting information with both clients and employees.Example
2: Before the start of each month, update the digital calendar with any known
events, such as appointments or meetings. Meet with the executive to add
their high-importance events.Related: How To Set Employee Performance
Goals
4. Event planning
Administrative assistants may do some event planning, which is why they may make
these performance goals. You may schedule company events like parties, dinners or
banquets. Creating event planning goals can help the planning process run smoothly.
You could create general goals, such as planning a certain number of events per year.
More specific goals could include increasing the company's event attendance
rate.Example 1: Plan an end-of-year gala for all employees and their families
to celebrate company accomplishments and recognize outstanding
employees. Try to keep expenses within the event planning budget.Example
2: Organize a monthly luncheon for each department. Additionally, schedule
one off-site luncheon per quarter for the entire company. Create a reasonable
budget for these events, along with a schedule to give to employees.
5. Office management
These goals refer to working with leadership to maintain a positive office environment
for employees. Assistant administrators may create these goals to help their office
manager perform tasks, such as improving employee relationships or onboarding new
employees. It could even be a smaller goal, like ordering and restocking office supplies.
You could also set objectives like making a system to evaluate employees.Example
1: Create onboarding activities and events for new hires, such as meet and
greets. Make training materials and distribute them to new employees.
Decrease turnover rate by 20%.Example 2: Develop a new employee
evaluation system based on the company's performance goals. Create a self-
review survey and ensure that the completion rate is 100% by reminding all
employees to turn in their reviews. Assist office manager with evaluating
employees.Related: 8 Must-Have Administrative Assistant Skills
6. Human resources
Administrative assistants might set human resources performance goals to help the HR
manager with their duties. There are many HR goals that you might create, such as
ensuring that all employees fill out and return their tax forms. You could also set a goal
to help write job descriptions and screen candidates during the hiring process.
Administrative assistants may make sure that employees know about their paid time
off, so you could create a goal to help remind them of their paid holidays or vacation
time.Example 1: Create a list of new employees and ensure that they
complete their onboarding, such as training, creating company logins and
filling out the correct tax forms. Make sure that 100% of new hires return their
completed tax forms to the HR manager.Example 2: Screen candidates for
the desk receptionist position by February 17. Screen candidates for the IT
specialist position by February 24. Report findings to HR manager by
February 28.
7. Editorial
Administrative assistants typically write a lot of content for their offices, such as emails,
reports or reviews. If the office produces a lot of written materials, then these goals can
help improve the quality of their content. For example, you could create a goal to
decrease technical mistakes in written texts. You could also make a performance goal
to review and proofread emails before sending them to reduce errors.Example
1: Review written content, such as pamphlets, handbooks and manuals
before sending them to production. Decrease the number of technical errors
found in materials by 7%.Example 2: Find, purchase and install editing
programs to give to each employee. Ensure that all employees use this
technology to decrease typos in memos and emails.
This refers to making travel accommodations for executives and other leadership
positions when they need to travel for work. As the administrative assistant, you might
research and book flights, find lodging options or create a travel schedule for the trip.
Another duty might be to create a travel budget to help reduce spending while away.
Creating these goals can help executives when going to business meetings out of town.
This can help the trip run more efficiently, which can reduce stress from the
executive.Example 1: Research flight options for the company's executive
business trips for the following month. Book a hotel and create an alternative
arrangement in case of a cancellation.Example 2: Develop a spending
budget for travel accommodations to reduce lodging expenses by 10%.
9. Time management
10. Problem-solving
This refers to assessing an issue and thinking of ways to resolve it. You could use
problem-solving skills in the office whenever issues arise. For instance, if you
accidentally scheduled a double-booking, then you're usually responsible for making
sure both customers involved in the incident receive help. You might set performance
goals to improve these skills, like ensuring that they resolve any office-related issues in
a reasonable manner.Example 1: When issues occur, identify the problem and
then focus on the solution. Ask for help when necessary and aim to improve
customer and office satisfaction by improving this skill.Example 2: Resolve
workplace issues within a short time period. Depending on the severity of the
issue, try to fix these issues within the workday or by the end of the week.
Use problem-solving skills to resolve these challenges.
11. Organization
Goals relating to these skills may pertain to office design or keeping the office neat. This
can refer to cleaning and organizing the office, such as organizing paperwork in a filing
cabinet. It could also refer to digital organization to ensure that the assistant organizes
files or data on a computer. Setting these performance goals can help you manage
office operations efficiently. If employees can find documents quickly,
their productivity may increase.Example 1: Increase workplace organization by
5%. Research new organization technology for sorting files and data.Example
2: Reorganize filing cabinets in the front office once a week. Create a labeling
system for clients' paperwork.
Attention to detail means that the administrative assistant can perform their work
efficiently and accurately. As an administrative assistant, you manage many tasks,
which is why attention to detail is an important skill to improve upon and have. This is
why you might set performance goals that practice attention to detail. For example, you
might make a goal to decrease errors while filing paperwork or making
schedules.Example 1: Decrease appointment errors by 10%. To do this, make
sure there are no errors when typing schedules and appointments. Review all
work before submitting it.Example 2: Reduce order mistakes for the rest of
the quarter by 5%. Check office supply inventory before making an order.