Creating an Executive Assistant Career Audit is a fantastic way to navigate those unexpected career twists and turns while finding deeper meaning and purpose in your work. As Assistants, you’ll understand that the role often throws curveballs your way—whether it’s a sudden organizational shake-up, a career crossroads, or the feeling that you’re ready for something more fulfilling.
In a recent session at The EA Campus Virtual Summit, Author and Coach Angela Wilson shared an insightful step-by-step process to help you conduct an Executive Assistant career audit. This practical approach is designed to guide you through those uncertain times and set you up for success, whatever lies ahead.
What We’ll Cover in This Article
Here’s a sneak peek of what’s coming up as we delve into Creating an Executive Assistant Career Audit:
- Understanding and embracing unexpected changes in your career.
- Taking stock of where you are and where you’d like to be.
- Reflecting on your career path and uncovering opportunities.
- Identifying your strengths, skills, and the work that energizes you.
- Figuring out what you don’t want (because we’ve all been there).
- Exploring what brings meaning and purpose to your role.
- Overcoming obstacles and silencing that pesky inner critic.
- Managing your time and priorities like the pro you are.
- Reconnecting with interests and passions you may have overlooked.
- Expanding your thinking to explore new career paths or opportunities.
- Defining your values and aligning them with your goals.
- Addressing fears, trying change on for size, and building confidence.
- Creating a support system to keep you motivated and inspired.
Step 1: Understanding Unexpected Change
As Executive Assistants, you’ll understand that career changes can hit you out of nowhere—a new boss, company restructuring, or even personal shifts that make you rethink your priorities. These moments can feel overwhelming, but they’re also opportunities to hit the reset button. Whether it’s retrenchment, resignation, or even early retirement, these transitions often mark the end of one chapter and the start of another.
It’s natural to feel a little lost (we’ve all been there), but these turning points can spark your desire to find more purpose and meaning in your career. Creating an Executive Assistant Career Audit will help you harness that energy and channel it toward something truly exciting.
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Use this guide to work in sync with your Executive from day one.
With our expertly crafted 20 Questions to Ask a New Executive Worksheet, you no longer have to play a guessing game with your Executive.
Step 2: Taking Stock
Take a step back and evaluate key areas of your life—your career, relationships, wellness, and how much joy and fun you’re having (yes, that’s important!). Rate each area on a scale of 0 to 10, with 0 being “needs a lot of work” and 10 being “couldn’t be better.” This simple exercise gives you a clear snapshot of where you’re thriving and where you might need to make some changes.
Step 3: Reflecting on Your Career Path
Think of your career as a journey. Where are you on the path, and where do you want to go next? Reflect on the progress you’ve made and the goals you still want to achieve. As assistants, it’s easy to focus on what others need, but this is your chance to prioritize your own aspirations. Define how long you’d like to work and the kind of impact you want to make in the years ahead.
Step 4: Uncovering Clues
What are your top three strengths? These are the natural talents that bring out the best in you. Combine this with a skills analysis—what have you learned throughout your career that you truly enjoy doing? By identifying and aligning your strengths and skills with your goals, you can create a career that feels both fulfilling and energizing.
Step 5: Identifying What You Don’t Want
We’ve all been in situations where we think, I never want to deal with this again. Write those things down. Once you have that list, flip it to focus on the positive—what do you want instead? This exercise shifts your perspective and helps you build a wishlist for your ideal career.
Step 6: Exploring Meaning and Purpose
What drives you? What makes you excited to start each day? As assistants, we often focus on logistics and practicalities, but now is the time to dig deeper. Reflect on your values, passions, and the legacy you want to leave behind. Aligning your career with these elements brings true fulfillment.
Step 7: Overcoming Obstacles
Let’s be honest: we all have that little voice of self-doubt. It might show up as procrastination, perfectionism, or fear of failure. The key is to recognize it for what it is—your inner critic—and replace it with your inner coach. Your inner coach encourages you to step out of your comfort zone, leverage your strengths, and move toward your goals.
Step 8: Time and Priority Management
If anyone understands the importance of time management, it’s an assistant. But how much of your time are you dedicating to your own growth? Take stock of how you’re managing your priorities and make sure you’re putting yourself first. You’re the manager of your career, so treat it like the vital project it is.
Step 9: Exploring Interests
What do you genuinely enjoy? Think about hobbies, activities, and even career paths you’ve considered but never explored. Your interests can provide valuable clues about the kind of work that would make you happiest.
Step 10: Expanding Your Thinking
Consider the possibilities. Are there natural progressions or specialties within your field? Could you explore a new industry, a flexible working arrangement, or even a side hustle? Expanding your thinking opens doors to opportunities you might not have considered before.
Step 11: Setting Intentions
Set intentions that will guide your goals and decisions. What kind of professional do you want to be? What kind of environment do you want to work in? Use your intentions as a compass to navigate your career choices.
Step 12: Defining Your Values
Your values are the foundation of your happiness. Conduct a values audit to ensure that your career decisions align with what’s truly important to you.
Step 13: Addressing Fears
Fear is normal, but it doesn’t have to control you. Whether it’s fear of failure or success, acknowledge it and develop strategies to manage it. Remember, every step forward—even the small ones—helps you build confidence and diminish fear.
Step 14: Trying Change On
Change can feel uncomfortable, but it’s also where growth happens. Take small, manageable steps toward your goals and notice the positive impact it has.
Step 15: Building Confidence
Confidence isn’t something you’re born with—it’s something you build. Strengthen your self-belief, self-assurance, and self-value by acknowledging your achievements and embracing new challenges.
Step 16: Creating a Support System
No one succeeds alone. Surround yourself with people who inspire, motivate, and support you. A strong network will keep you grounded and focused on your goals.
By following these steps and Creating an Executive Assistant Career Audit, you’ll gain clarity, uncover your passions, and align your career with your values and strengths. And if you’re ready to take your career audit to the next level, consider enrolling in the FREE The Assistant Job Search Accelerator Course at The EA Campus. This program is packed with expert guidance and practical tools to help you make informed decisions and pursue exciting opportunities. Let’s make this next chapter your best yet!