Vistage Executive Assistant Needs Assessment
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Name
Company Name
Email
Please complete the form to help us understand your needs.
Administrative Assistance
Managing Vistage Chair email
Yes
No
Managing Vistage Chair calendar
Yes
No
Managing Vistage Chair travel
Yes
No
Conducting general research (materials, books, etc.)
Yes
No
Ordering Vistage supplies
Yes
No
Tracking coaching time
Yes
No
Entering receipts into Concur
Yes
No
Scheduling one to ones meeting with members
Yes
No
Sending welcome email packets to new members
Yes
No
Sending gifts to clients and members
Yes
No
Sending birthday reminders
Yes
No
Sending and writing thank you notes
Yes
No
Setting up technologies (Calendly, Zoom, etc.)
Yes
No
Meeting and Event Management
Organizing and coordinating meetings and retreats
Yes
No
Arranging catering
Yes
No
Preparing agenda
Yes
No
Assist with creating and editing presentations
Yes
No
Scheduling speakers
Yes
No
Assisting with speaker needs
Yes
No
Tracking attendance
Yes
No
Marketing and Business Development Assistance
Editing and posting content on LinkedIn
Yes
No
Creating polls for members
Yes
No
Creating and sending surveys
Yes
No
Assisting with onboarding of new team members
Yes
No
Scheduling appointments with referred members to meet with Vistage Chair
Yes
No
Additional Needs
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