THE EXECUTIVE ASSISTANT SKILLS CHECKLIST & CAREER DEVELOPMENT WORKBOOK

Discover Your EA Level and Identify Exactly What’s Holding Your Career Back

Most Executive Assistants are working hard but very few are working strategically.

They’re busy, dependable, and capable - yet still unsure why their career progression feels slower than it should.

The problem isn’t effort.

It’s clarity.

Without a clear understanding of your current skill level, you end up:

• Developing randomly instead of strategically

• Over-investing in skills you already have

• Undervaluing the work you’re already doing

• Struggling to articulate your impact in interviews or reviews

• Feeling stuck between “good EA” and “strategic EA”

This workbook fixes that.

WHAT THIS WORKBOOK DOES

This is not a generic skills checklist.

It’s a structured self-assessment that shows you:

• Where you are strong right now

• Where your real gaps are

• What level you are operating at (Operational → Strategic → Chief of Staff ready)

• What is actually blocking your progression

• Exactly what to focus on next

In under 30 minutes, you’ll have clarity most EAs never get in their entire career.

WHAT’S INSIDE

1. Full Executive Assistant Skills Assessment

A structured breakdown across the core EA capability areas:

• Communication & stakeholder management

• Organisation & prioritisation

• Executive partnership

• Business and strategic thinking

• Technology and AI

• Leadership and professional development

Each skill is scored so you can stop guessing and start measuring.

2. Your EA Level Benchmark

You’ll discover whether you are currently operating as:

• Emerging Executive Assistant

• Established Executive Assistant

• Strategic Executive Assistant

• Executive Partner / Chief of Staff ready

This isn’t motivational language - it’s a practical benchmark for progression.

Most EAs underestimate or overestimate themselves. Both slow your growth.

3. Skills Gap Analysis

This section forces clarity.

Instead of vague development goals like “be more strategic,” you’ll identify:

• Your 3 weakest skill areas

• The real-world impact those gaps are having

• What improves in your role once you fix them

No guesswork. Just direct visibility.

4. Personal 90-Day Development Plan

You’ll leave with:

• 3 focused development priorities

• A structured improvement plan

• A clear direction for the next stage of your career

Because career progression doesn’t come from doing more.

It comes from doing the right things next.

WHO THIS IS FOR

This workbook is designed for Executive Assistants who are:

• Ready to move beyond reactive, task-based support

• Frustrated by lack of career progression

• Unsure what skill is actually holding them back

• Preparing for promotion or a more senior EA role

• Trying to transition into strategic partnership or Chief of Staff pathways

If you’re serious about progression, this is your starting point.

If you’re looking for quick motivation without action, it won’t help you.

WHAT YOU’LL WALK AWAY WITH

After completing this workbook, you will have:

• Clear understanding of your EA capability level

• A realistic view of your strengths and weaknesses

• A focused development direction (not 20 competing goals)

• Better language to use in interviews and performance reviews

• A practical 90-day plan for progression

Most importantly, you stop guessing what to improve next.

WHY THIS MATTERS

The difference between stagnant EAs and progressing EAs is not talent.

It’s focus.

Top-performing Executive Assistants don’t try to improve everything at once.

They identify the highest-impact skill gaps and close them deliberately.

This workbook shows you exactly where to start.

START YOUR CAREER CLARITY

If you want to stop second-guessing your abilities and start building a deliberate path toward strategic EA work, this is your first step.

Download the workbook.

Complete the assessment.

Then act on what it shows you.

Because awareness without action changes nothing.

I’m Claire Harvey, and I’ve spent over 25 years supporting leaders across corporate and SME settings as an Executive Assistant.

I know what it takes to move from managing the diary to managing the direction.
This workbook distills what I’ve learned - so you can build a career that’s not just busy, but brilliantly effective.

No jargon. Just simple, proven strategies to help you think bigger and lead smarter - right where you are.

Your next level starts here.

🎁 Download your free copy today

“Claire’s guidance completely changed how I prioritise my work — I’m now thinking like a strategic EA, not just a reactive one.”
— Sarah M., Executive Assistant

“The Blueprint helped me see exactly where my time was disappearing — and how to focus on the work that actually moves things forward. I’ve never felt clearer or more confident in my role.”
— Emma R., Senior Executive Assistant

“Claire’s insights reminded me that being an EA isn’t just about organisation — it’s about influence. I’ve started contributing more strategically in meetings, and my leader has noticed the difference.”
— James T., Executive Assistant to CEO