Eisenhower Matrix

The Executive Assistant's Eisenhower Matrix

Be the Strategic Partner, Not Just the Calendar Keeper

Master the art of managing multiple executives' priorities while protecting their time for what matters most. The framework that elevates your role.

Free printable Eisenhower Matrix templates for executive assistants. No email required.

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What is the Eisenhower Matrix?

The Executive Tool You Can Master for Two

Used by presidents and CEOs, this framework helps you manage both your executive's priorities and your own by sorting tasks based on true urgency and importance.

Q1: DO NOW

Urgent & Important

True fires - handle immediately

Example: Board meeting prep, urgent travel changes

Q2: SCHEDULE

Not Urgent & Important

Strategic support - protect this time

Example: Relationship building, process improvement

Q3: DELEGATE

Urgent & Not Important

Others can handle - redirect or defer

Example: Routine requests, standard bookings

Q4: DELETE

Not Urgent & Not Important

Time wasters - politely decline

Example: Non-essential meetings, low-priority asks

Why Executive Assistants Need the Eisenhower Matrix

🎯

Strategic Partnership

Move from reactive support to proactive partnership by focusing on high-impact activities.

🛡️

Master Gatekeeper

Confidently protect your executive's time with a clear framework for decisions.

Dual Productivity

Optimize both your executive's time and your own for maximum effectiveness.

Start in 3 Simple Steps

1

Download & Print

Choose your format below

2

List All Requests

Yours and your executive's

3

Apply EA Lens

What truly needs executive attention?

Eisenhower Matrix for Executive Assistants

Free Printable Eisenhower Matrix Templates for Executive assistants

Built by EAs who've mastered the juggle

📄

Word

Editable with EA-specific examples

Download Word
📊

PowerPoint

Perfect for exec briefings

Download PowerPoint
📑

PDF

Print for quick reference

Download PDF

When You're Ready: Go Digital

Manage multiple priorities like a pro

Voice Notes On-The-Go

"Schedule board prep for Thursday urgent"

Scenario: Capture requests while walking between meetings

Voice Capture

Transcript:

"Book flights for Tokyo conference next month"

AI Parsed Result:

Task: Book Tokyo conference flights

Due: Next month

Quadrant: Q2 - Important/Not Urgent

Color by Executive

Visual management for multiple bosses

Scenario: Blue for CEO, Green for CFO, Yellow for Personal

CEO

Board deck review

CFO

Expense reports

Personal

Annual review prep

Multiple Executive Boards

Separate matrices for each executive you support

Scenario: CEO Tasks, CFO Tasks, Admin Tasks, Personal Development

CEO Tasks

Board meeting prepStakeholder mappingTravel planning

Attach Everything

Meeting notes, travel docs, briefing materials

Scenario: Keep all context in one place

Task Attachments

Board_Presentation_Draft.pdf

245 KB • PDF Document

Meeting_Briefing_Notes.docx

128 KB • Word Document

Venue_Layout.jpg

1.2 MB • Image

Pro tip: All attachments are securely stored and can be viewed directly in the app without downloading.

Recurring Executive Tasks

Weekly 1:1s, monthly reports, quarterly reviews

Scenario: Set executive rituals once

March 2024

S
M
T
W
T
F
S
25
26
27
28
29
1
2
3
4
5
6
7
8
9

Weekly Quizzes (Auto-recurring)

Team Meetings (Every Tuesday)

Always in Sync

Office, home, mobile - always current

Scenario: Update during commute, execute at desk
9:41 AM

Eisenhower Matrix

DO FIRST

CEO stuck abroad

Due today

Board crisis meeting

Urgent

Media interview today

2:00 PM
SCHEDULE

Annual planning prep

Next week

Leadership development

March 15
DELEGATE

Routine reports

Delegate

Team meeting scheduling

Get help
DELETE

Office party planning

Skip

Ready to use the Eisenhower Matrix to keep you sane?

🖨️

Start with Templates

Download and implement today

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Eisenhower Matrix

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