As an executive, having a Personal Preference Sheet is crucial to building an effective partnership with your executive assistant. By providing your assistant with a document that contains all your important information, including your preferred travel arrangements, restaurant preferences, and key events, you can ensure that your assistant is always prepared to meet your needs.
While you are responsible for creating the initial draft of the document, it is your assistant's responsibility to maintain and update the document regularly, ensuring that it remains an accurate reflection of your preferences and requirements. By working together to maintain this document, you can ensure that your partnership is as productive and effective as possible.
| Personal Information | Details |
|---|---|
| 😄 Full Name | |
| 📅 Date of Birth | |
| 📱 Phone Number | |
| 🏡 Home Address | |
| 📫 Mailing Address | |
| 🚙 Driver’s License Number | |
| 🌎 Passport Number | |
| 📆 Passport Expiration Date |