Interview scorecard template

Executive Assistant interview scorecard

Pre-screening scorecard for Executive Assistant candidates.

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operations administrationboard meeting prepcalendar managementexecutive supporttravel logistics
Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Execution and reliability

35% weight

Check how they run a multi-timezone calendar: conflicting C-suite priorities, board pack deadlines, Concur or Navan expense cycles, and complex international travel with visas and last-minute reroutes.

Evidence to listen for

  • Describes a workload they owned and how they kept it from slipping
  • Names the tools and systems they ran day to day
  • Can talk about volume: tickets, inboxes, orders, uptime
  • Nothing quietly falls through when they are busy

Five-point scoring guide

1
Poor

Cannot describe their own workload; things slip without them noticing.

2
Needs Improvement

Handles routine volume; drops work under pressure.

3
Satisfactory

Reliable on steady-state work; struggles when volume spikes.

4
Very Good

Consistently reliable at real volume with a system for staying on top.

5
Excellent

Names the executives supported, meeting volume per week, and specific rescue stories such as rebooking a cancelled transatlantic leg overnight.

02
Evaluation factor

Improving the process

25% weight

Probe what they rebuilt: inbox triage rules, a shared briefing document template, onboarding checklists, or moving scheduling to Calendly, Notion, or an Asana request queue.

Evidence to listen for

  • Has changed a process rather than only following one
  • Can name what was slow or error-prone and what they did about it
  • Documents so the improvement survives them
  • Knows when a process is worth automating and when it is not

Five-point scoring guide

1
Poor

Follows instructions only; no sense that process can change.

2
Needs Improvement

Notices problems but escalates rather than solving.

3
Satisfactory

Makes small improvements; impact is local and undocumented.

4
Very Good

Has redesigned a real process with measurable effect.

5
Excellent

Describes a concrete workflow they introduced and the time it returned to the executive, with the tool and adoption path named.

03
Evaluation factor

Judgement and autonomy

25% weight

Test their gatekeeping calls: which meetings they declined without asking, how they handled confidential compensation or M&A documents, and when they escalated instead of deciding.

Evidence to listen for

  • Knows what to decide alone and what to escalate
  • Handles an exception without freezing or improvising recklessly
  • Protects confidentiality and access appropriately
  • Asks a clarifying question rather than guessing on something costly

Five-point scoring guide

1
Poor

Either escalates everything or acts recklessly on their own.

2
Needs Improvement

Needs frequent direction; uneasy with exceptions.

3
Satisfactory

Sound judgement on familiar decisions.

4
Very Good

Clear sense of their own authority; handles exceptions well.

5
Excellent

Draws a clear line between decisions owned outright and those escalated, and gives an example of protecting sensitive information under pressure.

04
Evaluation factor

Communication

15% weight

Assess how they write on the executive's behalf: board correspondence, tone with investors or clients, and delivering unwelcome news such as a declined speaking invitation.

Evidence to listen for

  • Writes clearly enough that people act without a follow-up
  • Manages expectations before a deadline slips, not after
  • Handles a frustrated colleague or customer calmly
  • Works across time zones or async where the role needs it

Five-point scoring guide

1
Poor

Unclear written communication; goes quiet when things slip.

2
Needs Improvement

Communication needs chasing; raises problems late.

3
Satisfactory

Clear enough day to day; proactive updates are inconsistent.

4
Very Good

Clear, proactive, and calm under pressure.

5
Excellent

Adapts register between board members, vendors, and junior staff; shows drafted communications that went out under the executive's name.

Put this rubric to work

Score every candidate against the same standard

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