Executive and Personal Assistants Workshop

Course Duration 1 Day 

Being an Executive or Personal Assistant is a unique position that requires a variety of skills.
Whether you are updating schedules, making travel arrangements, minute taking, or creating important documents all must be done with a high degree of confidentiality. Confidentiality is one of the most important characteristics for every assistant.

Our Executive and Personal Assistants workshop will show your participants what it takes to be a
successful assistant. Participants will learn what it takes to effectively manage a schedule, organize a meeting, and even how to be a successful gatekeeper. Being an Executive or Personal Assistant takes a special skill set and this workshop will provide your participants with
the necessary tools.

Course Objectives

At the end of the course participants will be able to :

  • Adapt to the needs and styles of management
  • Communicate through written, verbal, and nonverbal methods
  • Improve time management skills
  • Manage meetings effectively
  • Act as a gatekeeper
  • Use the tools of the trade effectively

Course Outline

Working with Your Manager

Adapting to Their Style

Anticipate Their Needs

Getting Your Responsibilities defined

When to Take the Initiative

Administrative Soft Skills

Social Intelligence

Basic Business Acumen

Office Management

Active Listening

Effective Time Management

Calendar Management

Prepare for Changes and Surprises

Keeping Others on Track

Urgent/Important Matrix

Meeting Management

Creating an Agenda

Keeping Minutes

Keeping the Meeting on Time

Variations for Large and Small Meetings

Tools of the Trade (I)

Email Protocol

Office Machinery

Computer and Software Skills

Communication Skills

Tools of the Trade (II)

Phone and Voicemail Etiquette

Word Processing

Business Writing

Internet Research

Being an Effective Gatekeeper

Filtering Data and Information

Learn to Say No

Dealing with Difficult People

Recognize the Tricks

Organizational Skills

Prioritizing Your Workload

Goal Setting

Plan for Tomorrow, Today

Staying on Track

Confidentiality Guidelines

Your Confidentiality Duty

Be Diplomatic and Discreet

Keeping Data Secure

What to Do in Sticky Situations

Special Tasks

Project Management

Trade Shows

Interacting with Clients

Social Media Management