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, organise 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
Recognise 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
Download this outline as a PDF.