top of page
Executive and Personal Assistants
  • Executive and Personal Assistants

    $199.00Price

    Module One: Getting Started

    • Course Objectives

     

    Module Two: Working with Your Manager

    • Adapting to Their Style
    • Anticipate Their Needs
    • Getting Your Responsibilities Defined
    • When to Take the Initiative
    • Case Study
    • Module Two: Review Questions

     

    Module Three: Administrative Soft Skills

    • Social Intelligence
    • Basic Business Acumen
    • Office Management
    • Active Listening
    • Case Study
    • Module Three: Review Questions

     

    Module Four: Effective Time Management

    • Calendar Management
    • Prepare for Changes and Surprises
    • Keeping Others On Track
    • Urgent/Important Matrix
    • Case Study
    • Module Four: Review Questions

     

    Module Five: Meeting Management

    • Creating An Agenda
    • Keeping Minutes
    • Keeping the Meeting On Time
    • Variations for Large and Small Meetings
    • Case Study
    • Module Five: Review Questions

     

    Module Six: Tools of the Trade (I)

    • Email Protocol
    • Office Machinery
    • Computer and Software Skills
    • Communication Skills
    • Case Study
    • Module Six: Review Questions

     

     

    Module Seven: Tools of the Trade (II)

    • Phone and Voicemail Etiquette
    • Word Processing
    • Business Writing
    • Internet Research
    • Case Study
    • Module Seven: Review Questions

     

    Module Eight: Being an Effective Gatekeeper

    • Filtering Data and Information
    • Learn to Say No
    • Dealing With Difficult People
    • Recognize the Tricks
    • Case Study
    • Module Eight: Review Questions

     

    Module Nine: Organizational Skills

    • Prioritizing Your Workload
    • Goal Setting
    • Plan for Tomorrow, Today
    • Staying on Track
    • Case Study
    • Module Nine: Review Questions

     

    Module Ten: Confidentiality Guidelines

    • Your Confidentially Duty
    • Be Diplomatic and Discreet
    • Keeping Data Secure
    • What To Do in Sticky Situations
    • Case Study
    • Module Ten: Review Questions

     

    Module Eleven: Special Tasks

    • Project Management
    • Trade Shows
    • Interacting with Clients
    • Social Media Management
    • Case Study
    • Module Eleven: Review Questions

     

    Module Twelve: Wrapping Up

    • Words from the Wise
    • Lessons Learned
    • Course Info

      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 course 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 course will provide your participants with the necessary tools.

    bottom of page