Executive and Personal Assistants

Workshop Overview:

Executive and personal assistants have always played an important role in business. Their roles and responsibilities have evolved, but assistants are still vital to the profitability of any organization. Training to become an effective assistant will make you a valued employee who assists management on the road to success.

Workshop Objectives:

  • 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 Module:

Module One: Getting Started

  • Workshop Objectives
  • Pre-Assignment

Module Two: Working with Your Manager

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

Module Three: Administrative Soft Skills

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

Module Four: Effective Time Management

  • Calendar Management
  • Prepare for Changes and Surprises
  • Keeping Others on Track
  • Urgent / Important Matrix
  • Case Study
  • Review Questions

Module Five: Meeting Management

  • Creating an Agenda
  • Keeping Minutes
  • Keeping the Meeting on Time
  • Variations for Large and Small Meetings
  • Case Study
  • Review Questions

Module Six: Tools of the Trade (I)

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

Module Seven: Tools of the Trade (II)

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

Module Nine: Organizational Skills

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

Module Ten: Confidentiality Guidelines

  • Your Confidentiality Duty
  • Be Diplomatic and Discreet
  • Keeping Data Secure
  • What to Do in Sticky Situations
  • Case Study
  • Review Questions

Module Eleven: Special Tasks

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

Module Twelve: Wrapping Up

  • Words from the Wise