Executive and Personal Assistants Skills

Description

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 of every assistant.

Our Executive and Personal Assistants Course will show you what it takes to be a successful assistant. You 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 you with the necessary tools.

Course Curriculum

  • Introduction
    • Course Objectives ..
  • Module 1
    • Working with Your Manager ..
    • Adapting to Their Style ..
    • Anticipate Their Needs ..
    • Getting Your Responsibilities Defined ..
    • When to Take the Initiative ..
    • Knowledge Check ..
  • Module 2
    • Administrative Soft Skills ..
    • Social Intelligence ..
    • Basic Business Acumen ..
    • Office Management ..
    • Active Listening ..
    • Knowledge Check ..
  • Module 3
    • Effective Time Management ..
    • Calendar Management ..
    • Prepare for Changes and Surprises ..
    • Keeping Others on Track ..
    • Urgent / Important Matrix ..
    • Knowledge Check ..
  • Module 4
    • Meeting Management ..
    • Creating an Agenda ..
    • Keeping Minutes ..
    • Keeping the Meeting on Time ..
    • Variations for Large and Small Meetings ..
    • Knowledge Check ..
  • Module 5
    • Tools of the Trade (I) ..
    • Email Protocol ..
    • Office Machinery ..
    • Computer and Software Skills ..
    • Communication Skills ..
    • Knowledge Check ..
  • Module 6
    • Tools of the Trade (II) ..
    • Phone and Voicemail Etiquette ..
    • Word Processing ..
    • Business Writing ..
    • Internet Research ..
    • Knowledge Check ..
  • Module 7
    • Being an Effective Gatekeeper ..
    • Filtering Data and Information ..
    • Learn to Say No ..
    • Dealing with Difficult People ..
    • Recognize the Tricks ..
    • Knowledge Check ..
  • Module 8
    • Organizational Skills ..
    • Prioritizing Your Workload ..
    • Goal Setting ..
    • Plan for Tomorrow, Today ..
    • Staying on Track ..
    • Knowledge Check ..
  • Module 9
    • Confidentiality Guidelines ..
    • Your Confidentiality Duty ..
    • Be Diplomatic and Discreet ..
    • Keeping Data Secure ..
    • What to Do in Sticky Situations ..
    • Knowledge Check ..
  • Module 10
    • Special Tasks ..
    • Project Management ..
    • Trade Shows ..
    • Interacting with Clients ..
    • Social Media Management ..
    • Knowledge Check ..
  • Assessment
    • Post Test ..