Executive and Personal Assistants
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 KIT:
Training manuals and instructor’s guide
Powerpoint slides and flip chart notes
Workshop activities and exercises
COURSE OUTLINE
Module One: Getting Started
- Housekeeping Items
- The Parking Lot
- Workshop Objectives
- Pre-Assignment
- Action Plans and Evaluations
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
- Review of Parking Lot
- Lessons Learned
- Completion of Action Plans and Evaluations
