• Executive and Personal Assistants

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, 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.

EXECUTIVE AND PERSONAL ASSISTANTS 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

                                                                                            Executive and Personal Assistants

                                                                                            • Product Code:C85
                                                                                            • Availability:In Stock
                                                                                            • $54.99

                                                                                            • Ex Tax:$54.99

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