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 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

$54.99
Excluding Tax: $54.99