Executive / Administrative and Personal Assistants Course
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.
EAPA Course Outline and Agenda:
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 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
Key Notes / Details
a. Participants must be proficient in English.
b. The course duration is two (2) days.
c. The course fee covers training materials and a certificate of completion issued at the end of the programme.
d. Payment must be made at least one week before the commencement of the training into the Allied Educational Resources Limited account, as stated on the invoice, to enable adequate preparation for participants.
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