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Executive & Personal Assistant

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 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.

Module One: Getting Started

  • 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

  • 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

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