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.

Module 1: Working with Your Manager

• Adapting to Their Style
• Anticipate Their Needs
• Getting Your Responsibilities Defined
• When to Take the Initiative
• Case Study

Module 2: Administrative Soft Skills

• Social Intelligence
• Basic Business Acumen
• Office Management
• Active Listening

Module 3: Effective Time Management

• Calendar Management
• Prepare for Changes and Surprises
• Keeping Others On Track
• Urgent/Important Matrix

Module 4: Meeting Management

• Creating An Agenda
• Keeping Minutes
• Keeping the Meeting On Time
• Variations for Large and Small Meetings

Module 5: Tools of the Trade(I)

• Email Protocol
• Office Machinery
• Computer and Software Skills
• Communication Skills

Module 6: Tools of the Trade (II)

• Email Protocol
• Office Machinery
• Computer and Software Skills
• Communication Skills
• Case Study

Module 7: Being an Effective Gatekeeper

• Phone and Voicemail Etiquette
• Word Processing
• Business Writing
• Internet Research
• Case Study

 Module Eight: Being an Effective Gatekeeper

• Filtering Data and Information
• Learn to Say No
• Dealing With Difficult People
• Recognize the Tricks
• Case Study

Module 9: Organizational Skills

• Prioritizing Your Workload
• Goal Setting
• Plan for Tomorrow, Today
• Staying on Track
• Case Study

Module 10: Confidentiality Guidelines

• Your Confidentially Duty
• Be Diplomatic and Discreet
• Keeping Data Secure
• What To Do in Sticky Situations
• Case Study

Module 11: Special Tasks

• Project Management
• Trade Shows
• Interacting with Clients
• Social Media Management
• Case Study

Module 12: Wrapping Up

• Words from the Wise
• Lessons Learned
• Completion of Action Plans and Evaluation