Executive and Personal Assistants

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.

Course Outline

Workshop Objectives

  • Adapting to Their Style
  • Anticipate Their Needs
  • Getting Your Responsibilities Defined
  • When to Take the Initiative
  • Case Study
  • Module Two: Review Questions
  • Social Intelligence
  • Basic Business Acumen
  • Office Management
  • Active Listening
  • Case Study
  • Module Three: Review Questions
  • Calendar Management
  • Prepare for Changes and Surprises
  • Keeping Others On Track
  • Urgent/Important Matrix
  • Case Study
  • Module Four: Review Questions
  • Creating An Agenda
  • Keeping Minutes
  • Keeping the Meeting On Time
  • Variations for Large and Small Meetings
  • Case Study
  • Module Five: Review Questions
  • Email Protocol
  • Office Machinery
  • Computer and Software Skills
  • Communication Skills
  • Case Study
  • Module Six: Review Questions
  • Phone and Voicemail Etiquette
  • Word Processing
  • Business Writing
  • Internet Research
  • Case Study
  • Module Seven: Review Questions
  • Prioritizing Your Workload
  • Goal Setting
  • Plan for Tomorrow, Today
  • Staying on Track
  • Case Study
  • Module Nine: Review Questions
  • Your Confidentially Duty
  • Be Diplomatic and Discreet
  • Keeping Data Secure
  • What To Do in Sticky Situations
  • Case Study
  • Module Ten: Review Questions
  • Project Management
  • Trade Shows
  • Interacting with Clients
  • Social Media Management
  • Case Study
  • Module Eleven: Review Questions
  • Words from the Wise
  • Review of Parking Lot
  • Lessons Learned
  • Completion of Action Plans and Evaluations
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