Our Executive and Personal Assistants workshop will show participants some of the essential components of this essential industry role. Topics include how to effectively manage a schedule, organize a meeting, and how to be a successful gatekeeper. Being an Executive or Personal Assistant takes a special skill set, and this workshop will provide participants with the necessary tools to support your team in moving to the next level.

Course Objectives:

• Adapt to the needs and styles of management
• Communicate through written, verbal, and nonverbal methods
• Improve time management skills
• Manage meetings effectively
• Act as a gatekeeper
• Use the tools of the trade effectively

Course Outline:



Executive and Personal Assistants

Module One: Working with Your Manager

• Adapting to Different Styles

• Anticipate Needs

• Defined Responsibilities

• Taking Initiative

• Case Study

• Module One: Review Questions

Module Two: Administrative Soft Skills

• Social Intelligence

• Basic Business Acumen

• Office Management

• Active Listening

• Case Study

• Module Two: Review Questions

Module Three: Effective Time Management

• Calendar Management

• Changes and Surprises

• Keeping Others on Track

• Urgent/Important Matrix

• Case Study

• Module Three: Review Questions

Module Four: Meeting Management

• Creating an Agenda

• Keeping Minutes

• Keeping the Meeting on Time

• Variations for Large and Small Meetings

• Case Study

• Module Four: Review Questions

Module Five: Tools of the Trade (I)

• Email Protocol

• Office Machinery

• Computer and Software Skills

• Communication Skills

• Case Study

• Module Five: Review Questions

Module Six: Tools of the Trade (II)

• Phone and Voicemail Etiquette

• Word Processing

• Business Writing

• Research

• Case Study

• Module Six: Review Questions

Module Seven: Being an Effective Gatekeeper

• Filtering Data and Information

• Learn to Say No

• Dealing with Difficult People

• Recognize the Tricks

• Case Study

• Module Seven: Review Questions

Module Eight: Organizational Skills

• Prioritizing Your Workload

• Goal Setting

• Planning

• Staying on Track

• Case Study

• Module Eight: Review Questions

Module Nine: Confidentiality Guidelines

• Your Duty

• Being Diplomatic

• Keeping Data Secure

• What to Do in Sticky Situations

• Case Study

• Module Nine: Review Questions

Module Ten: Special Tasks

• Project Management

• Trade Shows

• Interacting with Clients

• Social Media Management

• Case Study

• Module Ten: Review Questions

Module Eleven: Assignment Review / Wrap Up