Executive and Personal Assistants Skills

Course Description:

Executive and personal assistants have always played an important role in business. Their roles and responsibilities have evolved, but assistants are still vital to the profitability of any organization. Training to become an effective assistant will make you a valued employee who assists management on the road to success.

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. At the end of this course, you should be able to:

  • 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

Working with Your Manager

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

Administrative Soft Skills

  • Social Intelligence
  • Basic Business Acumen
  • Office Management
  • Active Listening
  • Case Study
  • Assessment

Effective Time Management

  • Calendar Management
  • Prepare for Changes and Surprises
  • Keeping Others on Track
  • Urgent / Important Matrix
  • Case Study
  • Assessment

Meeting Management

  • Creating an Agenda
  • Keeping Minutes
  • Keeping the Meeting on Time
  • Variations for Large and Small Meetings
  • Case Study
  • Assessment

Tools of the Trade (I)

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

Tools of the Trade (II)

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

Being an Effective Gatekeeper

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

Organizational Skills

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

Confidentiality Guidelines

  • Your Confidentiality Duty
  • Be Diplomatic and Discreet
  • Keeping Data Secure
  • What to Do in Sticky Situations
  • Case Study
  • Assessment
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