Executive and Personal Assistant

Description

Our Executive and Personal Assistants workshop will show you what it takes to be a successful assistant. You 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.

Executive and Personal Assistants Workshop Outline

Module One: Getting Started

• Workshop Objectives

Module Two: Working with Your Manager

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