LEARNING OUTCOMES:

• Understanding of Executive and Personal Assistant role and responsibilities.
• Developing a strong working relationship with your manager.
• Enhancing administrative soft skills, such as communication, interpersonal skills, and problem-solving.
• Effective time management techniques to prioritize tasks and manage workload.
• Meeting management, including scheduling, preparation, and post-meeting follow-up.
• Being an effective gatekeeper
• Effective Planning and Organizational skills.
• Understanding and adhering to confidentiality guidelines in the workplace.
• Building strong working relationships with colleagues and developing team-working skills.

COURSE OVERVIEW & CONTENT:

"The true test of a great assistant is the ability to think ahead, stay calm under pressure, and get things done."

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 you 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. Our program is designed to help you achieve excellence in your role and become an indispensable asset to your team. Whether you're a new assistant or looking to refine your skills, our program will provide you with the knowledge and tools needed to excel in your role.

Working With Your Manager

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

Administrative Soft Skills

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

Effective Time Management

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

Meeting Management

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

Tools of the Trade

• Email Protocol
• Office Machinery
• Communication Skills
• Phone and Voicemail Etiquette
• Business Writing
• Internet Research

Being an Effective Gatekeeper

• Filtering Data and Information
• Learn to Say No
• Dealing With Difficult People

Organizational Skills

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

Confidentiality Guidelines

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

Special Tasks

• Project Management
• Interacting with Clients

Team-Working

• Creating Winning Teams, Key Roles and Team Dynamic
• How to Motivate Staff and Ensure Results

COURSE DURATION: TWO DAYS