Executive and Personal Assistants Course

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 course 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 course will provide you with the necessary tools.

Course curriculum

  • 1

    Module 1: Getting Started

    • Pre-Assignment

    • Action Plans and Evaluations
  • 2

    Module 2: Working with Your Manager

    • Adapting to Their Style

    • Anticipate Their Needs

    • Getting Your Responsibilities Defined

    • When to Take the Initiative

    • Case Study

    • Module 2: Review Questions
  • 3

    Module 3: Administrative Soft Skills

    • Social Intelligence

    • Basic Business Acumen

    • Office Management

    • Active Listening

    • Case Study

    • Module 3: Review Questions
  • 4

    Module 4: Effective Time Management

    • Calendar Management

    • Prepare for Changes and Surprises

    • Keeping Others On Track

    • Urgent/Important Matrix

    • Case Study

    • Module 4: Review Questions
  • 5

    Module 5: Meeting Management

    • Creating An Agenda

    • Keeping Minutes

    • Keeping the Meeting On Time

    • Variations for Large and Small Meetings

    • Case Study

    • Module 5: Review Questions
  • 6

    Module 6: Tools of the Trade (I)

    • Email Protocol

    • Office Machinery

    • Computer and Software Skills

    • Communication Skills

    • Case Study

    • Module 6: Review Questions
  • 7

    Module 7: Tools of the Trade (II)

    • Phone and Voicemail Etiquette

    • Word Processing

    • Business Writing

    • Internet Research

    • Case Study

    • Module 7: Review Questions
  • 8

    Module 8: Being an Effective Gatekeeper

    • Filtering Data and Information

    • Learn to Say No

    • Dealing With Difficult People

    • Recognize the Tricks

    • Case Study

    • Module 8: Review Questions
  • 9

    Module 9: Organizational Skills

    • Prioritizing Your Workload

    • Goal Setting

    • Plan for Tomorrow, Today

    • Staying on Track

    • Case Study

    • Module 9: Review Questions
  • 10

    Module 10: Confidentiality Guidelines

    • Your Confidentially Duty

    • Be Diplomatic and Discreet

    • Keeping Data Secure

    • What To Do in Sticky Situations

    • Case Study

    • Module 10: Review Questions
  • 11

    Module 11: Special Tasks

    • Project Management

    • Trade Shows

    • Interacting with Clients

    • Social Media Management

    • Case Study

    • Module 11: Review Questions
  • 12

    Wrapping Up

    • Lessons Learned

    • Completion of Action Plans and Evaluations