Course Outline
The Personal Assistant and Secretarial Master Class
Duration
12 Hours
Language
English
Summary
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 and in a socially intelligent way. Confidentiality is one of the most important characteristics for every assistant.
Our workshop will show your participants what it takes to be a successful assistant. Participants will learn what it takes to effectively manage a schedule, organize a meeting, acquire and adapt to their new skills, even learn how to become 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.
Target Audience
This course will appeal to a wide range of audiences and is intended for secretaries and Assistants.
Skills Gained
Upon completion of workshop participants will be able to:
- Work with a manager in a better way
- Manage meetings efficiently
- Handle special tasks
- Organize their work better
- Become socially intelligent
- Acquire adaptation skills
Topics Covered
1. Getting Started
- Housekeeping Items
- The Parking Lot
- Workshop Objectives
- Pre-Assignment
- Action Plans and Evaluations
2. 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
3. Administrative Soft Skills
- Social Intelligence
- Basic Business Acumen
- Office Management
- Active Listening
- Case Study
- Module Three: Review Questions
4. Effective Time Management
- Calendar Management
- Prepare for Changes and Surprises
- Keeping Others On Track
- Urgent/Important Matrix
- Case Study
- Module Four: Review Questions
5. Meeting Management
- Creating An Agenda
- Keeping Minutes
- Keeping the Meeting On Time
- Variations for Large and Small Meetings
- Case Study
- Module Five: Review Questions
6. Tools of the Trade (I)
- Email Protocol
- Office Machinery
- Computer and Software Skills
- Communication Skills
- Case Study
- Module Six: Review Questions
7. Tools of the Trade (II)
- Phone and Voicemail Etiquette
- Word Processing
- Business Writing
- Internet Research
- Case Study
- Module Seven: Review Questions
8. 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
9. Organizational Skills
- Prioritizing Your Workload
- Goal Setting
- Plan for Tomorrow, Today
- Staying on Track
- Case Study
- Module Nine: Review Questions
10. Confidentiality Guidelines
- Your Confidentially Duty
- Be Diplomatic and Discreet
- Keeping Data Secure
- What To Do in Sticky Situations
- Case Study
- Module Ten: Review Questions
11. Special Tasks
- Project Management
- Trade Shows
- Interacting with Clients
- Social Media Management
- Case Study
- Module Eleven: Review Questions
12. Wrapping Up
- Words from the Wise
- Review of Parking Lot
- Lessons Learned
- Completion of Action Plans and Evaluations
Methodology
- Learning Concepts/Presentations
- Group Activities and Discussions
- Tips and Tools
- Individual and Team Exercises
- Role Plays/Case Studies
- Educational Videos
- Action Plan to ensure Application of the Learning