Executive and Personal Assistants

Printable, customizable, training materials

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 your participants 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.
Executive and Personal Assistants


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  • Unlimited Printing Rights
  • Completely Customizable

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Everything you need to teach a one-day workshop for Executive and Personal Assistants:

  • Training Manuals
  • PowerPoint Slides
  • Instructor's Guide
  • Quick Reference Job Aids
  • Icebreakers, Activities,
     & Exercise Files
  • Pre-Assignments,
  • Promotional Advertorials
  • Lesson Plans with Flip Chart Notes

Also available: training video clips, editable books, audiobook workshops, e-learning, and cloud-based LMS.

Executive and Personal Assistants Course Outline:

Module One: Getting Started
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
  • Pre-Assignment
  • Action Plans and Evaluations

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
  • Review of Parking Lot
  • Lessons Learned
  • Completion of Action Plans and Evaluations

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