Executive and Personal Assistants

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Executive and Personal Assistants

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.

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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.

Free Sample

Executive and Personal Assistants 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

                                                                                                                                                                                Administrative Skills

                                                                                                                                                                                1. Accountability in the Workplace
                                                                                                                                                                                2. Administrative Office Procedures
                                                                                                                                                                                3. Administrative Support
                                                                                                                                                                                4. Archiving and Records Management
                                                                                                                                                                                5. Basic Bookkeeping
                                                                                                                                                                                6. Business Writing
                                                                                                                                                                                7. Collaborative Business Writing
                                                                                                                                                                                8. Executive and Personal Assistants
                                                                                                                                                                                9. Meeting Management
                                                                                                                                                                                10. Organizational Skills
                                                                                                                                                                                11. Social Media In The Workplace
                                                                                                                                                                                12. Supply Chain Management

                                                                                                                                                                                Career Development

                                                                                                                                                                                1. Building Confidence and Assertiveness
                                                                                                                                                                                2. Communication Strategies
                                                                                                                                                                                3. Creative Problem Solving
                                                                                                                                                                                4. Creativity: Thinking Outside the Box
                                                                                                                                                                                5. Developing Creativity
                                                                                                                                                                                6. Digital Citizenship
                                                                                                                                                                                7. Entrepreneurship
                                                                                                                                                                                8. Interpersonal Skills
                                                                                                                                                                                9. mLearning Essentials
                                                                                                                                                                                10. Negotiation Skills
                                                                                                                                                                                11. Personal Branding
                                                                                                                                                                                12. Project Management
                                                                                                                                                                                13. Telework And Telecommuting
                                                                                                                                                                                14. Ten Soft Skills You Need
                                                                                                                                                                                15. The Cloud and Business
                                                                                                                                                                                16. Time Management
                                                                                                                                                                                17. Women in Leadership

                                                                                                                                                                                Human Resources

                                                                                                                                                                                1. Business Succession Planning
                                                                                                                                                                                2. Contract Management
                                                                                                                                                                                3. Crisis Management
                                                                                                                                                                                4. Developing a Lunch and Learn
                                                                                                                                                                                5. Diversity, Equity and Inclusion
                                                                                                                                                                                6. Employee Onboarding
                                                                                                                                                                                7. Employee Recruitment
                                                                                                                                                                                8. Employee Termination Processes
                                                                                                                                                                                9. Generation Gaps
                                                                                                                                                                                10. Health and Wellness at Work
                                                                                                                                                                                11. Hiring Strategies
                                                                                                                                                                                12. Human Resource Management
                                                                                                                                                                                13. Managing Workplace Harassment
                                                                                                                                                                                14. Measuring Results From Training
                                                                                                                                                                                15. Millennial Onboarding
                                                                                                                                                                                16. Office Health And Safety
                                                                                                                                                                                17. Sensitivity Training
                                                                                                                                                                                18. Talent Management
                                                                                                                                                                                19. Train-The-Trainer
                                                                                                                                                                                20. Unconscious Bias
                                                                                                                                                                                21. Universal Safety Practices
                                                                                                                                                                                22. Workplace Bullying
                                                                                                                                                                                23. Workplace Harassment
                                                                                                                                                                                24. Workplace Violence

                                                                                                                                                                                Personal Development

                                                                                                                                                                                1. Adult Learning - Mental Skills
                                                                                                                                                                                2. Adult Learning - Physical Skills
                                                                                                                                                                                3. Anger Management
                                                                                                                                                                                4. Attention Management
                                                                                                                                                                                5. Being A Likeable Boss
                                                                                                                                                                                6. Critical Thinking
                                                                                                                                                                                7. Developing Emotional Intelligence
                                                                                                                                                                                8. Goal Setting and Getting Things Done
                                                                                                                                                                                9. Improving Mindfulness
                                                                                                                                                                                10. Improving Self-Awareness
                                                                                                                                                                                11. Increasing Your Happiness
                                                                                                                                                                                12. Job Search Skills
                                                                                                                                                                                13. Life Coaching Essentials
                                                                                                                                                                                14. Managing Personal Finances
                                                                                                                                                                                15. Managing Workplace Anxiety
                                                                                                                                                                                16. Personal Productivity
                                                                                                                                                                                17. Public Speaking
                                                                                                                                                                                18. Social Intelligence
                                                                                                                                                                                19. Social Learning
                                                                                                                                                                                20. Stress Management
                                                                                                                                                                                21. Taking Initiative
                                                                                                                                                                                22. Trust Building and Resilience
                                                                                                                                                                                23. Work-Life Balance

                                                                                                                                                                                Sales And Marketing

                                                                                                                                                                                1. Body Language Basics
                                                                                                                                                                                2. Call Center Training
                                                                                                                                                                                3. Coaching Salespeople
                                                                                                                                                                                4. Contact Center Training
                                                                                                                                                                                5. Creating a Great Webinar
                                                                                                                                                                                6. Employee Recognition
                                                                                                                                                                                7. Event Planning
                                                                                                                                                                                8. High Performance Teams Inside the Company
                                                                                                                                                                                9. High Performance Teams Remote Workforce
                                                                                                                                                                                10. In Person Sales
                                                                                                                                                                                11. Internet Marketing Fundamentals
                                                                                                                                                                                12. Marketing Basics
                                                                                                                                                                                13. Media And Public Relations
                                                                                                                                                                                14. Motivating Your Sales Team
                                                                                                                                                                                15. Multi-Level Marketing
                                                                                                                                                                                16. Overcoming Sales Objections
                                                                                                                                                                                17. Presentation Skills
                                                                                                                                                                                18. Proposal Writing
                                                                                                                                                                                19. Prospecting and Lead Generation
                                                                                                                                                                                20. Sales Fundamentals
                                                                                                                                                                                21. Servant Leadership
                                                                                                                                                                                22. Social Media Marketing
                                                                                                                                                                                23. Telephone Etiquette
                                                                                                                                                                                24. Top 10 Sales Secrets
                                                                                                                                                                                25. Trade Show Staff Training

                                                                                                                                                                                Supervisors And Managers

                                                                                                                                                                                1. Budgets And Financial Reports
                                                                                                                                                                                2. Coaching And Mentoring
                                                                                                                                                                                3. Conducting Annual Employee Reviews
                                                                                                                                                                                4. Developing New Managers
                                                                                                                                                                                5. Employee Motivation
                                                                                                                                                                                6. Facilitation Skills
                                                                                                                                                                                7. Knowledge Management
                                                                                                                                                                                8. Leadership And Influence
                                                                                                                                                                                9. Lean Process And Six Sigma
                                                                                                                                                                                10. Manager Management
                                                                                                                                                                                11. Middle Manager
                                                                                                                                                                                12. Office Politics For Managers
                                                                                                                                                                                13. Performance Management
                                                                                                                                                                                14. Self-Leadership
                                                                                                                                                                                15. Supervising Others
                                                                                                                                                                                16. Team Building Through Chemistry
                                                                                                                                                                                17. Virtual Team Building And Management

                                                                                                                                                                                Workplace Essentials

                                                                                                                                                                                1. Appreciative Inquiry
                                                                                                                                                                                2. Business Acumen
                                                                                                                                                                                3. Business Ethics
                                                                                                                                                                                4. Business Etiquette
                                                                                                                                                                                5. Change Management
                                                                                                                                                                                6. Civility In The Workplace
                                                                                                                                                                                7. Conflict Resolution
                                                                                                                                                                                8. Customer Service
                                                                                                                                                                                9. Customer Support
                                                                                                                                                                                10. Cyber Security
                                                                                                                                                                                11. Delivering Constructive Criticism
                                                                                                                                                                                12. Developing Corporate Behavior
                                                                                                                                                                                13. Handling a Difficult Customer
                                                                                                                                                                                14. Networking Outside the Company
                                                                                                                                                                                15. Networking Within the Company
                                                                                                                                                                                16. Respect in the Workplace
                                                                                                                                                                                17. Responsibility in the Workplace
                                                                                                                                                                                18. Risk Assessment and Management
                                                                                                                                                                                19. Safety In The Workplace
                                                                                                                                                                                20. Team Building For Managers
                                                                                                                                                                                21. Teamwork And Team Building