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, Pre-/Post-Assessments
Promotional Advertorials	Lesson Plans with Flip Chart Notes

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

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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