Professional Development

Executive and Personal Assistants

Here is an overview: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 OUTLINE:<table style="min-width: 50px;"><colgroup><col><col></colgroup><tbody><tr><td colspan="1" rowspan="1">Module One: Getting Started<ul><li style="color: rgb(0, 0, 0);">Housekeeping Items</li><li style="color: rgb(0, 0, 0);">The Parking Lot</li><li style="color: rgb(0, 0, 0);">Workshop Objectives</li><li style="color: rgb(0, 0, 0);">Pre-Assignment</li><li style="color: rgb(0, 0, 0);">Action Plans and Evaluations</li></ul>Module Two: Working with Your Manager<ul><li style="color: rgb(0, 0, 0);">Adapting to Their Style</li><li style="color: rgb(0, 0, 0);">Anticipate Their Needs</li><li style="color: rgb(0, 0, 0);">Getting Your Responsibilities Defined</li><li style="color: rgb(0, 0, 0);">When to Take the Initiative</li><li style="color: rgb(0, 0, 0);">Case Study</li><li style="color: rgb(0, 0, 0);">Module Two: Review Questions</li></ul>Module Three: Administrative Soft Skills<ul><li style="color: rgb(0, 0, 0);">Social Intelligence</li><li style="color: rgb(0, 0, 0);">Basic Business Acumen</li><li style="color: rgb(0, 0, 0);">Office Management</li><li style="color: rgb(0, 0, 0);">Active Listening</li><li style="color: rgb(0, 0, 0);">Case Study</li><li style="color: rgb(0, 0, 0);">Module Three: Review Questions</li></ul>Module Four: Effective Time Management<ul><li style="color: rgb(0, 0, 0);">Calendar Management</li><li style="color: rgb(0, 0, 0);">Prepare for Changes and Surprises</li><li style="color: rgb(0, 0, 0);">Keeping Others On Track</li><li style="color: rgb(0, 0, 0);">Urgent/Important Matrix</li><li style="color: rgb(0, 0, 0);">Case Study</li><li style="color: rgb(0, 0, 0);">Module Four: Review Questions</li></ul>Module Five: Meeting Management<ul><li style="color: rgb(0, 0, 0);">Creating An Agenda</li><li style="color: rgb(0, 0, 0);">Keeping Minutes</li><li style="color: rgb(0, 0, 0);">Keeping the Meeting On Time</li><li style="color: rgb(0, 0, 0);">Variations for Large and Small Meetings</li><li style="color: rgb(0, 0, 0);">Case Study</li><li style="color: rgb(0, 0, 0);">Module Five: Review Questions</li></ul>Module Six: Tools of the Trade (I)<ul><li style="color: rgb(0, 0, 0);">Email Protocol</li><li style="color: rgb(0, 0, 0);">Office Machinery</li><li style="color: rgb(0, 0, 0);">Computer and Software Skills</li><li style="color: rgb(0, 0, 0);">Communication Skills</li><li style="color: rgb(0, 0, 0);">Case Study</li><li style="color: rgb(0, 0, 0);">Module Six: Review Questions</li></ul></td><td colspan="1" rowspan="1">Module Seven: Tools of the Trade (II)<ul><li style="color: rgb(0, 0, 0);">Phone and Voicemail Etiquette</li><li style="color: rgb(0, 0, 0);">Word Processing</li><li style="color: rgb(0, 0, 0);">Business Writing</li><li style="color: rgb(0, 0, 0);">Internet Research</li><li style="color: rgb(0, 0, 0);">Case Study</li><li style="color: rgb(0, 0, 0);">Module Seven: Review Questions</li></ul>Module Eight: Being an Effective Gatekeeper<ul><li style="color: rgb(0, 0, 0);">Filtering Data and Information</li><li style="color: rgb(0, 0, 0);">Learn to Say No</li><li style="color: rgb(0, 0, 0);">Dealing With Difficult People</li><li style="color: rgb(0, 0, 0);">Recognize the Tricks</li><li style="color: rgb(0, 0, 0);">Case Study</li><li style="color: rgb(0, 0, 0);">Module Eight: Review Questions</li></ul>Module Nine: Organizational Skills<ul><li style="color: rgb(0, 0, 0);">Prioritizing Your Workload</li><li style="color: rgb(0, 0, 0);">Goal Setting</li><li style="color: rgb(0, 0, 0);">Plan for Tomorrow, Today</li><li style="color: rgb(0, 0, 0);">Staying on Track</li><li style="color: rgb(0, 0, 0);">Case Study</li><li style="color: rgb(0, 0, 0);">Module Nine: Review Questions</li></ul>Module Ten: Confidentiality Guidelines<ul><li style="color: rgb(0, 0, 0);">Your Confidentially Duty</li><li style="color: rgb(0, 0, 0);">Be Diplomatic and Discreet</li><li style="color: rgb(0, 0, 0);">Keeping Data Secure</li><li style="color: rgb(0, 0, 0);">What To Do in Sticky Situations</li><li style="color: rgb(0, 0, 0);">Case Study</li><li style="color: rgb(0, 0, 0);">Module Ten: Review Questions</li></ul>Module Eleven: Special Tasks<ul><li style="color: rgb(0, 0, 0);">Project Management</li><li style="color: rgb(0, 0, 0);">Trade Shows</li><li style="color: rgb(0, 0, 0);">Interacting with Clients</li><li style="color: rgb(0, 0, 0);">Social Media Management</li><li style="color: rgb(0, 0, 0);">Case Study</li><li style="color: rgb(0, 0, 0);">Module Eleven: Review Questions</li></ul>Module Twelve: Wrapping Up<ul><li style="color: rgb(0, 0, 0);">Words from the Wise</li><li style="color: rgb(0, 0, 0);">Review of Parking Lot</li><li style="color: rgb(0, 0, 0);">Lessons Learned</li><li style="color: rgb(0, 0, 0);">Completion of Action Plans and Evaluations</li></ul></td></tr></tbody></table>

Executive and Personal Assistants

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