Executive and Personal Assistants - eLearning

Customizable Training Materials


Executive and Personal Assistants - eLearning

Executive and Personal Assistants - eLearning

Bring your training to the world!

$990.00

Each eLearning course includes:

Self-Paced Versions of our Training Materials
SCORM Packages Ready for Immediate Upload to your own LMS
HTML Web versions to be used on your intranet or password protected website

 

Monthly payment plans now available – call for details!


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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.

 

 

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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