Professional Development

Executive & Personal Assistant Skills (E1391)

Our Executive and Personal Assistant Skills course will show you 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.

​Executive and personal assistants have always played an important role in business. Their roles and responsibilities have evolved, but assistants are still vital to the profitability of any organization. Training to become an effective assistant will make you a valued employee who assists management on the road to success.

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.

​The most important part of an event is planning and organizing. In this section, we will discuss some of the different items that need to be planned. Many aspects of an event need to be thoughtfully planned. When planning, you have to determine the purpose and theme of the event. Determining the date when the event will be held is important. In addition, different ideas should be considered for event activities and decor. These are just a few items that need to go on your planning list, but many more aspects of an event that require planning.

Course Goals:
At the end of this course, participants should be able to:
· Adapt to the needs and styles of management
· Communicate through written, verbal, and nonverbal methods
· Improve time management skills
· Manage meetings effectively
· Act as a gatekeeper
· Use the tools of the trade effectively

Course Overview:
Module One: Getting Started

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 Confidentiality 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
  • Executive & Personal Assistant
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever