Executive and Personal Assistant

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.
Course
More Information

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

 

About Instructor

Jean-Pierre Fallou

Jean-Pierre (John) Fallou is a Business Executive with more than 30+ years of Business Development, HealthCare, IT Consulting, and Alliance Management experience with demonstrated success cultivating new business and markets, developing strategic relationships, and the delivery of high impact projects. A “Go-to” executive that formulates strategies that strengthen competitive position by conceptualizing and launching new services and solution offerings and by managing direct to enterprise, indirect global partner, and channel sales deals.

130 Courses

Not Enrolled

Course Includes

  • 2 Lessons
  • Course Certificate