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Executive and Personal Assistants

Module 1

Getting Started Executive and Personal Assistants
Workshop Objectives Executive and Personal Assistants

Module 2

Working with Your Manager
Adapting to Their Style
Anticipate Their Needs
Getting Your Responsibilities Defined
When to Take the Initiative
Case Study: Module 2 - Executive and Personal Assistants

Module 3

Administrative Soft Skills
Social Intelligence
Basic Business Acumen
Office Management
Active Listening
Case Study: Module 3 - Executive and Personal Assistants

Module 4

Effective Time Management
Calendar Management
Prepare for Changes and Surprises
Keeping Others on Track
Urgent / Important Matrix
Case Study: Module 4 - Executive and Personal Assistants

Module 5

Meeting Management
Creating an Agenda
Keeping Minutes
Keeping the Meeting on Time
Variations for Large and Small Meetings
Case Study: Module 5 - Executive and Personal Assistants

Module 6

Tools of the Trade (I)
Email Protocol
Office Machinery
Computer and Software Skills
Communication Skills
Case Study: Module 6 - Executive and Personal Assistants

Module 7

Tools of the Trade (II)
Phone and Voicemail Etiquette
Word Processing
Business Writing
Internet Research
Case Study: Module 7 - Executive and Personal Assistants

Module 8

Being an Effective Gatekeeper
Filtering Data and Information
Learn to Say No
Dealing with Difficult People
Recognize the Tricks
Case Study: Module 8 - Executive and Personal Assistants

Module 9

Organizational Skills
Prioritizing Your Workload
Goal Setting
Plan for Tomorrow, Today
Staying on Track
Case Study: Module 9 - Executive and Personal Assistants

Module 10

Confidentiality Guidelines
Your Confidentiality Duty
Be Diplomatic and Discreet
Keeping Data Secure
What to Do in Sticky Situations
Case Study: Module 10 - Executive and Personal Assistants

Module 11

Special Tasks
Project Management
Trade Shows
Interacting with Clients
Social Media Management
Case Study: Module 11 - Executive and Personal Assistants

Module 12

Wrapping Up

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