Foundation Skills for Elite PA and Executive Assistants

Personal assistants (PA's) and executive assistants (EA's) are some of the most important people in any organisation in Australia. This course empowers these workers with the skills and techniques to become even more efficient, productive and professional.

The PD Training Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course provides personal and executive assistants with the techniques to become well-organised, efficient and well-prepared for today’s evolving workplace. Participants in this course will enhance and develop skills like setting and managing meetings, basic project management concepts, setting priorities and communicating effectively with all levels of staff.

Learning Outcomes

Become highly organised using smart, efficient systems
Learn to manage time more effectively & strategically
Master prioritisation of time
Complete all important tasks and help their manager do the same
Learn highly effective verbal and nonverbal communication techniques
Become more proactive and empowered in their role
Learn to communicate more effectively with their manager
Gain an insight into the importance of caring for themselves
Learn how to make the most of their 'Team of Two'

Course Outiline

Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course - Lesson 1
The Effective PA
Welcome
The Skills and Attributes of an Effective PA/EA
Role Defined
Reflection
Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course - Lesson 2
Your Winning Style and How Best to Communicate with Your Manager
Step 1: REACH Review – Communication Evolution Tool
Understanding the Counsellor
Understanding the Coach
Understanding the Driver
Understanding the Advisor
Step 2: Adapt your Approach to be effective
Do’s and Don’ts when interacting with the Counsellor
Planning my future Communication strategies with “Counsellor’s”
Do’s and Don’ts when interacting with the Coach
Planning my future Communication strategies with “Coach’s”
Do’s and Don’ts when interacting with the Driver
Planning my future Communication strategies with “Driver’s”
Do’s and Don’ts when interacting with the Advisor
Planning my future Communication strategies with “Advisor’s”
Reflection
Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course - Lesson 3
Set up for Success
Your Web of Influence
Key Personnel in Depth Template
Management (PIT) Personal Information Template
Reflection
Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course - Lesson 4
Working in Sync
Email Management
Email Etiquette
Create the email however direct replies to someone else
Manage your inbox
Follow the READ principle and stay on top of your email
Manage your inbox with Flags and Rules
Reflection
Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course - Lesson 5
Time Management
Block Out Times for Your Manager
Organised Review and Preparation Times
Reflection
Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course - Lesson 6
Prioritisation to Keep You on Track
That’s a WRAP – Getting It all Done on Time
WRAP Technique
Ranking Priorities
Anticipating Time for Tasks – Using PERT
Beyond Goal Setting
The SMARTR Framework
Writing SMARTR Goals – Template
SMARTR Goal Template
Additional Tips
Goals Deconstructed
Reconstruct your SMART goal
Reflection
Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course - Lesson 7
Meetings to Run Without a Hitch!
Meeting Checklist
Meeting Checklist Template
Agenda Creation
Meeting Agenda Template
Keep the meeting on time - planned time interrupters
Minute Taking that you can understand
Composing your Minutes
What can you do to help yourself?
Reflection
Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course - Lesson 8
Reflections
Create an Action Plan
Accountability = Act