Foundation Skills for Secretaries and Assistants

Course Description

FOUNDATION SKILLS FOR SECRETARIES AND ASSISTANTS is one of the most important courses for secretaries and assistants in a company. A Secretary or Assistant plays a significant role in an organization. At the same time, they are the primary point of contact internally and for external clients and business partners’ contact.

They perform various jobs each workday, such as following up on communications and schedules. They are also managing meetings and recording important matters. Therefore, the FOUNDATION SKILLS FOR SECRETARIES AND ASSISTANTS can enhance their personality and job skills.

This course enables A Secretary or Personal Assistant to upgrade their skills continuously to cope with the most up-to-date technologies. I will also improve my professional communication skills to converse effectively with all levels of staff. This course presents techniques to become more organized, efficient, and well-planned.

This activity-based training provides techniques you can use!

Course Objectives

• Become highly organized using smart, efficient systems
• Learn to manage time more effectively & strategically
• Master prioritization 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 Modules

Lesson 1 – The Effective PA

• Welcome
• The skills and attributes of an effective
• PA/EA
• Role Defined
• Reflection

Lesson 2 – Your winning style and how best to communicate with your Manager

• Understanding the Counsellor
• Understanding the Coach
• Understanding the Driver
• Understanding the Advisor
• Step 1: LDP Review – Communication
• Evolution Tool

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

Lesson 3 – Set up for Success

1. Your Web of Influence
2. Key Personnel in Depth Template
3. Management (PIT) Personal
4. Information Template
5. Reflection

Lesson 4 – Working in Sync

1. Email Management
2. Email Etiquette
3. Create the email however, direct replies to someone else
4. Manage your inbox
5. Follow the READ principle and stay on top of your email
6. Manage your inbox with Flags and Rules
7. Reflection

Lesson 5 – Time Management

1. Block out times for your Manager
2. Organized Review and Preparation Times
3. Reflection

Lesson 6 – Prioritization to keep you on Track

1. That’s a WRAP – getting it all done on time
2. WRAP Technique
3. Ranking Priorities
4. Anticipating Time for Tasks – using PERT
5. Beyond Goal Setting
6. The SMARTR Framework
7. Writing SMARTR Goals – Template
8. SMARTR Goal Template
9. Additional Tips
10. Goals Deconstructed
11. Reconstruct your SMART goal
12. Reflection

Lesson 7 – Meetings to run without a Hitch!

1. Meeting Checklist
2. Meeting Checklist Template
3. Agenda Creation
4. Meeting Agenda Template
5. Keep the meeting on time – planned time interrupters
6. Minute Taking that you can understand
7. Composing your Minutes
8. What can you do to help yourself?
9. Reflection

Lesson 8 – Reflections

1. Create an Action Plan
2. Accountability = Action