TRU4 Courses and Workshops

Revalidation for 2021 - Course Combo

Executive and Personal Assistants

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.

Online Course / Classroom Training



Our Executive and Personal Assistants workshop will show your participants 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. Being an Executive or Personal Assistant takes a special skill set and this workshop will provide your participants with the necessary tools.

Executive and Personal Assistants > Course Outline:

Housekeeping Items
The Parking Lot
Workshop Objectives
Action Plans and Evaluations

Adapting to Their Style
Anticipate Their Needs
Getting Your Responsibilities Defined
When to Take the Initiative
Case Study
Module Two: Review Questions

Social Intelligence
Basic Business Acumen
Office Management
Active Listening
Case Study
Module Three: Review Questions

Calendar Management
Prepare for Changes and Surprises
Keeping Others on Track
Urgent/Important Matrix
Case Study
Module Four: Review Questions

Creating an Agenda
Keeping Minutes
Keeping the Meeting on Time
Variations for Large and Small Meetings
Case Study
Module Five: Review Questions

Email Protocol
Office Machinery
Computer and Software Skills
Communication Skills
Case Study
Module Six: Review Questions

Phone and Voicemail Etiquette
Word Processing
Business Writing
Internet Research
Case Study
Module Seven: Review Questions

Filtering Data and Information
Learn to Say No
Dealing with Difficult People
Recognize the Tricks
Case Study
Module Eight: Review Questions

Prioritizing Your Workload
Goal Setting
Plan for Tomorrow, Today
Staying on Track
Case Study
Module Nine: Review Questions

Your Confidentially Duty
Be Diplomatic and Discreet
Keeping Data Secure
What to Do in Sticky Situations
Case Study
Module Ten: Review Questions

Project Management
Trade Shows
Interacting with Clients
Social Media Management
Case Study
Module Eleven: Review Questions

Words from the Wise
Review of Parking Lot
Lessons Learned
Completion of Action Plans and Evaluations


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Disclaimer: * Prices quoted are PER PERSON ** Lecture/On-Site Courses may be cancelled or rescheduled if minimum course numbers are not met. *** All prices are subject to change without notice. Whilst every effort is made to provide you with the most accurate, up-to-date information, occasionally an item may be incorrectly priced or a price may require updating due to circumstances outside of our control or if changes or improvements are implemented.