FOUNDATION SKILLS FOR SECRETARIES AND ASSISTANTS

Description


FOUNDATION SKILLS FOR SECRETARIES AND ASSISTANTS is one of the most important course for secretaries and assistants in a company. A Secretary or Assistant plays a big role in an organization. While he or she is the very primary point of contact internally. As well as external clients and business partners contact.

He or she performs a wide array of jobs each work day such as following-up communications and schedules. He or she is 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 in order to cope with the most up-to-date technologies,. I will also improve 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 really use!

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Course Objective


  • 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'

Modules


FOUNDATION SKILLS FOR SECRETARIES AND ASSISTANTS  - Lesson 1 
The Effective PA 
  • Welcome
  • The skills and attributes of an effective PA/EA
  • Role Defined
  • Reflection
FOUNDATION SKILLS FOR SECRETARIES AND ASSISTANTS  - Lesson 2
Your winning style and how best to communicate with your Manager 
  • Step 1: LDP 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 SECRETARIES AND ASSISTANTS  - Lesson 3 
Set up for Success 
  • Your Web of Influence
  • Key Personnel in Depth Template
  • Management (PIT) Personal Information Template
  • Reflection
FOUNDATION SKILLS FOR SECRETARIES AND ASSISTANTS  - 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 SECRETARIES AND ASSISTANTS - Lesson 5 
Time Management 
  • Block out times for your Manager
  • Organised Review and Preparation Times
  • Reflection
FOUNDATION SKILLS FOR SECRETARIES AND ASSISTANTS - 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 SECRETARIES AND ASSISTANTS - 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 SECRETARIES AND ASSISTANTS - Lesson 8
Reflections 
  • Create an Action Plan
  • Accountability = Action

- Flexible length - sessions as short as 1-hour
- Cost effective - great group pricing
- Greatest impact in the shortest time
- Excellent Team Building Opportunity
- Certificate of Completion

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