Course Outline

Module 1: Role of the Modern Executive and Personal Assistant

• Understanding the PA/EA role in today’s business environment
• Defining competencies for next-generation assistants
• Aligning with organizational and managerial goals
• Using Microsoft Outlook for task coordination
• Case Study: Define a PA’s role for a new manager

Module 2: Building the Assistant-Manager Relationship

• Establishing shared objectives with managers
• Adapting to diverse managerial work styles
• Representing managers in professional settings
• Using Microsoft Teams for effective communication
• Case Study: Align priorities with a manager’s schedule

Module 3: Time Management and Business Etiquette

• Mastering time management with Trello
• Prioritizing and delegating tasks effectively
• Applying business etiquette and protocol
• Maintaining confidentiality and compliance
• Case Study: Prioritize conflicting tasks for a manager

Module 4: Interpersonal Skills and Meeting Management

• Building relationships with emotional intelligence
• Handling difficult personalities and conflicts
• Planning and managing meetings efficiently
• Taking accurate notes and follow-ups
• Case Study: Organize and document a meeting

Module 5: Professional Communication and Administrative Duties

• Writing reports and correspondence with Microsoft Word
• Delivering presentations with PowerPoint
• Managing calendars, budgets, and travel arrangements
• Handling personal tasks for managers
• Case Study: Prepare a professional report and presentation