Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course Course

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Personal assistants, secretaries and executive assistants are some of the most important people in any organisation. 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 assistants and secretaries 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.

This practical 1-day professional development training course provides techniques you can really use! We look forward to welcoming you to a course in Brisbane, Sydney, Melbourne, Adelaide, Canberra, Parramatta or Perth.

Please click on the Public Class tab below to view our Personal Assistant and Secretarial Skills course schedule by city or click the In-House Training tab to receive a free quote for courses delivered at your preferred location.

Looking for something more advanced? Try the Advanced Skills for Elite PA's and Executive Assistants Course

Your Learning Outcomes
Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course

In this course, participants will:
  • 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'
Duration: 1.0 day course

Your Giving Outcomes

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Every time you book with us we help give access to life changing education, meals and resources to someone around the world. So far we have made 14,652 giving impacts on our clients behalf.

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Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course Reviews:

Lend Lease logo
Jess was fantastic, she made us all feel welcomed and we all learned loads. Couldn't have asked for a better trainer or a group of people to do the course with.

-Lend Lease

Count Financial logo
What an amazing trainer. I very much admire her knowledge, experience and teaching approach. The course exceeded my expectations as it was tailored to each of our individual needs. It was great to have such a small class to share experiences and areas for development. I learnt so much not only from the trainer but also from the other women participating in the course. I would recommend to anyone.

-Count Financial

CFA logo
Great day, picked up on some important things that I was not doing in my workplace and which I am going to be initiating into my position, a great day with interaction, great presenter which certainly makes a difference and keeps you interested.

-Country Fire Authority

Very comprehensive course, the trainer was excellent and very enthusiastic.

-Margan Pastoral Company

Ansaldo STS logo
I thoroughly enjoyed this course and found it greatly beneficial.


Velocity Energy logo
It was a very practical and well delivered course which I thoroughly enjoyed. I have taken back some excellent ideas to improve my performance in the workplace. Thanks very much!

-Velocity Energy

Queensland Rail logo
I loved that the course was interactive. Annette was an amazing trainer. I would recommend this course to all Assistants within our organisation. I also would like to further developed my career, which means I will be in contact in a few months to look at other course on offer. Regards, Antoinette

-QR National

Griffith University logo
I enjoyed the course very much. Liked the small group of participants (6).

-Griffith University

Stihl logo
Great Course, learnt some very useful tips.

-Stihl Pty Ltd

AMES logo
Many thanks - the experience has been very positive and we would certainly send personnel to your training courses as needed.


Trilby Misso Lawyers logo
Clarissa has mentioned the course was fantastic. She really enjoyed the way the course was delivered and has suggested TML use your services in the future.

-Trilby Misso Lawyers

ato logo
A very smooth process to book the training, and staff were extremely helpful when I enquired about payment. The participant found the course helpful, particularly individual feedback she received from the trainer.

-Australian Tax Office

RACV Royal Pines Resort logo
Found your on-line process to be very user friendly and (assumed) auto generated emails were well timed and useful. Feedback from participant was also very good.

-RACV Royal Pines Resort

More happy clients

Course Outline
Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course

Download Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course Course Outline


Secretaries or Personal Assistant plays a big role in an organisation as they are the primary point of contact for internal and external clients and business partners. Pa's perform a wide array of jobs each work day such as following-up communications and schedules, managing meetings and recording important meetings. Enhance your personality and job skills through enrolling in the Foundation Skills for Elite PA's and Secretaries training course from PD Training.

In this Foundation Skills for Elite PA's and Secretaries Training Course you will learn the skills to help you use your resources efficiently, manage your time wisely, communicate effectively and collaborate with others skillfully.

The practical skills and techniques you will learn in this course will help you support your manager, and present 'your team of two’ as a professional, confidence-inspiring team. 

Looking for something more advanced? Try the Advanced Skills for Elite PA's and Executive Assistants Course


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: 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 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
    • Create an Action Plan
    • Accountability = Action

    Client Site Training We’ll focus on what matters most to you and tailor to your context

    Delivery Options for In-house training

    1-hour Motivator
    one hour motivator
    3-hour Power Sessions
    3 hour power session
    Full-day training
    full day training
    At your workplace At your workplace
    In our Training Rooms In our Training Rooms
     In our Online Training  Room - the HIVE In our Online Training Room

    We’ll make things easier so you can focus on adding more value

    We provide the Training Management Centre which is an information hub before, during and after training.
    (Let us know if there’s parts you don’t want to use)

    Invites people to training

    (So you don’t have to)

    Invite People icon

    Generates Sign in Sheet

    (So you don’t have to)

    Generate Sign In Sheet Icon

    Generates Branded Flyer

    If you if you want to ‘promote’ internally

    Generate Branded Flyer Example

    PDF’s of Certificates

    (can be co-branded with your logo)

    Completion Certificate Included

    Collects and Reports feedback

    (So you don’t have to)

    Feedback Report Example

    Complete Results Dashboard

    (including trainer insights)

    Results Dashboard Example

    What are people going to do differently?

    At the completion of training participants are encouraged to create an action plan, and invite an accountability buddy via their Orgmenta App.

    In your Training Management Centre you have transparency to the action plans so you can see what people are going to do differently.

    My Action Plan
    Participants encouraged to create

    Want to get clear on impacts and measure success? Our system and expert consultants support you.

    Our systems and people make it easy to identify how you’ll be able to measure impacts,
    and then report on the success in the weeks or months after training.

    Measure metrics your way

    Do you already have a training management system and wish they were automatically up to date?

    Training APIs

    It’s surprisingly easy to make it so that your system can automatically be up to date with all the training record details you need.

    More than just a training provider - we are your Learning and Development Partner, we look forward to working with you, talk to one of our friendly expert consultants today.

    Embed Learning A great training course is only the beginning to lasting change.

    To help you get lasting change from training we engage your participants

    Before training

    Pre course activity & chat with the trainer about personal learning goals

    During training

    At the course conclusion participants are encouraged to add an action plan and select an accountability buddy

    After training

    • Participants can access course materials and extension content + more
    • If they picked an accountability buddy, they will have that meeting as well

    We welcome your participants for Refresher Training on our public classes at no cost for 12-months (subject to availability)

    All made easy via our orgmenta participant app

    More ways we can help achieve lasting change include:

    1. Make it Stick Packs - 6 months of 10-15 minute activities to run at meetings

    Designed to be easy to use for Team Leaders, Managers, Trainers or other nominated Learning Champions these packs have 6 simple and quick activities to reinforce learning from the original course.

    When you choose this option, we provide your nominated Learning Champions with a 90-minute session in how to run the activities so they have the resources and confidence to integrate these into your normal team meetings or as stand alone lunch 'n' learn sessions.

    Make it Stick packs are available for all PDT Signature Series courses.

    2. Follow-Up Coaching by our Trainers

    Our Trainers can come back onsite and run coaching and reinforcment sessions for your team members. These sessions are most commonly 90-minutes long, and are designed to help people share and collaborate, helping them gain insights and confidence to apply what they learned so you see value from the investment in training with a lasting change.

    Our purpose is to deliver lasting impact, and we believe this is a powerful step in achieving lasting change, so to encourage you to give your people that extra opportunity to really see change, if you book a follow up session within 90-days of the original course date, we’ll come back onsite for 1/2 price.

    3. Physical Products - visual reminders to keep key concepts alive

    Many of the 'aha' moments in courses can come from the increased awareness of ourselves and our colleagues, these come through the REACH Profiles that is integrated into many of our courses.

    The insights lead us to better recognise our tendencies and strengths, understand how to be more mindful of adapting to the needs and preferences of our team and our customers.

    The insights are put into practice by appreciating the benefits of our diversity and either learning to adapt or implementing a strengths-based management approach.

    We have a great range of high quality products that can keep these impactful moments top of mind back in the workplace.

    REACH to my Team
    Visualizer / Reminder

    The REACH Team Visualizer/Reminder can be used in multiple ways in both training and in the office. When displayed in a high traffic area REACH will be kept top of mind. Below are guidelines for use of the REACH Team Visualizer / Reminder which is also in downloadable format.

    The REACH Team Visualizer / Reminder comes in two sizes of A0 841 x 1189 mm and A1 594 x 841 mm and is made from a sturdy 5mm corflute.

    REACH to my Team Visualizer / Reminder guidelines for use

    • For this activity the simplest way to plot all participants on the REACH Grid is by generating TEAM Insights Report from the REACH Ecosystem which will give the position of everyone participating.
    • Place the REACH Team Visualizer / Reminder on a flat surface, preferably a wall, where it is clearly visible. Ask participants to mark their REACH position on the grid with a sticky dot. Recommend that participants put their initials on the sticky dot so they can easily locate themselves later. Each person’s REACH can revealed one at a time in a group activity. This allows for everyone to identify the dynamic that they will have with each other. Are they in the same quadrant or are the polar opposites? How do they "REACH" each other?
    • When you construct this activity with participants who have not seen their REACH score, they begin to develop a sense of self-awareness and their blind spots as well as of those around them.
    • The REACH Team Visualizer / Reminder is a powerful way to keep Team Dynamics and REACH alive. It can be revisited on a regular basis, people can be added, removed or moved by simply adding, removing or moving dots.
    Download REACH Team Dynamic Visualiser guidelines

    Keep it Alive
    REACH Cubes

    REACH Cubes are designed to build empathy and grow an appreciation for thinking differently. They encourage productive and positive interactions in the workplace, workshop or personal development sessions. They can be used in any creative way to grow REACH and below we have provided two recommended activities for use. The REACH Cubes pack comes with 4 REACH Cubes one representing each REACH Quadrant. Each REACH Cube is 7.5 cm squared and are made from durable EVA Foam.

    Keep it Alive REACH Cubes Activity 1 – Thinking Outside the Square

    When people are participating in activities during REACH workshops, training or personal development sessions provide each participant with a REACH Cube and ask them to complete the activity or interaction Thinking and Behaving based on what REACH Cube was provided to them.

    Are they the Advisor focused on detail and doing?

    or a Coach focused on People and Action?

    This brings a whole new level of empathy building and appreciation for the strength of thinking differently.

    Keep it Alive REACH Cubes Activity 2 – Grow Your REACH in your space

    After REACH has been introduced using the REACH Training continue to keep REACH alive in the workplace by providing each person with a set of 4 REACH cubes to take back to their work space.

    Personal REACH and the REACH of their colleagues can be grown by using these cubes on a regular basis with these great ideas:

    The Desk Stack:

    Stack your REACH Cubes on your desk and on top of the stack place the cube that is reflecting your current REACH zone. Ensure that you have the side that says “Thanks for dropping by, right now I am in my __________ quadrant” facing outward so those approaching your work space know how you are feeling and acting at that current time. This is designed to help those around you recognise different behaviours/responses they may or may not receive from you based on the situation and REACH zone.

    Think Before I Act:

    Use your REACH Cubes to be mindful of your interactions with others. Whilst interacting use the cubes to review your behaviours and actions. Take up the cube of the quadrant you currently feel you are in and review these sides: Think before I act: Is this what I need to be right now? Flip the cube over to the side of the profile overview and think about the style in which you are Communicating, Conflict-handling, Delegating etc. Is this what you need to be to REACH the person you are interacting with? If not find the REACH Cube that best suits the situation and maximises your REACH with that person and use the profile overview to help guide your interaction.

    Download REACH Cubes Activity File

    Learn to REACH

    Learn to REACH Labels are a great low-cost substitute for the REACH Caps or REACH Cubes or the more physically interactive REACH Floor Mat. They work well in small and large team activities and can be used as a quick way to identify how others act and think through a different quadrant that is not theirs. They can learn to appreciate the different communication, conflict handling, delegating, planning and learning styles of others and through this increase their REACH.

    The REACH Labels are made of a high quality fabric sticky labels that are designed to last all day training sessions.

    These work well after training when stuck to people’s monitors or workstations.

    View all of the REACH Training and reinforcement products Here
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