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

group training booking button

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



Reviews

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.

-ANSALDO-STS


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.

-AMES


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

Foreword:

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
    Reflections
    • Create an Action Plan
    • Accountability = Action

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


    Live Online or Hybrid Class Tailored to Your Needs

    When you want a tailored learning experience targeting exactly what you want without bringing everyone physically together, the best choice is a Live Online Class run by PDT.

    We tailor the content and activities to be specific to your current needs and the needs of the people and run the course in our usual activity-based workshop style training, however, the participants can all be offsite, or some can be in the room with others offsite.

    Unless you have a preferred tools we use 'Zoom for Education' that includes enhanced collaboration features such as One-click content sharing, real-time co-annotation (people can work together in activity files), and digital whiteboarding, we also include things like live polls and group chats so you virtually have the same collaborative learning experience of attending a course in a room with other people.

    live online & hybrid

    We have delivered these 100's (if not 1000's) of times, and get great outcomes. We achieve great outcomes because we keep our learner centric approach - just because it’s delivered through a screen to some or all participants doesn’t mean it needs to be less tailored or less personalised.

    You still have an expert trainer who talks to you prior to the session and tailors the delivery to use your terminology, ensure activities are relevant and directly applicable and ensures an engaging learning experience that provide people with skills and techniques they can apply the very next day.

    A hybrid class is with some people dialling in, and some people physically together in the same room.

    Live Online Participant Feedback:

    90% Overall Trainer Rating

    88% Delivery was Adapted to me Personally

    75% I Would Recommend this Course to Someone Else

    Face to Face Options With Everyone in the same room

    1-hour Motivator
    one hour motivator
    3-hour Power Sessions
    3 hour power session
    Full-day training
    full day training
    Conferences
    Conferences
    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.

    Public Class Dates for
    Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course

    Details:

    • Small classes, average 5 people, max 16
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware as books (& available in the App)
    • Live online interactive session with an expert trainer

    Questions:

    Live Online Money Icon

    $100 Discount!

    Every Live Online Class Booking Entitles
    you to a $100 discount on an
    in-person public class.
    (Discount valid for 18-months)

    Instructor Led

    Looking for a full-day course in a physical room? Check the calendars in Aus and NZ

    No classes scheduled at the moment. Please call PD Training at 855-334-6700 to discuss your training requirements.

    When you book a Public Class with PD Training you can expect:

    PDT Activities and discussion

    To Be Engaged All Day

    Activities and discussion for engaged learning all day.

    Real world trainer

    An outstanding trainer

    On average PDT trainers have 15 years industry experience and 7 years training experience.

    Tailored training

    Focussed on you

    We always tailor activities and scenarios to be relevant to you.

    Transfer policy

    100% Transfer Policy

    If an unforseen event prevents public class attendance, no problem. Transfer to new person, course, date or city.

    Refresher course

    Refresher Course $0

    Client Site and Public Class participants are welcome to join a public class in the same topic for 12 months.

    Confidence of booking

    Acclaimed Provider

    The confidence of booking with an acclaimed multi national training company.

    eLearning and video

    Multi-modal Reinforcement

    Support, reinforcement & extension eLearning and videos in the App.

    Not exactly what you needed? Try other courses in the Administration Courses Category

     
    shadow