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12 DAYS OF SAVINGS ON COURSES & BUNDLES - PLUS SAVE AN ADDITIONAL 15% - ENDS MIDNIGHT 12 DEC 2022
12 DAYS OF SAVINGS ON COURSES & BUNDLES - PLUS SAVE AN ADDITIONAL 15% - ENDS MIDNIGHT 12 DEC 2022

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About This Course
What you will learn
  • Acclimatize to the different needs and management styles of managers

  • Effectively and clearly communicate using written, verbal, and nonverbal methods

  • Display better time management skills


  • Effectively manage meetings

  • Perform the role of gatekeeper

  • Effectively use the Executive Assistant’s tools of the trade


Study Executive Assistant Online Course and Become an Effective and Productive Member of your Organization

Our Executive Assistant Online Course give you the broad range of skills required to be an EA. The role's requirements are continual and tough. This means you must be able to amend schedules securely, make travel plans, record effective minutes, and provide critical documentation. Confidentiality is possibly the most important attribute that any assistant must possess. 

Our online Personal and Executive training will help you learn the skills you need to be a great assistant. Students will learn to manage calendars, coordinate meetings, and play the difficult gatekeeper position. Being an Executive or Personal Assistant necessitates a unique set of adaptable talents.

Executive and Personal Assistants Online Course - Requirements

The Executive and Personal Assistants Online Certificate Course is delivered 100 percent online 24/7 and only takes 6 to 8 hours of study to complete. 

To successfully complete this course, a student must:

  • Have access to the internet and the necessary technical skills to navigate the online learning resources

  • Have access to any mobile device with internet connectivity (laptop, desktop, tablet)

  • Be a self-directed learner

  • Possess sound language and literacy skills

  • Complete all course assessments 

Quick Course Facts

  1. Course content is structured for easy comprehension

  2. Approximately 6 to 8 hours of study is needed to complete the course

  3. Registered students gain unrestricted lifetime access to the Executive and Personal Assistants Online course

  4. All course material is available online 24/7 and can be accessed using any device

  5. Study online from anywhere in your own time at your own pace

  6. All students who complete the course will be awarded with a certificate of completion

If you want to find out more about our online training courses for personal assistant training, view our Frequently Asked Questions or get in touch with our online education team. We’re happy to discuss the certificate program in detail, including course categories, course fee and course length – should you have any concerns. You can also ask us about payment options or a payment plan.

Executive Assistant Online Course – Outline

Module One - Getting Started

Courses for Success offers personal assistant courses and assistant training programs that are designed to enhance your skill set. In the first module of this course, you’ll have a quick rundown of what it means to be a personal assistant (or virtual assistant VA) before we move on to the next phase of the PA training course.

Module Two - Working with your Manager

Assistants are professionals who work to make life easier for their employers. Adaptability is a trait that assistants must have to work effectively. Assistants must be able to adapt to their employer's working style, needs, and responsibilities. This ensures a smooth, productive, and amicable work relationship.

Adapting to their Style

Choosing a manager is not always an option. As a professional, you must constantly be prepared to work with various personalities. When working with a difficult manager, taking time to understand your manager can turn a negative into a positive. Common difficult management styles include:

  • Authoritative commander

  • Control Freak

Anticipate Their Needs

A good assistant can anticipate the needs of their employers. This reduces the number of distractions and minor tasks a manager must handle. By doing this, managers can focus their energies on more important tasks. 

Getting Your Responsibilities Defined

To create a better understanding between you and your employer, you must discuss your responsibilities. This is important, especially if you are working with several managers. Be sure to write this down so you don't get confused about the job requirements.

When to Take the Initiative

Going the extra mile is highly desired in any employee. However, you mustn't overstep your bounds. The key is to know when to take the initiative. Slowly build your employer's trust by taking the time to learn the ropes and doing small tasks effectively. As you slowly build your confidence, you are now better positioned to take the initiative.

Module Three – Administrative Soft Skills

Part of your role as an assistant can include working as an administrator. After all, you work directly under a manager, and your tasks are manager related. You must develop your social intelligence, business acumen, office management skills, and active listening to be effective.

Social Intelligence

Social intelligence refers to the empathy, understanding, and cognition required to be effective in social settings. Empathy is the ability to understand or share feelings. However, it takes more than empathy to have effective social intelligence.

Basic Business Acumen

Business acumen is the ability to see the big picture and make the necessary decisions for the organization's benefit. This is a trait that is often reserved for executives, but having good business acumen is something that is highly desired in executive and personal assistants. Developing your business acumen takes experience and staying informed about the different aspects of the business and industry you are working in.

Office Management

An executive and personal assistant must also operate as an office manager. This requires management skills that will help you during those times when your manager is not available.

Active Listening

Having great listening skills is a must-have for any assistant. This is especially critical in a fast-paced environment. You must hone your listening skills to get the right information the first time.

Module Four – Effective Time Management

In this part of the Executive and Personal Assistants Online Certificate course, you will learn the importance of effective time management. Assistants must not only be able to manage their time but also the people around them. In this module, we will discuss time management techniques that can help you maintain control of your time and increase productivity.

Calendar Management

Calendar management is critical to your time management. Assistants must have a synchronized personal and professional calendar.

Fortunately, applications are now available to help you easily manage your home and work calendar.

Prepare for Changes and Surprises

The nature of changes and surprises is that these come when you least expect it. However, this should not be an excuse when performing your job. You should always be prepared for any changes that can disrupt your schedule.

Keeping Others on Track

Your role as an assistant is not limited to your direct employer but all the people under your employer. Part of your responsibility is ensuring that your manager knows all important schedules and arrives at meetings on time.

Urgent/ Important Matrix

You should be able to discriminate between urgent and important tasks as part of your time management strategy. Urgent tasks can prevent you from reaching your goals and only become distractions. This is why prioritizing important tasks should be given priority because these tasks help you meet your goals.

Module Five – Meeting Management

Assistants are responsible for planning, organizing, and arranging meetings. This is important since meetings are critical to the success of your business. In this module, you will learn how to manage meetings.

Creating an Agenda

An effective agenda is key to a successful meeting. Fortunately, there is no shortage of computer programs that can be used to create and keep track of meeting agendas.

Keeping Minutes

Keeping minutes gives you a legal and historical record of the meeting. Keeping minutes begins before the meeting. The requirements for the minutes will also depend on the type of meeting.

Keeping the Meeting on Time

As an assistant, you should ensure that the time used in meetings is spent efficiently. Longer meetings do not equate to more productive meetings. This can be the opposite.

Variations for Large and Small Meetings

The size of the meeting has a direct effect on the proceedings. Smaller meetings do not require the same preparation compared to larger meetings. As a rule, meetings with more than 50 attendees are considered a large meeting.

Module Six – Tools of the Trade (Part 1)

In this module, we discuss the different tools of the trade for assistants. It includes familiarizing yourself with machines, computer programs, and basic etiquette for assistants.

Email Protocol

Emails have become an important medium for business communication. It is a convenient tool for sending and receiving documents, messages and an effective way of storing business communique.

Office Machinery

Your role as an assistant is not limited to helping your employer; you should also get a working knowledge of office machinery. Each organization has its own set of equipment. It includes faxes, scanners, copiers, printers, postage machines, shredders, and telephones.

Computer and Software Skills

In today’s modern office environment, having basic computer skills and software skills is not a plus but a basic requirement. To be an assistant, you must be proficient in using computers and office applications (Microsoft Word, Excel, PowerPoint).

Communication Skills

Great communication skills are critical for any personal or executive assistant. It does not only include having active listening skills but also being able to express yourself effectively. You should possess great oral and written communication skills.

Module Seven – Tools of the Trade (Part 2)

Adaptability is a trait that every assistant must-have. Part of this is being able to cope with the ever-changing tools of the trade caused by technology. Keeping up with the tools of the trade allows you to become an informative assistant.

  • Phone and voicemail etiquette

  • Word processing

  • Business writing

  • Internet research

Module Eight - Being an Effective Gatekeeper

Assistants are gatekeepers. They are responsible for keeping managers focused on their work and saving them from the hassle of distractions. It can include screening calls or weeding unnecessary information.

Filtering Data and Information

Before you can start shielding your managers from distractions, you should first develop a deep understanding of what is and what is not important. To do this, you can start by asking these general questions:

  • Is this important?

  • Is the manager the only one to handle this?

  • Is it relevant to goals?

  • Can I address this myself?

  • Is the source reliable?

Learn to Say No

Part of your job as a gatekeeper is to say “no.” Your manager’s time is not infinite, and you should help them maximize their time for activities that are considered productive.

Dealing with Difficult People

People skills are a must for assistants. This is especially useful when dealing with difficult people. Conflict is sometimes unavoidable. When dealing with a difficult situation, you should maintain the utmost professionalism.

Recognize the Tricks

People with enough motivation can be very creative in getting past gatekeepers. They could be tricky, and it is your job to recognize these tricks.

Module Nine – Organizational Skills

Organizational skills are a must-have for any assistant. You must learn how to prioritize, plan, and work towards your goals. Over time, organizations skills can be improved to make you a more effective assistant.

Prioritizing Your Workload

You can use the urgent, important matrix to help identify your tasks. This is divided into four tiers: top priority, second priority, third-tier, and bottom tier.

Goal Setting

You must first establish your goals to help you prioritize and organize all work-related tasks. A great way of identifying your goals is by following the SMART method.

Plan for Tomorrow, Today

You might find out that scheduling all activities in a week is often hit or miss. This is why we suggest you create your schedule for the next day at the end of the day. There might be an unscheduled meeting or appointment that could quickly place your schedule in jeopardy.

Staying on Track

Staying on track is easier said than done. Having your activities planned on paper is one thing, but this could quickly go awry when an unexpected problem or distraction comes. Below are some tips on how to stay on track:

  • De-clutter

  • Use technology

  • Two-minute rule

  • Balance

  • Be flexible

Module Ten – Confidentiality Guidelines

As an assistant, you will have access to your client's confidential information. And as a professional, it is your solemn duty to keep this information private and away from the public.

  • Your confidentiality duty

  • Be Certificatetic and discreet

  • Keeping data secure

  • What to do in sticky situations

Module Eleven - Special Tasks

In this module, we take a look at the special roles and tasks of an assistant. It includes interacting with clients or managing social media.

  • Project management

  • Trade shows

  • Interacting with clients

  • Social media management

Module Twelve - Wrapping Up

Wrapping up your personal assistant certificate, this module is a refresher on the things course students have learned so far. It ensures you have made the most out of your professional personal assistant training and that you have attained quality office skills to begin work in your chosen career.

Further Learning

At Courses for Success, we offer a huge range of course options that can help you in your career development. From a variety of accountancy courses to communication courses, we also offer courses in:

All of these courses are designed to enhance your professional development so that you can achieve great things in your chosen career path.

Recognition & Accreditation

Upon successful completion of this course and achieving a passing score for the assessment, you will be issued with an international continuing education credit (CEU) certificate.

This Certificate is applicable worldwide, which demonstrates your commitment to learning new skills. You can share the certificate with your friends, relatives, co-workers, and potential employers. Also, include it in your resume/CV, professional social media profiles and job applications.

Show More Hide
Units of Study

Module One - Getting Started

Module Two - Working with your Manager

  • Adapting to their style
  • Anticipate their needs
  • Getting your responsibilities defined
  • When to take the initiative

Module Three - Administrative Soft Skills

  • Social Intelligence
  • Basic business acumen
  • Office management
  • Active listening

Module Four - Effective Time Management

  • Calendar management
  • Prepare for changes and surprises
  • Keeping others on track
  • Urgent / important matrix

Module Five - Meeting Management

  • Creating an agenda
  • Keeping minutes
  • Keeping the meeting on time
  • Variations for large and small meetings

Module Six - Tools of the Trade (Part 1)

  • Email protocol
  • Office machinery
  • Computer and software skills
  • Communication Skills

Module Seven - Tools of the Trade (Part 2)

  • Phone and voicemail etiquette
  • Word processing
  • Business writing
  • Internet research

Module Eight - Being an Effective Gatekeeper

  • Filtering data and information
  • Learn to say no
  • Dealing with difficult people
  • Recognise the tricks

Module Nine - Organizational Skills

  • Prioritising your workload
  • Goal setting
  • Plan for tomorrow, today
  • Staying on track

Module Ten - Confidentiality Guidelines

  • Your confidentiality duty
  • Be Diplomatic and discreet
  • Keeping data secure
  • What to do in sticky situations

Module Eleven - Special Tasks

  • Project management
  • Trade shows
  • Interacting with clients
  • Social media management

Module Twelve - Wrapping Up

Requirements

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows:

Microsoft Windows XP, or laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

OSX/iOS 6 or laterModern and up to date Browser (Firefox, Chrome, Safari)

All systems

Internet bandwidth of 1Mb or fasterFlash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

FAQS

1.  Who are Courses For Success?

Courses For Success is a global course platform that started in 2008
with 5 courses, since then we have grown to over 10,000 online courses.

Our courses span across the following categories:

•Animal    

•Beauty    

•Business    

•Health & Fitness     

•Finance

•Lifestyle    

•IT & Software    

•Personal Development

•Teaching & Academics

2.  Is there a refund/cancellation policy?

Yes, we have a 7-day money-back refund guarantee. Just send us an email to info@coursesforsuccess.com with the subject Courses For Success Refund so we can accommodate your request.

3.  What is the FREE Personal Success Training Program?

The Personal Success Training Program
was developed by Courses For Success to help our customers achieve
success. Currently, we are offering this program for FREE with every
course or bundle purchase this month. This is a limited time offer!

4.  Are there any requirements to study this course?

No,
anyone who has an interest in learning more about this subject matter
is encouraged to take our course. There are no entry requirements to
take this course.

5.  Do I require to have finished high school to complete this course?

No,
you do not require a High School Diploma or to have finished school to
study this course, this course is open to anyone who would like to take
this course.

6.  What if English is not my first language?

This
course is provided in English, however, due to the digital nature of
our training, you can take your time studying the material and make use
of tools such as google translate and Grammarly.

7.  Is this course online or conducted in person?

All our courses are accessible online on any device. You may complete them at your own pace and at your own time.

8.  How do I receive my course?

After
you have completed the payment, you will receive a confirmation email
and tax receipt. You will also receive an email containing your course
login details (username and password), as well as instructions on how to
access and log in to your course via the internet with any device,
please check your junk/spam folder in the event that you do not receive
the email.

9.  When does this course start?

Providing
you have internet access you can start this course whenever you like,
just go to the login page and insert your username and password and you
can access the online material.

10.  What is online learning like?

Online learning is easy, if not easier than a traditional academic situation.
By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace.

Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.

11.  What computer skills do I need for my course?

You
don't need to be a computer expert to succeed with our online training,
but you should be comfortable typing, using the internet and be capable
of using common software (such as Microsoft word).

12.  How long will you have access to the online course?

The majority of our courses have unlimited lifetime access, meaning you can access this course whenever you want.

Please also check the course summary, as a small selection of courses have limited access.

13.  How long will my course take?

Course duration, is listed under Course Summary

14.  Do I need to buy textbooks?

All the required material for your course is included in the online system, you do not need to buy anything else.

15.  Is the course interactive?

Yes, all our courses are interactive.

16.  Is there an assessment or exam?

Yes,
you will be required to complete a multiple-choice test online at the
end of your course, you can do this test as many times as you require.

17.  What type of certificate will I receive?

You
will receive a Certificate of Completion that is applicable worldwide,
which demonstrates your commitment to learning new skills. You can share
the certificate with your friends, relatives, co-workers and employers.
Also, include it in your resume/CV, professional social media profiles
and job applications.

Wendy Sue Hunt - 5 STAR REVIEW
"If you are considering taking any “Courses for Success”, I would highly recommend it. I have always been a firm believer it’s important to always sharpen your skills. You are never too old to learn more. I found the courses very helpful, interesting and easy to understand.
The term “Courses for Success” helped me in my current position to succeed. After completing the courses, I gave my manager the completion certificates. Recently I received a promotion too."

Valencia Marie Aviles - 5 STAR REVIEW
"I
had a very good experience with my course. It has helped me to get
multiple jobs and prepared me for almost everything I would need to
know. The course was very informative and easy to understand and broken
up perfectly to be done in a short amount of time while still learning a
good amount! I would recommend Courses for Success to anyone trying to
get abs certifications for job advancements, it is well worth it!"

ELENA GRIFFIN - 5 STAR REVIEW
"I have absolutely enjoyed the materials from Courses for Success. The materials are easy to understand which makes learning enjoyable. Courses for Success have great topics of interest which make you come back for
more.
Thank you Courses for Success for being part of my learning journey and making education affordable!"

Our
completion certificates are very valuable and will help you progress in
your work environment and show employers how committed you are to learn
new skills, you might even get a promotion.

18.  Will this course be credited by universities?

No, it is not equivalent to a college or university credit.

19.  Am I guaranteed to get a job with this certificate?

This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.

20.  How will this course assist me with my career?

Studying
and completing this course will show employers that you have the
knowledge in this field, additionally you will gain more confidence in
this area of expertise.

21.  How long is the certificate valid for?

The Certificates are valid for life and do not need renewing. 

22.  Can I take more than one course at a time?

Courses
are studied online at your own pace and you are free to study as many
or as few courses as you wish, we also offer online course bundles that
allow you to save on additional courses so that you may get all the
topics related to your training goals in one go.

23.  What are the Payment Methods available? Is there a payment plan?

We accept payments via PayPal, Credit Card and Bank Transfer.

Payment Plans: We have partnered with Partial.ly, to offer our own in house payment plan. Everyone is Pre-Approved, providing the initial deposit is paid in full.

To pay via bank transfer contact us info@coursesforsuccess.com

24.  Can I purchase for multiple people?

Yes, you can do this by purchasing individually via website or send us a request via email at info@coursesforsuccess.com

25.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at info@coursesforsuccess.com

26.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to info@coursesforsuccess.com, with the course details and we can accommodate this.

27.  Can I create my own course bundle?

Yes,
you can customize your own bundle. Please send us the complete list
with the exact course link of the courses you'd like to bundle up via
email info@coursesforsuccess.com and we will create them for you. *Each course access, time of completion and certification varies depending on the course type.

28.  How will I contact Courses For Success if I have any questions?

You can contact our support team, at any time through live chat on our website, or email at info@coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.  

Free Personal Success Training Course

The Personal Success Training Program Helps You Stay Focused To Achieve Your Goals!

For the next 12 days, we are providing it for Free with all Course Purchases, as a special pre-holiday offer!

Benefits:

• How to layout a Success Plan.

• Get where you want to be in life.

• How to unclutter your mind to succeed.

• Achieve your dreams using your imagination.

• How to have faith in yourself.

Features:

• Life time access

• Complement your individual course purchase.

• Click here Personal Success Training Program to see thousands of positive reviews,

Hurry - offer - ends in 12 days!

Training Packages

Looking for specific training for yourself or employees in your Business. We can provide tailor-made Training Packages.

Training Packages

12 DAYS OF SAVINGS

Executive and Personal Assistant Online Certificate Course

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Original price USD $399
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Current price USD $129

Become a Personal Assistant with our Online Certification & Training

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Course Summary

  • Delivery: Online
  • Access: Unlimited Lifetime
  • Time: Study at your own pace
  • Duration: 6-8 Hours
  • Assessments: Yes
  • Qualification: Certificate
About This Course
What you will learn
  • Acclimatize to the different needs and management styles of managers

  • Effectively and clearly communicate using written, verbal, and nonverbal methods

  • Display better time management skills


  • Effectively manage meetings

  • Perform the role of gatekeeper

  • Effectively use the Executive Assistant’s tools of the trade


Study Executive Assistant Online Course and Become an Effective and Productive Member of your Organization

Our Executive Assistant Online Course give you the broad range of skills required to be an EA. The role's requirements are continual and tough. This means you must be able to amend schedules securely, make travel plans, record effective minutes, and provide critical documentation. Confidentiality is possibly the most important attribute that any assistant must possess. 

Our online Personal and Executive training will help you learn the skills you need to be a great assistant. Students will learn to manage calendars, coordinate meetings, and play the difficult gatekeeper position. Being an Executive or Personal Assistant necessitates a unique set of adaptable talents.

Executive and Personal Assistants Online Course - Requirements

The Executive and Personal Assistants Online Certificate Course is delivered 100 percent online 24/7 and only takes 6 to 8 hours of study to complete. 

To successfully complete this course, a student must:

  • Have access to the internet and the necessary technical skills to navigate the online learning resources

  • Have access to any mobile device with internet connectivity (laptop, desktop, tablet)

  • Be a self-directed learner

  • Possess sound language and literacy skills

  • Complete all course assessments 

Quick Course Facts

  1. Course content is structured for easy comprehension

  2. Approximately 6 to 8 hours of study is needed to complete the course

  3. Registered students gain unrestricted lifetime access to the Executive and Personal Assistants Online course

  4. All course material is available online 24/7 and can be accessed using any device

  5. Study online from anywhere in your own time at your own pace

  6. All students who complete the course will be awarded with a certificate of completion

If you want to find out more about our online training courses for personal assistant training, view our Frequently Asked Questions or get in touch with our online education team. We’re happy to discuss the certificate program in detail, including course categories, course fee and course length – should you have any concerns. You can also ask us about payment options or a payment plan.

Executive Assistant Online Course – Outline

Module One - Getting Started

Courses for Success offers personal assistant courses and assistant training programs that are designed to enhance your skill set. In the first module of this course, you’ll have a quick rundown of what it means to be a personal assistant (or virtual assistant VA) before we move on to the next phase of the PA training course.

Module Two - Working with your Manager

Assistants are professionals who work to make life easier for their employers. Adaptability is a trait that assistants must have to work effectively. Assistants must be able to adapt to their employer's working style, needs, and responsibilities. This ensures a smooth, productive, and amicable work relationship.

Adapting to their Style

Choosing a manager is not always an option. As a professional, you must constantly be prepared to work with various personalities. When working with a difficult manager, taking time to understand your manager can turn a negative into a positive. Common difficult management styles include:

  • Authoritative commander

  • Control Freak

Anticipate Their Needs

A good assistant can anticipate the needs of their employers. This reduces the number of distractions and minor tasks a manager must handle. By doing this, managers can focus their energies on more important tasks. 

Getting Your Responsibilities Defined

To create a better understanding between you and your employer, you must discuss your responsibilities. This is important, especially if you are working with several managers. Be sure to write this down so you don't get confused about the job requirements.

When to Take the Initiative

Going the extra mile is highly desired in any employee. However, you mustn't overstep your bounds. The key is to know when to take the initiative. Slowly build your employer's trust by taking the time to learn the ropes and doing small tasks effectively. As you slowly build your confidence, you are now better positioned to take the initiative.

Module Three – Administrative Soft Skills

Part of your role as an assistant can include working as an administrator. After all, you work directly under a manager, and your tasks are manager related. You must develop your social intelligence, business acumen, office management skills, and active listening to be effective.

Social Intelligence

Social intelligence refers to the empathy, understanding, and cognition required to be effective in social settings. Empathy is the ability to understand or share feelings. However, it takes more than empathy to have effective social intelligence.

Basic Business Acumen

Business acumen is the ability to see the big picture and make the necessary decisions for the organization's benefit. This is a trait that is often reserved for executives, but having good business acumen is something that is highly desired in executive and personal assistants. Developing your business acumen takes experience and staying informed about the different aspects of the business and industry you are working in.

Office Management

An executive and personal assistant must also operate as an office manager. This requires management skills that will help you during those times when your manager is not available.

Active Listening

Having great listening skills is a must-have for any assistant. This is especially critical in a fast-paced environment. You must hone your listening skills to get the right information the first time.

Module Four – Effective Time Management

In this part of the Executive and Personal Assistants Online Certificate course, you will learn the importance of effective time management. Assistants must not only be able to manage their time but also the people around them. In this module, we will discuss time management techniques that can help you maintain control of your time and increase productivity.

Calendar Management

Calendar management is critical to your time management. Assistants must have a synchronized personal and professional calendar.

Fortunately, applications are now available to help you easily manage your home and work calendar.

Prepare for Changes and Surprises

The nature of changes and surprises is that these come when you least expect it. However, this should not be an excuse when performing your job. You should always be prepared for any changes that can disrupt your schedule.

Keeping Others on Track

Your role as an assistant is not limited to your direct employer but all the people under your employer. Part of your responsibility is ensuring that your manager knows all important schedules and arrives at meetings on time.

Urgent/ Important Matrix

You should be able to discriminate between urgent and important tasks as part of your time management strategy. Urgent tasks can prevent you from reaching your goals and only become distractions. This is why prioritizing important tasks should be given priority because these tasks help you meet your goals.

Module Five – Meeting Management

Assistants are responsible for planning, organizing, and arranging meetings. This is important since meetings are critical to the success of your business. In this module, you will learn how to manage meetings.

Creating an Agenda

An effective agenda is key to a successful meeting. Fortunately, there is no shortage of computer programs that can be used to create and keep track of meeting agendas.

Keeping Minutes

Keeping minutes gives you a legal and historical record of the meeting. Keeping minutes begins before the meeting. The requirements for the minutes will also depend on the type of meeting.

Keeping the Meeting on Time

As an assistant, you should ensure that the time used in meetings is spent efficiently. Longer meetings do not equate to more productive meetings. This can be the opposite.

Variations for Large and Small Meetings

The size of the meeting has a direct effect on the proceedings. Smaller meetings do not require the same preparation compared to larger meetings. As a rule, meetings with more than 50 attendees are considered a large meeting.

Module Six – Tools of the Trade (Part 1)

In this module, we discuss the different tools of the trade for assistants. It includes familiarizing yourself with machines, computer programs, and basic etiquette for assistants.

Email Protocol

Emails have become an important medium for business communication. It is a convenient tool for sending and receiving documents, messages and an effective way of storing business communique.

Office Machinery

Your role as an assistant is not limited to helping your employer; you should also get a working knowledge of office machinery. Each organization has its own set of equipment. It includes faxes, scanners, copiers, printers, postage machines, shredders, and telephones.

Computer and Software Skills

In today’s modern office environment, having basic computer skills and software skills is not a plus but a basic requirement. To be an assistant, you must be proficient in using computers and office applications (Microsoft Word, Excel, PowerPoint).

Communication Skills

Great communication skills are critical for any personal or executive assistant. It does not only include having active listening skills but also being able to express yourself effectively. You should possess great oral and written communication skills.

Module Seven – Tools of the Trade (Part 2)

Adaptability is a trait that every assistant must-have. Part of this is being able to cope with the ever-changing tools of the trade caused by technology. Keeping up with the tools of the trade allows you to become an informative assistant.

  • Phone and voicemail etiquette

  • Word processing

  • Business writing

  • Internet research

Module Eight - Being an Effective Gatekeeper

Assistants are gatekeepers. They are responsible for keeping managers focused on their work and saving them from the hassle of distractions. It can include screening calls or weeding unnecessary information.

Filtering Data and Information

Before you can start shielding your managers from distractions, you should first develop a deep understanding of what is and what is not important. To do this, you can start by asking these general questions:

  • Is this important?

  • Is the manager the only one to handle this?

  • Is it relevant to goals?

  • Can I address this myself?

  • Is the source reliable?

Learn to Say No

Part of your job as a gatekeeper is to say “no.” Your manager’s time is not infinite, and you should help them maximize their time for activities that are considered productive.

Dealing with Difficult People

People skills are a must for assistants. This is especially useful when dealing with difficult people. Conflict is sometimes unavoidable. When dealing with a difficult situation, you should maintain the utmost professionalism.

Recognize the Tricks

People with enough motivation can be very creative in getting past gatekeepers. They could be tricky, and it is your job to recognize these tricks.

Module Nine – Organizational Skills

Organizational skills are a must-have for any assistant. You must learn how to prioritize, plan, and work towards your goals. Over time, organizations skills can be improved to make you a more effective assistant.

Prioritizing Your Workload

You can use the urgent, important matrix to help identify your tasks. This is divided into four tiers: top priority, second priority, third-tier, and bottom tier.

Goal Setting

You must first establish your goals to help you prioritize and organize all work-related tasks. A great way of identifying your goals is by following the SMART method.

Plan for Tomorrow, Today

You might find out that scheduling all activities in a week is often hit or miss. This is why we suggest you create your schedule for the next day at the end of the day. There might be an unscheduled meeting or appointment that could quickly place your schedule in jeopardy.

Staying on Track

Staying on track is easier said than done. Having your activities planned on paper is one thing, but this could quickly go awry when an unexpected problem or distraction comes. Below are some tips on how to stay on track:

  • De-clutter

  • Use technology

  • Two-minute rule

  • Balance

  • Be flexible

Module Ten – Confidentiality Guidelines

As an assistant, you will have access to your client's confidential information. And as a professional, it is your solemn duty to keep this information private and away from the public.

  • Your confidentiality duty

  • Be Certificatetic and discreet

  • Keeping data secure

  • What to do in sticky situations

Module Eleven - Special Tasks

In this module, we take a look at the special roles and tasks of an assistant. It includes interacting with clients or managing social media.

  • Project management

  • Trade shows

  • Interacting with clients

  • Social media management

Module Twelve - Wrapping Up

Wrapping up your personal assistant certificate, this module is a refresher on the things course students have learned so far. It ensures you have made the most out of your professional personal assistant training and that you have attained quality office skills to begin work in your chosen career.

Further Learning

At Courses for Success, we offer a huge range of course options that can help you in your career development. From a variety of accountancy courses to communication courses, we also offer courses in:

All of these courses are designed to enhance your professional development so that you can achieve great things in your chosen career path.

Recognition & Accreditation

Upon successful completion of this course and achieving a passing score for the assessment, you will be issued with an international continuing education credit (CEU) certificate.

This Certificate is applicable worldwide, which demonstrates your commitment to learning new skills. You can share the certificate with your friends, relatives, co-workers, and potential employers. Also, include it in your resume/CV, professional social media profiles and job applications.

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Units of Study

Module One - Getting Started

Module Two - Working with your Manager

  • Adapting to their style
  • Anticipate their needs
  • Getting your responsibilities defined
  • When to take the initiative

Module Three - Administrative Soft Skills

  • Social Intelligence
  • Basic business acumen
  • Office management
  • Active listening

Module Four - Effective Time Management

  • Calendar management
  • Prepare for changes and surprises
  • Keeping others on track
  • Urgent / important matrix

Module Five - Meeting Management

  • Creating an agenda
  • Keeping minutes
  • Keeping the meeting on time
  • Variations for large and small meetings

Module Six - Tools of the Trade (Part 1)

  • Email protocol
  • Office machinery
  • Computer and software skills
  • Communication Skills

Module Seven - Tools of the Trade (Part 2)

  • Phone and voicemail etiquette
  • Word processing
  • Business writing
  • Internet research

Module Eight - Being an Effective Gatekeeper

  • Filtering data and information
  • Learn to say no
  • Dealing with difficult people
  • Recognise the tricks

Module Nine - Organizational Skills

  • Prioritising your workload
  • Goal setting
  • Plan for tomorrow, today
  • Staying on track

Module Ten - Confidentiality Guidelines

  • Your confidentiality duty
  • Be Diplomatic and discreet
  • Keeping data secure
  • What to do in sticky situations

Module Eleven - Special Tasks

  • Project management
  • Trade shows
  • Interacting with clients
  • Social media management

Module Twelve - Wrapping Up

Requirements

Entry requirements

Students must have basic literacy and numeracy skills.

Minimum education

Open entry. Previous schooling and academic achievements are not required for entry into this course.

Computer requirements

Students will need access to a computer and the internet.

Minimum specifications for the computer are:

Windows:

Microsoft Windows XP, or laterModern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)

MAC/iOS

OSX/iOS 6 or laterModern and up to date Browser (Firefox, Chrome, Safari)

All systems

Internet bandwidth of 1Mb or fasterFlash player or a browser with HTML5 video capabilities(Currently Internet Explorer 9, Firefox, Chrome, Safari)

Students will also need access the following applications:

Adobe Acrobat Reader

FAQS

1.  Who are Courses For Success?

Courses For Success is a global course platform that started in 2008
with 5 courses, since then we have grown to over 10,000 online courses.

Our courses span across the following categories:

•Animal    

•Beauty    

•Business    

•Health & Fitness     

•Finance

•Lifestyle    

•IT & Software    

•Personal Development

•Teaching & Academics

2.  Is there a refund/cancellation policy?

Yes, we have a 7-day money-back refund guarantee. Just send us an email to info@coursesforsuccess.com with the subject Courses For Success Refund so we can accommodate your request.

3.  What is the FREE Personal Success Training Program?

The Personal Success Training Program
was developed by Courses For Success to help our customers achieve
success. Currently, we are offering this program for FREE with every
course or bundle purchase this month. This is a limited time offer!

4.  Are there any requirements to study this course?

No,
anyone who has an interest in learning more about this subject matter
is encouraged to take our course. There are no entry requirements to
take this course.

5.  Do I require to have finished high school to complete this course?

No,
you do not require a High School Diploma or to have finished school to
study this course, this course is open to anyone who would like to take
this course.

6.  What if English is not my first language?

This
course is provided in English, however, due to the digital nature of
our training, you can take your time studying the material and make use
of tools such as google translate and Grammarly.

7.  Is this course online or conducted in person?

All our courses are accessible online on any device. You may complete them at your own pace and at your own time.

8.  How do I receive my course?

After
you have completed the payment, you will receive a confirmation email
and tax receipt. You will also receive an email containing your course
login details (username and password), as well as instructions on how to
access and log in to your course via the internet with any device,
please check your junk/spam folder in the event that you do not receive
the email.

9.  When does this course start?

Providing
you have internet access you can start this course whenever you like,
just go to the login page and insert your username and password and you
can access the online material.

10.  What is online learning like?

Online learning is easy, if not easier than a traditional academic situation.
By studying an online course, the usual boundaries caused by location and time constraints are eliminated, meaning you are free to study where and when you want at your own pace.

Of course, you will need to be able to self-manage your time and be organized, but with our help, you’ll soon find yourself settling into a comfortable rhythm of study.

11.  What computer skills do I need for my course?

You
don't need to be a computer expert to succeed with our online training,
but you should be comfortable typing, using the internet and be capable
of using common software (such as Microsoft word).

12.  How long will you have access to the online course?

The majority of our courses have unlimited lifetime access, meaning you can access this course whenever you want.

Please also check the course summary, as a small selection of courses have limited access.

13.  How long will my course take?

Course duration, is listed under Course Summary

14.  Do I need to buy textbooks?

All the required material for your course is included in the online system, you do not need to buy anything else.

15.  Is the course interactive?

Yes, all our courses are interactive.

16.  Is there an assessment or exam?

Yes,
you will be required to complete a multiple-choice test online at the
end of your course, you can do this test as many times as you require.

17.  What type of certificate will I receive?

You
will receive a Certificate of Completion that is applicable worldwide,
which demonstrates your commitment to learning new skills. You can share
the certificate with your friends, relatives, co-workers and employers.
Also, include it in your resume/CV, professional social media profiles
and job applications.

Wendy Sue Hunt - 5 STAR REVIEW
"If you are considering taking any “Courses for Success”, I would highly recommend it. I have always been a firm believer it’s important to always sharpen your skills. You are never too old to learn more. I found the courses very helpful, interesting and easy to understand.
The term “Courses for Success” helped me in my current position to succeed. After completing the courses, I gave my manager the completion certificates. Recently I received a promotion too."

Valencia Marie Aviles - 5 STAR REVIEW
"I
had a very good experience with my course. It has helped me to get
multiple jobs and prepared me for almost everything I would need to
know. The course was very informative and easy to understand and broken
up perfectly to be done in a short amount of time while still learning a
good amount! I would recommend Courses for Success to anyone trying to
get abs certifications for job advancements, it is well worth it!"

ELENA GRIFFIN - 5 STAR REVIEW
"I have absolutely enjoyed the materials from Courses for Success. The materials are easy to understand which makes learning enjoyable. Courses for Success have great topics of interest which make you come back for
more.
Thank you Courses for Success for being part of my learning journey and making education affordable!"

Our
completion certificates are very valuable and will help you progress in
your work environment and show employers how committed you are to learn
new skills, you might even get a promotion.

18.  Will this course be credited by universities?

No, it is not equivalent to a college or university credit.

19.  Am I guaranteed to get a job with this certificate?

This course will give you the skills you need to help you obtain employment, but it’s up to you if you get the job or not.

20.  How will this course assist me with my career?

Studying
and completing this course will show employers that you have the
knowledge in this field, additionally you will gain more confidence in
this area of expertise.

21.  How long is the certificate valid for?

The Certificates are valid for life and do not need renewing. 

22.  Can I take more than one course at a time?

Courses
are studied online at your own pace and you are free to study as many
or as few courses as you wish, we also offer online course bundles that
allow you to save on additional courses so that you may get all the
topics related to your training goals in one go.

23.  What are the Payment Methods available? Is there a payment plan?

We accept payments via PayPal, Credit Card and Bank Transfer.

Payment Plans: We have partnered with Partial.ly, to offer our own in house payment plan. Everyone is Pre-Approved, providing the initial deposit is paid in full.

To pay via bank transfer contact us info@coursesforsuccess.com

24.  Can I purchase for multiple people?

Yes, you can do this by purchasing individually via website or send us a request via email at info@coursesforsuccess.com

25.  Can I request for an invoice before purchase?

Yes, you can request for an invoice via email at info@coursesforsuccess.com

26.  Purchase for a gift?

Yes, you can purchase this course as a gift, simply send an email to info@coursesforsuccess.com, with the course details and we can accommodate this.

27.  Can I create my own course bundle?

Yes,
you can customize your own bundle. Please send us the complete list
with the exact course link of the courses you'd like to bundle up via
email info@coursesforsuccess.com and we will create them for you. *Each course access, time of completion and certification varies depending on the course type.

28.  How will I contact Courses For Success if I have any questions?

You can contact our support team, at any time through live chat on our website, or email at info@coursesforsuccess.com, or by calling one of our phone numbers depending on which country you are in.  

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