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PA Duties: Mastering the Essentials Course

A very effective course for updating your
PA knowledge
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TESTIMONIALS

"I thoroughly enjoyed the day. Marguerita was captivating and informative, whilst still managing to cater to our individual situations/problems/goals."

Fedrika, PA to CEO, Broad Street Asset Mgmt, London

"An amazing course which I have learnt a lot from. I would highly recommend it and would love to attend another course."

Holly, PA to MD, Wellbeing People, England

"Marguerita delivered the course with real knowledge and experience. She gave me lots of ideas to carry out my role more effectively. It met my objectives and I would highly recommend Marguerita as a trainer."

Hilary, PA, The Cabinet Office, London

VENUE: In-house

All courses are taught in-house and delivered at the client’s premises or other specified location, to groups of up to 8 trainees.

DOWNLOAD IN-HOUSE EA/PA TRAINING BROCHURE

HOW TO WRITE A PA TRAINING BUSINESS CASE

WHY YOU SHOULD ATTEND

This is possibly the best PA course in London for refreshing your core PA skills. It provides top tips and introduces the latest PA best practice to enhance the PA's knowledge. Assistants discover new techniques and learn how to add more finesse to their planning. This course provides a comprehensive workbook with tools, resources, checklists and supplementary information that PAs can dip into as the need arises. Core skills are comprehensively reviewed and updated, and new techniques are introduced, such as time-saving email management systems, and new ideas that help PAs think beyond the obvious when planning complex travel itineraries.

THE AIMS OF THIS COURSE

This course aims to update and sharpen core PA skills in diary management, comprehensive meeting planning, travel planning, and effective communication. It also helps PAs become more effective at organising their boss. PAs will learn how to think more proactively in their planning and in their interaction with their boss. This course is ideal for experienced PAs seeking to update their skills, as well as PAs who are relatively new to the profession.

This course is delivered through realistic case studies, practical exercises, group problem solving sessions, and coaching. PAs consistently rate this course 5 out of 5 for “excellence”. See course testimonials below.

LEARNING OUTCOMES

PAs will understand the latest PA best practice techniques and learn how to go from good to great in their role. Attendees will also have a better understanding of their objectives and the many ways they can improve systems and increase productivity in their strategic working partnership.

COURSE HIGHLIGHTS

• Establishing the objectives of the modern PA

• Optimising your strategic business partnership

• Effective strategies for planning complex executive travel

• Dealing with PA stress and growing in your role

• Tips for taking minutes/action points

• Comprehensive meeting planning practices

• Prioritising effectively & avoiding time stealers

COURSE OUTLINE (1 day)

INCREASING THE PRODUCTIVITY OF YOUR WORKING PARTNERSHIP

- Understanding the objectives and challenges of the modern PA role

- Group exercise: productive conversations that build rapport with your executive

- Managing, organising and taking charge in your one-to-one meetings

- Group exercise: Impacting your executive’s productivity with proactive thinking

DIARY MANAGEMENT, EMAIL ETIQUETTE, & EFFECTIVE MEETING PLANNING

- Group exercise: Reprioritising a busy diary

- Email etiquette – identifying the potential for misunderstandings

- Group exercise: Planning a meeting strategically

- How to thoroughly prep for an important meeting

- Minute taking, action logs, and essential resources

BETTER USE OF TIME, INFORMATION MANAGEMENT, & COMPLEX EXECUTIVE TRAVEL

- Understanding how you use your time

- Exercise: Taking control of your time

- Improving information flow and information management

- Group exercise: Going the extra mile when planning complex executive travel

- A review of effective travel planning tools

GROWING IN YOUR ROLE

- Creating an internal PA network: becoming a respected influencer in your organisation

- Goal setting: a metaphor for visualising your goals

- Exercise: Planning for success – the Personal Development Plan

- PA stress: practical solutions for reducing stress and taking control

- Understanding and enhancing your job description

PLUS 3 months of FREE PA mentoring on a monthly ask-a-question basis

WHY OUR CLIENTS CHOOSE US

1. PAs learn from one of the best expert EA trainers in the world

2. Our real-world approach to your challenges will stretch your perception of PA issues and how to tackle them

3. Our courses are uniquely high-end in quality and provide exceptional value for money

4. Our repeat clients and client recommendations

This course receives an almost unanimous 5 out of 5 for excellence in content and delivery from attending PAs. Testimonials below demonstrate how attendees experience this course.

WE HAVE TRAINED THE BEST

We have trained Assistants from the best companies around the world so you're in good company. Companies include PwC, NHS, Marks & Spencer, BP, UNESCO, ING, European Training Foundation, E-On, Symantec, Provident, Roche, The Environment Agency, The Cabinet Office, Capital One, Alstom Energy, European Patent Office, Ferring Pharmaceuticals, Moody’s Investors, and Legal & General, to name a few.

TESTIMONIALS

"...There was a lot of room to ask questions and discuss problems we have encountered. We were provided with helpful material and were able to apply Marguerita's tips through exercises. Marguerita is a professional, wise and friendly person and I am glad I attended her course."

Nina, PA, Germany

"Excellent day, really relevant to my role. Good pace and very thorough."

PA to CEO, Newcastle, England

"Very grateful for the effort and work that was put into the course. The programme was excellent and I would recommend it to other PAs. The course was of a high standard."

PA, Everlasting Arms Ministries, London

"The course is very clear, meets all the objectives and is very useful to my role and career. Thoroughly enjoyed it!"

PA, Newton Europe, Oxford, England

COURSE PRICE

TOTAL PRICE: £2400.00 (inclusive) up to 8 trainees

INCLUDED IN PRICE: The taught course, workbooks, Certificates of Achievement, 6 months of EA mentoring, applicable taxes, trainer’s travel and hotel expenses for courses taught outside England and Wales. Subject to in-house training terms and conditions.

HOW TO PAY: Please contact us for an invoice.

DOWNLOAD IN-HOUSE EA/PA TRAINING BROCHURE

HOW TO WRITE A PA TRAINING BUSINESS CASE

We also offer

MENTORING PROGRAMMES

Check out our mentoring programmes for individuals and corporate groups, and conducted online, via telephone, or in-house at your offices.

CAREER MENTORING FOR EAs/PAs

JOB SEARCH MENTORING FOR EAs/PAs

MORE PA DUTIES COMMENTS

Nina, PA, Germany

“This course was outstanding; it exceeded my expectations on so many levels. As I position myself in my next role, I take a new found sense of confidence along with ability.”

Diane, Executive Administrator, London

"Very useful. interesting and educative course! Thank you very much!"

Elena, PA, Belgium

"...The case studies were a good way to make us think beyond what we would do as standard and endeavour to go one step beyond. It also gave a good insight into how the secretary should/could be utilised."

Alison, Admin Manager, Moody's Investors Service, London

“The course was excellent. Marguerita really knows how to give resolutions and fantastic tips that will save me a lot of time and give me confidence to take on bigger challenges.”

"Extremely useful course which has provided a high level of information which I could use as a launching pad in my career. The information was so poignant and will enhance me as an individual."

"Very pleased with the course and new tips. Thinking outside the box."

"Very informative. I feel I have updated my PA skills. I found the email management and diary management of particular use."

"Absolutely brilliant!"

PROVEN EFFECTIVENESS & VALUE FOR MONEY

1. Consistently rated as “Excellent” by attendees

2. Pre-course questionnaire for problem solving session

3. World-class PA tuition

4. 3 months of FREE *follow-up support PA mentoring

5. Comprehensive workbook with slides, tools and checklists

6. 20% discount off course price for "PA Tips" student Alumni

7. Certificate of Achievement awarded

ASKING FOR TRAINING

The best way to employ pester power when asking for PA training is to turn "NO" into "KNOW". Let us show you how!

Whether you choose to present a business case to your executive or choose to present your case verbally, we can create a powerful business case for training on your behalf, that will turn "no" into "yes". Click on the link below to view our suggestions for writing a convincing business case and contact us if you need assistance - free of cost - "no obligations".

HOW TO WRITE A BUSINESS CASE FOR PA TRAINING

FREE FOLLOW-UP PA SUPPORT MENTORING

Personal-Assistant-Tips provides excellent course follow-up and support with 3 months of free PA Mentoring on a monthly ask-a-question basis.

WHY ASSISTANTS NEED REGULAR PA TRAINING

PAs have to be an asset to their organisation: increasing productivity and adding value to their role wherever possible. The role of the modern PA is constantly changing and evolving so PAs need to be in tune with the latest ideas and maintain their skill-set to provide first class personal assistance to their boss(es). Commitment to continuous professional development is the responsibility of every PA.

PA Training is an investment, not an expense - it is maintenance for PAs. It is prudent that executives give priority to training the PA they intend to keep, because a significant number of senior executives attribute as much as 40% of their productivity to their PA.

WHO SHOULD ATTEND

Personal Assistants, Executive PAs, Executive Assistants, Secretaries, Administrators, Diary Managers

THE COURSE VENUE

All courses are taught in-house and delivered at the client’s premises or other specified location, to groups of up to 8 trainees.

EXPERIENCE LEVEL

PAs at all levels find this course very useful. It is taught at a level that allows PAs to fill gaps in their knowledge and learn more effective ways of working. It is ideal for people who would like to refresh their PA skills and learn the latest best practice. To get the most from the training, PAs should have some knowledge of meeting management, travel planning, diary management and in-box management.

PRE-COURSE QUESTIONNAIRE

Each delegate is required to complete a pre-workshop questionnaire that will assess their needs and expectations in preparation for a problem-solving session.

ABOUT YOUR COURSE FACILITATOR

Our EA Trainer is international expert Marguerita King BSc DipPA, founder of Personal-Assistant-Tips, EA Consultant, mentor and speaker. With over 25 years’ PA experience Marguerita understands the unique challenges faced by today’s PAs. Maguerita has been described as “a PA guru” and “The Wikipedia of the PA profession”. She has developed some of the best Assistant courses on the international market, and is a highly rated EA trainer. She has facilitated courses in major cities around the world, and written a significant number of articles that provide advice to the PA profession; for publications, newsletters, and for personal-assistant-tips.com. Her teaching capabilities are rated as “excellence”.

HOW TO WRITE A BUSINESS CASE FOR PA TRAINING

We have compiled some excellent suggestions to help you make a case for PA training. Please click on the link below to download, or contact us for assistance in making your case for in-house PA training.

HOW TO WRITE A PA TRAINING BUSINESS CASE

COURSE PRICE

TOTAL PRICE: £2400.00 (inclusive) up to 8 trainees

HOW TO PAY: Please contact us for an invoice.

DOWNLOAD IN-HOUSE EA/PA TRAINING BROCHURE

JOB SEARCH MENTORING

If you are not earning your usual monthly salary, that is what your PA / EA job search is costing you. What is your career story? Personal-Assistant-Tips can show you how to stand out at interview by making your career story work for you.

JOB SEARCH MENTORING