IN-HOUSE PA, EA & ADMINISTRATOR TRAINING
2014 BROCHURE
1-day and 2-day PA professional courses
Let us help you raise your game!
Call: +44 845 862 2687
website at www.personal-assistant-tips.com
DAY 2
COMMUNICATION SKILLS -GETTING WHAT YOU WANT FROM OTHERS
• Dealing assertively with managers • Communication and body language
• Verbally presenting your ideas to management • Writing to influence management
PROBLEM SOLVING & WIN-WIN NEGOTIATION STRATEGIES • Practical problem solving techniques
• The rules of negotiation
• Identifying what the other party needs from you • Practicing win-win negotiation
RELEASING YOUR MANAGERIAL POTENTIAL • You and your personal brand
• Strategies for maximising your performance appraisal scores • How to identify tasks that add value to your role
• Managing PA stress
• Goal setting: writing a personal development plan
EFFECTIVE STRATEGIES FOR CAREER PROGRESSION • Skills every PAs should acquire
• Tips for getting promoted
• Exploring the Virtual Assistant role
• Strategies for effective business networking • Using Linkedin to raise your PA profile
Follow-up support (6 months of Ask-a-Question PA mentoring)
DAY 1
PROFILING THE CONTEMPORARY EXECUTIVE PA ROLE
• Understanding your objectives
• Discovering your boss’s daily priorities • Skills & attributes of top performing PAs • The internet savvy PA
WORKING PRODUCTIVELY WITH YOUR BOSS • Improving your working relationship with your boss • Creating synergy with the executive team
• How to manage multiple bosses
• Harmonising with your boss’s work style
MANAGING YOUR TIME & WORK FLOW • Time managing & prioritising your work
• Email management, diary management & minuting tips • Techniques for improving your work flow
• Understanding your team
• Technology & resources for your PA toolkit
UNDERSTANDING PROJECT MANAGEMENT PROCESSES
• The project management process • Identifying & off-setting risks
• Using timelines in event management
• Effective event management & party planning tips
THE ADVANCED EXECUTIVE PA MASTERCLASS
2-day in-house advanced-level training course
Aims of This Course
This is an excellent 2-day course for PAs, EAs, secretaries and administrative professionals. It is challenging and insightful and is excellent
value for money as an in-house course. This course propels the PA
’
s skill-set to the next level: teaching valuable strategies, techniques and
essential soft-skills that demonstrate how to approach the PA role from the perspective of a business partner. It
develops the PA’s
personal brand and shows PAs how to add significant value to their role. It is essential that PAs cultivate a productive working relationship
with their boss so this course uses case studies and practical exercises to show PAs
how to identify their boss’s shifting priorities
without
being told, how to
create ‘do not disturb’ time in their boss’s diary
and how to work effectively with multiple managers.
"Marguerita is a PA guru! The Advanced Executive PA Masterclass presents skills and tips that not only equip you in your role as a PA but in everyday life."
PA to Directors, London
“For the first time, a course with real practical tips, (a whole range as advertised). A different approach from the usual PA trainings."
EA, Berlin, Germany
“Anyone thinking of doing this course should definitely go ahead and book! Marguerita is the fountain of knowledge and really knows how to get the best out of you! Very useful course content that I will carry with me throughout my career."
Project Manager, Leeds, England
TESTIMONIALS
TOTAL PRICE:
£3799.00
(inclusive)
per courseTO MIX & MATCH MODULES FROM OTHER COURSES IN THIS BROCHURE – contact Marguerita King on +44 (0)845 862 2687 to discuss bespoke training options and prices.
INCLUDED IN THE PRICE: The taught course, course workbooks, PA, certificates of achievement, applicable taxes. NOT INCLUDED IN THE PRICE: Stationery, A/V equipment, meeting room, refreshments, travel expenses outside of England.
COURSE LOCATION & DURATION: The course will be held at your company’s premises or other specified location. The course can be held over 2 days or at half day intervals. The maximum number of delegates per course is 8 and the minimum is 3. WHO SHOULD ATTEND: Executive Assistants, Executive PAs, PAs, Personal Secretaries, Administrators, Office Managers.
COURSE OUTLINE
1.
“For the PAs who think they know it all, think again! Would highly recommend all Executive PAs attend this masterclass. You'll come away with valuable tips and knowledge."Julie, EA to President, Alstom Renewable Power, Paris
“An extremely good course for senior PAs, with good practical exercises, which were well delivered." Currine, PA, Marks & Spencer, London
“….thank you again for running your inspirational and thought provoking course." EA, London
"Marguerita’s experiences of being a PA herself means that she fully understands the demands and pressures of the role.”
PA DUTIES: MASTERING THE ESSENTIALS
In-house PA professional refresher course
COURSE OUTLINE
PA Duties: working with management
• Establishing the objectives of the modern PA • Managing and organising your boss
• Strategies for improving your relationship with your boss
Email & Diary Management & Effective Meeting Planning
• Effective email management and etiquette • Diary management techniques
• Meeting management strategies • Minute taking preparation and process
Managing Time, Information Flow & Travel Planning
Time management & prioritisation techniques
Strategies for organising your boss
Improving information flow
Travel management tips
Business Writing & Continuous Professional Development
• Business Writing: writing for your audience
• Strategies for improving your performance appraisal scores Staying on track in your professional development
• Using Linkedin as a PA development resource
Follow-up PA support (Ask-a-Question PA mentoring)
Why You Should Make PA
Training a Priority
Training is an investment, not an expense. It is
maintenance for PAs. A significant number of senior
executives attribute as much as 40% of their
productivity to their PA; therefore, PAs need
maintenance and upgrades even more than machines
do. It is prudent that executives give priority to
training the PAs they intend to keep. Attending this
course will provide an opportunity for PAs to
discover how other PAs approach common tasks and
challenges.
The Aims of This Course
Today's PA has to work faster and more productively
with her/his boss so it
’
s essential that they fully
understand the skill-set of the modern PA role. This
course uses practical exercises, case studies,
planning checklists and group discussions to fill any
gaps in a PA
’
s knowledge and provide a
comprehensive understanding of essential PA
duties. It shows PAs how to think outside-the-box
and go one step beyond the obvious. By the end of
this course PAs will have an Action Plan with ideas
to implement and a deeper insight into the following
course themes.
COURSE THEMES
•
Understanding the role of the modern PA
• Organising and
managing your boss
• Improving your relationship with your boss
• Mastering email management
• Diary management strategies
• Effective meeting planning & minuting
• Time management & prioritisation
•
Executive travel planning
• Continuous professional deve
lopment
How PAs Rate the PA Duties Course
The PA Duties course consistently receives an
almost unanimous 5 out of 5 for excellence in
content and delivery. Senior PAs comment that
they were introduced to new ways of approaching
PA duties and other PAs comment that the course
did a thorough job of filling gaps in their knowledge
of the PA skill-set.
Copyright Personal-Assistant-Tips.com © 2014
TESTIMONIALS
“…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 "...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."
"Very useful, interesting and educative course! Thank you very much!"
Elena, PA, Belgium
COURSE LOCATION & DURATION:This course can be delivered in-house over 1 day or 2 half days. Classes are limited to a maximum of 8 delegates per class.
WHO SHOULD ATTEND:Personal Assistants, secretaries, Administrators
2
.
TOTAL PRICE: £2,400 (inclusive) per courseINCLUDED IN THE PRICE: The taught course, workbooks, 3 months PA mentoring on an Ask-a-Question basis for each delegate, a certificates of achievement, applicable taxes.
NOT INCLUDED IN THE PRICE: Stationery, audio visual equipment, meeting room, refreshments, lunch, travel expenses outside of England
WHO SHOULD ATTEND
: PAs, Junior secretaries, Administrators,
receptionists
Copyright Personal-Assistant-Tips.com © 2014
COMMENTS
“Marguerita was excellent in her delivery, listened well to responses from the group and provided some really helpful websites. Found the course challenging and enjoyed the pace. It was very useful in terms of a networking exercise.”
Joan, Personal Assistant, London
In addition to the workshop, tools and templates are provided to assist with your role going forward. I would highly recommend this workshop."
Karen, Event Manager/Senior PA, Prudential
The Aims of This Course
Event management is a skills-set that is becoming increasingly essential for PAs as they are required to become versatile in the modern PA role. This 1-day course takes a practical look at project management and strategies for event management and party planning. PAs often identify project management as the skills-set that is most in need of development so this course addresses practical issues such as questions you should always ask caterers, how to write an effective and persuasive sponsorship request, how to plan an event using a timeline, and how to select a speaker for he event and how to organise information to promote your event. This course uses a variety of learning strategies, in particular, practical exercises, case studies and group discussions.
COURSE HIGHLIGHTS
How to source suppliers
How to write a sponsorship proposal
How to influence management
Win-win negotiation with suppliers
How to organize event information
How to plan events using timelines
Tip & strategies for party planning
How to promote your events
3.
TOTAL PRICE: £2,400 (inclusive) per courseINCLUDED IN THE PRICE: The taught course, workbooks, 3 months PA mentoring on an Ask-a-Question basis per delegate, a certificates of achievement, applicable taxes.
NOT INCLUDED IN THE PRICE: Stationery, audio visual equipment, meeting room, refreshments, lunch, travel expenses outside England
WHO SHOULD ATTEND
: PAs, Junior secretaries, Administrators,
receptionists
COURSE LOCATION & DURATION:Delivered in-house at your company’s promises
over 1 day or 2 half days. Classes are limited to a maximum of 8 delegates.
WHO SHOULD ATTEND:PAs, EAs, secretaries, Administrators, Event Planners
EVENT MANAGEMENT & PARTY PLANNING
TECHNIQUES FOR PAs
In-house intermediate-level course for PAs
COURSE OUTLINE
Planning Your Event
§ Understanding the project management process § Identifying and off-setting risks
§ Party planning tips and strategies § Planning an event using a timeline § Timing your event
Negotiating with Suppliers § Your event planning checklist § The rules of negotiation § Practical win-win negotiation § Your event folder
Publicity and Funding § Writing a sponsorship proposal § Using a formula to influence others § Tips for creating flyers for your event § How to organise event information § Online tools for your event
Strategies for Evaluating Resources § Sourcing and booking venues
§ Booking live bands § How to evaluate caterers § Keeping the menu on budget § Choosing a speaker for your event § Dealing with VIP entertainers
Copyright Personal-Assistant-Tips.com © 2014
The Aims of This Course
A great course for PAs with excellent tips and fundamental strategies for adding value to the PA role and increasing productivity. This 1-day course focuses on 4 areas that collectively enable PAs to discover the latest PA best practice. Understanding the need for a fundamental shift in perspective is essential for adding value to the PA role. The module on working productively with managers looks at strategies for discovering the boss’s shifting priorities without being told and making the best use of his/her time. Keeping up-to-date with the latest email management techniques and diary management skills will significantly improve time management and productivity, and improve information flow. The modern PA needs strategies for over-delivering on tasks to provide excellent assistance to their boss. The module on planning executive travel teaches PAs how to surpass their boss’s expectations with well thought out and intuitive business travel planning foresight. After attending this course PAs will have an Action Plan of new ideas to implement.
COURSE HIGHLIGHTS
Understanding the modern PA role
Working productively with managers
Email and diary management
Managing information & communications
Strategies for influencing others
Adding value and improving your appraisal
scores
COMMENTS
“Enjoyed the course very much. Some
excellent tips that I will definitely be using
in my job
.“
Liz, Director’s PA, Provident Financial
“I found the course to be very useful,
enjoyable and informative
.“
“Picked up some good tips. Feel
re-motivated to do a first class job
.“
FUNDAMENTAL STRATEGIES FOR THE
MODERN PA
1-day in-house advanced-level PA professional course
COURSE OUTLINE
Working Productively with Your Boss § Establishing the objectives of the modern PA § Managing and organising your boss
§ Working assertively with multiple managers Managing the Fundamentals
§ Effective email management and etiquette § Diary management techniques
§ Minuting/taking action points at meetings
Communication and Information Management § Time management and prioritisation techniques § Improving information flow
§ Business communication fundamentals § Strategies to influence management Adding Value and Personal Branding
§ Thinking outside the box when planning executive travel § Techniques for adding value to your role
§ Improving your performance appraisal scores § Continuous professional development
Follow-up PA support: 3 months Ask-a-Question PA mentoring
4.
TOTAL PRICE: £2,400 (inclusive) per course
INCLUDED IN THE PRICE: The taught course, workbooks, 3 months PA mentoring on an Ask-a-Question basis per delegate, certificates of achievement, applicable taxes.
NOT INCLUDED IN THE PRICE: Stationery, audio visual equipment, meeting room, refreshments, lunch, travel outside England
WHO SHOULD ATTEND
: PAs, Junior secretaries, Administrators,
receptionists
COURSE LOCATION & DURATION:This course is delivered in-house over 1 day or 2 half days. Classes are limited to a maximum of 8 delegates per class.
WHO SHOULD ATTEND:Personal Assistants, Executive Assistants, secretaries, Administrators, Office Managers
THE TRUE VALUE OF PERSONAL ASSISTANT TRAINING
A survey of CEOs conducted in 2009 by the Association of Personal Assistants
(APA) in conjunction with Monster, TotalJobs and Reed.co.uk found that some
executives attribute over 40% of their productivity to their PA. Training is an
investment, not an expense. It is true that people need maintenance and
upgrades even more than machines do, so if retraining is maintenance and
training is an upgrade, managers should train the people they intend to keep,
including themselves. Development really is the next generation model!
Personal Assistant Tips In-house Training
The Benefits of In-house Training
In-house training provides an opportunity for businesses to address specific problems that are unique to PAs in their organization. In-house training also provides a forum for PAs to discuss common problems and agree strategies for moving forward. In-house courses are presented in an interactive environment where delegates participate in group problem solving using case studies and practical exercises. Each delegate will be invited to add to their action plan any actions they intend to take forward and any changes they will make to the way they work.
Why Your PAs Should Attend
The role of the modern PA is constantly changing and evolving, and as such, PAs need to have a solid understanding of essential PA skills and the confidence to tackle tasks that are outside their skills-set. This means PAs need to keep up-to-date with PA best practice and techniques for working smarter. As assistants, PAs pack their boss’s parachute on a daily basis so it’s important that PAs are given the opportunity to fill any gaps in their knowledge and skills-set. This can only be achieved through regular PA professional training.
Experience Level
The courses detailed in this brochure are taught at intermediate and advanced skills level, as specified above the course outline.
Maximum Number of Delegates
Classes are restricted to a maximum of 8 delegates and a minimum of 3.
Location & Duration
In-house courses are delivered at your company’s premises or at a venue of your choice in the UK or *overseas.
Pre-workshop Questionnaire
Delegates are required to complete a pre-workshop questionnaire to assess their needs and identify their expectations.
PA Support and Aftercare
Personal-Assistant-Tips provides PA follow-up support and mentoring on an ‘Ask-a-Question’ basis for each delegate. Delegates who attend a 1-day course will be supported over 3 months and delegates who attend a 2-day course will be supported over 6 months.
*Travel expenses apply for overseas courses. Please request Terms & Conditions.
Copyright Personal-Assistant-Tips.com © 2014
ABOUT
PERSONAL-ASSISTANT-TIPS
Personal-Assistant-Tips was founded by
Marguerita King, its Managing Director. It was
born out of its popular online PA resource
website www.personal-assistant-tips.com, which
was created by Marguerita in 2009. Our mission
is to increase PA know-how in order to help PAs
raise their professional profile and maximize their
personal brand. In addition to specialist PA
training, Personal-Assistant-Tips provides a
resource website, professional advice through PA
mentoring and PA assistance through virtual PA
services. Personal-Assistant-Tips courses are
taught in the UK and overseas.
ABOUT YOUR FACILITATOR
Your course facilitator is Marguerita King BSc
DipPA. Marguerita is the founder and Managing
Director of Personal-Assistant-Tips. She is a
highly recommended PA Consultant Mentor and
a former PA with over 25 years
’
experience in
public and private sector organizations. As a
former PA Marguerita understands the daily
challenges of the PA role and brings a wealth of
knowledge to Executive PA training and
mentoring. This practical experience has led
Marguerita to write a number of PA training
courses, some of which have been taught as far
afield as the far East, the Middle East and Africa.
COURSE SCHEDULE
0830 Registration & morning coffee
0900 Start of course
1030 Morning refreshments
1045 Course work
1215 Networking Lunch
1315 Course work
1500 Afternoon refreshments
1515 Course work
1630 End of course
5.
COURSE PRICES
2-DAY ADVANCED EXEC PA MASTERCLASS:
£3,799
(inclusive)per courseALL 1-DAY COURSES:
£2,400
(inclusive) per course[Contact us for pricing for bespoke training.]
WHAT IS INCLUDED IN THE COURSE PRICE
The course price includes the taught course, workbooks, 3 months/6 months PA mentoring support, certificates of achievement, applicable taxes, and travel/hotel expenses for courses taught in England.
THE CLIENT SHOULD PROVIDE a) a suitable training venue b) a PC projector
c) a flip chart and markers
d) pens and notepads for all trainees
[Reasonable travel expenses for courses taught outside England]
HOW TO PAY
Payment can be made by credit card, by cheque or by direct bank transfer. Please send an email to [email protected] to request an invoice.
TERMS AND CONDITIONS
Performance of the training services is subject to agreed terms of contract. Please contact us for details.
Personal Assistant Tips
Services
Public PA training courses
In-house PA training courses
Lunch & Learn PA training
PA strategy mentoring
Virtual PA Services
Marguerita King
Managing Director
PERSONAL ASSISTANT TIPS
Suite 16413, 145-157 St John Street,
London EC1V 4PW, England
Tel: +44 (0)845 862 2687; Fax: +44 (0)207 183 9899
Mobile: +44 (0)7771 648521;
Email: [email protected]
Website: www.personal-assistant-tips.com
6.
CONTACT US:
+44 (0)845 862 2687
ADVANCED EXECUTIVE PA
MASTERCLASS
2014 COURSES
Central London
Thurs 27th & Fri 28th February
Tues 29th & Wed 30th April
Thurs 19th & Fri 20th June
Thurs 11th & Fri 12th September