The Perfect Executive Personal Assistant Training

The programme

Programme overview

This intensive The Perfect Executive Personal Assistant Training course is designed to equip Executive Personal Assistants and similar roles with the necessary skills, knowledge, and insights to manage tasks efficiently and effectively within an organisational environment. The Perfect Executive Personal Assistant Training course covers essential topics including minute taking, report writing, dashboard management, and supervisory skills, with practical case studies to ensure real-world application.

Who should attend

Who is this programme for?

• Executive Personal Assistants (EPAs)
• Personal Assistants (PAs)
• Secretaries
• Administrative Assistants
• Anyone Aspiring to Develop a Career as an Executive or Personal Assistant

Learning outcomes

What you will learn

• Enhance Professional Efficiency: Apply advanced organisational skills to manage executive tasks and responsibilities proficiently
• Effective Communication: Develop advanced communication skills for professional interactions and to manage stakeholder relations
• Advanced Report Writing & Minute Taking: Produce high-quality reports and accurately record meeting minutes with clarity and precision, using AI drafting tools appropriately
• Dashboard Management: Effectively manage and create dashboards, including AI-assisted dashboards, for monitoring tasks and projects
• Supervisory Skills: Develop leadership and supervisory skills to manage and lead teams effectively
• Time Management: Optimise personal and executive schedules for increased productivity
• Decision Making: Strengthen decision-making capabilities to contribute effectively to organisational goals

Explore the programme

Detailed programme outline

3-Day Essentials — Training Outline

• Role and responsibilities of an Executive Personal Assistant
• Effective communication and interpersonal skills
• Email and telephone etiquette, and stakeholder management
• Principles of effective writing, and minute-taking techniques
• Report writing structure, style, and clarity
• Using AI drafting tools to accelerate first drafts, then editing for accuracy and your own professional voice
• Introduction to dashboard management, and creating effective dashboards
• Leveraging AI-powered tools, including Power BI Copilot, to generate dashboard insights and summaries faster
• Introduction to supervisory skills, leadership, and team building
• Conflict resolution and problem-solving
• Performance management and feedback
• Effective time management strategies, prioritisation, and delegation
• Decision-making models and techniques
• Consolidating the week's learning into a practical action plan
• Deciding whether the 5-Day Comprehensive programme is the right next step

5-Day Comprehensive — Training Outline

• Email and telephone etiquette
• Stakeholder management
• Principles of effective writing
• Minute-taking techniques and practice
• Report writing: structure, style, and clarity
• Introduction to dashboard management
• Creating and managing effective dashboards
• Leveraging technology for dashboard management, including AI-powered tools such as Power BI Copilot to generate insights and summaries faster
• Introduction to supervisory skills
• Leadership and team building
• Conflict resolution and problem solving
• Effective time management strategies
• Prioritisation and delegation

Learning approach

How you will learn

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.– Course Material: Access well-crafted supporting resources.– Group Work: Collaborate on discussions and case studies for practical insights.– Workshops & Role-Play: Participate in immersive, scenario-based activities.– Practical Application: Focus on applying theoretical knowledge in real situations.– Post-Training Support: Receive extensive support after training for skill implementation.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.