The Role of the Executive PA
The main role of an executive personal assistant (PA) is to provide support and guidance to a senior executive or company director. The role has evolved and is now ever more critical to ensuring effective leadership and helping to drive and deliver business improvements. So ensuring they have the required knowledge base and skillset has become increasingly important.
The aim of this course is to equip you with the tools and knowledge to perform this responsible role effectively and efficiently. You will learn how to engage with the wider corporate aims of the organisation, ensuring you deliver against organisational goals.
A PA manages every aspect of an executive’s day, from scheduling meetings and booking appointments, through to answering their phone and organising their correspondence. Other duties of an executive PA include the following:
- taking minutes
- arranging transportation, and other necessary logistics
- running professional and personal errands
- liaising with clients
- managing expenses
Course Summary
CPD Endorsed
Duration:
2 Day
Location:
Virtual Manchester London
Delivery Method and Price:
Virtual Classroom:
£1,000
Face to Face Classroom:
£2,000
About the Programme
The course will cover what we define as the key skill set of an executive PA, namely:
Key soft skills
- flexibility
- adaptability
- tact
- calm, professional manner
- good interpersonal skills
- ability to multi-task
- organisational skills
- communication skills
Key technical skills
- data management and filing
- knowledge of email systems
- report writing
- budgeting
- writing minutes
- researching
- preparing presentations
- time management
On successful completion of the course, participants will have learned how to:
- Synchronise their role with that of the executive and provide effective support
- Set priorities, managing their role and career to meet executives’ needs
- Gain a greater understanding of the executive mind set and corporate objectives
- Handle stakeholders and their importance to the PA role
- Develop relationships throughout the organisation
- Understand the importance of emotional intelligence at work
- Understand verbal and non-verbal communication and negotiating skills
- Adopt different questioning styles
- Obtain an enhanced ability to influence others
- Delegate, multi-task effectively and take the initiative
- Address management theory and styles of management
- Understand the role of social media in the modern executive arena
- Address process and project management
- Work with key functions such as finance and human resources
Session 1
The Role of the Executive PA: Soft Skills
Key themes include:
- Flexibility
- Adaptability
- Tact
- Calm, Professional Manner
- Good Interpersonal Skills
- Ability To Multitask
- Organisational Skills
- Communication Skills
- Soft Skills
Session 2
The Role of the Executive PA: Technical Skills
Key themes include:
- Data Management and Filing
- Knowledge Of Email Systems
- Report Writing
- Budgeting
- Writing Minutes
- Researching
- Preparing Presentations
- Time Management
Session 3
Working with the Executive
Key themes include:
- Understanding How a Company Operates, From The Board Down
- What Is Good Governance?
- The Roles and Responsibilities of A Director
- The Roles and Responsibilities of An Executive PA
- What Is a Board?
Session 4
Understanding Strategy
Key themes include:
- Strategy From a Theoretical Viewpoint
- The Role of The Executive Pa In Strategy
- The Strategy Journey from Inception To Delivery
- Working With Your Executive on The Strategy
- demystifying financial language and key terms
- balance sheets and income statements
- breaking down and analysing organisational financial statements
- understanding the key varieties of “leadership” and how you can apply and utilise them in your role
- helping to deliver corporate strategy
- managing change through a collaborative approach
Whilst this programme is not linked to a formal qualification, it will contribute to delegate’s ongoing personal and professional development.
Is this course right for you?
- 1. Data management and filing
- 2. Knowledge of email systems
- 3. Report writing
- 4. Budgeting
- 5. Writing minutes
- 6. Researching
- 7. Preparing presentations
- 8. Time management
Testimonials
Very professional and relaxed which demonstrates mastery in their respective fields.
Olga Howard - Content and Advocacy Lead
CMI L5 Coaching and Mentoring
Sam Moxham - Chief People Officer
DDP
Adam Caldwell - Director - Civils
DDP
Trudie Newhouse - Management Consultant
SLP
Jamie Nesbitt - Commercial Sales Manager
DDP
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