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The Role of the Executive PA

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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

Qualification:

CPD Endorsed


Duration:

2 Day


Location:

Virtual Manchester London


Delivery Method and Price:

Virtual Classroom:
£1,000

Face to Face Classroom:
£2,000

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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.


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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

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