inhouse pa training brochure may 2017 · •moving!forward!through!continuous!development day 2...

Call: +44 (0)845 862 2687 www.personal-‐assistant-‐tips.com

Perso na l-Ass i s t an t -Tip s

IN-‐HOUSE EA, PA & ADMIN TRAINING

2017 BROCHURE

2-‐day, 1-‐day, half-‐day and lunch ‘n learn EA/PA courses

“Increasing PA know-how”

Let us help your Assistants raise their game!

PERSONAL-‐ASSISTANT-‐TIPS IN-‐HOUSE EA/PA TRAINING & DEVELOPMENT

Welcome to Personal-‐Assistant-‐Tips portfolio of in-‐house EA and PA training and development courses, designed for delivery at your premises to limit time spent away from the office. We offer 1-‐day and 2-‐day courses, a half-‐day course, and lunch ‘n learn bite-‐size training for your busy Assistants. We can also work with you to design learning solutions using a pick and mix of modules from available courses, or create a course specifically for your Assistants with the best structure and content for your organisation. We also provide an online EA/PA resource hub with over 150 concise PA articles and resources: so whether you choose an in-‐house course, a bespoke course, or a public course, you can be sure that your Assistants will enjoy exceptional training delivered by an international expert EA trainer and former Executive PA, with over 25 years’ experience. Our courses are delivered using examples, stories, real-‐world case studies, and practical exercises that are impactful and engaging. The Aims of Our Training & Development Executive offices should run seamlessly, like a well-‐oiled machine. We aim to take PAs, EAs, Admins and Team Secretaries from good to great, so that the executive's time can be freed up to do what they do best. If all PAs in your organisation attend our training, your organisation has the right to expect their PAs to perform their duties well. Why Assistants Need Regular Training Assistants pack their boss’s parachute on a daily basis. A survey by Hays Secretarial found that 90% of executives believe they could not do their jobs properly without their PA. Therefore, regular PA training is a justifiable cost to the business; and an investment, as opposed to an expense. A well-‐trained PA will effectively manage her boss’s workflow, free up his/her time, and increase the productivity of their working partnership. We can teach your Assistants how to move beyond the standards of a “tactician” to the mindset of a “strategist”. We Understand the Challenges Thinking like an owner helps Assistants to anticipate the needs of their strategic partner, and because the executive’s priorities and needs are constantly shifting, it is essential that Assistants keep up with PA best practice and strive to increase their learning beyond their existing skill-‐set. Our courses will show your Assistants how to think like an owner; especially our EA career course “The Advanced Executive PA Masterclass”. This course also teaches soft skills, such as influencing, presenting, problem-‐solving and win-‐win negotiation. All of our courses tackle the time management and prioritization issue by identifying time stealers and introducing a time-‐saving email management system to help Assistants get the most from their day. We Have Trained The Best We have trained Assistants from well-‐known organisations, so you are in good company. Previous clients 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. International In-‐house Training We can travel overseas to your city to delivery our world-‐class training at your offices for a very competitive price. Please contact us to discuss. We very much look forward to assisting you in determining the best choice of training for your Assistants. For more information please contact me on +44 (0)845 862 2687 or send an email to mking@personal-‐assistant-‐tips.com. Marguerita King Managing Director Personal-‐Assistant-‐Tips

The Aims of This Course

The Advanced Executive PA Masterclass is a career course for senior Assistants who are eager to build on their strengths and challenge their weaknesses. It is, without a doubt, one of the best Executive PA training courses on the international market today. It develops useful soft skills, such as presenting, influencing, project planning and win-‐win negotiation, to take your Assistants’ skill-‐set to the next level. It also shows Assistants how to become better strategic business partners to their bosses by adopting a managerial mindset and managing their boss’s workflow more effectively. This is an interesting and enjoyable course and is consistently rated 5 out of 5 for excellence.

COURSE THEMES • How to think like an owner • The PA strategist vs the PA tactician • Project planning strategy • Influencing and presentation skills • Time-‐saving email management strategy • Practicing win-‐win negotiation • Prioritising the demands of multiple managers • Creating a powerful personal brand • Moving forward through continuous development

DAY 2

COMMUNICATION SKILLS - GETTING WHAT YOU WANT FROM OTHERS • Improving your written communication skills and body language • Using a formula to influence management • Verbally presenting your ideas to management • Dealing assertively with managers without causing offence

WIN-WIN NEGOTIATION & PROBLEM SOLVING STRATEGIES • The rules of negotiation • How to talk in terms of the other party’s interests • Practicing win-win negotiation • Practical problem solving techniques

INCREASING YOUR MANAGERIAL POTENTIAL • You and your personal brand • Goal setting: writing a personal development plan • How to identify tasks that add value to your role • Strategies for maximising your performance review scores

MOVING FORWARD IN YOUR CAREER • Maintaining continuous professional development • Exploring the Virtual Assistant role • The tech savvy PA • Using LinkedIn to develop your electronic personal brand

PLUS FREE PA mentoring for 6 months

COURSE OUTLINE

DAY 1

BUILDING A STRATEGIC PARTNERSHIP WITH YOUR EXECUTIVE • The EA’s role as a strategic business partner • Discovering your executive’s daily priorities without being told • Applying forward thinking in your strategic partnership • Self-leadership: an attitude for partnership success

BLENDING IN WITH THE EXECUTIVE TEAM • Identifying the professional profile of a world-class PA • Blending in by improving your leverage in the organization • Working with individual work styles • Managing multiple managers: prioritizing demands on your time

MANAGING YOUR TIME & YOUR TEAM • Identifying time stealers and prioritising your workload • Time-saving email management strategies • Diary management: techniques for creating more time • Applying emotional intelligence when resolving issues with your team

UNDERSTANDING PROJECT MANAGEMENT PROCESSES • The project management process • Using a work breakdown schedule • Creating a timeline event plan • Effective event management & party planning tips

TOTAL PRICE: £3799.00 (inclusive) per class of 8 trainees

INCLUDED IN PRICE: The taught course, workbooks, certificates of achievement, 6 months PA mentoring, applicable taxes, travel and hotel expenses of trainer for courses taught in England and Wales, stationery, A/V equipment, meeting room, refreshments/lunch not included in price.

THE ADVANCED EXECUTIVE PA MASTERCLASS

(2-‐day course – 0900hrs-‐1630hrs)

TESTIMONIALS

“An extremely good course for senior PAs, with good practical exercises, which were well

delivered." Currine, PA, Marks & Spencer, London

"Marguerita’s experiences of being a PA herself means that she fully understands the demands

and pressures of the role.” Helen, EA, Cairn Energy PLC, Scotland

"Helpful and insightful. Also for PAs with 20+ years of experience."

Cindy, Management Assistant, ING, Netherlands

“Brilliant course! Marguerita was really informative and knowledgeable about all aspects of the

Executive PA role." Jo, PA, Capital One, England

"Every PA should attend this course. Time is used adequately and you catch so many tips to stimulate thoughts and positive self-criticism."

Sara, PA, Magaldi Power, Italy

CAREER COURSE FOR YOUR RISING STARS

COMMENTS

“Thanks Marguerita for so many tips. I will certainly

use in my job.”

“This course is a must for all EAs and PAs. The work

and exercises are so valuable and you come away with so much. My action plan is full!"

“Course was really well organised. And Marguerita

has a great knowledge of the subject.”

"Interesting, Dynamic, thought-provoking and above

all instructive."


INCLUDED IN PRICE: The taught course, workbooks, certificates of achievement, 3 months of follow-up mentoring, applicable taxes, travel and hotel expenses of trainer for courses taught in England and Wales, stationery, A/V equipment, meeting room, refreshments/lunch not included in price.

COURSE OUTLINE

AM MANAGING COMPATIBILITY • Understanding The Executive PA Role: Strategist vs Tactician • Building Rapport & Trust Into Your Working Partnership • Increasing Your Confidence & Resilience • Working Together Effectively From Day One

GROW THE EFFECTIVENESS OF YOUR STRATEGIC BUSINESS PARTNERSHIP • Executive Travel Planning: thinking beyond the obvious • Getting the Most Out of Review Meetings • Growing Your Role in The Partnership: are you up for it? • Racheting Up Your Effectiveness

PM MANAGING WORKFLOWS • Start of Day Conversations: looking ahead • Identifying Time Stealers • Prioritising The Demands of Multiple Managers • Successful Strategies of The Effective Diary Manager • A Time-‐saving Inbox Management Approach

IDENTIFYING THE BEST WAY FORWARD • The Tech Savvy PA • PA Problem Solving Session • Improving Your Visible Success • Your Action Plan Starts NOW!


UNDERSTANDING WHAT YOUR BOSS NEEDS FROM YOU


BUILD YOUR STRATEGIC BUSINESS PARTNERSHIP


This is a practical course that examines the Assistant’s role from the perspective of the boss. It looks at the behaviours and practices Assistants can put in place to increase communication in the working partnership. It will also increase your Assistants’ awareness of their responsibility for improving the visible success of the working partnership. It provides strategies for increasing rapport and professional confidence by teaching Assistants the best way to develop resilience. This course also discusses ideas for improving workflow, and introduces a time-‐saving system for managing emails. Assistants will have an opportunity to participate in a group problem solving session, set goals and formulate an Action Plan for implementing new ideas and concepts.

COURSE THEMES

• PA strategist vs PA tactician • Managing your time and workflow • Working together effectively from day one • Time-‐saving email management strategies • Diary management: reducing back-‐to-‐back mtgs • Improving the visible success of the partnership • Getting the most out of your performance reviews • Executive travel planning: thinking beyond the obvious

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 Mgr, Moody’s Investors Service, London

"...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

Copyright Personal-‐Assistant-‐Tips.com © 2017

2

COURSE OUTLINE

AM Optimising Your Strategic Working Partnership Ø Establishing the objectives of the modern PA Ø Strategies for improving your relationship with your manager Ø Developing a productive strategic business partnership Ø How to prioritise the demands of multiple managers

Email & Diary Management, and Effective Meeting Planning Ø Time-saving email management techniques Ø Effective strategies for creating more time in the Diary Ø Understanding comprehensive meeting planning Ø Taking minutes/action points at meetings

PM Managing Time & Work Flows, and Planning Complex Travel Ø Identifying time stealers Ø Understanding which tasks to prioritise Ø Creating productive work flows Ø Effective strategies for planning complex executive travel

Enhanced Business Writing & Professional Development Ø Practical techniques for sharpening your business writing skills Ø Strategies for improving your performance review outcomes Ø Moving forward continuously through professional development Ø Using Linkedin as a PA development resource


PA DUTIES: MASTERING THE ESSENTIALS



INCLUDED IN PRICE: The taught course, workbooks, certificates of achievement, 3 months of PA mentoring, applicable taxes, travel and hotel expenses of trainer for courses taught in England and Wales, stationery, A/V equipment, meeting room, refreshments/lunch not included in price.

COMPREHENSIVE SKILLS REFRESHER COURSE


This training course provides an opportunity to refresh and review work practices, and discover techniques that add finesse to the way Assistants approach their work. It provides a comprehensive workbook with resources, checklists and supplementary information that PAs can dip into as the need arises. Core skills are comprehensively reviewed and updated with time-saving email management techniques, strategies for creating more time in the diary, comprehensive meeting planning skills, and ways to think beyond the obvious when planning complex business travel itineraries.

COURSE THEMES

v Establishing the objectives of the modern PA

v Optimising your strategic business partnership

v Effective strategies for planning complex

executive travel

v Time-saving email mgmt. & diary management

v Tips for taking minutes/action points

v Comprehensive meeting planning practices

v Prioritising effectively & avoiding time stealers

v Sharpening your business writing skills

LUNCH ‘N LEARNS (1.5 hour, bite-‐size PA training)

Four 1.5-hour training sessions for EAs, PAs, secretaries and Admins, delivered during lunch periods to groups of up to 10 Assistants, in-house at your company’s premises. You supply the working lunch and we will provide an interactive session of insightful learning for your support team. Run two or thee bite-sized training sessions back-to-back or on consecutive days to enable Assistants to dip in and out as work commitments permit. Please contact us for details.

3.

EFFECTIVE STRATEGIES FOR THE PA PROFESSIONAL

(Half-‐day course -‐ 0900–1330hrs)

COURSE OUTLINE

0900hrs: Start

BUILDING A STRATEGIC PARTNERSHIP WITH YOUR EXECUTIVE • The EA’s role as a strategic business partner • Self-leadership: an attitude for partnership success • Understanding work styles • Developing concise communication skills

MANAGING YOUR TIME & UNDERSTANDING YOUR TEAM • Identifying time stealers • Prioritising multiple demands on your time • Time-saving email management strategies • Creating more time in the diary

PROJECT PLANNING & WIN-WIN NEGOTIATION • Understanding project management processes • Practical win-win negotiation • The tech savvy PA • PA problem solving session

1330hrs: Close

HALF-‐DAY PA STRATEGY COURSE

The Aims of This Course This half-day PA course is a cost-effective learning solution that is ideal for busy Assistants. It introduces the latest PA best practice strategies that help PAs work more productively with their boss. It shows PAs how to minimise time stealers and effectively prioritise their time. It uses practical case studies to look at ways to handle multiple demands on their time, and introduces a system for managing in-boxes that will put Assistants firmly in the driving seat. PAs will learn how to plan an event using a timeline, and will have an opportunity to discuss work-related issues during the PA problem-solving discussion.

TOTAL PRICE: £1440 (inclusive) per class of 8 trainees

INCLUDED IN PRICE: The taught course, workbooks, certificates of achievement, applicable taxes, travel and hotel expenses of trainer for courses taught in England and Wales, stationery, A/V equipment, meeting room, refreshments/lunch not included in price.

1.5 HOUR COURSES

IN-‐HOUSE TRAINING PRICE LIST

IN-‐HOUSE ADVANCED EXECUTIVE PA MASTERCLASS (2-‐day course) PRICE: £3799.00 (Inclusive) per class

: The course price includes the taught course for up to 8 trainees, course workbooks, six months of PA mentoring on an ask-‐a-‐question basis, Certificates of Achievement, and applicable taxes.

IN-‐HOUSE PA DUTIES: MASTERING THE ESSENTIALS (1-‐day course) PRICE: £2400.00 (Inclusive) per class

: The course price includes the taught course for up to 8 trainees, course workbooks, three months of PA mentoring on an ask-‐a-‐question basis, Certificates of Achievement, and applicable taxes.

UNDERSTANDING WHAT YOUR BOSS NEEDS FROM YOU (1-‐day course) PRICE: £2400.00 (Inclusive) per class

: The course price includes the taught course for up to 8 trainees, course workbooks, three months of PA mentoring on an ask-‐a-‐question basis, Certificates of Achievement, and applicable taxes. EFFECTIVE STRATEGIES FOR THE PA PROFESSIONAL (Half-‐day course) PRICE: £1440.00 (Inclusive) per class

: The course price includes the taught course for up to 8 trainees, course workbooks, Certificates of Achievement, and applicable taxes PICK AND MIX PA TRAINING COURSE Pick and mix modules from available courses to tailor the course to your needs. PRICE: 1-‐DAY COURSE: £2700.00 (Inclusive) per class PRICE: 2-‐DAY COURSE: £4200.00 (Inclusive) per class BESPOKE TRAINING COURSES We will work with you to create a bespoke course specifically for your Assistants. IN-‐HOUSE LUNCH ‘N LEARNS (bite-‐size courses) PRICE: 1 COURSE: £650.00 (Inclusive) PRICE: 2 COURSES: £1150.00 (Inclusive) PRICE: 3 COURSES: £1650.00 (Inclusive) PRICE: 4 COURSES: £2100.00 (Inclusive)

: The course price includes the taught course for up to 10 trainees, course handouts and applicable taxes. *Course fees do not cover travel, accommodation & transfers to locations outside England & Wales.

ABOUT PERSONAL-‐ASSISTANT-‐TIPS

Personal-‐Assistant-‐Tips was founded in 2009 by Marguerita King, its Managing Director. It evolved out of the popular PA resource website personal-‐assistant-‐tips.com to fill a need for insightful and progressive Assistant training and development. Its mission is to help Assistants raise their game and their value in the organisation. We offer world-‐class training locally and internationally, and career mentoring programmes for CEO-‐level Executive PAs as well as less senior PAs. We maintain a major website resource for PA professionals and provide a free monthly newsletter to our extensive database and social media followers. PAs consistently rate Personal-‐Assistant-‐Tips courses as “excellent”, and our course follow-‐up (free PA mentoring support) represents great value for money.

ABOUT THE TRAINER

Our expert international PA trainer is 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. She has been described as “a PA guru” and “The Wikipedia of the PA profession”, and has developed some of the best PA courses on the international market today. She is a highly effective trainer and has facilitated courses in major cities around the world, including, Johannesburg, Dubai and Shanghai. Marguerita has written over two hundred articles related to the PA profession for publications, newsletters, and for personal-‐assistant-‐tips.com. Her courses consistently receive a 5 out of 5 rating for excellence.

Why Train With

Personal-‐Assistant-‐Tips? 1

-‐ Our courses are consistently rated as “excellent”

-‐ We offer free follow-up support mentoring

-‐ Your Assistants will learn from an expert

international EA trainer – one of the best in the world

-‐ We offer 20% off future courses -‐ Your Assistants will participate in real-

world scenarios through case-studies and practical exercises

Call: +44 (0)845 862 2687 Email: mking@personal-‐assistant-‐tips.com

Personal-Assistant-Tips EA & PA Development Services

v IN-‐HOUSE & OPEN TRAINING COURSES

v IN-‐HOUSE BESPOKE TRAINING COURSES

v CAREER & PERFORMANCE MENTORING

v EA/PA DEVELOPMENT CONSULTING SERVICES v PA RESOURCE AND ADVICE WEBSITE

Contact Us

PERSONAL-‐ASSISTANT-‐TIPS 20-‐22 Wenlock Road, London, N1 7GU, England Tel: +44 (0)845 862 2687 Fax: +44 (0)20 7183 9899 Mobile: +44 (0)7771 64852 Email: mking@personal-‐assistant-‐tips.com Website: www.personal-‐assistant-‐tips.com Twitter: @Exec_PA_Tips Facebook: https://www.facebook.com/PersonalAssistantTips

The road to success is always under construction!

inhouse pa training brochure may 2017 · •moving!forward!through!continuous!development day 2...

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