PERSONAL ASSISTANT TIPS

EXECUTIVE PA TRAINING AND MENTORING

July 2013 1

Advanced Executive PA Masterclass

Fundamental Strategies for the Modern PA

PA Duties: Mastering the Essentials

Event Management & Party Planning for PAs

Corporate In-house PA Training

PA Training Courses

PA Tips Lunch ‘n Learns2CALL +44 (0)845 862 2687 or visit www.personal-assistant-tips.com

TESTIMONIALS

Advanced Executive PA Masterclass Course

“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

“I very much enjoyed the Masterclass. Small group gave the opportunity to flesh out ideas and scenarios. Took

away lots of tips and ideas for the future." Lorraine, EA, Emirates Nuclear Energy Corp, Abu Dhabi

An insightful 2-day course that allows Executive PAs to learn practical PA/managerial skills that add significant value to their role. It's an excellent choice for PAs who strive for continuous professional development and maximising their personal brand.

3VISIT: http://www.personal-assistant-tips.com/Executive_PA_Masterclass.html

MORE TESTIMONIALS

Advanced Executive PA Masterclass

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

Currine, PA, Marks & Spencer, London

“I am really enthusiastic of the opportunity to have followed this course which gave a lot of inspiration and

good and very useful tips to help out in my daily activities." 

Laura, EA, European Training Foundation – EU Agency – Turin, Italy

“Thank you so much - this was a very interesting experience that brought a lot of knowledge. Please

don't change it.“Anna, Executive Assistant, Capgemini, London

4VISIT: http://www.personal-assistant-tips.com/Executive_PA_Masterclass.html

Day 1- am

Advanced Executive PA Masterclass (2 days)

PROFILING THE CONTEMPORARY EXECUTIVE PA ROLE• Understanding your objectives• Raising your profile from Executive PA to business partner• Discovering your boss’s daily priorities• Attributes of top performing PAs• The internet savvy PA

WORKING PRODUCTIVELY WITH YOUR BOSS• Strategies for 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

5VISIT: http://www.personal-assistant-tips.com/Executive_PA_Masterclass.html

Day 1- pm

Advanced Executive PA Masterclass (2 days)

COMMUNICATION & WORK FLOW• Effective communication strategies• Time managing & prioritising your workload• Email and diary management techniques• Techniques for improving your work flow• 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

6VISIT: http://www.personal-assistant-tips.com/Executive_PA_Masterclass.html

Day 2- am

GETTING WHAT YOU WANT FROM OTHERS• Dealing assertively with managers• Understanding your team• Effectively presenting your ideas to management• A formula for influencing others

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

7VISIT: http://www.personal-assistant-tips.com/Executive_PA_Masterclass.html

Advanced Executive PA Masterclass (2 days)

Day 2- pmRELEASING 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• Social media & Linked-in strategy• Skills every PAs should acquire• Strategies for promoting your skills• Exploring the Virtual Assistant role• Strategies for effective business networking

VISIT: http://www.personal-assistant-tips.com/Executive_PA_Masterclass.html 8

Advanced Executive PA Masterclass (2 days)

TESTIMONIALS

PA Duties: Mastering the Essentials Course

“I felt this course covered the objectives that were requested. 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

"Very pleased with the course and new tips/thinking outside the box.“

Senior Administrator, London

A refresher course for PAs who have not trained for some time and would like to learn the latest PA best practice. It is also relevant for PAs that picked up their skills along the way and would like to fill in the gaps in their knowledge.

9VISIT: http://www.personal-assistant-tips.com/PA_Duties_Training_Course.html

1 Day Course - am

PA Duties: Mastering the Essentials (1 day)

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

10VISIT: http://www.personal-assistant-tips.com/PA_Duties_Training_Course.html

MANAGING TIME, INFORMATION FLOW & TRAVEL PLANNING• Time management & prioritisation techniques• Strategies for organising your boss• Improving information flow• Going the extra mile when planning executive travel

BUSINESS WRITING & CONTINUOUS PROFESSIONAL DEVELOPMENT STRATEGIES

• 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

1 Day Course - pm

VISIT: http://www.personal-assistant-tips.com/PA_Duties_Training_Course.html11

PA Duties: Mastering the Essentials (1 day)

TESTIMONIALS

Fundamental Strategies for the Modern PA

"Enjoyed the course very much, some excellent tips that I will definitely be using in my job."

Liz, Director's PA, Provident Financial, UK

“Picked up some good tips. Feel re-motivated to do a first class job.“

Personal Assistant, Bradford, England

A great course for senior and intermediate level PAs. Excellent tips and fundamental techniques and strategies for adding value to your role and improving productivity.

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http://www.personal-assistant-tips.com/Fundamental_Strategies_For_The_Modern_PA.html

1 day course- am

Fundamental Strategies for the Modern PA (1 days)

WORKING PRODUCTIVELY WITH YOUR BOSS• Establishing the objectives of the modern PA• Managing and organising your boss• Dealing assertively with managers

MANAGING THE FUNDAMENTALS • Effective email management and etiquette• Diary management techniques• Taking action points at meetings and how to present them

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http://www.personal-assistant-tips.com/Fundamental_Strategies_For_The_Modern_PA.html

1 day course- pmCOMMUNICATION & INFORMATION MANAGEMENT • Time management and prioritisation techniques• Improving information flow• Making communications work for you• How to influence others strategically

ADDING VALUE TO YOUR ROLE• Thinking outside the box when planning executive travel• Techniques for adding value to your role• Improving your performance appraisal scores

http://www.personal-assistant-tips.com/Fundamental_Strategies_For_The_Modern_PA.html

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Fundamental Strategies for the Modern PA (1 days)

TESTIMONIAL

Event Management & Party Planning for PAs

"As an Event Manager and Executive Assistant with over 15 years experience, I was interested in attending this workshop to enhance my

Project Management knowledge and skills. The workshop covered tools for project planning, event planning tips and tricks, practical formula’s for

influencing others, fun and exciting games, strategies on negotiations and much much more… I would highly recommend this workshop."

Karen, Event Manager/Senior PA, Prudential Plc, London

PAs often identify event management as a skills-set they would like to develop. This course teaches strategies for sourcing and negotiating with suppliers. It teaches how to write an effective and persuasive sponsorship proposal, how to plan an event using a timeline and how to organise information and promote your event.

15http://www.personal-assistant-tips.com/Event_Management_Techniques_For_Personal_Assistants_Workshop.html

1 day course- am

Event Management & Party Planning for PAs (1 day)

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

DEALING WITH SUPPLIERS• Your event planning checklist & Folder• How to professionally moderate a panel discussion• The rules of negotiation• Practical win-win negotiation

16http://www.personal-assistant-tips.com/Event_Management_Techniques_For_Personal_Assistants_Workshop.html

1 day course- pmPUBLICITY AND FUNDING • Writing a sponsorship proposal• Using a formula to influence others• Tips for creating flyers for your event• Creating a mini-website for your event• 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 entertainershttp://www.personal-assistant-tips.com/Event_Management_Techniques_For_Personal_Assistants_Workshop.html17

Event Management & Party Planning for PAs (1 day)

PA Tips Lunch ‘n Learns (1.5 hour modules)

Module 1. EFFECTIVE STRATEGIES FOR MANAGING YOUR BOSS

Module 2. EMAIL & DIARY MANAGEMENT, AND MEETING PLANNING

Module 3. A PROACTIVE APPROACH TO CONTINUOUS PROFESSIONAL DEVELOPMENT

Module 4. UNDERSTANDING THE INTERNET & SOCIAL MEDIA STRATEGY 

18http://www.personal-assistant-tips.com/Lunch_and_Learns.html

Our Lunch and Learns are a perfect solution when your training budget is limited. They provide opportunities for PA training and networking over a lunch period and no time is lost from the work day.

TESTIMONIALS

PA Mentoring Programmes

"I am Business Intelligence - Assistant CEO, thriving reaching the position of Executive Assistant CEO. Marguerita's skillful approach of the particular topics I lack in administration and organization grew me overnight thus being able to face my

new challenge in the utmost professional manner.‘Diana, Executive Assistant, Switzerland 

"My coaching session with Marguerita has changed the way I approach my work. She has given me some excellent tips on

time management, managing working relationships and making the most of my role. I came away from the session with new-found enthusiasm and an eagerness to put into

practice the advice she shared with me.“Anya, Senior Administrator,

19http://www.personal-assistant-tips.com/Personal-Assistant-Mentoring.html

PA mentoring provides one to one assistance with work issues that need specific attention. Mentoring is also useful for PAs who are new to the role or recently received a promotion. It allows PAs to seek another opinion on issues and formulate effective strategies.

30 Minute Job Interview Telephone Mentoring

PA Strategy Telephone Mentoring (two 45 min sessions)

Intensive PA Mentoring(One 3.5 hour face-to-face session or 1 call plus 8 emails over 1 month)

PA Ask-a-Question Mentoring(3 or 6 questions over 3 or 6 months, respectively)

Our PA Mentoring Programmes

Bespoke Corporate PA Mentoring

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ABOUT US

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ABOUT MARGUERITA KING

Marguerita King is the founder and Managing Director of Personal Assistant Tips. She is a former Personal Assistant with a passion for improving PA know-how.

ABOUT PERSONAL ASSISTANT TIPS

Personal Assistant Tips was founded in 2009 by Marguerita King, its Managing Director. It was born out of the popular PA resource website www.personal-assistant-tips.com, which was created by Marguerita in 2009. Our mission is to increase PA know-how and to help PAs, EAs, Administrators and secretaries propel their career by optimizing their skills-set and developing their personal brand. With this in mind a suite of services was devised to cater to the continuous professional development needs of PA professionals. Personal Assistant Tips aims to provide the best practical knowledge in the industry through our PA website resource, our international PA training and our PA mentoring programmes. Personal Assistant Tips also provides Virtual PA services

Marguerita has over 25 years secretarial/PA experience, with the latter years spent as a graduate PA, working in a number of industries within the public and private sectors. Marguerita is an APA (Assoc of Personal Assistants) recommended Consultant PA Mentor. She has written a significant number of PA best practice and policy articles for the APA's Members’ Knowledge Zone. (The APA is the UK's leading PA professional organisation.) Marguerita writes and facilitates advanced and intermediate-level PA training courses which are taught as far afield as the Middle East and Far East.

CONTACT US

Personal Assistant TipsSuite 16413, 145-157 St John StreetLondon EC1V 4PWEnglandTel: +44 (0)845 862 2687Fax: +44 (0)207 183 9899Mobile: +44 (0)7771 648521Email: mking@personal-assistant-tips.comWebsite: www.personal-assistant-tips.comTwitter: @Exec_PA_Tips

Marguerita King BSc DipPAManaging Director

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