Call +44 845 862 2687 www.personal-assistant-tips.com  

Persona l-Ass i s t an t-Tip s

-Assistant Tips

2016-2017 BROCHURE

 

Consistently rated 5 out of 5 for “excellence”

 

A comprehensive 1-day PA best practice course that teaches PAs how to bring more finesse to their role

PA DUTIES: MASTERING THE ESSENTIALS COURSE

 

   

 

 

 

THE  AIMS  OF  THIS  COURSE  This   PA   course   was   created   for   Personal  Assistants   and   Administrators  who  would   like  to   update   their   skills   with   the   latest   PA   best  practices,   and   sharpen   their   planning   and  communication   skills.   It   introduces   many  strategies   for   thinking  outside  the  box  so  that  PAs   become   more   effective   as   strategic  partners   to   their  manager.    During   the   course  PAs   revisit   and   update   their   core   PA   skills;  therefore,  this  course  is  ideal  for  PAs  who  have  not  had  the  benefit  of  formal  PA  training.    This  world-‐class   training   is   delivered   through  realistic  case  studies,  practical  exercises,  and  a  problem   solving   session   where   issues   and  challenges   can   be   explored.   PAs   consistently  rate  this  course  5  out  of  5  for  “excellence”.  See  course  testimonials.    

   

 

TESTIMONIALS    

"An  amazing  course  which  I  have  learnt  a  lot  from.    I  would  highly  recommend  it  and  would  love  to  attend  another  course."    

Holly,  PA  to  MD,  Wellbeing  People,  England  

"...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.  

 

“Interesting  and  engaging.  Nice  to  see  everyday  tasks  made  easier  by  taking  a  different  approach.”  

Jade,  Snr  Administrator,  Moody’s  Investors  Serv.  London    

WHY  YOUR  PA  SHOULD  ATTEND  This   course   provides   an   opportunity   to   review  work  practices  and  discover   techniques   that  add  finesse   to   the   way   PAs   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.    

MAIN  COURSE  THEMES  •  Establishing  the  objectives  of  the  modern  PA   •  Optimising  your  strategic  business  partnership

•  Effective  strategies  for  planning  complex  executive  travel  

•  Time-‐saving  email  mgmt.  &  diary  management  

•  Tips  for  taking  minutes/action  points •  Comprehensive  meeting  planning  practices

•  Prioritising  effectively  &  avoiding  time  stealers  

•  Sharpening  your  business  writing  skills    

LEARNING  OUTCOME  PAs   will   understand   the   latest   PA   best   practice  techniques   and   learn   how   to   go   from   good   to  great   in   their   role.   Attendees   will   also   have   a  better  understanding  of   their  objectives   and   the  many   ways   they   can   improve   systems   and  increase   productivity   in   their   strategic   working  partnership.  

 PA  Duties:  Mastering  the  Essentials  Course  

 

 

COURSE  OUTLINE  –  1-‐day  course    

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

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

 

PLUS  FREE  Follow-up PA Mentoring over 3 months

 

 

       

 PA  Duties:  Mastering  the  

Essentials  Course      

WHO  SHOULD  ATTEND  Personal   Assistants,   Executive   PAs,   Executive   Assistants,   Secretaries,  Administrators,  Diary  Managers    EXPERIENCE  LEVEL  This  course  is  taught  at  a  level  that  allows  all  attendees  to  improve  their  PA  strategies,  while  filling  gaps  in  their  knowledge,  and  exploring  effective  best  practices  for  performing  core  PA  duties.      

THE  COURSE  VENUE  Courses  are  typically  held  in  central  London.  Please  check  our  website  for  details  of  the  course  venue.  Full  joining  instructions  are  dispatched  2  weeks  before  the  training  event.      WE  ALSO  OFFER  IN-‐HOUSE  PA  TRAINING  In-‐house  training  provides  an  opportunity  for  organisations  to  tackle  specific  problems  by  tailoring  course  modules  to  the  needs  of  their  PAs.  This  course  can  be  taught  in-‐house  at  your  offices  and  delivered  over  one  day  or  two  half-‐days  for  your  convenience.    To  discuss,  please  call  Marguerita  King  on  +44  (0)845  862  2687  or  send  an  email  to  contact@personal-‐assistant-‐tips.com.    FREE  FOLLOW-‐UP  PA  MENTORING  Personal-‐Assistant-‐Tips  provides  excellent  follow-‐up  support  for  attendees  with  3  months  of  free  PA  mentoring  on  an  ask-‐a-‐question  basis.      

         

 ABOUT  THE  TRAINER    

Our  PA  trainer  is  Marguerita  King  BSc  DipPA.  She  is   the   founder   of   Personal-‐Assistant-‐Tips,   a  speaker  and  a  world-‐class  trainer  and  Consultant  EA  mentor.    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”.  Marguerita   has   developed   some   of  the   best   PA/EA   courses   on   the   international  market   today   and   has   been   invited   to   facilitate  courses   in   major   cities   around   the   world   -‐  including   Dublin,   Johannesburg,   Dubai   and  Shanghai.     She   has   written   more   than   200  articles  on  PA  &  EA  best  practice  for  publications,  newsletters,   and   for   her   website   personal-‐assistant-‐tips.com.    

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  practical,  high-‐quality  PA  training  for  career  PAs.  Its   mission   is   to   help   PAs   raise   their   game   and  increase   their   value   to   their   organisation.    Personal-‐Assistant-‐Tips   also   provides   corporate  career   mentoring   programmes   for   CEO-‐level  Executive   PAs   as   well   as   less   senior   PAs.  Personal-‐Assistant-‐Tips.com   is   a   major   website  resource  and  hub  for  PA  professionals.  It  offers  a  free  monthly  newsletter  and  enjoys  a  wide  social  media   presence.   Its   course   follow-‐up   support  provides  excellent  value  for  money,  with  free  PA  mentoring   for   course   attendees   for   3   months  after  the  course.  

   

DAILY  COURSE  SCHEDULE    

0830  hrs:  Registration  &  morning  coffee  0900  hrs:  Start  of  course  1030  hrs:  Morning  refreshments  1045  hrs:  Coursework  1230  hrs:  Lunch  1330  hrs:  Coursework  1500  hrs:  Afternoon  refreshments  1515  hrs:  Coursework  1630  hrs:  End  of  day    

“The road to success is always

under construction”

 

PAs  Add  Value  A recent survey found that 90 per cent of executives believe they could not do their job properly without their PA - PA training is an investment, not an expense.  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

COURSE  PRICES    

   

Standard  Price:  £499.00  per  de lega te   ( inc lus i ve )  *Early  Bird  Price:  £465.00  per  de lega te   ( inc lus i ve )  Group  Rate  Pr ice :  £425.00   pe r  de lega te   ( inc lus i ve )  Alumni  Pr ice :  £400.00   pe r  de lega te   ( inc lus i ve )    

* Reg i s t e r   a t   l ea s t   27  day s  be fo re   the   cou r se   s t a r t   da te   to   t ake   advan tage  o f   ou r   ea r l y   b i rd  p r i c e .    WHAT   I S   INCLUDED   IN  THE  COURSE  PR ICE :  The  course  price  includes  the  taught  course,  a  course  workbook,  basic  stationery,  morning  and  afternoon  refreshments,  lunch,  3  months’  PA  mentoring  on  an  Ask-‐A-‐Question  basis,  a  Certificate  of  Achievement  and  any  applicable  taxes.    Course  fees  do  not  cover  travel,  accommodation  or  transfers.    

PAYMENT  METHODS :   P l ea se   v i s i t   ou r  webs i t e   t o  pay  on l i ne  o r   r eques t   an  i n vo i ce   f rom  bookings@personal-‐assistant-‐tips.com    

www.personal-assistant-tips.com  

     

 

TERMS  AND  CONDITIONS  

FORC E   MA J EUR E :   “ F o r c e   M a j e u r e ”   m e a n s   a n   e x c e p t i o n a l   e v e n t   o r   c i r c um s t a n c e :   ( a )   w h i c h   i s  b e y o n d   P e r s o n a l -‐ A s s i s t a n t -‐ T i p s '   c o n t r o l ,   ( b )   w h i c h   s u c h   p a r t y   c o u l d   n o t   r e a s o n a b l y   h a v e  p r o v i d e d   a g a i n s t   b e f o r e   r e c e i v i n g   b o o k i n g   a n d   p a ymen t   f o r   t h e   c o u r s e ,   ( c )   w h i c h ,   h a v i n g  a r i s e n ,   s u c h   p a r t y   c o u l d   n o t   r e a s o n a b l y   h a v e   a v o i d e d   o r   o v e r c ome ,   a n d   ( d )   w h i c h   i s   n o t  s u b s t a n t i a l l y   a t t r i b u t a b l e   t o   s u c h   p a r t y .   F o r c e   M a j e u r e   m a y   i n c l u d e ,   b u t   i s   n o t   l i m i t e d   t o ,  e x c e p t i o n a l   e v e n t s   o r   c i r c um s t a n c e s   o f   t h e   k i n d   l i s t e d   h e r e a f t e r ,   s o   l o n g   a s   c o n d i t i o n s   ( a )   t o  ( d )   a b o v e   a r e   s a t i s fi e d :   i .   w a r ,   h o s t i l i t i e s   ( w h e t h e r   w a r   b e   d e c l a r e d   o r   n o t ) ,   i n v a s i o n ,   a c t   o f  f o r e i g n   e n em i e s ,   i i .   r e b e l l i o n ,   t e r r o r i sm ,   r e v o l u t i o n ,   i n s u r r e c t i o n ,   m i l i t a r y   o r   u s u r p e d  p owe r ,   o r   c i v i l   w a r ,   i i i .   r i o t ,   c ommo t i o n ,   d i s o r d e r ,   i v .   m u n i t i o n s   o f   w a r ,   e x p l o s i v e   m a t e r i a l s ,  i o n i s i n g   r a d i a t i o n   o r   c o n t am i n a t i o n   b y   r a d i o -‐ a c t i v i t y ,   v .   n a t u r a l   c a t a s t r o p h e s   s u c h   a s  e a r t h q u a k e s ,   h u r r i c a n e ,   t y p h o o n   o r   v o l c a n i c   a c t i v i t y ,   v .   e x c e p t i o n a l l y   b a d   w e a t h e r .  NO -‐ S HOW :   “ N o -‐ s h ow ”   m e a n s   r e g i s t e r e d   d e l e g a t e s   w h o   a r e   a b s e n t   f o r   a l l   o r   p a r t   o f   t r a i n i n g  c o u r s e .  1 .   P A YMENT :   P a ymen t   m u s t   b e   r e c e i v e d   w i t h i n   3 0   c a l e n d a r   d a y s   f r om   t h e   d a t e   o f   t h e  i n v o i c e .  2 .   C ANC E L L A T I ON   &   R E FUND S :   P e r s o n a l -‐ A s s i s t a n t -‐ T i p s   r e s e r v e s   t h e   r i g h t   t o   c a n c e l   a n y  t r a i n i n g   c o u r s e   d u e   t o   l ow   r e g i s t r a t i o n   o r   f o r   a n y   o t h e r   r e a s o n ,   i n c l u d i n g   f o r   F o r c e   M a j e u r e ,  w i t h o u t   p r i o r   n o t i c e   a n d   w i t h o u t   f i n a n c i a l   l i a b i l i t y .     I n   t h e   e v e n t   t h a t   a   t r a i n i n g   w o r k s h o p   o r  c o u r s e   i s   c a n c e l l e d ,   t r a i n e e s   m a y   e i t h e r   a t t e n d   t h e   c o u r s e   a t   a   l a t e r   s c h e d u l e d   d a t e ,  t r a n s f e r   t o   a n   a l t e r n a t i v e   c o u r s e ,   o r   o p t   f o r   a   f u l l   r e f u n d .   P e r s o n a l -‐ A s s i s t a n t -‐ T i p s   w i l l  e n d e a v o u r   t o   n o t i f y   d e l e g a t e s   o f   a n y   c o u r s e   c a n c e l l a t i o n s   a t   l e a s t   f i v e   d a y s   p r i o r   t o   t h e  c o u r s e   s t a r t   d a t e .   C a n c e l l a t i o n s   m a d e   b y   d e l e g a t e s   a r e   s u b j e c t   t o   t h e   f o l l ow i n g   c a n c e l l a t i o n  t e rm s .  a )   C a n c e l l a t i o n s   r e c e i v e d   mo r e   t h a n   2 9   c a l e n d a r   d a y s   b e f o r e   t h e   c o u r s e   s t a r t   d a t e   -‐   f u l l  r e f u n d   o f   p a i d   c o u r s e   f e e s .  b )   C a n c e l l a t i o n s   r e c e i v e d   1 5 -‐ 2 8   c a l e n d a r   d a y s   b e f o r e   t h e   c o u r s e   s t a r t   d a t e   -‐   5 0%   o f   p a i d  c o u r s e   f e e   w i l l   b e   r e f u n d e d .  c )   C a n c e l l a t i o n s   r e c e i v e d   0 -‐ 1 4   c a l e n d a r   d a y s   b e f o r e   t h e   c o u r s e   s t a r t   d a t e   -‐   n o   r e f u n d   g i v e n  b u t   t h e   d e l e g a t e  m a y   a t t e n d   a   l a t e r   s c h e d u l e d   c o u r s e   f r e e   o f   c h a r g e .  d )   N o -‐ s h ow   -‐   N o   r e f u n d  w i l l   b e   g i v e n   f o r   n o -‐ s h ow s .  e )   A l l   c a n c e l l a t i o n s   m u s t   b e   n o t i f i e d   v i a   em a i l   a n d   r e c e i v e d   a t   c o n t a c t@p e r s o n a l -‐ a s s i s t a n t -‐t i p s . c om .    3 .   P e r s o n a l -‐ A s s i s t a n t -‐ T i p s   r e s e r v e s   t h e   r i g h t   t o   c h a n g e   t h e   c o u r s e   v e n u e   a t   a n y   t im e   w i t h o u t  l i a b i l i t y ,   a n d  w i l l   e n d e a v o u r   t o   g i v e   r e a s o n a b l e   n o t i c e   o f   a n y   c h a n g e   o f   v e n u e .    4 .   WARRANT Y :   P e r s o n a l -‐ A s s i s t a n t -‐ T i p s   p r o v i d e s   t r a i n i n g   c o u r s e s   a n d   s e r v i c e s   s o l e l y   b y  r e f e r e n c e   t o   t h e i r   d e s c r i p t i o n   a n d   w h e r e   p e rm i t t e d   b y   l aw   w e   e x c l u d e   a l l   o t h e r   w a r r a n t i e s ,  e x p r e s s   o r   i m p l i e d ,   s t a t u t o r y   o r   o t h e rw i s e   f r om   t h e s e   t e rm s   a n d   c o n d i t i o n s .   P e r s o n a l -‐A s s i s t a n t -‐ T i p s ’   t o t a l   l i a b i l i t y   t o   a n y   d e l e g a t e   f o r   a n y   l o s s e s ,   c o s t s ,   e x p e n s e s   o r   d ama g e s  u n d e r   t h e s e   T e rm s   a n d   C o n d i t i o n s ,   o t h e r   t h a n   f o r   d e a t h   o r   p e r s o n a l   i n j u r y   c a u s e d   b y   o u r  n e g l i g e n c e   o r   f o r   f r a u d   o r   w h e r e   s u c h   l i m i t a t i o n   i s   p r o h i b i t e d   b y   l aw ,   s h a l l   b e   l i m i t e d   t o   t h e  c o u r s e   f e e s   r e c e i v e d   f r om   t h e   d e l e g a t e .  5 .   L I A B I L I T Y :   E a c h   p a r t y   s h a l l   b e   l i a b l e   f o r   a n d   h e r e b y   r e l e a s e s   a n d   i n d emn i f i e s   t h e   o t h e r  p a r t y   f r om   a n d   a g a i n s t ,   a n y   o f   i t s   ow n   i n d i r e c t ,   i n c i d e n t a l ,   s p e c i a l ,   c o n s e q u e n t i a l   l o s s e s   o r  d ama g e s   o r   p u n i t i v e   d ama g e s   ( w h e t h e r   o r   n o t   f o r e s e e a b l e ) ,   i n c l u d i n g   w i t h o u t   l i m i t a t i o n ,  d ama g e s ,   l o s s e s ,   l o s t   r e v e n u e ,   l o s t   b u s i n e s s ,   b u s i n e s s   i n t e r r u p t i o n s ,   a r i s i n g   o u t   o f   o r  r e l a t e d   t o ,   t h e   c o u r s e ,   t h e   v e n u e ,   t r a v e l   t o   o r   f r om   t h e   c o u r s e ,   h o t e l   a c c ommod a t i o n ,   a n d  a n y   a d v i c e   g i v e n   b y   P e r s o n a l -‐ A s s i s t a n t -‐ T i p s   o r   i t s   a s s o c i a t e d   e n t i t i e s ,   o r   a n y t h i n g   e l s e ,  w h a t s o e v e r .  6 .   O V E R S E A S   D E L EGA T E S :   P e r s o n a l -‐ A s s i s t a n t -‐ T i p s   i s   n o t   a   c o l l e g e   a n d   a s   s u c h   d o e s   n o t   c a r r y  a   T i e r   4   L i c e n s e   t o   e n a b l e   s t u d e n t   v i s i t o r   v i s a   a s s i s t a n c e .   C o n s e q u e n t l y   P e r s o n a l -‐ A s s i s t a n t -‐T i p s   c a n n o t   a c c e p t   a n y   r e s p o n s i b i l i t y   o r   l i a b i l i t y   w h a t s o e v e r   f o r   a n y   d e l e g a t e ’ s   f a i l u r e   t o  o b t a i n   a   v i s a   o r   e n t r y   c l e a r a n c e   i n t o   t h e   U n i t e d   K i n g d om .  7 .   GOV E RN I NG   L AW :   T h e   L aw s   o f   E n g l a n d    

 

4.  

 

TESTIMONIALS    

“Very  grateful  for  the  effort  and  work  that  was  put  into  the  course.  The  programme  was  

excellent  and  I  would  recommend  it  to  other  PAs.  The  course  was  of  a  high  standard.”  

PA,  Everlasting  Arms  Ministries,  London    

"A  very  informative  and  interesting  course.  I  definitely  plan  to  come  back  at  a  later  stage."      Mary,  Exec  Office  Assist,  Global  Crop  Diversity  

Trust,  Germany    

“Brilliant  course;  and  very  informative.”  Jacqui,  PA,  England  

 “…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,  London  

 "Very  useful,  interesting  and  educative  course!  

Thank  you  very  much!"  Elena,  PA,  Belgium  

 “Very  useful  and  informative.    Great  knowledge  of  the  topics.  I  can  tell  that  Marguerita  is  an  

expert  in  this  field.”  Kerry,  PA,  London  

 Fantastic  way  to  refresh  your  skills  and  ideas.  Gives  you  vision  on  where  your  career  is  going.  

Lucy,  Secretary,  London  

 

Personal-‐Assistant-‐Tips  20-‐22  Wenlock  Road  London,  N1  7GU,  England  Tel:  +44  (0)845  862  2687      Fax:  +44  (0)207  183  9899  Mobile:  +44  (0)7771  648521  Email:  contact@personal-‐assistant-‐tips.com  www.personal-‐assistant-‐tips.com  

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2016 Course Dates

5th  February  2016  –  London    

15th  April  2016  –  London    

10th  June  2016  –  London    

19th  August  2016  –  London  

14th  October  2016  –  London  5th  December  2016  –  London  

2017 Course Dates    

24th  February  2017  –  London    5th  May  2017  –  London    28th  July  2017  –  London    

29th  September  2017  –  London    1st  December  2017  –  London