Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course

Personal assistants (PA's) and executive assistants (EA's) are some of the most important people in any organisation in Australia. This course empowers these workers with the skills and techniques to become even more efficient, productive and professional.

The PD Training Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course provides personal and executive assistants with the techniques to become well-organised, efficient and well-prepared for today’s evolving workplace. Participants in this course will enhance and develop skills like setting and managing meetings, basic project management concepts, setting priorities and communicating effectively with all levels of staff.

This practical, 1-day professional development training course provides techniques you can really use! We look forward to welcoming you to a course in Brisbane, Sydney, Melbourne, Adelaide, Canberra, Parramatta or Perth or Australia-wide.

Please click on the Public Class tab below to view our Foundation Skills for Elite Personal and Executive Assistant Skills course schedule by city or click the In-House Training tab to receive a free quote for courses delivered at your preferred location.

Looking for something more advanced? Try the Advanced Skills for Elite PA's and Executive Assistants Course

Your Learning Outcomes

In this course, participants will:
  • Become highly organised using smart, efficient systems
  • Learn to manage time more effectively & strategically
  • Master prioritisation of time
  • Complete all important tasks and help their manager do the same
  • Learn highly effective verbal and nonverbal communication techniques
  • Become more proactive and empowered in their role
  • Learn to communicate more effectively with their manager
  • Gain an insight into the importance of caring for themselves
  • Learn how to make the most of their 'Team of Two'

PDT Training specialise in:

Live Online

Face-to-Face

Hybrid

Plus the workshops are always tailored to your current context

"A great course; the information was delivered well and the presentation kept you interested and involved."

Taranaki DHB

 

"Found it enjoyable, adapted course content to cater for the group."

Taranaki DHB

 

"...throughout the session everyone received attention and their needs or queries were dealt with patiently and thoroughly. Kathy was sensitive to each trainees needs or their hopes to take with them when they left that day. The premises were excellent. We were absolutely catered to well. (I wish we had similar facilities at our own organisation). Thank you again and I would recommend this course with Kathy as trainer to anyone who needed this preparatory aid. Thank you again."

Individual Participant

 

"Our trainer was amazing and really engaged all of us and showed a genuine interest in our needs, questions and situations. She was great!"

SEEK NZ Ltd

 

"This was an amazing course and I loved every second of it. Just what I needed and will look at coming to the Advanced Level now. Many thanks!"

Christchurch City Council

 

"I did really enjoy my day...My trainer was really easy to follow which was great and would stop and explain things as we needed, I was in a small group of people which was really easy to learn in."

 TSB Bank

 

"I was very impressed. I appreciated the small groups of learners and having the opportunity to work collaboratively and independently throughout. I really enjoyed our trainer's way of teaching and found he was patient and had a laid back approachable manner. I would definitely sign up to other courses of interest."

Storypark

 

"I really enjoyed the course, especially because Kim was fantastic and the smaller group size made the training more fluid and less formal. This meant I felt more comfortable sharing experience and asking questions. I would 100% consider doing further courses in the future."

iSite Limited T/A QMS NZ

 

"I was very impressed. I appreciated the small groups of learners and having the opportunity to work collaboratively and independently throughout. I really enjoyed our trainer's way of teaching and found he was patient and had a laid back approachable manner. I would definitely sign up to other courses of interest."

Storypark

 

"I really enjoyed the course, especially because Kim was fantastic and the smaller group size made the training more fluid and less formal. This meant I felt more comfortable sharing experience and asking questions. I would 100% consider doing further courses in the future"

iSite Limited T/A QMS NZ

 

"The course was great - very lucky to have only three other participants which greatly enhanced the experience."

NZ Transport Agency

 

"Such a great place to train in. Trainer was very energetic and wasn't boring to listen too. I learnt a lot of things during my day there. Small group of 4 made it easier to work with and ask questions about things you didn't understand."

RCP

 

"I really enjoyed this course - was great to meet the other participants. The facilitator was humourous and knew his stuff. Thoroughly recommend this course to anyone."

NZ Police

 

Lend Lease logo
Jess was fantastic, she made us all feel welcomed and we all learned loads. Couldn't have asked for a better trainer or a group of people to do the course with.

-Lend Lease


Count Financial logo
What an amazing trainer. I very much admire her knowledge, experience and teaching approach. The course exceeded my expectations as it was tailored to each of our individual needs. It was great to have such a small class to share experiences and areas for development. I learnt so much not only from the trainer but also from the other women participating in the course. I would recommend to anyone.

-Count Financial


CFA logo
Great day, picked up on some important things that I was not doing in my workplace and which I am going to be initiating into my position, a great day with interaction, great presenter which certainly makes a difference and keeps you interested.

-Country Fire Authority


Very comprehensive course, the trainer was excellent and very enthusiastic.

-Margan Pastoral Company


Ansaldo STS logo
I thoroughly enjoyed this course and found it greatly beneficial.

-ANSALDO-STS


Velocity Energy logo
It was a very practical and well delivered course which I thoroughly enjoyed. I have taken back some excellent ideas to improve my performance in the workplace. Thanks very much!

-Velocity Energy


Queensland Rail logo
I loved that the course was interactive. Annette was an amazing trainer. I would recommend this course to all Assistants within our organisation. I also would like to further developed my career, which means I will be in contact in a few months to look at other course on offer. Regards, Antoinette

-QR National


Griffith University logo
I enjoyed the course very much. Liked the small group of participants (6).

-Griffith University


Stihl logo
Great Course, learnt some very useful tips.

-Stihl Pty Ltd


AMES logo
Many thanks - the experience has been very positive and we would certainly send personnel to your training courses as needed.

-AMES


Trilby Misso Lawyers logo
Clarissa has mentioned the course was fantastic. She really enjoyed the way the course was delivered and has suggested TML use your services in the future.

-Trilby Misso Lawyers


ato logo
A very smooth process to book the training, and staff were extremely helpful when I enquired about payment. The participant found the course helpful, particularly individual feedback she received from the trainer.

-Australian Tax Office


RACV Royal Pines Resort logo
Found your on-line process to be very user friendly and (assumed) auto generated emails were well timed and useful. Feedback from participant was also very good.

-RACV Royal Pines Resort


More happy clients

Plus you’ll also receive:

shield

Money Back
Guarantee

If you’re not happy with the outcomes from
the course we offer a money back guarantee

profiles

REACH
Profiles

For every participant
valued at $199 each

sick

Sick Day
Safety Net

No one left behind
with our 1/2 price re-run promise

dashboard

Development
Dashboard

12-months access to the unique REACH Future Proofing Personal Development Dashboard with personally curated learning to develop agility to adapt to different people tasks and situations.

Learn Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course Now

Executive and/or Personal Assistants play a big role in an organisation, as they are the primary point of contact for internal and external clients and business partners. PA's and EA's perform a wide array of jobs every day such as following-up communications and schedules, managing travel and recording important meetings. Enhance your personality and job skills through enrolling in the Foundation Skills for Elite PA's training course from PD Training.

In this professional development training course, you will learn the skills to help you use your resources efficiently, manage your time wisely, communicate effectively and collaborate with others skillfully.  The practical skills and techniques you will learn in this course will also help you support your manager, and present 'your team of two’ as a professional, confidence-inspiring team. 

Looking for something more advanced? Try the Advanced Skills for Elite PA's and Executive Assistants Course

 

See the Live Online tab for the course outline for the live online course

Course Outline for Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course

After completing this course, participants will have learned to:

Topic 1

The Effective PA

  • Welcome
  • The Skills and Attributes of an Effective PA/EA
  • Role Defined
  • Reflection

Topic 2

Your Winning Style and How Best to Communicate with Your Manager

  • Step 1: REACH Review – Communication Evolution Tool
    • Understanding the Counsellor
    • Understanding the Coach
    • Understanding the Driver
    • Understanding the Advisor
  • Step 2: Adapt your Approach to be effective
    • Do’s and Don’ts when interacting with the Counsellor
    • Planning my future Communication strategies with “Counsellor’s”
    • Do’s and Don’ts when interacting with the Coach
    • Planning my future Communication strategies with “Coach’s”
    • Do’s and Don’ts when interacting with the Driver
    • Planning my future Communication strategies with “Driver’s”
    • Do’s and Don’ts when interacting with the Advisor
    • Planning my future Communication strategies with “Advisor’s”
  • Reflection

Topic 3

Set up for Success

  • Your Web of Influence
  • Key Personnel in Depth Template
  • Management (PIT) Personal Information Template
  • Reflection

Topic 4

Working in Sync

  • Email Management
  • Email Etiquette
  • Create the email however direct replies to someone else
  • Manage your inbox
  • Follow the READ principle and stay on top of your email
  • Manage your inbox with Flags and Rules
  • Reflection

Topic 5

Time Management

  • Block Out Times for Your Manager
  • Organised Review and Preparation Times
  • Reflection

Topic 6

Prioritisation to Keep You on Track

  • That’s a WRAP – Getting It all Done on Time
  • WRAP Technique
  • Ranking Priorities
  • Anticipating Time for Tasks – Using PERT
  • Beyond Goal Setting
  • The SMARTR Framework
  • Writing SMARTR Goals – Template
  • SMARTR Goal Template
  • Additional Tips
  • Goals Deconstructed
  • Reconstruct your SMART goal
  • Reflection

Topic 7

Meetings to Run Without a Hitch!

  • Meeting Checklist
  • Meeting Checklist Template
  • Agenda Creation
  • Meeting Agenda Template
  • Keep the meeting on time - planned time interrupters
  • Minute Taking that you can understand
  • Composing your Minutes
  • What can you do to help yourself?
  • Reflection
  • Topic 8

    Reflections

    • Create an Action Plan
    • Accountability = Action

    4.7/5

    from 88 responses
    Download PDF Outline Duration: 1.0 Days

    Plus you’ll also receive:

    shield

    Money Back
    Guarantee

    If you’re not happy with the outcomes from
    the course we offer a money back guarantee

    profiles

    REACH
    Profiles

    For every participant
    valued at $199 each

    sick

    Sick Day
    Safety Net

    No one left behind
    with our 1/2 price re-run promise

    dashboard

    Development
    Dashboard

    12-months access to the unique REACH Future Proofing Personal Development Dashboard with personally curated learning to develop agility to adapt to different people tasks and situations.

    Learn Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course Now

    We create training that meets your needs.

    1-hour Motivator

    3-hour Power Sessions

    Full Day Training

    Conferences & Summits

    • OFFSITE
    • AT YOUR WORKPLACE
    • ONLINE

    We’ll make things easier so you can focus on adding more value

    We take care of all of the details, so you don’t have to:

    • Invite people to
      training
    • Sign
      In Sheet
    • Generate Branded
      Course Flyers
    • PDF’S of
      Certificates
    • Collects and
      Reports Feedback
    • Complete Results
      Dashboard

    What are people going to do differently?

    At the completion of training participants are encouraged to create an action plan, and invite an accountability buddy via their Orgmenta App.

    In your Training Management Centre you have transparency to the action plans so you can see what people are going to do differently.

    Want to get clear on impacts and measure success? We support you.

    Our systems and people make it easy to identify how you’ll be able to measure impacts and then report on the success in the weeks or months after training.

    Do you already have a training management system and wish they were automatically up to date?

    It’s surprisingly easy to make it so that your system can automatically be up to date with all the training record details you need.

    More than just a training provider - we are your learning and development partner.

    We look forward to working with you, talk to one of our friendly expert consultants today.
    Talk to our team

    Details:

    • Small classes, average 5 people, max 16
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware available in the App

    Questions:

    Upcoming Live Classes

    Live Online

    3-hour course

    12:00 pm - 3:00 pm Pacific/Auckland

    $480.00

    25 February

    Enrol Now Filling fast

    13 May

    Enrol Now Filling fast

    11 August

    Enrol Now Filling fast

    7 November

    Enrol Now Filling fast

    Course Outline for Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course

    After completing this course, participants will have learned to:

    Topic 1

    Set up for Success

    • Your Web of Influence
    • Key Personnel in Depth Template
    • Management (PIT) Personal Information Template
    • Reflection

    Topic 2

    Working in Sync

    • Email Management
    • Email Etiquette
    • Create the email however direct replies to someone else
    • Manage your inbox
    • Follow the READ principle and stay on top of your email
    • Manage your inbox with Flags and Rules
    • Reflection

    Topic 3

    Time Management

    • Block Out Times for Your Manager
    • Organised Review and Preparation Times
    • Reflection

    Topic 4

    Prioritisation to Keep You on Track

    • That’s a WRAP – Getting It all Done on Time
    • WRAP Technique
    • Ranking Priorities
    • Anticipating Time for Tasks – Using PERT
    • Beyond Goal Setting
    • The SMARTR Framework
    • Writing SMARTR Goals – Template
    • SMARTR Goal Template
    • Additional Tips
    • Goals Deconstructed
    • Reconstruct your SMART goal
    • Reflection

    When you book a Public Class with PD Training you can expect:

    To Be Engaged All Day

    Activities and discussion for engaged learning all day.

    An outstanding trainer

    On average PDT trainers have 15 years industry experience and 7 years training experience.

    Focussed on you

    We always tailor activities and scenarios to be relevant to you.

    Refresher Course $0

    In-House and Public Class participants are welcome to join a public class in the same topic for 12 months.

    Acclaimed Provider

    The confidence of booking with an acclaimed multi-national training company.

    Multi-modal Reinforcement

    Support, reinforcement & extension eLearning and videos in the App.

    Details:

    • Small classes, average 5 people, max 16
    • Prices excl. GST
    • Lunch and refreshments included
    • Certificate of Completion (always available in the App)
    • Comprehensive courseware available in the App
    • Pay on Invoice or by Credit Card

    Questions:

    Auckland

    1.0 day course

    ACE Training, Level 3, 46 Brown Street, Ponsonby Auckland NZ 1021

    $750.00

    25 February

    Enrol Now Filling fast

    13 May

    Enrol Now Filling fast

    11 August

    Enrol Now Filling fast

    7 November

    Enrol Now Filling fast

    Christchurch

    1.0 day course

    ACE Training, Unit 7, 15 Sir Gil Simpson Drive Christchurch NZ 8053

    $750.00

    25 February

    Enrol Now Filling fast

    13 May

    Enrol Now Filling fast

    11 August

    Enrol Now Filling fast

    7 November

    Enrol Now Filling fast

    Wellington

    1.0 day course

    ACE Training, Level 1, 89 The Terrace, Wellington Central Wellington NZ 6011

    $750.00

    25 February

    Enrol Now Filling fast

    13 May

    Enrol Now Filling fast

    11 August

    Enrol Now Filling fast

    7 November

    Enrol Now Filling fast

    Course Outline for Foundation Skills for Elite Personal Assistants and Executive Assistants Training Course

    After completing this course, participants will have learned to:

    Topic 1

    The Effective PA

    • Welcome
    • The Skills and Attributes of an Effective PA/EA
    • Role Defined
    • Reflection

    Topic 2

    Your Winning Style and How Best to Communicate with Your Manager

    • Step 1: REACH Review – Communication Evolution Tool
      • Understanding the Counsellor
      • Understanding the Coach
      • Understanding the Driver
      • Understanding the Advisor
    • Step 2: Adapt your Approach to be effective
      • Do’s and Don’ts when interacting with the Counsellor
      • Planning my future Communication strategies with “Counsellor’s”
      • Do’s and Don’ts when interacting with the Coach
      • Planning my future Communication strategies with “Coach’s”
      • Do’s and Don’ts when interacting with the Driver
      • Planning my future Communication strategies with “Driver’s”
      • Do’s and Don’ts when interacting with the Advisor
      • Planning my future Communication strategies with “Advisor’s”
    • Reflection

    Topic 3

    Set up for Success

    • Your Web of Influence
    • Key Personnel in Depth Template
    • Management (PIT) Personal Information Template
    • Reflection

    Topic 4

    Working in Sync

    • Email Management
    • Email Etiquette
    • Create the email however direct replies to someone else
    • Manage your inbox
    • Follow the READ principle and stay on top of your email
    • Manage your inbox with Flags and Rules
    • Reflection

    Topic 5

    Time Management

    • Block Out Times for Your Manager
    • Organised Review and Preparation Times
    • Reflection

    Topic 6

    Prioritisation to Keep You on Track

    • That’s a WRAP – Getting It all Done on Time
    • WRAP Technique
    • Ranking Priorities
    • Anticipating Time for Tasks – Using PERT
    • Beyond Goal Setting
    • The SMARTR Framework
    • Writing SMARTR Goals – Template
    • SMARTR Goal Template
    • Additional Tips
    • Goals Deconstructed
    • Reconstruct your SMART goal
    • Reflection

    Topic 7

    Meetings to Run Without a Hitch!

  • Meeting Checklist
  • Meeting Checklist Template
  • Agenda Creation
  • Meeting Agenda Template
  • Keep the meeting on time - planned time interrupters
  • Minute Taking that you can understand
  • Composing your Minutes
  • What can you do to help yourself?
  • Reflection
  • Topic 8

    Reflections

    • Create an Action Plan
    • Accountability = Action

    When you book a Public Class with PD Training you can expect:

    To Be Engaged All Day

    Activities and discussion for engaged learning all day.

    An outstanding trainer

    On average PDT trainers have 15 years industry experience and 7 years training experience.

    Focussed on you

    We always tailor activities and scenarios to be relevant to you.

    Refresher Course $0

    In-House and Public Class participants are welcome to join a public class in the same topic for 12 months.

    Acclaimed Provider

    The confidence of booking with an acclaimed multi-national training company.

    Multi-modal Reinforcement

    Support, reinforcement & extension eLearning and videos in the App.

    Outstanding learning that people can do in the flow of work

    • Fresh targeted video-based microlearning content with interactive lessons and quizzes included.
    • Rigourous review process
    • Only $11.00 per course per person per year
    • Or get the $110.00 bundle and save
    Purchase the microlearning bundle

    Learn how to elevate yourself as an EA with key skills from email and time management to how to set yourself up for success.

    Buy Foundation Skills for PA's and EA's

    Asking Questions

    The most important foundation for communication and building meaningful relationships is listening, develop your skills with this micro eLearning course.

    Bite size learning that people love

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