Administration and Office Skills

The Professional Executive Assistant

Move from managing tasks to managing a partnership: protect your executive’s time, focus, information and reputation.

Move from managing tasks to managing a partnership: protect your executive’s time, focus, information and reputation.

About this course

Welcome to The Professional Executive Assistant. This course is about the partnership between an assistant and a senior leader. It assumes you can already run an office. Here you learn to protect an executive’s time, energy, information and reputation, and to act as a trusted extension of their role. Each module ends with a short knowledge check, and practical worksheets help you apply the ideas to your own executive.

COURSE STRUCTURE • Module 01: Introduction • Module 02: The Executive Assistant as Business Partner • Module 03: The Working Agreement • Module 04: Managing the Diary and the Executive’s Energy • Module 05: Managing Information and Access • Module 06: Board and Executive Meetings • Module 07: Confidentiality, Discretion and Information Security • Module 08: Projects, Events and Travel • Module 09: Influence, Upward Feedback and Difficult Situations • Module 10: Sustaining Your Practice

HOW IT WORKS Work through each module online. Most modules end with a short knowledge check (60% to continue). The course ends with a final assessment: pass mark 80%, 60 minutes, 3 attempts. Learners who pass receive a MetaCo certificate.

COURSE MATERIALS Learner Manual, Activity Workbook, Quick Reference Guide, practical toolkit, Action Plan and Evaluation Form, attached to Module 01.

Course content

Module 1: Module 01: Introduction

  • 1.1 Introduction

Module 2: Module 02: The Executive Assistant as Business Partner

  • 2.1 The Executive Assistant as Business Partner
  • 2.2 Case study

Module 3: Module 03: The Working Agreement

  • 3.1 The Working Agreement
  • 3.2 Case study

Module 4: Module 04: Managing the Diary and the Executive’s Energy

  • 4.1 Managing the Diary and the Executive’s Energy
  • 4.2 Case study

Module 5: Module 05: Managing Information and Access

  • 5.1 Managing Information and Access
  • 5.2 Case study

Module 6: Module 06: Board and Executive Meetings

  • 6.1 Board and Executive Meetings
  • 6.2 Case study

Module 7: Module 07: Confidentiality, Discretion and Information Security

  • 7.1 Confidentiality, Discretion and Information Security
  • 7.2 Case study

Module 8: Module 08: Projects, Events and Travel

  • 8.1 Projects, Events and Travel
  • 8.2 Case study

Module 9: Module 09: Influence, Upward Feedback and Difficult Situations

  • 9.1 Influence, Upward Feedback and Difficult Situations
  • 9.2 Case study

Module 10: Module 10: Sustaining Your Practice

  • 10.1 Sustaining Your Practice