Next Level Academy Executive and Personal Assistants eBook Course

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Module One: Getting Started

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.

At the end of this workshop, participants should be able to:

Define records and archives

Analyze records in context

Classify records

Understand different systems

Maintain and convert records



Module One: Getting Started
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives
  • Pre-Assignment
  • Action Plans and Evaluations
Module Two: Working with Your Manager
  • Adapting to Their Style
  • Anticipate Their Needs
  • Getting Your Responsibilities Defined
  • When to Take the Initiative
  • Case Study
  • Module Two: Review Questions
Module Three: Administrative Soft Skills
  • Social Intelligence
  • Basic Business Acumen
  • Office Management
  • Active Listening
  • Case Study
  • Module Three: Review Questions
Module Four: Effective Time Management
  • Calendar Management
  • Prepare for Changes and Surprises
  • Keeping Others On Track
  • Urgent/Important Matrix
  • Case Study
  • Module Four: Review Questions
Module Five: Meeting Management
  • Creating An Agenda
  • Keeping Minutes
  • Keeping the Meeting On Time
  • Variations for Large and Small Meetings
  • Case Study
  • Module Five: Review Questions
Module Six: Tools of the Trade (I)
  • Email Protocol
  • Office Machinery
  • Computer and Software Skills
  • Communication Skills
  • Case Study
  • Module Six: Review Questions
                                                                                            Module Seven: Tools of the Trade (II)
                                                                                            • Phone and Voicemail Etiquette
                                                                                            • Word Processing
                                                                                            • Business Writing
                                                                                            • Internet Research
                                                                                            • Case Study
                                                                                            • Module Seven: Review Questions
                                                                                            Module Eight: Being an Effective Gatekeeper
                                                                                            • Filtering Data and Information
                                                                                            • Learn to Say No
                                                                                            • Dealing With Difficult People
                                                                                            • Recognize the Tricks
                                                                                            • Case Study
                                                                                            • Module Eight: Review Questions
                                                                                            Module Nine: Organizational Skills
                                                                                            • Prioritizing Your Workload
                                                                                            • Goal Setting
                                                                                            • Plan for Tomorrow, Today
                                                                                            • Staying on Track
                                                                                            • Case Study
                                                                                            • Module Nine: Review Questions
                                                                                            Module Ten: Confidentiality Guidelines
                                                                                            • Your Confidentially Duty
                                                                                            • Be Diplomatic and Discreet
                                                                                            • Keeping Data Secure
                                                                                            • What To Do in Sticky Situations
                                                                                            • Case Study
                                                                                            • Module Ten: Review Questions
                                                                                            Module Eleven: Special Tasks
                                                                                            • Project Management
                                                                                            • Trade Shows
                                                                                            • Interacting with Clients
                                                                                            • Social Media Management
                                                                                            • Case Study
                                                                                            • Module Eleven: Review Questions
                                                                                            Module Twelve: Wrapping Up
                                                                                            • Words from the Wise
                                                                                            • Review of Parking Lot
                                                                                            • Lessons Learned
                                                                                            • Completion of Action Plans and Evaluations