Executive Office mastery skills Training

Administrative office procedures may not be glamorous, but they are essential to the success of any enterprise. A well run office reduces miscommunications and helps to eliminate common errors. By making the administrative office a priority, you will establish clear policies and procedures with employee understanding and buy-in, which ensures that your work environment runs smoothly.

With our Administrative Office Procedures workshop, your participants will understand how an Administrative Office Procedure binder demonstrates professionalism and efficiency in an organization or office setting. It is also a marvelous instrument for quick reference and utilization. Strategies and procedures are a vital connection between the company’s vision and its everyday operations 

Module One: Getting Started

• Housekeeping Items

• The Parking Lot

• Workshop Objectives

• Business Continuity

• Succession Planning

• Internal and External Audit Requirements

• Recovery Planning

• Case Study

• Module Two: Review Questions

• Binder

• Section Divider

• Sheet Protectors

• Cover to Cover Binders

• Case Study

• Module Three: Review Questions

• Tracking Tasks for Some Days

• Reach Out to Other Employees for Feedback/Ideas

• Write Down Daily Tasks

• Keep Track Using a Spreadsheet

• Case Study

• Module Four: Review Questions

• Use a Template to Stay Consistent from Track to Track

• Be as Detailed as Possible

• Use Bullet Points Instead of Paragraphs

• Ask Someone to Execute the Procedure

• Case Study

• Module Five: ReviewQuestions

• Phone Etiquette

• Business Writing

• Effective Time Management

• Creating Meeting Arrangements

• Case Study

• Module Six: Review Questions

• Policy on Absences

• Breaks

• Salaries

• Benefits

• Case Study

• Module Seven: Review Questions

• Create a Table of Contents

• List Each Section (e.g. Accounting)

• List Procedures in that Section

• Keep Binder Updated with any New Changes

• Case Study

• Module Eight: Review Questions

• Passwords

• Identify Other Confidential Information Via Your Employer

• Store Information in a Separate Folder Outside of the Guide

• Find a Secure Location to Store

• Case Study

• Module Nine: Review Questions

• Give Guide to Boss/Executive to Review

• Inform Office Personnel of Procedure Guide

• Place Guide in a Visible Area

• Allow Office Personnel to Express Improvements/Updates if Needed

• Case Study

• Module Ten: Review Questions

• Create a One Hour Meeting/Seminar for Employees

• Stay Consistent with Procedures

• Make Employees Aware of any Updated Changes

• Keep Open to Improvements

• Case Study

• Module Eleven: Review Questions

• Words from the Wise

• Review of Parking Lot

• Lessons Learned

• Completion of Action Plans and Evaluations

Administrative assistants are a key part of most office environments. They work quietly in the background, ensuring that the business runs smoothly and efficiently. This workshop will give new administrative assistants tools that will make them that person that the office can’t live without. Experienced administrative assistants will learn new tools that will make them more efficient and valuable than ever.

 In the Administrative Support course, participants will learn the core skills that will help them use their resources efficiently, manage your time wisely, communicate effectively, and collaborate with others skillfully. The practices presented in this course may take time to be a part of your daily work routine. However, making the commitment to consistently apply the concepts every day is the key to changing and adopting new behaviors in a short amount of time 

  Course Outline:

Module One: Getting Started

• Icebreaker

• Housekeeping Items

• The Parking Lot

• Workshop Objectives

• Dealing with E-Mail

• Managing Electronic Files

• Keeping Track of the Paper Trail

• Making the Most of Voice Mail

• Keeping Your Workspace Organized

• Using a To-Do Book

• The Extra Mile: Adding Project Management Techniques to Your Toolbox

• Managing Your Time

• Keeping Others on Track

• Maintaining Schedules

• Prioritizing

• The Secret to Staying on Track

• Goal Setting

• Planning Small Meetings

• Planning Large Meetings

• Organizing Travel

• Listening and Hearing: They Aren’t the Same Thing

• Asking Questions

• Communicating with Power

• Body Language

• The Signals You Send to Others

• It’s Not What You Say, it’s How You Say It

• Being Assertive

• Resolving Conflict

• Building Consensus

• Making Decisions

• Working with Your Manager

• Influencing Skills

• What to Do in Sticky Situations

• Ergonomics

• Stress Management

• Dealing with a Heavy Workload

• Words from the Wise

• Review of Parking Lot

• Lessons Learned

• Completion of Action Plans and Evaluations

 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 

  With our Archiving and Records Management workshop your participants will know how to classify records, define and maintain different systems, and develop a keen understanding of the importance of records management.

Module One: Getting Started

• Icebreaker

• Housekeeping Items

• The Parking Lot

• Workshop Objectives

• What is Records Management?

• Defining Records

• Archives vs. Records

• Life Cycle

• Case Study

• Module Two: Review Questions

• What Is and Is Not aRecord?

• Record Programs

• Management of Systems

• Developing Standards

• Case Study

• Module Three: Review Questions

• Techniques for Analyzing Records

• Collecting Information

• Organizational Needs

• Legal Demands

• Case Study

• Module Four: Review Questions

• Routine Process

• Creative Process

• System Analysis

• Records Survey

• Case Study

• Module Five: ReviewQuestions

• Functionality

• Prioritize

• Assess and Review

• Develop a Tool

• Case Study

• Module Six: Review Questions

• Arranging and Grouping

• Building Files

• Elementary & Intermediate

• Metadata

• Case Study

• Module Seven: Review Questions

• Classifying

• Folders and Directories

• Groupings

• Metadata

• Case Study

• Module Eight: Review Questions

• Routine Processes

• Creative Processes

• Design

• Limitations

• Case Study

• Module Nine: Review Questions

• Taxonomy of Values

• Macro Appraisal

• Strategy & Criteria

• Document & Review Decisions

• Case Study

• Module Ten: Review Questions

• Paper

• Electronic

• Create Archives

• Conversion

• Case Study

• Module Eleven: Review Questions

• Words from the Wise

• Review of Parking Lot

• Lessons Learned

• Completion of Action Plans and Evaluations

  Being an Executive or Personal Assistant is a unique position that requires a variety of skills. Whether you are updating schedules, making travel arrangements, minute taking, or creating important documents all must be done with a high degree of confidentiality. Confidentiality is one of the most important characteristics for every assistant.

Our Executive and Personal Assistants workshop will show your participants what it takes to be a successful assistant. Participants will learn what it takes to effectively manage a schedule, organize a meeting, and even how to be a successful gatekeeper. Being an Executive or Personal Assistant takes a special skill set and this workshop will provide your participants with the necessary tools.

Module One: Getting Started

• Housekeeping Items

• The Parking Lot

• Workshop Objectives

• Pre-Assignment

• Action Plans and Evaluations

• Adapting to Their Style

• Anticipate Their Needs

• Getting Your Responsibilities Defined

• When to Take the Initiative

• Case Study

• Module Two: Review Questions

• Social Intelligence

• Basic Business Acumen

• Office Management

• Active Listening

• Case Study

• Module Three: Review Questions

• Calendar Management

• Prepare for Changes and Surprises

• Keeping Others on Track

• Urgent/Important Matrix

• Case Study

• Module Four: Review Questions

• Creating an Agenda

• Keeping Minutes

• Keeping the Meeting on Time

• Variations for Large and Small Meetings

• Case Study

• Module Five: Review Questions

• Email Protocol

• Office Machinery

• Computer and Software Skills

• Communication Skills

• Case Study

• Module Six: Review Questions

• Phone and Voicemail Etiquette

• Word Processing

• Business Writing

• Internet Research

• Case Study

• Module Seven: Review Questions

• Filtering Data and Information

• Learn to Say No

• Dealing with Difficult People

• Recognize the Tricks

• Case Study

• Module Eight: Review Questions

• Prioritizing Your Workload

• Goal Setting

• Plan for Tomorrow, Today

• Staying on Track

• Case Study

• Module Nine: Review Questions

• Your Confidentially Duty

• Be Diplomatic and Discreet

• Keeping Data Secure

• What to Do in Sticky Situations

• Case Study

• Module Ten: Review Questions

• Project Management

• Trade Shows

• Interacting with Clients

• Social Media Management

• Case Study

• Module Eleven: Review Questions

• Words from the Wise

• Review of Parking Lot

• Lessons Learned

• Completion of Action Plans and Evaluations

   Numbers! Numbers! Numbers! Wherever you go, you are bound to see them. On addresses, license plates, phones, prices, and of course, money! Numbers connect us all to each other in many more ways than we might imagine. Essentially, our world revolves around numbers.

Some of us enjoy dealing with numbers while others may have a fear of them, or even a phobia. For those of you who have already recognized and appreciate the impact that numbers actually have on just about everything, you deserve a cookie. Welcome to Basic Bookkeeping!

Module One: Getting Started

• Icebreaker

• Housekeeping Items

• The Parking Lot

• Workshop Objectives

• Balance Sheet

• Assets

• Liabilities

• Equity

• Income Statement

• Revenue

• Cost of Goods Sold

• Expenses

• Accounting Period

• Review

• Accounts Receivable

• Accounts Payable

• Depreciation

• General Ledger

• Interest

• Inventory

• Journals

• Payroll

• Trial Balance

• Review

• Cash Method

• Accrual Method

• Differences between Cash and Accrual

• Module Four: Review Questions

• Accounts Payable

• Accounts Receivable

• The Journal

• The General Ledger

• Cash Management

• Module Five: ReviewQuestions

• The Accounting Equation

• Double-Entry Accounting

• Types of Assets

• Types of Liabilities

• Equity

• Module Six: Review Questions

• Income Statement

• Cash Flow Statement

• Capital Statement

• Budget vs. Actual

• Module Seven: Review Questions

• Gross Wages

• Net Wages

• Employee Tax Withholding’s

• Employer Tax Expenses

• Salary Deferrals

• EmployeePayroll

• Employee Benefits

• Tracking Accrued Leave

• Government Payroll Returns/Reports

• Review

• Depreciating YourAssets

• Reconciling Cash

• Reconciling Investments

• Working with the Trial Balance

• Bad Debt

• Posting Adjustments and Corrections

• Module Nine: Review Questions

• Reasons for Budgeting

• Creating a Budget

• Comparing Budget to Actual Expenses

• Module Ten: Review Questions

• What is an Audit?

• When and Why Would You Audit?

• Internal

• External

• Module Eleven: Review Questions

• Words from the Wise

• Parking Lot

• Action Plans and Evaluations

 Writing is a key method of communication for most people, and it’s one that many people struggle with. Writing and communication skills have degraded with more and more people communicating through email and text messaging. Developing writing skills is still important is the business world as creating proper documents (such as proposals, reports, and agendas), giving you that extra edge in the workplace 

The Business Writing workshop will give your participants a refresher on basic writing concepts (such as spelling, grammar, and punctuation), and an overview of the most common business documents. These basic skills will provide your participants with that extra benefit in the business world that a lot of people are losing.

Module One: Getting Started

• Icebreaker

• Housekeeping Items

• The Parking Lot

• Workshop Objectives

• Spelling

• Grammar

• Creating a Cheat Sheet

• Parts of a Sentence

• Punctuation

• Types of Sentences

• The Basic Parts

• Organization Methods

• The Basic Structure

• Choosing a Format

• Writing the Agenda

• Addressing Your Message

• Grammar and Acronyms

Module Seven: Writing Business Letters

• The Basic Structure

• Choosing a Format

• Writing the Letter

• The Basic Structure

• Choosing a Format

• Writing the Proposal

• The Basic Structure

• Choosing a Format

• Writing the Report

• Requests for Proposals

• Projections

• Executive Summaries

• Business Cases

• A Proofreading Primer

• How Peer Review Can Help

• Printing and Publishing

• Words from the Wise

• Review of Parking Lot

• Lessons Learned

• Completion of Action Plans and Evaluations

 This workshop is designed to give your participants the basic tools you need to initiate and manage their meetings. They will learn planning and leading techniques that will give them the confidence to run a meeting that will engage the attendees and leave a positive and lasting impression. Through this workshop your participants will learn the needed skills in planning and implementing a successful meeting 

The Meeting Management workshop will explore how to reduce waste and make meetings more efficient. This is a hands-on workshop and your participation will help make it a valuable

experience. Use this time to begin the process of developing your skills along with other participants who share the same desire to improve their meeting management skills.

Module One: Getting Started

• Icebreaker

• Housekeeping Items

• The Parking Lot

• Workshop Objectives

• Identifying the Participants

• Choosing the Time and Place

• Creating the Agenda

• Gathering Materials

• Sending Invitations

• Making Logistical Arrangements

• The Basic Essentials

• The Extra Touches

• Choosing a Physical Arrangement

• Overview of Choices Available

• Things to Consider

• Making a Final Decision

• The Chairperson

• The Minute Taker

• The Attendees

• Variations for Large and Small Meetings

• Getting Off on the Right Foot

• The Role of the Agenda

• Using a Parking Lot

• Keeping the Meeting on Track

• Dealing with Overtime

• Holding Participants Accountable

• Running in and Out

• Cell Phone and PDA’s Ringing

• Off on a Tangent

• Personality Conflict

• What are Minutes?

• What do I Record?

• A Take-Home Template

• The 50 Minute Meeting

• Using Games

• Giving Prizes

• Stuffed Magic

• Words from the Wise

• Review of Parking Lot

• Lessons Learned

• Completion of Action Plans and Evaluations