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

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

-Assistant Tips

2017-2018

 

Consistently rated 5 out of 5 for “excellence”

 

PA  DUTIES:  MASTERING  THE  ESSENTIALS  COURSE  BROCHURE  

(1-­‐day  PA  best  practice  course)  

This  course  forms  Module  1  of  “The  Executive  Assistant  Practitioner  Course”  

   

 

 

 

THE  AIMS  OF  THIS  COURSE  Information   doubles   every   4   years   so   it’s  important   that   the   person   managing   your  workflow   is   at   the   top   of   their   game.   This  course   will   bring   your   PA’s   core   skills   in   line  with  the  latest  ideas  and  PA  best  practice.  It  will  introduce   new   ideas   around   complex   travel  planning,   meeting   planning,   diary   and   email  management,  and  working  with  individual  work  styles.   PAs   learn   how   to   work   seamlessly   and  proactively   with   their   executive   and   how   to  communicate   more   effectively.     This   course   is  best-­‐in-­‐class  PA   training,  and   the   results   speak  for   themselves.   Course   testimonials   show   that  PAs   from   the   biggest   and   best   organisations  around   the   world   consider   this   course   to   be  “excellent”  world-­‐class  PA  training.      

   

 

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  is  a  practical  course  that   is  delivered  using  realistic  case   studies,   problem   solving   sessions   and  practical   exercises.  PAs   receive  a   comprehensive  workbook   packed  with   resources,   checklists   and  supplementary  information  that  they  can  dip  into  as   the   need   arises.     This   course   will   show   PAs  how  to  think  beyond  the  obvious!  

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  Outline  

 

1-­‐day  course      

Increasing The Productivity of Your Working Partnership Ø Establishing the objectives of the modern PA Ø Productive Conversations: building rapport with your manager Ø Organising your manager Ø Impacting your manager's productivity

Email & Diary Management, and Effective Meeting Planning Ø Understanding diary management techniques Ø Effective email management and etiquette Ø Planning and delivering effective meetings Ø Minute taking and action logs

Managing Time, Information And Complex Executive Travel Ø Time Management: taking control of your time Ø Strategies for prioritising your workload Ø Improving information flow Ø Going the extra mile when planning executive travel

Business Writing Skills & Career Development

Ø Business Writing: writing for your audience Ø Staying on track with professional development Ø Goal setting: visualising your goals Ø Recognising and dealing with PA stress

 

PLUS  FREE  Follow-up PA Mentoring over 3 months

 

 

   

We  Provide  Value    For  Money  

   

WHO  SHOULD  ATTEND  Personal   Assistants,   Executive   PAs,   Executive   Assistants,   Secretaries,  Administrators,  Diary  Managers    THE  COURSE  VENUE  Courses  are  held  in  central  London  (please  check  our  website  for  the  course  venue).  Participants  will  receive  full  joining  instructions  3  weeks  before  the  training  event.  Free  refreshments  are  provided  throughout  the  day,  along  with  a  hot  meal.  Stationery  is  provided.    WE  ALSO  OFFER  IN-­‐HOUSE  PA  TRAINING  This  course  can  be  delivered  in-­‐house  as  is,  or  tailored  to  the  specific  needs  of  the  PAs  in  your  organisation.  It  can  also  be  delivered  as  a  bespoke  1-­‐day  course  or  as  two  half-­‐day  modules.  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  course  participants,  with  3  months  of  free  PA  mentoring  on  a  monthly  ask-­‐your-­‐questions  basis.    WE  HAVE  TRAINED  THE  BEST  We  have  trained  Assistants  from  the  best  organisations  in  the  world  so  you’re  in  good  company.  Previous  clients  include  PwC,  NHS,  Marks  &  Spencer,  BP,  UNESCO,  European  Training  Foundation,  Symantec,  Provident,  Roche,  The  Cabinet  Office,  Capital  One,  Alstom  Energy,  European  Patent  Office,  Ferring  Pharmaceuticals,  Moody’s  Investors,  Charles  Taylor  Plc,  and  Legal  &  General    NEW  3-­‐DAY  PROGRAMME:  “The  Executive  Assistant  Practitioner  Course”  The  Executive  Assistant  Practitioner  Course  will  be  rolled  out  in  2018.  If  you  attend  The  PA  Duties:  Mastering  The  Essentials  course,  you  will  have  completed  module  1  of  The  Executive  Assistant  Practitioner  Course.  Modules  2  &  3  are  taken  from  our  2-­‐day  “Advanced  Executive  PA  Masterclass”.  Visit  our  website  for  details.  

           

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   locations   around   the   world   -­‐  including   Johannesburg,   Dubai   and   Shanghai.    Marguerita  has  written  more  than  200  articles  on  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  training  for  career  PAs.   Its  mission   is   to   help   PAs   raise   their   game   and  increase   their   value   to   their   organisation.    Personal-­‐Assistant-­‐Tips   also   offers   EA  consultancy  services  to  help  organization  get  the  most   from   their   support   team.   It’s   corporate  career   mentoring   programmes   develop   EAs   at  CEO-­‐level   and   all   levels   of   the   profession.  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.   Personal-­‐Assistant-­‐Tips’   free  course   follow-­‐up  mentoring  support   is   typical  of  their   drive   to   deliver   exceptional   value   for  money.    

 

 

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”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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    

 

“This  course  is  very  clear,  meets  all  the  objectives  and  is  very  useful  to  my  role  and  career.  

Thoroughly  enjoyed  it!”  Sophie,  PA,  Newton  Europe  

 “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  

 

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26  September  2018  -­‐  London