Personal Assistant Course

Lesson 1 • Understanding Your Principal's Needs

Teaches methods for identifying priorities, preferences, and working styles of the individual being supported. Enables proactive rather than reactive assistance.

Lesson 2 • Workplace Professionalism Standards

Defines appearance, conduct, punctuality, and communication norms expected in professional settings. Builds the behavioural baseline for all role interactions.

Lesson 3 • Defining the Administrative Role

Clarifies what administrative assistants do for individuals versus organisations. Sets realistic expectations for daily duties and professional identity.

Lesson 1 • Communicating with Diverse Stakeholders

Adapts communication style for executives, vendors, family members, and service providers. Ensures appropriate register and relationship management across all contacts.

Lesson 2 • Non-verbal and Interpersonal Communication

Examines body language, eye contact, and interpersonal dynamics in professional contexts. Strengthens the assistant's ability to read and influence interactions.

Lesson 3 • Telephone and Digital Messaging

Addresses call handling, voicemail, messaging apps, and response time standards. Ensures consistent, professional representation across all communication channels.

Lesson 4 • Professional Written Communication

Teaches drafting emails, memos, and letters with correct structure, grammar, and tone. Prepares assistants to write on behalf of the individual they support.

Lesson 1 • Reminders, Follow-Ups, and Accountability

Establishes systems for proactive reminders and deadline tracking to prevent missed commitments. Closes the loop between scheduling and execution.

Lesson 2 • Appointment Scheduling Techniques

Covers booking, confirming, and rescheduling appointments with internal and external parties. Teaches conflict detection and resolution before problems arise.

Lesson 3 • Travel and Multi-Day Scheduling

Addresses itinerary building, time zone management, and coordination across travel days. Prepares assistants to manage complex, multi-location schedules seamlessly.

Lesson 4 • Prioritising and Protecting Time

Teaches how to guard high-priority blocks, decline low-value requests, and enforce scheduling boundaries. Directly supports the principal's productivity goals.

Lesson 1 • Records Retention and Disposal

Addresses how long to keep documents, archiving methods, and secure disposal of sensitive materials. Aligns document lifecycle with privacy and compliance obligations.

Lesson 2 • Managing Incoming Correspondence

Covers sorting, prioritising, and routing mail, email, and packages efficiently. Ensures the principal receives only what requires their attention.

Lesson 3 • Drafting and Sending Outgoing Correspondence

Teaches preparation of letters, packages, and digital communications for dispatch. Covers approval workflows before sending on behalf of the principal.

Lesson 4 • Document Preparation and Formatting

Covers formatting reports, presentations, and forms to professional standards. Ensures all documents reflect the principal's brand and quality expectations.

Lesson 1 • Travel Needs Assessment and Planning

Identifies travel preferences, requirements, and constraints before booking begins. Establishes a planning framework that reduces errors and last-minute changes.

Lesson 2 • Building and Distributing Itineraries

Teaches construction of detailed, readable travel itineraries with all relevant information. Ensures the principal and all parties have synchronised, accurate plans.

Lesson 3 • Expense Tracking and Reimbursement

Covers receipt collection, expense report preparation, and reimbursement submission processes. Closes the financial loop on every trip efficiently.

Lesson 4 • Booking Flights, Hotels, and Ground Transport

Covers reservation processes, loyalty programme management, and confirmation documentation. Ensures all bookings align with preferences and budget constraints.

Lesson 1 • Meeting Coordination and Support

Covers agenda preparation, logistics setup, minute-taking, and action item follow-up. Ensures every meeting the principal attends is productive and well-documented.

Lesson 2 • Project Planning Fundamentals

Introduces basic project planning tools including timelines, milestones, and responsibility matrices. Enables assistants to manage multi-step initiatives from start to finish.

Lesson 3 • Monitoring Progress and Reporting

Establishes check-in routines and status reporting formats to keep the principal informed. Builds accountability without micromanagement.

Lesson 4 • Task Intake and Prioritisation

Establishes methods for receiving, logging, and ranking tasks by urgency and importance. Creates a reliable system for nothing falling through the cracks.

Lesson 1 • Understanding Financial Responsibilities

Defines the assistant's financial role, authority limits, and accountability standards. Prevents unauthorised spending and establishes trust with the principal.

Lesson 2 • Financial Record-Keeping and Reporting

Teaches organisation of financial documents and preparation of simple financial summaries. Supports the principal's financial oversight and external reporting needs.

Lesson 3 • Petty Cash and Discretionary Spending

Establishes petty cash management protocols including logging, receipts, and reconciliation. Maintains financial integrity for small, frequent transactions.

Lesson 4 • Budget Tracking and Monitoring

Teaches how to maintain budget spreadsheets, track spending, and flag variances. Keeps the principal informed of financial position at all times.

Lesson 1 • Anticipating Needs Proactively

Develops the ability to predict what the principal will need before being asked. Shifts the assistant's role from reactive to genuinely strategic.

Lesson 2 • Crisis and Contingency Management

Prepares assistants to respond calmly and effectively when plans fail or emergencies arise. Builds the resilience and problem-solving capacity needed in high-stakes situations.

Lesson 3 • Decision Support and Research

Covers gathering, synthesising, and presenting information to support the principal's decisions. Enables the assistant to function as a trusted research resource.

Lesson 4 • Gatekeeping and Access Management

Teaches how to manage who and what reaches the principal, protecting their time and focus. Balances accessibility with protection of the principal's priorities.