Administrative Assistant Training

Lesson 1 • Organisational Awareness and Culture

Develops understanding of organisational structure, culture, and informal dynamics. Enables assistants to navigate their environment effectively.

Lesson 2 • Defining the Administrative Assistant Role

Covers core duties, reporting structures, and role boundaries across industries. Anchors all subsequent skill-building in a real workplace context.

Lesson 3 • Workplace Policies and Procedures

Explains how to read, apply, and maintain organisational policies. Connects policy literacy to consistent, compliant daily performance.

Lesson 1 • Business Letters and Formal Documents

Covers letter formats, salutations, and closing conventions for formal communication. Extends writing skills to higher-stakes external documents.

Lesson 2 • Verbal and Phone Communication

Develops professional speaking, active listening, and phone etiquette skills. Complements written skills with real-time communication competency.

Lesson 3 • Email and Memo Composition

Teaches formatting, subject lines, and message structure for internal and external correspondence. Builds the most frequently used admin writing skill.

Lesson 4 • Professional Writing Fundamentals

Covers grammar, tone, clarity, and structure for business writing. Directly supports email, memo, and report production throughout the course.

Lesson 1 • Records Retention and Disposal

Explains retention schedules, archiving, and secure disposal of records. Ensures compliance with organisational and regulatory recordkeeping requirements.

Lesson 2 • Filing Systems and Classification

Introduces alphabetical, numerical, and subject-based filing methods. Enables assistants to design and maintain logical, retrievable filing structures.

Lesson 3 • Digital File Management

Covers folder structures, naming conventions, and cloud storage practices. Extends physical filing skills to digital environments used daily.

Lesson 4 • Confidential Records Handling

Addresses protocols for managing sensitive personnel, financial, and legal records. Reinforces ethical standards from Chapter 1 in a records context.

Lesson 1 • Meeting Coordination and Logistics

Teaches how to schedule, confirm, and prepare for meetings with multiple attendees. Connects calendar skills to the full meeting lifecycle management.

Lesson 2 • Personal Productivity and Workflow

Builds habits and systems for sustaining personal efficiency under workload pressure. Supports consistent performance across all administrative functions.

Lesson 3 • Prioritisation and Task Management

Introduces frameworks for ranking tasks by urgency and importance. Enables assistants to manage competing demands without missing deadlines.

Lesson 4 • Calendar Management Fundamentals

Covers creating, editing, and sharing calendar entries across digital platforms. Builds the core scheduling competency used in every administrative role.

Lesson 1 • Collaboration and Communication Platforms

Introduces team messaging, video conferencing, and shared workspace tools. Connects technology skills to the communication chapter in digital contexts.

Lesson 2 • Spreadsheets for Administrative Use

Teaches data entry, basic formulas, sorting, and filtering for administrative tasks. Enables assistants to manage lists, budgets, and reports accurately.

Lesson 3 • Word Processing and Document Software

Covers advanced formatting, mail merge, and collaboration features in word processors. Extends document creation skills from Chapter 3 with software proficiency.

Lesson 4 • Office Equipment and Troubleshooting

Covers printers, scanners, copiers, and basic IT troubleshooting protocols. Ensures assistants can maintain equipment and resolve common technical issues.

Lesson 1 • Budget Tracking and Reporting

Teaches how to monitor departmental budgets and prepare spending summaries. Elevates financial skills to support managerial decision-making.

Lesson 2 • Invoice Processing and Accounts Payable

Teaches invoice verification, coding, and routing for payment approval. Connects admin financial skills to organisational accounts payable workflows.

Lesson 3 • Expense Reporting and Reimbursement

Covers collecting receipts, coding expenses, and submitting reimbursement claims. Builds the most common financial task performed by administrative assistants.

Lesson 4 • Petty Cash and Small Purchases

Covers petty cash fund management, reconciliation, and replenishment procedures. Ensures accurate handling of low-value transactions and audit readiness.

Lesson 1 • Post-Event and Travel Reconciliation

Covers expense reconciliation, feedback collection, and event documentation after completion. Closes the event and travel cycle with accurate financial and operational records.

Lesson 2 • Event Logistics and On-Site Management

Teaches setup coordination, attendee management, and day-of troubleshooting. Builds operational execution skills for live event environments.

Lesson 3 • Business Travel Booking and Policy

Covers booking flights, hotels, and ground transport within travel policy guidelines. Ensures cost-effective, compliant travel arrangements for executives.

Lesson 4 • Corporate Event Planning Basics

Covers event scoping, venue selection, and vendor coordination for internal events. Applies scheduling and procurement skills in an event planning context.

Lesson 1 • Managing Multiple Stakeholders

Covers techniques for supporting multiple managers, balancing competing priorities, and setting expectations. Builds resilience and diplomacy in complex support environments.

Lesson 2 • Proactive Executive Support

Develops skills for anticipating executive needs, managing information flow, and reducing decision load. Elevates the assistant role from reactive to strategic.

Lesson 3 • Process Improvement in Administrative Work

Introduces workflow analysis, bottleneck identification, and process redesign techniques. Enables assistants to continuously improve the systems they manage.

Lesson 4 • Confidentiality and Information Governance

Deepens understanding of data privacy obligations, information classification, and governance frameworks. Positions assistants as responsible stewards of sensitive organisational data.