About the Course

It’s easy to become overwhelmed as an Assistant balancing multiple responsibilities, clients, and an overflowing to-do list. Being organized is essential, and employing technology significantly eases maintaining control of things. Automation might be the solution if you find yourself spending a lot of time on manual and repetitive activities. It also offers a number of other advantages, including minimizing human error while transmitting data between systems. Additionally, automation helps to achieve reliability
and scalability, and increased efficiency.

This training on business automation for executive assistants equips participants with a better understanding of the shifting responsibilities and expectations of the modern Executive Assistant role.

Target Participants

Training on business automation for executive assistants is ideal for executive assistants in government institutions and the private sector who have an interest in business automation.

Course Duration

Online    7 Days

Classroom-based    5 Days

What you will learn

By the end of this course the participants will be able to:

• Understand the benefits of automation in the office
• Use different applications to schedule meetings and tasks
• Effectively manage their calendar
• Effectively streamline and manage meetings
• Sort and manage emails effectively
• Efficiently manage time

Course Outline

Introduction to Business Automation

• What is business automation?
• Benefits of utilizing an office automation system
• Strategic ways to automate business processes

Scheduling and Calendar Management

Fundamentals of calendar management
How to set up an ideal week calendar and why it’s a must-have
Technology and tools for effective calendar management

• Google calendar
• Outlook calendar
• Calendly
• Doodle
• Office tracker
• Accompany

Meetings Management

Planning and scheduling meetings
What meetings should make it into your Executive’s schedule?
Streamlining meetings for your Executive
Managing your Executive’s one to one meetings
Creating a time audit for your Executive
Online meetings

• Zoom Meetings
• Google Meet

Email Management

Do’s and Don’ts for managing your boss’s email
Email sorting
Colour coding emails
Email management tools

• Knowmail
• Sortd

Task Management

Defining your tasks
Understanding the context
Improving communications and setting expectations
Task management tools

• Todoist
• RescueTime
• Microsoft To-Do
• Google Tasks
• Any.do

Document management

Overview of document management
Document management tools

• Drop box
• One Drive
• Microsoft Word
• Microsoft power point
• Microsoft Publisher
• Share point
• Google Docs
• Docusign
• Evernote

Productivity Management

Overview of productivity management
Productivity management tools

• Grammarly
• Pocket
• Website blocker
• Draw.io
• Evernote
• Workflow

Collaboration

Why collaboration is important
Collaboration tools

• Smart sheet
• Google Docs
• We transfer
• Slack
• Hiver

Training Approach

Training on business automation for executive assistants is delivered by our seasoned trainers who have vast experience as expert professionals. The course is taught through a mix of practical activities, theory, group works and case studies. Training manuals and additional reference materials are provided to the participants.

Certification

Upon successful completion of this training on business automation for executive assistants course, participants will be issued a certificate.

Tailor-Made Course

We can also do this as a tailor-made course to meet organization-wide training needs. A training needs assessment will be done on the training participants to collect data on the existing skills, knowledge gaps, training expectations and tailor-made needs.