Course Topics

The Indispensable Personal Assistant

Course Overview:

Do you long to be an accomplished PA with astute, hands on approach and sound commercial experience? Would you enjoy ay full support PA role in a fast paced and dynamic business that has an outstanding reputation in business?

Learn how to remain calm under pressure and portray a flexible approach and a wealth of experience. .

Synergy will give you the ability to become a natural organiser, a relationship builder enabling you to provide organisational support in challenging times and normally on a daily basis. You will know how to ensure everyday operations flow smoothly, on a day to day basis managing complex and extensive diaries, arranging and minuting meetings.

On this course you will learn many techniques so you are able to liaise with clients, senior managers and members of the wider team as a first point of contact. You will find out how to remain one step ahead to ensure that you are fully prepared to give a brief for meetings or scenarios at a moment’s notice.

Who will benefit from attending this Training?

Secretaries, Personal Assistants, Administration and Support Staff who deal directly with Directors and Senior Executives and Management in an organisation.

Course Outline:

For more information or a full course outline email us at with your requirements.

Course Content:

The Role of the PA

Defining the role and responsibilities of the PA in the context of today’s changing business needs; keeping up to date with the latest business jargon.

The Manager/PA Partnership

Acknowledging the role of management; highlighting the need for PAs to work on a proactive basis; establishing the PA’s requirements to be proactive; laying the foundations of an effective working partnership.

Written Communication

Analysing the principles of good business writing; planning and structuring correspondence; establishing good email etiquette; replying to invitations; issuing a press release.


Preparing for a business meeting; following up after a meeting.

Verbal Communication

Identifying the barriers to verbal communication; listening actively; building rapport in face-to-face encounters; establishing ways to make telephone communication more effective; using effective questioning techniques.

Report Writing

Establishing the structure and features of a report; identifying a structured system for collecting relevant information; writing a report.

Time Management

Identifying delegates’ principal time management problems; devising strategies for overcoming time-stealers; delegating successfully.


Identifying why budgets are essential: analysing how budgets are constructed and their use as a financial tool; analysing and interpreting budget figures; identifying three financial statements and analysing the information they provide. 

Travel Plan Organisation

organising and planning a travel itinerary; coping with changes; coordinating random information; drawing up checklists; originating correspondence; handling time effectively

Personal Development:
  • Action planning - the essential next steps
  • Continuous professional development - what next?
Key Benefits
By the end of this course you will be able to:
  • Explain the various roles of Directors and other Senior Executives within an organisation
  • Understand the terminology used by directors to management and sub-ordinates to gets results
  • Think like the Boss and pre-empt their future requirements
  • Confidently take a more active role in discussions with Directors, Senior Management  and Owners
  • Be proactive in your role providing the knowledge and skills to aid the business and make the owner / director more efficient and productive in their communication with others.
Training Methodology:

The training process is based on a carefully planned mix of succinct tutor input - with practical illustration of tools and concepts, group work on case studies (all video based - and lively), feedback, and selective work on individual issues in pairs. Team involvement and working enable a strategy to be created from start to finish. The Training is based on the 4 mat systems to enable complete learning. There will also be some opportunity for role play. You will receive an electronic toolkit within the material for subsequent everyday use.

Let Synergy come to you !

Did you know Synergy can come to you and deliver this workshop ‘In Company’ at your own venue or location. If you have three or more people who you would like to benefit from attending this workshop our trainer can travel to you and deliver the same specification of course for your staff at a fraction of the overall cost.

If you’d like to know more about this option email us at  – our operations team manages all of our ‘In Company’ events and we can talk you though the logistics, pricing and whether you’d like the workshop as advertised here or something tailor made just for your business.

We have several packages on offer so contact us today.

What is Continuing Professional Development (CPD)?

Continuing Professional Development (CPD) is a personal commitment to keeping your professional knowledge up to date, improving your capabilities, proving commitment and competency in your profession. It focuses on what you learn and how you progress throughout your career, helping you gain more credibility within your industry, with your employer, clients and gain competitive edge over your peers.

Being actively committed to CPD may in the future:
  • Improve your Resume
  • Maintain professional recognition
  • Showcase your achievements, attributes and your brand
  • Accelerate your career prospects
  • Deliver job satisfaction: ensuring you are Career focused
  • Reassure your Employers and Stakeholders that you are upto date and competent
How do I gain CPD recognition:

By attending Synergy Courses you can be assured that attendance, completion and certification will be rewarded by CPD points. To help advance your professional status CPD recognition is awarded on both public workshops and in-house courses, being dependent on the number of hours spent learning. On request Synergy Training Group will provide a certificate of attendance for you to use as evidence and to attach to your record card.

A number of our courses are accredited, endorsed or approved by a number of Learning & Development and Professional Bodies and Associations for more detail please contact us at 

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Budget for Training Project:* £

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