20 Secretarial & PA courses delivered Live Online

During this 2 day course, you will develop a learning-based action plan to use in your workplace ensuring that you can put the learning into action.

During this 2 day course, you will develop a learning-based action plan to use in your workplace ensuring that you can put the learning into action.

During this 2 day course, you will develop a learning-based action plan to use in your workplace ensuring that you can put the learning into action.

Own Your Success is delighted to bring you the 'Bitesize Masterclass' with Sophie Chapman. Not everyone has the flexibility to step away from the office for in-person events or dedicate extended periods from their packed schedules for full or half-day sessions. So we've put together our 'Bitesize Masterclasses' to help assistants develop and learn from professionals such as Sophie - shorter sessions, same big impact! --------------------------------------------------------------------------------   Bitesize Masterclass with Sophie Chapman Sophie Chapman EA to Steven Bartlett  Although Sophie initially aspired to be a talent agent, she swiftly realised that her career passions lay within the administrative/operational aspects of working life. Following her graduation in Entertainment Management from LIPA in 2008, she gained extensive work experience across renowned entities such as Sony BMG and Sky One, operating within the spheres of TV, music, radio, and the events industry. Her pivotal entry into a PA role came while supporting musician Eliza Doolittle. After five years, Sophie opted to move home to Liverpool and accept a contract supporting Sir Dave Brailsford of Team Sky. Once complete, Sophie received an offer for a position based in the US with an A-list musician. However, her journey led her to discover her "forever role", providing support to Steven Bartlett. Steven, the Founder and former Group CEO of Social Chain, is a multifaceted individual—a published author, podcaster, entrepreneur, and presently, the youngest-ever Dragon on BBC's Dragon's Den. Sophie has been instrumental as Steven's Executive Assistant, operating on a global scale, in both private and corporate realms for six years.  -------------------------------------------------------------------------------- Kate Wood Masterclass Facilitator  Kate will aid the facilitation of this Bitesize Masterclass, ensuring that crucial topics are covered while prioritising an environment where every participant feels acknowledged, valued, and heard throughout the session. Kate is a business owner, qualified coach, consultant, facilitator, trainer, podcaster and public speaker with a background in learning & development, employee engagement strategy, continuous improvement, communications and marketing.  After 25 years working across the board in blue-chip, non-profit and civil service organisations she now provides support to businesses looking to evolve and become great places for people to work in and with. Having worked with a wide variety of clients from school-age students to senior executives, she has been designing and running workshops, seminars and classes in person or via web events since she left long commutes and corporate roles behind in 2014 when she created her first two businesses.  Her passion is improving working relationships between roles and functions and supporting people to discover their best selves at work.  She does this in the automotive industry, financial services, medical teams, charities, global media, retail, education systems and the arts. When she’s not working, she and her classic car Monty Morgan can be found zipping around the English countryside. -------------------------------------------------------------------------------- Session topics: * How to establish your self-leadership position in your EA capacity  * Transition from a PA to EA  * Career development  * Boundary setting and wellbeing  * Q&A with the audience - Open-Book Q&A -------------------------------------------------------------------------------- What is a Bitesize Masterclass? * Short burst session. * Keynote speakers discuss key themes/topics they are passionate about. * Q&A with the audience attendees - ask the questions you don't usually get to ask! * Run time of 90 minutes (max 2 hours) - we block out two hours in case we overspill on questions. 😊 * Virtually delivered - attend from anywhere that's convenient for you!  * Packed with content, tips and tricks and from industry professionals who can share their experiences with you. -------------------------------------------------------------------------------- Who will attend? * PA's * EA's * Administrative roles --------------------------- At Own Your Success, we strongly believe in fostering an inclusive environment where diversity is celebrated and discrimination of any form is unwelcome. We welcome attendees from all backgrounds, regardless of race, ethnicity, gender identity, sexual orientation, religion, age, ability, or any other characteristic. Discrimination has no place in our workshops, and we are committed to creating a respectful and supportive space for all participants to learn and grow together. ---------------------------

Bitesize Masterclass on AI - facilitated by Fiona Young, Leading Expert and Trainer.    Are you a total beginner to AI? Or maybe you've dabbled but found it all overwhelming...or underwhelming?  Then this bitesize masterclass on AI is for you!    We'll be covering AI fundamentals, what AI means for exec support roles, and practically how to use AI chatbots (like ChatGPT and Copilot) to shortcut admin drudgery.    You’ll come away from this session with the confidence and skills to start using AI in your workflow right away, making you more efficient and giving you time back to do more of the human work you love.    Note that this is NOT a passive webinar — we'll have demos, discussions and breakouts. You'll get a chance to practice using AI chatbots in the room for real world projects with other forward-thinking assistants like you.  Here's a detailed breakdown of session content: AI fundamentals  •    Defining AI, gen AI and other need to know terms  •    Key AI risks to be aware of  •    Exciting tools for assistants right now How AI will change the assistant role  •    Explore our feelings about AI right now  •    Some predictions on what AI means for the future of exec support  •    What you can do to win in the age of AI A practical guide to using ChatGPT and LLMs at work  •    How to use AI chatbots in your workflow  •    How to craft great prompts to optimise outputs  •    A chance to practice & workshop prompting in the room   Fiona Young is founder of Carve, a series of live digital courses for executive assistants to learn AI, create capacity and develop into a strategic assistant — carving out their career growth in the process. Before launching Carve, Fiona spent five years leading learning programs at Hive Learning, the b2b peer learning app. She previously ran Learning & Development for Blenheim Chalcot, one of the world’s most successful venture builders, overseeing group learning strategy and programs for 3,000 people across 25 ventures.  Fiona started her career as an executive assistant in entrepreneurial businesses. 

Duration 2 Days 12 CPD hours This course is intended for First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018. Overview Upon completion of this course, students will be able to work with memorized transactions, customize forms, work with credit card, fixed asset, and long-term liability accounts, work with and customize reports, create graphs, track and pay sales tax, and understand how to prepare to use payroll with QuickBooks. From reporting to automating tasks, working with more advanced features and accounts, this course moves beyond the basics and enables students to work with more advanced features in QuickBooks. MEMORIZING TRANSACTIONS * Entering a New Memorized Transaction * Editing a Memorized Transaction * Deleting a Memorized Transaction * Grouping Memorized Transactions * Using a Memorized Transaction * Printing the Memorized Transaction List * CUSTOMIZING FORMS * Creating a Custom Template * Modifying a Template * Printing Forms * USING OTHER QUICKBOOKS ACCOUNTS * Other QuickBooks Account Types * Working with Credit Card Transactions * Working with Fixed Assets * Working with Long-Term Liability Accounts * Using the Loan Manager * CREATING REPORTS * Working with QuickReports * Working with Preset Reports * Sharing Reports * Exporting Reports to Microsoft Excel * Printing Reports * CREATING GRAPHS * Creating QuickInsight Graphs * Using QuickZoom with Graphs * Working with the Sales Graph * Customizing Graphs * Printing Graphs * TRACKING AND PAYING SALES TAX * Using Sales Tax in QuickBooks * Setting Up Tax Rates and Agencies * Indicating Who and What Gets Taxed * Applying Tax to Each Sale * Determining What You Owe * Paying Your Tax Agencies * PREPARING PAYROLL WITH QUICKBOOKS * Using Payroll Tracking * Setting Up for Payroll * Setting Up Employee Payroll Information * Setting Up a Payroll Schedule * Writing a Payroll Check * Printing Paycheck Stubs * Tracking Your Tax Liabilities * Paying Payroll Taxes * Preparing Payroll Tax Forms * USING ONLINE BANKING * Setting Up an Internet Connection * Setting Up Bank Feeds for Accounts * Viewing, Downloading, and Adding Online Transactions * Creating Online Payments * Transferring Funds Online * Canceling Online Payments * MANAGING COMPANY FILES * Using QuickBooks in Multi-user Mode * Setting Up Users and Passwords * Setting a Closing Date * Sharing Files with an Accountant * Updating QuickBooks * Backing Up and Restoring a Company File * Condensing a Company File * ESTIMATING, TIME TRACKING, AND JOB COSTING * Creating Job Estimates * Creating an Invoice from an Estimate * Displaying Reports for Estimates * Updating the Job Status * Tracking Time * Displaying Reports for Time Tracking * Tracking Vehicle Mileage * Displaying Vehicle Mileage Reports * Displaying Other Job Reports * WRITING LETTERS * Using the Letters and Envelopes Wizard * Customizing Letter Templates *

Ready to stop sending your resume into the void? It’s time to master a fundamental life skill for every ambitious administrative professional: crafting a resume that doesn’t just list your entire work history, but actually it gets you interviews. Join us for an intensive workshop where we reveal the industry secrets behind the art and science of standout resumes.

Today's administrative professional needs flexibility and a broad portfolio of skills including self-motivation, assertiveness, and the ability to deal with difficult people. You will benefit from this course if you are an administrator, medical/legal secretary or PA, who wants to enhance your administrative support skills, as well as evaluating your existing techniques. This course will help you identify: * your areas of strength and your areas for improvement in the work environment * ways to accept new challenges and responsibilities with confidence * what motivates you at work * techniques to improve your planning and time management * ways of improving your influencing and assertiveness skills * your preferred working style (and relate it to your interaction with others) * ways of using your initiative * how to deal with challenging people, using recognised communication methods The course will help you develop a flexible set of skills that will allow you to succeed at work, no matter what the day throws at you. It will help you communicate effectively with a diverse range of colleagues and others with tact and diplomacy. And, finally, it will help you provide the administrative support that is essential for the smooth running of your area and of the organisation as a whole. 1 INTRODUCTION * Overview * Introductions * Individual objectives 2 WHAT EXACTLY IS YOUR ROLE? * Before looking at new skills and techniques, where are you now? Do you have the skills, knowledge and attitude required to be an exceptional administrator? * Understand your job criteria * Identifying your strengths and areas for development * Activity - skills analysis * Activity - action plan 3 BUILDING TRUST * How can you build trust? * Understanding the links between reliability, consistency and trust * What is required to deliver efficient service? * Activity: efficient service requirements of the professional administrator 4 WORKING STYLES * Identifying your working style preference * Understanding the importance of a flexible approach * Identifying areas of improvement to become a more effective team member * Activity: Questionnaire (completing, scoring and charting) * Activity: drawbacks of my style * Developing your working style 5 ASSERTIVENESS * Understand the differences between behaviours * Activity: Definition and characteristics of assertive / aggressive / passive behaviour * Activity: Identifying different behaviours * Understanding how to be more assertive * How to use assertiveness techniques * How to ask for feedback * Activity: Making requests assertively * Activity: Refusing requests assertively 6 TIME MANAGEMENT * The importance of planning for success * The importance of managing interruptions * The importance of having clear purpose * Time management best practices * Activity: How do you plan your time? What prevents you improving your time management? How will you recognise success? 7 PRIORITISATION * How to prioritise work to meet deadlines * The prioritisation matrix * Activity: Post it! 8 DEALING WITH INTERRUPTIONS * The impact interruptions have on productivity * How to manage interruptions * Activity: What interruptions do you experience? * What tactics can be employed to reduce these interruptions? 9 CLOSE * Open forum * Summary * Action planning

Duration 4.5 Days 27 CPD hours This course is intended for This course is intended for individuals who want to gain basic knowledge of business skills. Overview Upon successful completion of this course, students will be able to communicate and work effectively in a business environment. In this course, students will learn about all different aspects of business skills needed be effective in an office environment. ACCESSING PDF DOCUMENTS * Open a PDF Document * Browse a PDF Document CREATING & SAVING PDF DOCUMENTS * Create and Save a PDF Document from an Existing Document * Create a PDF Document from a Web Page * Combine Multiple PDF Documents NAVIGATING CONTENT IN A PDF DOCUMENT * Perform a Search in a PDF Document * Search Multiple PDF Documents * Work with Bookmarks * Create Links and Buttons MODIFYING PDF DOCUMENTS * Manipulate PDF Document Pages * Edit Content in a PDF Document * Add Page Elements REVIEWING PDF DOCUMENTS * Add Comments and Markup * Compare PDF Documents * Initiate and Manage a Review CONVERTING PDF FILES * Reduce the File Size of a PDF Document * Optimize PDF Files * Convert and Reuse PDF Document Content CUSTOMIZING THE ACROBAT XI PRO WORKSPACE * Customize the Toolbars * Customize the Tool Sets CREATING PDFS FROM TECHNICAL DOCUMENTS * Create PDF Documents Using Autodesk AutoCAD * Measure Technical Drawings ENHANCING PDF DOCUMENTS * Embed Multimedia * Enhance PDF Document Accessibility SECURING PDF DOCUMENTS * Manage the Security of PDF Documents * Validate PDF Documents CREATING INTERACTIVE PDF FORMS * Create a PDF Form * Compile and Manage PDF Form Data FINALIZING PDF FILES FOR COMMERCIAL PRINTING * Apply Color Management Settings * Preview Printed Effects * Perform Preflight on a PDF Document * Create PDF/X, PDF/A, and PDF/E Compliant Files * Create a Composite and Color Separations ACCESSING & NAVIGATING SHAREPOINT TEAM SITES * Access SharePoint Sites * Navigate SharePoint Sites WORKING WITH DOCUMENTS, CONTENT, & LIBRARIES * Upload Documents * Search for Documents and Files WORKING WITH LISTS * Add List Items * Modify List Items * Configure List Views * Filtering and Grouping with List Views CONFIGURING YOUR SHAREPOINT PROFILE * Update and Share Your Profile Information * Share and Follow SharePoint Content * Creating a Blog INTEGRATING WITH MICROSOFT OFFICE * Access and Save SharePoint Documents with Microsoft Office * Manage Document Versions through Office 2013 * Accessing SharePoint Data from Outlook 2013 WORKING OFFLINE & REMOTELY WITH SHAREPOINT * Synchronize Libraries, Sites, and MySite and Working Offline * Working from a Mobile Device CREATING A NEW SITE * Create a Site * Change the Look and Feel of Your SharePoint Site ADDING & CONFIGURING LIBRARIES * Configure Document Library for Your SharePoint Team Site * Configure the Site Assets Library for Your SharePoint Site * Add and Configure a Wiki for Your SharePoint Site ADDING & CONFIGURING LISTS * Add an Announcement List * Add and Configure a Task List * Add and Configure Contact and Calendar Lists * Add and Configure a Blog Subsite * Add and Configure a Custom List to your SharePoint Site * Customize List Forms CONFIGURING SITE SETTINGS, NAVIGATION, & SEARCH * Configure Site Search Options * Configure Site Administration Settings * Configure Site Organization and Navigation ASSIGNING PERMISSIONS & ACCESS RIGHTS * Sharing Sites and Setting Site Permissions * Secure Lists, Libraries, and Documents CONFIGURE CONTENT ROLL-UP, SUMMARY LINKS, & SITE MAP * Add and Configure the Content Search Web Part * Add and Configure the Relevant Documents Web Part IDENTIFYING NOUNS, PRONOUNS, & VERBS * Identify Nouns * Identify Pronouns * Identify Verbs IDENTIFYING ADJECTIVES & ADVERBS * Use Adjectives * Use Adverbs INDENTIFYING PREPOSITIONS, CONJUNCTIONS, AND INTERJECTIONS * Use Prepositions * Use Conjunctions * Use Interjections IDENTIFYING RULES * Monitor Sentences * Monitor Modifiers * Avoid Common Errors IDENTIFYING CORRECT PUNCTUATION * Use Parentheses Correctly * Use Commas, Semicolons, and Quotation Marks * Use Numbers, Symbols, and Capitalization Correctly IDENTIFYING SENTENCE FRAGMENTS, RUN-ONS, AND COMMA SPLICES * Identify Sentence Fragments * Identify Run-ons, Comma Splices, and Solutions IMPROVING WORD CHOICES * Identify Commonly Misused Words * Identify Synonyms, Antonyms, and Homonyms BUILDING EFFECTIVE SENTENCES * Identify the Goal * Consider the Audience * Consider the Context EDITING EFFECTIVELY * Use Correct Spelling * Achieve Clarity AVOIDING HYPERCORRECTIONS * Avoid Hypercorrections * Achieve Simplicity GETTING STARTED * Icebreaker * Housekeeping Items * The Parking Lot * Workshop Objectives WORKING WITH WORDS * Spelling * Grammar * Creating a Cheat Sheet CONSTRUCTING SENTENCES * Parts of a Sentence * Punctuation * Types of Sentences CREATING PARAGRAPHS * The Basic Parts * Organization Methods WRITING MEETING AGENDAS * The Basic Structure * Choosing a Format * Writing the Agenda WRITING E-MAILS * Addressing Your Message * Grammar and Acronyms WRITING BUSINESS LETTERS * The Basic Structure * Choosing a Format * Writing the Letter WRITING PROPOSALS * The Basic Structure * Choosing a Format * Writing the Proposal WRITING REPORTS * The Basic Structure * Choosing a Format * Be guided by the: The purpose of the report * The seniority of your readers * Writing the Report OTHER TYPES OF DOCUMENTS * Requests for Proposals * Projections * Executive Summaries * Business Cases PROOFREADING & FINISHING * A Proofreading Primer * How Peer Review Can Help * Printing and Publishing WRAPPING UP * Words from the Wise * Review of Parking Lot * Lessons Learned * Completion of Action Plans and Evaluations E-MAIL BASICS * E-mail characteristics * Writing online versus on paper * Understanding the advantages and disadvantages of e-mail * Understanding the cultural significance of e-mail * E-mail programs * Using an e-mail program to send e-mail * When to use e-mail * Communicating by e-mail * Understanding when to avoid using e-mail * Writing an e-mail message * Using the MAIL acronym E-MAIL POLICIES * Company policies * Avoiding improper e-mail messages * Ensuring employee compliance to e-mail policies * Copyright laws, viruses, and liability * Avoiding copyright infringement * Avoiding viruses * Identifying e-mail liability E-MAIL FEATURES & SECURITY * Features of an e-mail program * Using attachments * Using priority labels and signature files * Features of an e-mail program * Using attachments * Using priority labels and signature files * Discussing e-mail program options * Securing e-mail * Usi ADDITIONAL COURSE DETAILS: Nexus Humans Business Applications training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Business Applications course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Meetings are a fact of working life - both virtual and physical meetings. Recording the key points from meetings is critical to making sure that accurate information is captured, and action points are clearly identified and allocated. This virtual training session will support members of staff to develop their skills in recording the key points from meetings and discussions. This course will help participants: * Describe the different levels of note taking and pick the appropriate style for the meeting * Prepare to take minutes in the virtual and the physical environment * Liaise and work in partnership with the meeting Chair * Use a template to enable the capturing of key points * Set up the room ready for the meeting * Identify key points to record, versus what not to record * Interrupt the meeting confidently to check key points * Take neutral, accurate and concise records * Produce a well-laid out set of minutes. 1 INTRODUCTION * Objectives and overview * Introductions and personal aims 2 AN INTRODUCTION TO MINUTES * Purpose and use * Different levels of notetaking 3 PREPARING TO TAKE MINUTES * Identifying the purpose of the meeting * Working with the Chair * Tips and techniques to prepare effectively * Case studies, review and discussion * The physical environment: setting up for a meeting 4 LISTENING AND RECORDING * Tips and techniques to make the process easier * How to interrupt a meeting * What to record; what to leave out * Recording in short-form using playscript and bullet-points * Listening neutrally * Activity: Minuting a Meeting * The tricky ones and how to overcome problems in the meeting 5 PREPARING THE MINUTES * Producing a set of draft minutes * Tips on grammar, punctuation and layout * Stylistic variation * Managing feedback from the Chair 6 REVIEW * Summary of key learning points * Action planning