Wisdom Learning

Admin, Secretarial & PA

What I will learn?

  • Comprehensive Administrative Skills: From diary management to advanced Microsoft Office skills.
  • Effective Communication Techniques: Learn both verbal and non-verbal communication strategies to excel in a professional setting.
  • Time Management and Organisational Skills: Master the art of prioritising and organising work, essential for any administrative role.
  • Understanding of UK Office Standards: Gain insights into the nuances of the UK professional environment.

Course Curriculum

Module 01: Introduction to Personal Assistant
Role and Responsibilities: This section focuses on the duties and expectations of a Personal Assistant (PA) and Secretary, highlighting the differences and similarities in their roles. Becoming a Personal Assistant: Guidance on the pathways to becoming a PA, including necessary qualifications and skill sets. Work Planning: Strategies for effectively planning and organizing work to manage time and resources efficiently.

  • Introduction to Personal Assistant

Module 02: Introduction to Office Administration
● What does an Office Administrator Do? ● What are the requirements for being a Successful Office Administrator? ● Education ● Training ● Certificate ● Essential Skills for an Office Administrator ● How to Become an Office Administrator

Module 03: Skills of an Effective Administrator
● Introduction ● Three Skills Approach ● Tips on How to Develop These Skills

Module 04: Introduction to Reception and Receptionist
● Job Requirements and Work Environment ● 21st Century Skills for a Receptionist ● Duties and Responsibilities

Module 05: Business Telephone Skills
● Telephone Etiquette ● Telephone Skills ● Telephone Courtesy Tips ● Domestic and International Calls ● Voice-Mail Courtesy

Module 06: Representing Your Boss and Company
● Competence ● Professionalism ● Importance of Professionalism at Work ● Characteristics of Professionalism ● Reflecting Brand Values ● The Benefits of Having Core Values ● Documenting the Core Values

Module 07: Business Etiquette
● Introduction to Business Etiquette ● Importance of Business Etiquette ● Types of Business Etiquette ● How to Improve Business Etiquettes

Module 08: Mail Services and Shipping
● The Office Mail ● Mailing and Shipping Details ● Addressing ● Address Format ● Layout for British Forces Post Office (BFPO) ● Layout for International Destination ● Wrapping and Packaging

Module 09: Travel Arrangements
● Business Travel ● Hotel Reservations ● Transportation Reservations ● Itinerary and Trip Checklist ● International Travel

Module 10: Organising Meeting and Conferences
● Meeting Arrangements ● Types of Meeting ● Scheduling Meetings ● Meeting Minutes ● Corporate Minutes ● Conferences ● Planning Conferences

Module 11: Diary Management and Note taking
● Introduction to Diary Management ● Different Types of Diary Management ● How to Work on the Diary ● Importance of Updated Diary System ● Security and Confidentiality When Using a Diary System ● Note Taking Methods ● Tips for Note Taking ● Importance of Note Taking

Module 12: Time Management
● Activities Planning and Prioritising ● Overcoming Procrastination ● Crisis Handling ● Organising Workspace to Make Better Use of Time ● Planning of Meetings

Module 13: Record Keeping and Filing Systems
● Keeping Accurate Records ● Filing Systems ● How to Alphabetise for Filing and Indexing ● Handling Confidential Documents ● Computer File Organising

Module 14: Business Writing Skills
● Structures of Business Documents ● Structures of Other Official Documents ● Editing and Proofreading ● What does a Proofreader do? ● Proofreading ● Proofreading Symbols ● Proofreading on Paper & Screen ● Strategies to Check for Specific Errors ● Editing & Proofreading Strategies

Module 15: Organisational Skills
● Organising Daily Work ● Organising Workplace ● Organising Resources ● Organising Tools ● Cultivating Organisational Habits

Module 16: Communication Skills
● Effective Listening Skills ● Verbal Communication ● Non-Verbal Communication ● Communication Strategies

Module 17: Customer Service
● Introduction to Customer Service ● The Power of Positive Thinking in Customer Service ● Types of Difficult Customers and How to Help them ● How to Deal with Difficult Customers ● Aspects of Phone Etiquette ● Using Proper Phone Language ● Eliminate Phone Distractions ● Inbound Calls ● Outbound Calls

Module 18: Effective Planning and Scheduling
● Work Breakdown Structure ● Introduction to WBS ● Deliverable & Phase-Based WBS ● Steps for Creating WBS ● Best Practises and Tips for WBS ● Estimation Process and Resources Alignment ● Estimating Durations ● Increasing Estimation Accuracy ● Task Dependencies ● Dependency Definitions

Module 19: Invoicing/Petty Cash
● Financial Record Keeping ● Invoice ● Petty Cash ● Budgeting ● Budgeting Process

Module 20: Microsoft Word 2019
● Getting Started with Word ● The Ribbon ● The Backstage View ● Task Panels ● Galleries ● Document Views ● Default Typing Options ● Formatting Marks ● Save Options

Module 21: Microsoft Excel 2019
● Microsoft Excel 2019 ● The Excel Interface ● Navigation Options ● Creating a New Blank Workbook

Module 22: Microsoft PowerPoint 2019
● The PowerPoint Options Dialog Box ● Save Options ● Proofing Options ● Advanced Options

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Who is this Course for?

  • Aspiring Administrative Professionals: Whether you’re looking to start a career as a PA, secretary, or office administrator, this course lays a solid foundation.
  • Current Administrative Staff: For those already in the field looking to update their skills and gain formal recognition.
  • Career changers: anyone looking to transition into a role that requires strong organisational and administrative capabilities.
  • Lifelong Learners: Individuals who are passionate about personal and professional development in the administrative domain.

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Career Path

  • Personal Assistant: Manage daily tasks and schedules for executives.
  • Executive Secretary: Play a key role in office management and executive support.
  • Office Administrator: Be the backbone of office operations, managing various administrative tasks.
  • Receptionist: Serve as the first point of contact in an organization, managing communication and administrative tasks.
  • Administrative Coordinator: Oversee administrative activities and support teams in achieving their goals.

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