Executive Personal Assistant (PA) Certification (CPE)
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Program Professional Framework
Executive Personal Assistant (PA) Certification (CPE)
Program Overview
A personal assistant to a senior executive needs to anticipate needs, manage time and information, and represent the executive professionally to internal and external contacts. This course develops the essential PA skill set: diary and travel management, handling calls, emails and correspondence on the executive's behalf, preparing documents and presentations, organizing meetings and taking minutes, managing confidential files, and building effective working relationships with the executive and their team. Emphasis is placed on communication, discretion and proactive problem-solving in fast-paced Gulf executive offices.
Learning Outcomes
- ✓Manage an executive's diary and travel plans, resolving conflicts and preparing itineraries.
- ✓Screen and respond to calls, emails and requests on behalf of an executive using agreed rules.
- ✓Prepare professional documents and presentations that meet the executive's standards.
- ✓Organize meetings end to end and produce clear minutes and action trackers.
- ✓Maintain confidential files and information securely in paper and digital form.
Target Audience
- Personal assistants to managers and executives
- Executive secretaries
- Administrative assistants aspiring to PA roles
- Office coordinators supporting senior management
Detailed Program Modules
01The Role of the Executive PA
- Responsibilities and expectations
- Understanding the executive's working style
- Building a trusted working relationship
02Diary and Travel Management
- Scheduling rules and conflict resolution
- Travel bookings, visas and itineraries
- Preparing the executive for each day
03Communication on the Executive's Behalf
- Call and visitor screening
- Managing the executive's inbox
- Drafting replies and correspondence
04Documents and Presentations
- Formatting reports and letters
- Preparing presentations and briefing packs
- Proofreading and version control
05Meetings and Minutes
- Meeting preparation checklists
- Minute-taking techniques
- Action tracking and follow-up
06Confidentiality and Professionalism
- Handling confidential information
- Professional image and etiquette
- Proactive problem-solving and initiative
Training Methodology
Applied Project & Assessment
Applied Project
Participants build a PA operations file for their executive or a case scenario: diary rules, a travel itinerary, inbox handling guidelines, a meeting pack with minutes and a confidentiality checklist.
Assessment
Short diagnostic at the start, practical tasks linked to each learning outcome, and evaluation of the applied project against published criteria.