What You'll Learn

  • Build your executive support toolkit with 8 interactive HTML files and 54 working parts: agreements
  • planners
  • registers and checklists.,Adapt 137 ready tools on the slides
  • including templates
  • checklists
  • scripts and calculation cards
  • to everyday executive support.,Create a decision map and executive preference profile that record what you may decide
  • what needs approval and who owns other requests.,Assemble a calendar system with a week audit
  • ideal week
  • meeting intake form and buffer planner to check capacity before confirming meetings.,Organize the executive inbox with reply permissions
  • category rules
  • a waiting list and a daily roundup of decisions and open items.,Prepare agendas and one-page minutes
  • then track each meeting action with an owner
  • deadline
  • reminder and evidence of completion.,Draft meeting briefs
  • daily briefs and executive messages using fact checks
  • a voice card and scripts for declines
  • conditions and rescheduling.,Assemble a travel pack with a traveler profile
  • itinerary
  • booking register
  • local dates and time zones
  • checklists and a disruption plan.,Reconcile expense evidence
  • separate business and personal amounts
  • and calculate reimbursement
  • office budget balances and variances.,Build an AI prompt library for assistant tasks with allowed-data rules
  • source checks and human review before using any draft.

Requirements

  • Basic confidence using email
  • calendars and simple tables; advanced assistant experience is not required.,A computer and a modern browser to download and open the 8 interactive HTML tools
  • edit their working parts
  • copy text and print or save as PDF.,Willingness to complete one practical assignment per lesson using the included templates and checklists.,Use the supplied fictional example or information your company permits you to use; access to a real executives confidential records is not required.,English reading and listening skills. An AI subscription is not required: lesson 8 includes prepared drafts for example review; live practice uses your approved AI assistant only.

Description

This course contains the use of artificial intelligence

190+ tools for the work that lands on an executive assistant's desk every day.

Open a working template for the next calendar request, inbox decision, meeting, brief, trip or expense report.

When every request starts from a blank page

A meeting is marked urgent, but its purpose is missing. An email needs an answer, but sending permission is unclear. A trip changes, and the itinerary, confirmations and expense handover no longer match.

Without agreed rules and a current record, the same questions return: who decides, what is confirmed, and what happens next? The executive's attention becomes the default place to resolve every gap.

A working system for daily support

The result is a connected set of documents for supporting one executive inside a company, in the office or remotely. Permissions have boundaries. Meetings have a requested result. Open items have owners and next checks. Briefs show their sources, and travel or expense changes remain visible until someone confirms them.

Each lesson produces one usable artifact through one practical assignment. The editable example gives each form context; the separate personal workspace keeps practice entries apart from your own draft.

The toolkit: 199 tools across three types
  • 8 interactive HTML files: Executive Working Agreement, Executive Calendar System, Inbox System, Meeting Pack, Briefs and Messages Kit, Travel Pack, Expenses and Office Budget, and Assistant Prompt Library.
  • 54 working parts inside those files: editable planners, registers, profiles, briefs, phrase banks, review forms and checklists. These are contained in the 8 files, rather than supplied as 54 additional downloads.
  • 137 ready tools on the slides: templates, checklists, scripts, question banks and calculation cards, available in the downloadable lesson decks.

The title rounds the total down to 190+. The count includes tools presented in different formats: a template in an HTML file may also appear on a slide. Form fields, print buttons and example variations do not add to the count.

The instructor and the practice

Learn with Mike through practical assignments and fictional business cases. The course follows Maya as she supports Daniel, the CEO of a fictional company. Names, schedules and amounts are labeled fictional examples or example numbers, so the practice requires no confidential company records.

The route through the course

First comes the working agreement: decisions, preferences, access and cover. Calendar and inbox systems then provide the daily rhythm. The next stage connects agendas and minutes to action tracking, followed by briefs and messages with clear approval checks.

Travel and expenses bring the itinerary, confirmations, receipt evidence and office budget into a consistent packet. Finally, AI is introduced for permitted routine tasks, with a prompt library and human review. AI practice appears only in the final lesson.

The HTML files open in a browser and support local saving, copying text, and printing or saving as PDF. Interface mockups show the working principles without requiring a particular calendar, email or expense platform. The files keep records; bookings, messages and approvals remain human actions.

What's included
  • 8 video lessons in 5 sections, with a downloadable slide deck for each lesson.
  • 8 interactive HTML tools containing 54 working parts, plus 137 ready tools on the slides.
  • 8 practical assignments with a consistent fictional business example and self-check questions.
  • Prepared AI drafts for example review and prompts for use with your approved AI assistant.
  • Lifetime access to all materials.
  • Active instructor support in Q&A.
  • Certificate of Completion.

The next request will need a decision whether a working rule exists or not. Start with one agreement, use it on the next request, and build the rest of the toolkit around it.

Enroll now and start your first lesson today.

Who this course is for:

  • Executive assistants who want working agreements
  • calendar and inbox tools
  • meeting packs and travel checklists for supporting one executive inside a company.,Personal assistants whose role includes business support for a company executive and who need brief templates
  • message scripts and clear approval boundaries.,Office managers who have taken on support for a senior leader and need meeting
  • travel
  • expense and office budget tools alongside daily office work.,Virtual assistants supporting one company executive remotely who need shared rules
  • handover templates and clear written updates across locations.,Administrative assistants moving into executive support who want a complete set of editable tools and a fictional example to practice with.
Executive Assistant Course: Calendar, Inbox, AI, 190+ Tools

Course Includes:

  • Price: FREE
  • Enrolled: 111 students
  • Language: English
  • Certificate: Yes
  • Difficulty: Beginner
Coupon verified 03:20 PM (updated every 10 min)

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