Executive Personal Assistant

- Services SETA 12611: US110021 NQF4, Credits: 6 and US110023 NQF4, Credits 6, US8975 NQF4, Credits 5, US13929 NQF3 Credits 3
Module 1: Plan and organise own work
After completing this module, the learner will be able to Plan and organise own work.
- Demonstrate knowledge of the business environment with relation to people
- Describe planning aids and use it in line with scheduling techniques
- Identify routine and unexpected tasks and prioritise
- Change work plans accordingly where changes in priority occur
- Report anticipated difficulties in meeting deadlines
Module 2: Establish and maintain working relationships
After completing this module, the learner will be able to establish and maintain working relationships.
- Describe team working, relationship and conflict management
- Provide information to internal and external customers
- Elicit information, advice and resources required from the appropriate people
- Meet commitments to others within agreed timescales
- Employ communication methods and styles
- Acknowledge any communication difficulties and take action.
- Take opportunities to promote the image of the department
- Strictly adhere to confidentiality and data protection requirements
Module 3: Maintain files and records
After completing this module, the learner will be able to Maintain files and records.
- Explain information sorting, handling and storage procedures
- File new documentation and records in the filing system
- Monitor item movements and record it where necessary
- Store documentation and records
- Deal with out-of-date information
- Identify opportunities for improving filing systems
Module 4: Relate the purpose, content, form, frequency and recipients of a range of reports
After completing this module, the learner will be able to Relate the purpose, content, form, frequency and recipients of a range of reports.
- The regular reports are identified.
- The information needs of the organisation are linked to the purpose of each identified report
- A template is drawn up for each report in the company specific format
- A table is created listing each report and its purpose
Module 5: Identify information sources and organisational procedures for obtaining and distributing information
After completing this module, the learner will be able to Identify information sources & organisational procedures for obtaining & distributing information.
- A table is created listing each report.
- A table is drawn up listing each information source.
- Company procedures for obtaining information sources are identified.
Module 6: Compile reports related to a selected business function
After completing this module, the learner will be able to Compile reports related to a selected business function.
- The identified reports are compiled using current information
- The created templates are used to write the reports
- The identified information sources are used to provide the information
- The report is distributed in the required manner.
Module 7: Liaise with relevant parties and verify that reported information is in accordance with requirements
After completing this module, the learner will be able to Liase with relevant parties and verify that reported information is in accordance with requirements.
- A table is compiled listing each of the relevant recipients of the reports
- The form is distributed to recipients
- Possible amendments to reports are made in line with suggestions from recipients
Module 8: Critically analyse texts produced for a range of purposes, audiences and contexts
After completing this module, the learner will be able to Analyse and criticise texts produced for a range of purposes, audiences and contexts.
- Adopt reading strategies appropriate to the purposes for reading/viewing
- Identify organisational features of texts
- Synthesise information from texts, and generalise patterns
Module 9: Identify and explain the values, attitudes and assumptions in texts
After completing this module, the learner will be able to Identify and explain the values, attitudes and assumptions in texts.
- Reflect an understanding of surface and embedded meaning in the text in presentations of viewpoints
- Identify and explain values
- Cite evidence from texts in defence of a position is relevant
Module 10: Evaluate the effects of content, language and style on readers' responses in specific texts
After completing this module, the learner will be able to Evaluate the effects of content, language and style on readers' responses in specific texts.
- Outline content and explore its possible effects on different readers
- Identify the impact of different writing techniques on reader perspective
- Analyse the influence of specific language structures and features
- Explain the effect of selected production techniques in visuals
Module 11: Identify a date, venue and time for a meeting or event date, venue and time for a meeting or event
After completing this module, the learner will be able to identify a · Provide a range of dates for meeting/event to attendees
- Determine suitable dates and venues.
- Book the meeting/event and confirm it with attendees in writing
- Forward all related documentation to the attendees
Module: 12 Arrange venue and catering
After completing this module, the learner will be able to arrange venue and catering.
- Select the venue and book it
- Describe the process of selecting a venue
- Confirm special arrangements, logistics
- Describe the process of selecting date, caterer and menu
- Forward the agenda for meeting/event to venue provider
- Notify venue and caterers in writing and pay deposits
Module 13: Make travel, car hire and accommodation arrangements
After completing this module, the learner will be able to make travel, car hire and accommodation arrangements
- Determine travel, car hire and accommodation requirements.
- Secure suitable accommodation and confirm bookings in writing
- Identify car hire facilities and confirm it in writing
- Make travel arrangements and forward all necessary documentation to the attendees
- Process invoices relating to travel, car hire and accommodation
- Process any relevant advance disbursements for travel, car hire or accommodation
Module 14: Assemble and distribute documentation for meeting or event in good/sufficient time to attendees
After completing this module, the learner will be able to assemble and distribute documentation for meeting or event in good/sufficient time to attendees
- Establish a deadline date for receipt of documentation
- Communicate the deadline date to contributors
- Assemble, copy and collate documents
- Timeously distribute relevant documents in hard or electronic form to participants