1.1 Explain how executive assistants support effective management in organisations
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Learning outcome 01: Understand the skills required by executive assistants
Assessment criteria
The candidate can:
1.1 Explain how executive assistants support effective management in organisations
1.2 Identify the skills required and challenges posed to executive assistants when working
with multiple managers
Amplification of assessment criteria
1.1 Explain how executive assistants support effective management in organisations
1.1.1 Explain the role of the executive assistant and the relationship of the role to
management and organisational aims and objectives
1.1.2 Outline methods used by organisations to measure management effectiveness
1.1.3 Describe the ways in which the executive assistant can contribute to management
effectiveness through activities of communication and coordination
1.2 Identify the skills required and challenges posed to executive assistants when working
with multiple managers
1.2.1 Explain what is meant by management style
1.2.2 Provide an overview of different management styles (autocratic/participative)
1.2.3 Describe suitable methods for dealing with issues arising from different
management styles
1.2.4 Explain key interpersonal skills required by an executive assistant
Learning outcome 02: Understand how executive assistants support organisational
systems and processes
Assessment criteria
The candidate can:
2.1 Describe the factors to be considered when setting up filing systems
2.2 Demonstrate how stock control ordering and purchasing systems operate in
organisations
2.3 Demonstrate how executive assistants support human resources processes
Amplification of assessment criteria
2.1 Describe the factors to be considered when setting up filing systems
2.1.1 Explain how files can be sorted
2.1.2 Describe organisational filing systems and their location for effective and efficient
information storage and retrieval
2.1.3 Explain how cost, space, staff ability, confidentiality, security, data protection,
speed of retrieval, and availability can all influence the type of filing system used
in an organisation
2.2 Demonstrate how stock control ordering and purchasing systems operate in
organisations
2.2.1 Describe the procedural sequence for stock control in organisations that are
organised departmentally
2.2.2 Outline the benefits of using a computerised stock control system within an
organisation
2.2.3 Explain the role of the executive assistant in using stock control ordering and
purchasing systems
2.2.4 Demonstrate the use of the appropriate administrative procedures when using
stock control, ordering and purchasing systems
2.3 Demonstrate how executive assistants support human resources processes
2.3.1 Summarise the activities that human resources processes relate to; recruiting,
interviews, appointments, induction, appraisals and personnel records, what is
meant by these terms and how the executive assistant is involved
2.3.2 Demonstrate how the executive assistant works to support the organisation
strategically and functionally
Learning outcome 03: Be able to support the office environment
Assessment criteria
The candidate can:
3.1 Outline the factors to consider when designing the layout of an office
3.2 Compare the benefits of different types of office environments
3.3 Examine and address the concerns that employees and managers may have over
different working environments
Amplification of assessment criteria
3.1 Outline the factors to consider when designing the layout of an office
3.1.1 Demonstrate the importance of layout so that space is used to the best advantage
and output of work is maximised
3.1.2 Explain the ergonomic and cybernetic aspects of Health and Safety and the role of
the Health and Safety Executive in ensuring that legislation is followed
3.2 Compare the benefits of different types of office environments
3.2.1 Provide a definition of the office and its functions
3.2.2 Outline what is meant by job share, virtual assistants, flexitime, teleworking, and
hot-desking
3.2.3 Compare and contrast these contemporary office environments to the traditional
office
3.3 Examine and address the concerns that employees and managers may have over
different working environments
3.3.1 Explain the advantages and disadvantages of the open plan office
3.3.2 Evaluate measures of effectiveness and efficiency used by organisations in office
environments
3.3.3 Explain the benefits of job rotation, job enrichment and job rotation in improving
working environments
Learning outcome 04: Be able to support business meetings and events
Assessment criteria
The candidate can:
4.1 Explain the differences between meetings and events
4.2 Compare different types of statutory meetings
4.3 Demonstrate how executive assistants contribute to the organisation of meetings events
Amplification of assessment criteria
4.1 Explain the differences between meetings and events
4.1.1 Identify organisational stakeholders and explain why they need communicate
effectively with each other
4.1.2 Outline the role of meetings in promoting effective internal and external
organisational communication
4.1.3 Outline the role of events in organisational promotion and branding
4.2 Compare different types of statutory meetings
4.2.1 Describe what is meant by the following examples of statutory meetings;
inaugural, annual general, extraordinary general, requisitioned and board
meetings
4.3 Demonstrate how executive assistants contribute to the organisation of meetings events
4.3.1 Explain how the executive assistant works with their employer to clarify the
purpose, budget, venue, attendees, delegates, and date of conference
outcome 05: Be able to communicate in the workplace
Assessment criteria
The candidate can:
5.1 Evaluate the appropriateness and effectiveness of different communication channels and
tools within organisations
5.2 Demonstrate how to select appropriate communication channels and tools within
organisations
5.3 Demonstrate how clear use of language support effective communication
Amplification of assessment criteria
5.1 Evaluate the appropriateness and effectiveness of different communication channels and
tools within organisations
5.1.1 Analyse the needs of the audience is various organisational situations
5.1.2 Evaluate communication tools appropriate to various audiences
5.1.3 Explain why vertical, lateral or networked communication channels may be used
within organisations
5.2 Demonstrate how to select appropriate communication channels and tools within
organisations
5.2.1 Chose and apply the appropriate communication tools in a variety of practical
organisational situations
5.2.2 Select and use the appropriate communications channels in practical
organisational situations
5.3 Demonstrate how clear use of language support effective communication
5.3.1 Use the vocabulary relevant to the content of a range of communication and
appropriate to their audience
5.3.2 Avoid ambiguity in communication using the correct grammar (e.g. word order,
prepositions, tenses, punctuation, etc.)
Learning outcome 06: Be able to support projects
Assessment criteria
The candidate can:
6.1 Explain the key stages of projects
6.2 Discuss the main reasons causing projects to fail
Amplification of assessment criteria
6.1 Explain the key stages of projects
6.1.1 Explain the importance of identifying need, analysis of options, implementation,
evaluation and future actions
6.1.2 Explain the importance of being able to identify the link between projects and
overall organisational aims and objectives
6.2 Discuss the main reasons causing projects to fail
6.2.1 Explain the factors that cause projects to fail including experience of project
managers, availability of resources, lack of clear objectives, and poor performance
by suppliers, and how these factors can be managed
Learning outcome 07: Understand the importance of managing diaries effectively
Assessment criteria
The candidate can:
7.1 Demonstrate how good diary management supports effective time management
7.2 Analyse the relationship between project management and diary management
Amplification of assessment criteria
7.1 Demonstrate how good diary management supports effective time management
7.1.1 Describe the boundaries of responsibility in respect of diary management within
an organisation
7.1.2 Demonstrate how to simultaneously manage several staff diaries including
electronic diaries within an organisation
7.1.3 Explain how the executive assistant acts as a gatekeeper and organiser for senior
staff within an organisation
7.2 Analyse the relationship between project management and diary management
7.2.1 The role of the executive assistant in assisting with project management through
arranging and recording meetings, diary management, and providing channels of
effective communication between parties
7.2.2 Explain models and technologies used to promote effective diary management
(initial planning, Gantt charts, stage reviews, hard and electronic diaries, actions to
be taken in the event of rescheduling)
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