Executive Assistant Productivity Architect  

Master Microsoft 365, AI, automation and executive workflow design across 10 live half-day sessions over 5 weeks. 

Programme Dates

19 October – 20 November 2026

A structured 5-week programme
Delivered across 10 live sessions (2 afternoons per week)

Session times: UK 13:00–16:00 | ET 08:00–11:00

Designed to fit around your working week, with time to apply learning between sessions for immediate impact

Limited places available

Secure your place

Designed for ambitious Executive Assistants who want to lead with confidence, automate intelligently, and become indispensable to their executive. 

Delivered by Microsoft MVP (Most Valuable Professional) Paul Pennant, a former Executive Assistant with over 20 years of experience training assistants and office professionals. 

Limited cohort sizes. Delivered only three times per year. 

The Modern Executive Assistant Reality 

Today’s Executive Assistants operate in one of the most demanding roles in any organisation. 

You are managing complex executive diaries, coordinating multiple stakeholders, producing professional documents, running meetings and ensuring leaders have the information they need to make decisions. 

At the same time, organisations increasingly expect assistants to understand Microsoft 365 systems, automation and artificial intelligence. 

Yet most assistants were never formally trained to design systems that support executive work. 

The result is that many highly capable assistants are working harder than they need to. 

• Too many manual processes
• Too many disconnected tools
• Too much pressure to keep everything moving 

This programme changes that.  

The Transformation 

By the end of this programme you will no longer feel like you are reacting to requests all day. 

You will understand how to design systems that support your executive, reduce workload and create clarity across the office. 

Instead of juggling tools, you will know how Microsoft 365 works together as a productivity ecosystem. 

You will return to work with practical frameworks, repeatable workflows and the confidence to lead modern productivity. 

You become the assistant who designs productivity systems rather than constantly reacting to tasks.  

Who This Programme Is For 

This programme is designed for Executive Assistants who: 

• support senior leaders and decision makers
• feel overwhelmed by workload and digital complexity
• want to use Microsoft 365 properly rather than partially
• are curious about AI and Copilot but unsure how to apply it safely
• want to move from reactive administration to proactive productivity leadership 

This is not a beginner IT course. 

It is a practical professional development programme designed for real executive environments.  

The Three Capabilities Every Modern Executive Assistant Must Master 

The Executive Assistant role is evolving rapidly. 

Assistants are no longer expected to simply manage tasks. Increasingly, they are expected to design the systems that keep the executive office running efficiently. 

This programme focuses on three capabilities that define the modern Executive Assistant. 

AI Capability 

Learn how to use artificial intelligence safely and effectively in daily work.
Write structured prompts, use Copilot intelligently and deploy AI tools that accelerate executive support. 

Automation Capability 

Remove repetitive manual work by building practical automations.
Design workflows that handle approvals, notifications and routine processes automatically. 

Workflow and App Design 

Create structured systems that support your executive and your organisation.
Build simple apps, dashboards and productivity workflows using Microsoft 365 tools. 

These capabilities transform the role of the Executive Assistant from task manager to productivity architect.  

What You Will Achieve 

After 10 focused half-day sessions, you will be able to: 

• Use AI confidently and responsibly in your role 
• Write structured Copilot prompts that produce high quality outputs 
• Design AI agents that assist with recurring executive tasks 
• Automate repetitive administrative work 
• Create simple apps that support executive workflows 
• Architect executive diaries strategically rather than reactively 
• Run meetings efficiently and capture clear actions and decisions 
• Create executive-ready documents and presentations 
• Design smarter workflows that reduce stress and workload 
• You will leave with systems and frameworks you can apply immediately.

What You Will Master 

AI-Powered Executive Productivity 

Understand how artificial intelligence is transforming the Executive Assistant role.
Learn structured prompt frameworks that produce reliable results.
Use Microsoft Copilot and AI tools to accelerate research, drafting, summarising and analysis. 

Designing AI Agents for Real Work 

Understand what AI agents are and how they extend the capabilities of assistants.
Design simple agents that support recurring tasks and executive workflows.
Build practical agents that assist with information management and executive support activities. 

Intelligent Email and Diary Systems 

Design a strategic diary architecture that protects executive time.
Build advanced email management systems that prioritise what matters.
Use automation and rules to remove routine decisions. 

AI-Assisted Meetings and Decision Capture 

Run structured meetings that drive clear outcomes.
Capture actions and decisions efficiently using Teams and AI assistance.
Turn conversations into clear tasks, decisions and follow up actions. 

Smart Document Collaboration and Control 

Create reliable document workflows using SharePoint.
Maintain version control and collaboration clarity.
Reduce document confusion across teams and projects. 

Executive Communication and Document Production 

Produce professional board-level documents quickly in Word.
Use AI assistance to accelerate drafting, summarising and editing.
Maintain consistent formatting and executive presentation standards. 

Executive-Ready Presentations 

Create clear, concise presentations that support leadership communication.
Use structure and storytelling to improve executive messaging.
Reduce clutter and focus attention on what matters. 

Data Confidence for Executive Support 

Track priorities, projects and reporting using Excel.
Create simple dashboards that support executive decision making.
Use data confidently without unnecessary complexity. 

Project Coordination and Visibility 

Manage tasks and initiatives using Planner and Forms.
Create visibility across stakeholders and projects.
Track progress without complex project management software. 

Automation and Workflow Design 

Use Power Automate to remove repetitive manual tasks.
Automate approvals, notifications and routine processes.
Build automation that saves hours of manual work each week. 

Building Practical Apps for Executive Workflows 

Create simple business apps using SharePoint and Power Apps.
Design tools that capture requests, track actions and manage processes.
Turn manual administrative workflows into structured digital systems. 

Designing Your Executive Productivity System 

Connect Microsoft 365 tools into a single workflow ecosystem.
Reduce duplication across systems and processes.
Create a sustainable productivity architecture that supports your executive long term.  

Why This Programme Is Different 

Most training courses teach individual apps in isolation. 

This programme teaches integration. 

You will understand: 

• When to use each Microsoft tool
• How the tools connect
• How AI enhances each workflow
• How to remove duplication across systems
• How to design a joined-up executive productivity architecture 

This is modern Executive Assistant capability.  

Career Impact 

This programme positions you as: 

• The productivity lead in your office 
• The assistant who understands AI and automation 
• The structured thinker in meetings 
• The workflow architect behind your executive 
• Organisations increasingly expect assistants to understand digital systems and AI. 
• This programme ensures you stay ahead.

Delivered By 

Paul Pennant

Microsoft MVP
Former Executive Assistant
Specialist in Microsoft 365 productivity, automation and AI workflows
Paul combines real Executive Assistant experience with deep Microsoft expertise to deliver practical training that transforms how assistants work.  

Practical Details 

• 10 live half-day training sessions delivered over 5 weeks 
• Interactive exercises and real executive scenarios 
• Implementation frameworks, handouts and e-resources you can apply immediately 
• Programme certificate upon completion 
• Small cohort learning to ensure depth and engagement 
• Delivered only three times per year. 

What Happens After You Book 

Once you reserve your place, you will receive confirmation, joining details, a welcome pack and clear preparation guidance so you know exactly what to expect before the programme begins. 

You will also receive extensive handouts, tools and digital e-resources to support implementation during the 5 weeks and after the programme ends. 

Because the programme is delivered across 10 half-day sessions, you have time to absorb the learning, apply it between sessions and build systems that work in your real executive environment. 

You will complete the programme with a certificate, practical frameworks and a stronger Microsoft 365 productivity architecture you can continue using long after the final session.  

Secure Your Place 

Places are limited to maintain the quality of learning and individual support. 

If you want to become the assistant who designs productivity systems rather than constantly reacting to tasks, this programme will transform how you work. 

Secure your place on the Executive Assistant Productivity Architect Programme. 

Looking to train your team together? This programme can also be delivered privately for organisations, either online or face to face at your venue, for groups of 6 or more Executive Assistants.