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Practical guides for the work behind executive support.

Role definitions, operating systems, board routines, and the decisions that make support useful. Written for leaders who would rather scope the work than guess at a job title.

Executive support planning notes, scorecards, and hiring materials

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Start with the role you are trying to define.

617 guides in the library

A decision log that makes executive meetings useful article illustration

Meeting support

A decision log that makes executive meetings useful

Capture decisions, owners, and dates during the meeting so the follow-up does not depend on anyone's memory.

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A stakeholder contact map for executive support article illustration

Relationships

A stakeholder contact map for executive support

Keep the people who matter to the principal organized by role, priority, and preferred channel without turning the map into a CRM project.

A trial-period scorecard for a new executive assistant article illustration

Hiring

A trial-period scorecard for a new executive assistant

Measure accuracy, judgment, communication, and access discipline during the first 90 days without turning the review into a personality test.

Calendar triage rules an executive assistant can actually apply article illustration

Calendar

Calendar triage rules an executive assistant can actually apply

A written triage rule set for executive calendars: protected blocks, meeting tiers, delegation, and the exceptions that always go to the principal.

Executive offsite logistics without the last-minute scramble article illustration

Events

Executive offsite logistics without the last-minute scramble

A checklist covering venue, travel, materials, dietary needs, and decision time for a small executive offsite.

Handing off executive support while the principal travels article illustration

Continuity

Handing off executive support while the principal travels

A handoff brief that keeps decisions, time zones, and escalation paths clear when the main assistant is offline or traveling.

Handling confidential documents as an executive assistant article illustration

Confidentiality

Handling confidential documents as an executive assistant

Practical handling rules for board papers, personnel files, and deal documents, including access, sharing, and disposal.

Inbox triage boundaries for an executive assistant article illustration

Inbox

Inbox triage boundaries for an executive assistant

How to sort, draft, and route an executive inbox without impersonating the principal or hiding decisions.

Keeping an executive travel change log article illustration

Travel

Keeping an executive travel change log

A single log for itinerary changes, confirmations, and traveler preferences so a disrupted trip does not become five conflicting messages.

The weekly priority brief an executive will actually read article illustration

Operating rhythm

The weekly priority brief an executive will actually read

A one-page brief covering decisions, risks, calendar pressure, and relationship gaps, delivered before the week begins.

Tracking executive expense reports before they age article illustration

Expenses

Tracking executive expense reports before they age

A simple tracker for receipts, approvals, and card deadlines that keeps executive spending out of the year-end backlog.

Version control for board packs and executive materials article illustration

Board support

Version control for board packs and executive materials

A naming, review, and distribution routine that keeps every board member reading the same version of the pack.

Assign a Sponsor for a Cross-Functional Escalation article illustration

Executive team operations

Assign a Sponsor for a Cross-Functional Escalation

A practical guide to cross-functional escalation sponsorship, with explicit evidence, confidentiality, authority, and acceptance boundaries.

Build a Decision Inventory for an Incoming Executive article illustration

Executive team operations

Build a Decision Inventory for an Incoming Executive

A practical guide to incoming-executive decision inventory, with explicit evidence, confidentiality, authority, and acceptance boundaries.

Control Reference Consent During an Executive Search article illustration

Executive team operations

Control Reference Consent During an Executive Search

A practical guide to executive-search reference consent, with explicit evidence, confidentiality, authority, and acceptance boundaries.

Coordinate Executive Separation Access Revocation article illustration

Executive team operations

Coordinate Executive Separation Access Revocation

A practical guide to executive-separation access revocation, with explicit evidence, confidentiality, authority, and acceptance boundaries.

Maintain an Interim Executive Authority Matrix article illustration

Executive team operations

Maintain an Interim Executive Authority Matrix

A practical guide to interim executive authority control, with explicit evidence, confidentiality, authority, and acceptance boundaries.

Prepare a Crisis Spokesperson Availability Handoff article illustration

Executive team operations

Prepare a Crisis Spokesperson Availability Handoff

A practical guide to crisis spokesperson availability, with explicit evidence, confidentiality, authority, and acceptance boundaries.

Protect Compensation Committee Packet Custody article illustration

Executive team operations

Protect Compensation Committee Packet Custody

A practical guide to compensation committee packet custody, with explicit evidence, confidentiality, authority, and acceptance boundaries.

Record an Exception to the Executive Operating Cadence article illustration

Executive team operations

Record an Exception to the Executive Operating Cadence

A practical guide to executive operating cadence exceptions, with explicit evidence, confidentiality, authority, and acceptance boundaries.

Route a Leadership KPI Definition Change article illustration

Executive team operations

Route a Leadership KPI Definition Change

A practical guide to leadership KPI definition changes, with explicit evidence, confidentiality, authority, and acceptance boundaries.

Set the Briefing Boundary for a Board Observer article illustration

Executive team operations

Set the Briefing Boundary for a Board Observer

A practical guide to board-observer briefing boundaries, with explicit evidence, confidentiality, authority, and acceptance boundaries.

Verify Claims Before a Leadership Town Hall article illustration

Executive team operations

Verify Claims Before a Leadership Town Hall

A practical guide to leadership town hall claim verification, with explicit evidence, confidentiality, authority, and acceptance boundaries.

Verify Leadership Offsite Pre-Read Receipt article illustration

Executive team operations

Verify Leadership Offsite Pre-Read Receipt

A practical guide to leadership offsite pre-read delivery, with explicit evidence, confidentiality, authority, and acceptance boundaries.

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