Separate board questions, approved actions, information requests, and management
Separate board questions, approved actions, information requests, and management follow-up. Each type needs a different owner and response path.
Record the accountable executive, supporting function, due date
Record the accountable executive, supporting function, due date, and approval needed. A liaison keeps the record moving without answering for an owner who has not confirmed the substance.
Before the next board cycle, review open items
Before the next board cycle, review open items for stale dates and repeated questions. The pattern may point to a packet gap or a governance question that deserves leadership discussion.
Frequently asked questions
Should one assistant support the whole executive team?
Sometimes. It works when priorities are clear and executives share one operating rhythm.
What should happen before a consult?
List the meetings, inbox rules, recurring reports, and decisions that need support.
Ready to define the role?
Use a recent leadership week to scope the support that would make the biggest difference. The consultation is a working conversation, not a generic pitch.
Book a consultation