Board liaison pre-meeting brief
The information a board liaison can assemble before a meeting so directors and executives share the same context.
- Define the executive support outcome
- Match role scope to leadership cadence
- Use a structured selection process
Define the role
Open with the meeting purpose, decisions requested, and materials that require attention. Keep background links separate from the questions leaders must answer.
Set the operating model
Track packet status by owner and review state. If a section is late or changed, note the consequence instead of hiding the gap in a general progress update.
Choose with care
Send the final brief through the agreed review path. The liaison coordinates the record, while executives remain responsible for the message and approvals.
Related resources
FAQ
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.
Discuss executive support