Open with the meeting purpose, decisions requested, and materials
Open with the meeting purpose, decisions requested, and materials that require attention. Keep background links separate from the questions leaders must answer.
Track packet status by owner and review state
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.
Send the final brief through the agreed review path
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
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