Preserve the original wording, source, requested date, owner
Preserve the original wording, source, requested date, owner, and whether the question asks for facts, management judgment, or a governance response. Classification should clarify the path without answering by implication.
Route factual collection to the right owner and escalate
Route factual collection to the right owner and escalate questions that affect commitments, risk, or board communication. The liaison coordinates the response while the accountable executive approves its substance.
Review unanswered questions before the next board cycle
Review unanswered questions before the next board cycle. Recurring themes may require a packet change, a clearer owner, or a leadership discussion rather than another reminder.
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.
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