Board liaison question triage
A triage method for routing board questions by evidence, owner, urgency, and governance consequence.
- Define the executive support outcome
- Match role scope to leadership cadence
- Use a structured selection process
Define the role
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.
Set the operating model
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.
Choose with care
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
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