Preserve the original question, source, requested date, owner, supporting
Preserve the original question, source, requested date, owner, supporting evidence, and whether the response needs executive or governance judgment.
A liaison can coordinate facts, deadlines, and review
A liaison can coordinate facts, deadlines, and review. The accountable executive approves a response that speaks for leadership or creates a commitment.
Close the question with the final response and any resulting action
Close the question with the final response and any resulting action. Repeated questions should inform future materials and ownership, not be answered by assumption.
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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