Record the packet section, owner, expected input, exception, consequence
Record the packet section, owner, expected input, exception, consequence, and next review date. Keep the entry factual and easy to scan.
Separate a coordination exception from a substantive governance question
Separate a coordination exception from a substantive governance question. Support can route missing material and protect the review path, while executives decide what the board should receive.
Close exceptions when resolved and preserve the reason
Close exceptions when resolved and preserve the reason for material changes. Patterns across cycles can improve the next calendar without rewriting history.
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