Classify the data before deciding where it belongs
Classify the data before deciding where it belongs. Support should know which items require direct executive review, restricted storage, or a different channel entirely.
Use least privilege and verify unusual requests through
Use least privilege and verify unusual requests through a trusted path. Convenience is not evidence that a person should receive access or that a file should be forwarded.
Review access after role changes, projects, and incidents
Review access after role changes, projects, and incidents. Record the approver and exception so the next review can test the rule against a real decision.
Related resources
Read also: executive support access review and remote executive support security checklist.
Frequently asked questions
What should support own?
Support should own recurring coordination and preparation with a clear output, owner, and escalation boundary.
When should support escalate?
Escalate when work creates a new commitment, involves sensitive information, exceeds agreed authority, or has no accountable decision-maker.
How should the workflow improve?
Review real misses and rework, then change one rule, template, or handoff that addresses the evidence.
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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