Confidential executive request intake
A safe intake pattern for sensitive executive requests that need limited context and clear authority.
- Define the executive support outcome
- Match role scope to leadership cadence
- Use a structured selection process
Define the role
Capture the purpose, sensitivity, requester, accountable owner, deadline, and smallest useful set of facts. Avoid copying an entire sensitive thread when a concise context note will do.
Set the operating model
Mark the permitted support action and the escalation trigger. Support can route, prepare, and maintain the record, but it should pause when the request changes a commitment, recipient, policy, or substantive position.
Choose with care
Close or archive the intake under the approved rule. Review near misses for missing fields and access problems, not for a larger default distribution list.
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