Start by observing the calendar, inbox, recurring meetings
Start by observing the calendar, inbox, recurring meetings, and active commitments. Ask what each workflow is meant to protect before changing the way it runs.
Write down the executive's preferences, stakeholders, response rules
Write down the executive's preferences, stakeholders, response rules, and sensitive areas. Separate facts you have confirmed from assumptions that need a direct answer.
End the week with a short review of what
End the week with a short review of what can be owned, what needs more context, and what should remain with the executive. That list gives the role a safer starting boundary.
Related resources
Frequently asked questions
What should a new assistant learn first?
Learn the executive's priorities, recurring commitments, communication rules, and escalation boundaries.
What should wait?
Changes to sensitive workflows or stakeholder commitments should wait until the executive confirms the intended rule.
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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