Executive assistant request intake form
The fields a support intake form needs before a new request can be prioritized.
- Define the executive support outcome
- Match role scope to leadership cadence
- Use a structured selection process
Define the role
Start with the work, not the job title. For this workflow, capture the requested outcome, deadline, requester, decision owner, context, and consequence of waiting. Write down the expected outcome, the accountable executive, and the evidence that will show the work is complete.
Set the operating model
Give support a clear operating rule. The role can prepare, coordinate, record, and route work inside that rule. It should escalate a new commitment, sensitive disclosure, policy exception, or request with no clear decision owner.
Choose with care
Review the process after real use. Keep examples of rework, missed response windows, and requests that changed priority. Those examples make the next version of the brief more useful than a generic promise of availability.
Related resources
Read also: new request brief and workload intake. Source: authoritative reference.
FAQ
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.
Discuss executive support