Record the document purpose, owner, version, reviewer, decision
Record the document purpose, owner, version, reviewer, decision, and date. A file name alone rarely explains whether a draft is safe to circulate.
Keep coordination separate from substantive approval
Keep coordination separate from substantive approval. Support can route versions and reminders, while the accountable leader confirms the content and any commitment it creates.
Archive superseded versions under the agreed rule and keep
Archive superseded versions under the agreed rule and keep the approved record findable. The trail should reduce rework without creating unnecessary copies of sensitive material.
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