Executive document management should make the latest version easy
Executive document management should make the latest version easy to find and the wrong version hard to use. Name owners, folders, review points, and approval status for important materials.
Support can maintain file structure, meeting note locations, board
Support can maintain file structure, meeting note locations, board packet versions, signature folders, and links from decision logs to source documents.
Review access regularly
Review access regularly. Confidential executive material should have narrow permissions, clear naming, and a documented process for removing access when roles or vendors change.
Related resources
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