Track the document purpose, owner, version, requested review, due
Track the document purpose, owner, version, requested review, due date, and decision still needed. Link to the source rather than creating duplicate working copies.
Support can check completeness, route reminders, and maintain version
Support can check completeness, route reminders, and maintain version order. The accountable leader remains responsible for substantive approval and commitments in the document.
Close completed reviews and return unclear requests for context
Close completed reviews and return unclear requests for context. Aging entries should trigger a conversation about priority or ownership, not endless reminders.
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