Executive document source of truth
How executive support can keep important documents findable without creating duplicate working copies.
- Define the executive support outcome
- Match role scope to leadership cadence
- Use a structured selection process
Define the role
Name the document's purpose, owner, approval state, and location. A useful source of truth answers whether a reader is looking at a draft, a decision record, or the current approved version.
Set the operating model
Set a simple rule for links, permissions, and version changes. When the rule cannot answer an exception, send the exception to the document owner.
Choose with care
Review frequently used folders and links with the people who rely on them. Remove stale paths only after confirming that no active workflow depends on them.
Related resources
FAQ
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.
Discuss executive support