Name the document's purpose, owner, approval state, and location
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 a simple rule for links, permissions, and version changes
Set a simple rule for links, permissions, and version changes. When the rule cannot answer an exception, send the exception to the document owner.
Review frequently used folders and links with the people
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
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