Record the sender's purpose, requested outcome, deadline, sensitivity, related
Record the sender's purpose, requested outcome, deadline, sensitivity, related commitment, and permitted next action. Keep the card tied to one message or decision.
Use the card to prepare a concise summary, not
Use the card to prepare a concise summary, not to make an unapproved commitment. Sensitive or ambiguous messages stay visible to the accountable executive.
Archive or remove the card when the issue closes
Archive or remove the card when the issue closes. Repeated cards for the same sender may indicate a better routing rule or channel.
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