Meeting prep support should begin with the decision
Meeting prep support should begin with the decision the meeting needs to produce. The assistant can gather context, confirm owners, prepare the agenda, and make sure the executive has the right materials before the calendar block begins.
The workflow needs rules for pre reads, attendee changes
The workflow needs rules for pre reads, attendee changes, note capture, and follow up ownership. Without those rules, support turns into last minute document chasing instead of leadership leverage.
Review recurring meetings monthly
Review recurring meetings monthly. Cancel meetings without decisions, add preparation windows where executives need context, and move routine updates into written summaries when a live discussion is not needed.
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