Choose the workflows that truly need coverage and describe
Choose the workflows that truly need coverage and describe their trigger, output, access, and escalation rule. A long list of every task is harder to use during an absence.
Test the handoff with a real but low-risk example
Test the handoff with a real but low-risk example. Note which context the backup could not infer and add that context to the operating record.
Set an owner for keeping the plan current
Set an owner for keeping the plan current. Coverage fails when the document survives a change in stakeholders, tools, or executive priorities.
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