Write examples around real work such as scheduling, drafting
Write examples around real work such as scheduling, drafting, document routing, stakeholder requests, and new commitments. Each example should identify the expected action and decision owner.
Use the examples to distinguish a repeatable rule from an exception
Use the examples to distinguish a repeatable rule from an exception. Support can act within a clear boundary, but sensitive disclosures, policy exceptions, and ambiguous authority require direction.
Review the examples after a missed handoff or unnecessary escalation
Review the examples after a missed handoff or unnecessary escalation. Replace vague language with the smallest example that makes the next decision easier.
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