List recurring workload, seasonal peaks, board or travel periods
List recurring workload, seasonal peaks, board or travel periods, review time, interruptions, and backup requirements. Use observed work rather than a title-based assumption.
Compare the planned load with the boundaries of the role
Compare the planned load with the boundaries of the role. When demand exceeds safe capacity, leaders choose what moves, pauses, or needs different coverage.
Review the scenario after the peak and record which
Review the scenario after the peak and record which assumptions were wrong. The next plan should reflect actual friction and recovery time.
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.
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