List the information categories the role may handle
List the information categories the role may handle and the ones that require direct executive review. Avoid broad access as a substitute for a clear operating rule.
Define where summaries may be stored, who may receive
Define where summaries may be stored, who may receive them, and what happens when a request comes from an unapproved channel. The boundary should be easy to apply under pressure.
Revisit the rules when responsibilities change
Revisit the rules when responsibilities change. Access that was appropriate for one project may be wrong after the project ends.
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