Executive support confidentiality check
A practical check for keeping sensitive executive support work limited to the people who need it.
In this guide
- Define the executive support outcome
- Match role scope to leadership cadence
- Use a structured selection process
Define the role
Classify the information, purpose, owner, approved recipients, and retention need before sharing it. Sensitivity is a workflow property, not just a label on a file.
Set the operating model
Use the smallest useful context and verify recipients before sending. Support should escalate an exception rather than create a broader share to meet a deadline.
Choose with care
Review access after role changes, projects, and coverage periods. Remove temporary permissions and record unresolved questions for the information owner.
FAQ
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.
Discuss executive support