Classify the information, purpose, owner, approved recipients, and retention
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.
Use the smallest useful context and verify recipients before sending
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.
Review access after role changes, projects, and coverage periods
Review access after role changes, projects, and coverage periods. Remove temporary permissions and record unresolved questions for the information owner.
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