Confidentiality starts with clear access design
Confidentiality starts with clear access design. Decide which inboxes, files, calendars, notes, contracts, people topics, and board materials support may view or handle.
Rules should name what support can answer, what
Rules should name what support can answer, what can be drafted only, what requires executive review, and what should never be moved outside approved systems.
Review the rules after sensitive projects, role changes, tool
Review the rules after sensitive projects, role changes, tool changes, and vendor changes. High trust support works best when discretion is backed by specific operating boundaries.
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