List workflows that cannot pause, the current owner
List workflows that cannot pause, the current owner, the backup, required context, and the trigger for activating coverage. Keep the scope focused on real business continuity.
Test one workflow under supervision and record what
Test one workflow under supervision and record what the backup could not safely infer. Transfer context separately from credentials and keep permissions limited to the work.
Review the plan after a real absence or near miss
Review the plan after a real absence or near miss. A continuity document earns its place by reducing uncertainty during a handoff.
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