Set levels for routine execution, recommendation, approval, and urgent
Set levels for routine execution, recommendation, approval, and urgent escalation. Give each level an example and state what context must accompany the handoff.
Use consequence, sensitivity, authority, and reversibility as tests
Use consequence, sensitivity, authority, and reversibility as tests. Speed alone should not move a request into a higher decision level.
Review escalations for patterns
Review escalations for patterns. Frequent pauses may show that the rule needs better examples, while missed escalations require a narrower boundary.
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