Bring recent work, interruptions, response windows, and missed handoffs
Bring recent work, interruptions, response windows, and missed handoffs to the conversation. Specific examples make capacity concerns easier to discuss than a general sense of overload.
Separate more work from different work
Separate more work from different work. A role may need a new priority, a clearer exclusion, or a changed escalation path rather than more tasks added to the same queue.
Record the agreed scope, review date, and unresolved tradeoff
Record the agreed scope, review date, and unresolved tradeoff. Revisit the decision after the team has used the new rule in ordinary work.
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