Start onboarding with the workflows that create the most risk
Start onboarding with the workflows that create the most risk: calendar access, inbox rules, meeting prep, travel, document storage, stakeholder lists, and confidential information boundaries.
The assistant needs a clear map of who
The assistant needs a clear map of who can request time, who can move time, which messages need review, which vendors matter, and where recurring documents live.
End onboarding with a weekly review habit
End onboarding with a weekly review habit. The executive and assistant should inspect what broke, what repeated, what needs a rule, and which responsibilities are ready to move from supervised to owned.
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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