Start with the quarter's fixed cycles, board dates, travel
Start with the quarter's fixed cycles, board dates, travel, hiring needs, and major decisions. Then compare them with recurring support work and known coverage gaps.
Choose a short list of workflow improvements and define
Choose a short list of workflow improvements and define what will change in the calendar, queue, document system, or escalation path. Support can plan the operating work while executives choose strategic priorities.
Review the plan monthly against actual demand
Review the plan monthly against actual demand. Keep what reduced rework or missed handoffs, and remove work that became a report without a decision attached.
Related resources
Read also: executive team weekly planning template and executive support KPI dashboard.
Frequently asked questions
What should support own?
Support should own recurring coordination and preparation with a clear output, owner, and escalation boundary.
When should support escalate?
Escalate when work creates a new commitment, involves sensitive information, exceeds agreed authority, or has no accountable decision-maker.
How should the workflow improve?
Review real misses and rework, then change one rule, template, or handoff that addresses the evidence.
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