An SOP library should cover recurring executive workflows
An SOP library should cover recurring executive workflows: calendar rules, inbox triage, travel planning, meeting prep, board packets, decision logs, stakeholder follow up, and document management.
Each SOP needs a trigger, owner, steps, tools, escalation
Each SOP needs a trigger, owner, steps, tools, escalation path, and review cadence. Long documents are less useful than clear rules that support can follow under pressure.
The library should improve continuity
The library should improve continuity. When a backup assistant or new support person steps in, they should be able to protect the executive's rhythm without reconstructing every preference from scratch.
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