Executive support transition acceptance criteria
The criteria for deciding whether an executive support handoff is ready to operate safely.
- Define the executive support outcome
- Match role scope to leadership cadence
- Use a structured selection process
Define the role
Define acceptance through a real workflow: required context is present, the source of truth is known, access is sufficient but narrow, the next action is clear, and escalation triggers are understood.
Set the operating model
Let the receiving support person practice one representative case under supervision. A completed checklist is not evidence of readiness if the person still has to infer priorities, relationships, or decision rights.
Choose with care
Record open gaps and the owner who will close them before the transition becomes independent. Review the first live period and remove temporary access when the handoff ends.
Related resources
FAQ
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.
Discuss executive support