Capture the requested outcome, vendor contact, internal owner, deadline
Capture the requested outcome, vendor contact, internal owner, deadline, approval path, and acceptance check before work begins. This keeps coordination separate from approval authority.
Route changes through the person who owns the decision
Route changes through the person who owns the decision. Support can gather options and track the request, but it should not create a new commitment by implication.
Close the record with the accepted result, unresolved issue
Close the record with the accepted result, unresolved issue, and next owner. A clean closeout prevents vendor questions from returning as unexplained executive interruptions.
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