Summarize completed outcomes, active commitments, waiting items, and new
Summarize completed outcomes, active commitments, waiting items, and new risks. Lead with changes since the previous review so the brief remains useful to a busy executive.
Attach one owner and next action to every retained item
Attach one owner and next action to every retained item. Support can prepare the record and surface conflicts, while leaders decide tradeoffs that change priorities or commitments.
Keep the brief short and review it on a fixed rhythm
Keep the brief short and review it on a fixed rhythm. Remove closed work and refine the fields when readers repeatedly ask for context that the format does not provide.
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