Support planning

Executive support workflow observation

How to observe executive support work before changing the role, tools, or process.

4 min readHireExecutiveTeam editorial
Executive support workflow observation article illustration
Table of contents
  1. Watch the request, preparation, decision, handoff, and follow-up stages
  2. Ask the people involved what a good outcome looks
  3. Choose one evidence-backed change to test and set a review date
  4. Frequently asked questions

Watch the request, preparation, decision, handoff, and follow-up stages

Watch the request, preparation, decision, handoff, and follow-up stages. Note where context is missing, authority is unclear, or work is repeated.

Ask the people involved what a good outcome looks

Ask the people involved what a good outcome looks like and compare that answer with the actual record. Observation should reveal the system around the role, not judge a person from one busy day.

Choose one evidence-backed change to test and set a review date

Choose one evidence-backed change to test and set a review date. Small, visible improvements are easier to evaluate than a wholesale redesign based on assumptions.

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