State the original plan, the change, and the fixed
State the original plan, the change, and the fixed commitments it affects. Include the decision the executive must make rather than forwarding a long thread.
Keep approved preferences and sensitive travel details in
Keep approved preferences and sensitive travel details in the right system. The change brief should contain enough context for action without widening access unnecessarily.
After the trip, record what caused the change
After the trip, record what caused the change and what rule would make the next adjustment easier.
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