Choose a small set of recurring workflows and define
Choose a small set of recurring workflows and define the output, response window, access, and escalation rule for each. The trial should answer a question, not create an undefined service queue.
Review examples of completed work and rework with the executive
Review examples of completed work and rework with the executive. Ask where support made a safe decision, where it waited, and where the brief was not clear enough.
End with a written decision about the next scope
End with a written decision about the next scope. Keep what worked, remove what did not, and name the condition that would require another review.
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