Fractional executive assistant trial plan
A bounded trial plan for learning whether fractional executive assistant support fits the work.
- Define the executive support outcome
- Match role scope to leadership cadence
- Use a structured selection process
Define the role
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.
Set the operating model
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.
Choose with care
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
FAQ
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.
Discuss executive support