Choose a small set of recurring workflows and define
Choose a small set of recurring workflows and define the expected output, access, response window, and executive review point. A trial should test the work, not promise broad availability.
Track time spent, rework, missed handoffs, and requests
Track time spent, rework, missed handoffs, and requests that exceeded scope. Those observations help leaders choose a support model based on load instead of title.
At the review, keep, change, or stop the trial with evidence
At the review, keep, change, or stop the trial with evidence. If more capacity is needed, name which workflow requires it and why a wider scope is safe.
Related resources
Read also: fractional executive assistant vs full time and executive support capacity planning worksheet.
Frequently asked questions
What should support own?
Support should own recurring coordination and preparation with a clear output, owner, and escalation boundary.
When should support escalate?
Escalate when work creates a new commitment, involves sensitive information, exceeds agreed authority, or has no accountable decision-maker.
How should the workflow improve?
Review real misses and rework, then change one rule, template, or handoff that addresses the evidence.
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.
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