Start with the work, not the title
Start with the work, not the title. For this workflow, separate decisions, actions, open questions, and ideas, then assign one owner and review date to each. Write the expected outcome, accountable owner, and evidence that will show completion.
Give support a clear rule for preparing, coordinating, recording
Give support a clear rule for preparing, coordinating, recording, and routing the work. Escalate new commitments, sensitive information, policy exceptions, and requests with no clear decision owner.
Review the process after real use
Review the process after real use. Keep examples of rework, missed response windows, and changed priorities. Use those examples to improve one rule, template, or handoff.
Related resources
Read also: offsite action tracker and decision register.
Frequently asked questions
What should support own?
Support should own repeatable coordination and preparation with a named owner and a clear output.
When should support escalate?
Escalate when work creates a new commitment, involves sensitive information, needs a policy exception, or has no accountable decision-maker.
How should the workflow improve?
Review real misses and convert repeated questions into a clearer rule, template, or handoff.
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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