Start with actions created in the last review period
Start with actions created in the last review period. Remove completed items, clarify vague verbs, and ask the owner to state the next observable step.
Separate a delayed action from a changed decision
Separate a delayed action from a changed decision. The first needs a recovery plan. The second needs an updated record so the team does not keep working from old instructions.
Keep the review short enough to run every week
Keep the review short enough to run every week. Consistency matters more than a large tracker that no one opens between meetings.
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