The blog archive
More practical guidance for executive support.
Page 19 of 27. Role definitions, operating systems, and the decisions that make support useful.

Executive support confidentiality boundaries
A plain-language guide to deciding what support may access, summarize, share, or escalate.
Executive support quarterly retrospective
A quarterly retrospective for improving executive support from evidence rather than general impressions.
Executive support request clarity brief
The minimum context a new executive support request needs before someone commits to the work.
Executive support risk register
A small risk register for surfacing support gaps before they disrupt a leadership commitment.
Executive support vendor closeout
A clear vendor coordination boundary for executive support teams handling requests, approvals, and follow-up.
Executive travel change brief
A concise way to explain the effect of a travel change on meetings, preparation, and stakeholder commitments.
Founder priority reset for growing teams
A weekly reset for founders who are carrying too many open decisions and promises in their head.
Fractional executive assistant trial plan
A bounded trial plan for learning whether fractional executive assistant support fits the work.
Inclusive executive support work sample
A work-sample approach for assessing executive support judgment with the same evidence for every candidate.
Leadership offsite facilitation brief
A preparation brief that keeps an executive offsite focused on the decisions it must produce.
Leadership team action review guide
A review pattern for checking whether leadership actions have an owner, a next step, and a realistic date.
Remote executive support handoff brief
A handoff brief that preserves context when executive support crosses time zones or coverage windows.
AI assisted executive summary review
A review checklist for checking AI assisted summaries before they enter executive workflows.
AI executive support review checklist
A checklist for reviewing AI-assisted drafts and summaries before they enter executive workflows.
Board cycle source of truth
A simple source of truth for board deadlines, documents, approvals, and follow up.
Board packet approval tracker
A tracker for showing which board packet sections are drafted, reviewed, and approved.
Chief of staff commitment audit
A review for finding commitments that have no current owner or next action.
Chief of staff cross functional handoff
A handoff pattern for moving leadership work between support and functional owners.
Executive assistant delegation boundary review
A review for checking whether delegated support work still fits its approved boundary.
Executive assistant delegation review
A recurring review for checking whether delegated work still fits the agreed boundary.
Executive assistant priority brief
A short brief for turning competing executive requests into an agreed order of work.
Executive assistant request intake form
The fields a support intake form needs before a new request can be prioritized.
Executive calendar priority review
A weekly review for checking whether the calendar still reflects leadership priorities.
Executive decision owner register
A register that keeps decisions attached to accountable leaders after meetings end.