The blog archive
More practical guidance for executive support.
Page 4 of 26. Role definitions, operating systems, and the decisions that make support useful.
A 90-Day Plan for a New Executive Assistant
Sequence access, trust, ownership, and measurable operating improvements.
Executive Assistant Capacity Planning: A Practical Guide
Estimate sustainable executive support capacity before adding work or headcount.
Executive Assistant Coverage Plan for Leave and Peak Periods
Protect critical executive workflows when the primary owner is unavailable.
Executive Assistant Interview Scenario Rubric
Test prioritization and communication with a fair, job-relevant exercise.
Executive Assistant Performance Review: Evidence and Questions
Evaluate executive support with observable evidence instead of vague impressions.
Executive Inbox Management Playbook
Build a safe, responsive inbox workflow without hiding judgment calls.
Executive Meeting Preparation Checklist
Turn meeting preparation into a decision-ready process.
Executive Support Role Scope Diagnostic
Separate strategic integration from executive enablement before hiring.
Executive Travel Readiness and Authority Matrix
Plan business travel around continuity, approvals, safety, and recovery.
Fractional Executive Support: A Buyer’s Guide
Assess scope, governance, fit, and total effort before selecting a fractional model.
How to Run an Executive Assistant Delegation Audit
Find work that should be delegated, retained, redesigned, or stopped.
Remote Executive Support Operating Rhythm
Create dependable coordination across schedules, locations, and time zones.
Board action register template for accountable follow-through
Maintain a board action register with authoritative wording, owners, due dates, status evidence, exceptions, and controlled closure.
Board liaison onboarding plan for a controlled first cycle
Onboard a board liaison through a controlled meeting cycle with clear authority, access, version control, approvals, and closure evidence.
Chief of staff interview scorecard: evaluate judgment with evidence
Build a chief of staff interview scorecard around the decisions, operating systems, influence, and follow-through the role must deliver.
Executive assistant first-week readiness checklist
Prepare a new executive assistant's first week with bounded workflows, secure access, decision rules, practice cases, and acceptance checks.
Executive assistant portfolio review without exposing confidential work
Evaluate executive assistant work evidence with sanitized examples, consistent criteria, consent, and strong confidentiality boundaries.
Executive project coordinator work sample: test visibility and follow-through
Design a fair project coordinator work sample around dependencies, status evidence, decisions, escalation, and an executive-ready update.
Executive support service level agreement: a practical scope template
Define an executive support service agreement with request classes, response windows, acceptance, escalation, exclusions, and review rules.
Executive support vendor transition plan without losing control
Transition executive support vendors with a controlled inventory of work, records, access, ownership, acceptance, revocation, and continuity.
Executive travel approval workflow before booking begins
Define travel request, budget, risk, accessibility, booking authority, changes, documentation, and approval before an assistant commits spend.
Founder calendar delegation rules that protect decisions and focus
Write founder calendar delegation rules for access, tradeoffs, preparation, changes, protected time, and exceptions.
Fractional executive assistant vs agency: compare the operating model
Compare a fractional executive assistant with an agency using scope, supervision, continuity, coverage, access, cost, and exit requirements.
Leadership meeting agenda intake that produces decision-ready topics
Create a leadership agenda intake that separates decisions, discussion, information, owners, pre-reads, timing, and closure.