The blog archive

More practical guidance for executive support.

Page 7 of 26. Role definitions, operating systems, and the decisions that make support useful.

Executive support planning notes and hiring materials
Executive assistant service handoff plan article illustration

Transition planning

Executive assistant service handoff plan

Move executive support between providers or assistants without losing commitments, widening access, or confusing ownership.

Executive project coordinator weekly report template article illustration

Project coordination

Executive project coordinator weekly report template

Create a concise executive weekly report with outcomes, evidence, decisions, risks, dependencies, owners, and next milestones.

Executive support provider onboarding checklist article illustration

Provider onboarding

Executive support provider onboarding checklist

Onboard an executive support provider through named outcomes, limited access, workflow practice, acceptance, and documented continuity.

Executive support scope of work: a practical template article illustration

Service design

Executive support scope of work: a practical template

Define executive support deliverables, authority, service levels, access, acceptance, and change control before work begins.

Executive support security questionnaire for providers article illustration

Security and access

Executive support security questionnaire for providers

Ask practical questions about identity, devices, data handling, incidents, subcontractors, continuity, and offboarding before granting executive access.

Executive travel risk checklist for support teams article illustration

Travel operations

Executive travel risk checklist for support teams

Plan executive travel with verified identity data, practical buffers, secure records, disruption ownership, and clear emergency escalation.

How many executives can one assistant support? article illustration

Capacity planning

How many executives can one assistant support?

Estimate executive assistant capacity from workflow demand, access complexity, meeting load, and decision support rather than a fixed executive-to-assistant ratio.

How to evaluate an executive assistant service article illustration

Provider evaluation

How to evaluate an executive assistant service

A buyer's framework for assessing role fit, selection, supervision, continuity, security, measurement, and exit support before choosing a service.

How to run an executive calendar audit article illustration

Calendar operations

How to run an executive calendar audit

Audit an executive calendar for decision time, preparation, access, recurring meetings, travel buffers, and preventable rescheduling.

Leadership meeting agenda template for decisions article illustration

Leadership operations

Leadership meeting agenda template for decisions

Build a leadership agenda around decisions, evidence, owners, timeboxes, and follow-through instead of a stack of status updates.

Virtual executive assistant cost factors to compare article illustration

Hiring decisions

Virtual executive assistant cost factors to compare

Compare virtual executive assistant proposals through scope, capacity, continuity, management, access, quality, and transition instead of rate alone.

When fractional board liaison support fits article illustration

Board operations

When fractional board liaison support fits

Decide whether fractional board liaison support can reliably manage calendars, packet workflow, director logistics, records, and action follow-through.

Add an open-question box to every executive brief article illustration

Decision operations

Add an open-question box to every executive brief

Show leaders exactly what remains unresolved before they rely on a recommendation.

Assign an owner to every executive project dependency article illustration

Project coordination

Assign an owner to every executive project dependency

Stop dependencies from sitting between teams with no one responsible for the next move.

Attach a reason to every late board-material change article illustration

Board operations

Attach a reason to every late board-material change

Keep post-deadline edits reviewable without pretending the packet never changed.

Confirm board action owners before the meeting closes article illustration

Board liaison support

Confirm board action owners before the meeting closes

Turn a board discussion into an accepted commitment with a named owner and due date.

Create an intake window for nonurgent founder requests article illustration

Founder operations

Create an intake window for nonurgent founder requests

Collect lower-urgency requests at a predictable time without burying genuine exceptions.

Design leadership offsite notes around decisions article illustration

Leadership operations

Design leadership offsite notes around decisions

Capture what changed at an offsite without producing a transcript nobody will use.

Give temporary executive support permissions an expiry article illustration

Access governance

Give temporary executive support permissions an expiry

Prevent short-term access from quietly becoming permanent after coverage or a project ends.

Keep an assumption register for leadership decisions article illustration

Chief of staff support

Keep an assumption register for leadership decisions

Make the uncertain facts behind a decision visible and easy to revisit.

Protect decision time with an executive calendar buffer article illustration

Calendar operations

Protect decision time with an executive calendar buffer

Give leaders enough room to read, decide, and recover between demanding meetings.

Put the decision request at the top of a leadership update article illustration

Executive communications

Put the decision request at the top of a leadership update

Help a busy leader see what choice is needed before reading the background.

Run a weekly priority reset with your executive assistant article illustration

Executive assistant systems

Run a weekly priority reset with your executive assistant

Reconnect the calendar, inbox, and active commitments to the leader's current priorities.

Use a shadow period for a high-stakes executive handoff article illustration

Continuity planning

Use a shadow period for a high-stakes executive handoff

Test whether the receiving support person can run the workflow before authority fully transfers.