Write the active commitment, next action, deadline, owner
Write the active commitment, next action, deadline, owner, and unresolved question before coverage changes. Keep the note short enough to use at the start of the next working window.
Distinguish confirmed facts from assumptions and mark any access
Distinguish confirmed facts from assumptions and mark any access or sensitivity boundary. A handoff should transfer context, not broaden permissions by default.
Review missed handoffs with the people involved
Review missed handoffs with the people involved. Improve the record, overlap window, or escalation rule instead of asking the next person to infer more from incomplete notes.
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