Score context gathering, written communication, calendar judgment, confidentiality, follow
Score context gathering, written communication, calendar judgment, confidentiality, follow through, and escalation. Use observable work samples instead of general impressions.
Give the new teammate a narrow workflow first
Give the new teammate a narrow workflow first. Review the output, the questions they asked, and the decisions they escalated before expanding access.
At each checkpoint, record evidence and the next capability
At each checkpoint, record evidence and the next capability to practice. A scorecard should make support safer and more inclusive, not turn onboarding into a personality test.
Related resources
Read also: executive support onboarding 30 60 90 and executive assistant scorecard.
Frequently asked questions
What should support own?
Support should own recurring coordination and preparation with a clear output, owner, and escalation boundary.
When should support escalate?
Escalate when work creates a new commitment, involves sensitive information, exceeds agreed authority, or has no accountable decision-maker.
How should the workflow improve?
Review real misses and rework, then change one rule, template, or handoff that addresses the evidence.
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.
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