Start with the work, not the job title
Start with the work, not the job title. For this workflow, record relationship, purpose, urgency, preferred channel, and the executive or function that owns the response. Write down the expected outcome, the accountable executive, and the evidence that will show the work is complete.
Give support a clear operating rule
Give support a clear operating rule. The role can prepare, coordinate, record, and route work inside that rule. It should escalate a new commitment, sensitive disclosure, policy exception, or request with no clear decision owner.
Review the process after real use
Review the process after real use. Keep examples of rework, missed response windows, and requests that changed priority. Those examples make the next version of the brief more useful than a generic promise of availability.
Related resources
Read also: stakeholder management and routing matrix.
Frequently asked questions
What should support own?
Support should own repeatable coordination and preparation with a named executive owner and a clear output.
When should support escalate?
Escalate when work creates a new commitment, involves sensitive information, needs a policy exception, or has no accountable decision-maker.
How should the workflow improve?
Review real misses and convert repeated questions into a clearer rule, template, or handoff.
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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