Who this is for
- Executives losing time to scheduling and follow-up
- Leadership teams that need a consistent meeting record
The problem
Executive support fails when priorities remain implicit, invitations lack context, and an assistant has no safe rule for sensitive or conflicting requests.
Scope
- Calendar request triage
- Meeting preparation and action registers
- Inbox classification and draft preparation
- Travel research within approved criteria
Inputs
- Scheduling preferences and protected time
- Contact and confidentiality rules
- Meeting templates
- Escalation contacts
Workflow
- Stage 1
Triage
Classify requests by urgency, relationship, and decision needed.
- Stage 2
Prepare
Collect agenda, links, attendees, and relevant background.
- Stage 3
Confirm
Check time zones, conflicts, and required approvals.
- Stage 4
Record
Maintain decisions, actions, owners, and due dates after meetings.
Deliverables
- Current calendar and briefing notes
- Draft responses
- Action register
- Open-decision summary
Boundaries and human decisions
- The executive retains relationship, policy, and commitment decisions
- Sensitive correspondence is drafted, not sent, unless permission is explicit
Quality controls
- Protected-calendar rules
- Recipient and attachment checks
- Daily exception review
- Confidentiality labels
Starting scenarios
Meeting week control
Prepare a single view of agendas, conflicts, and follow-ups.
Inbox recovery
Classify an accumulated inbox without deleting or committing on the executive’s behalf.
Frequently asked questions
Does the assistant answer every email?
No. Send authority is limited by sender, topic, and approved templates.
How is calendar access introduced?
Begin with view or delegated scheduling permissions and expand only after review.
Operational handoff canvas
Bring one real queue to the intake.
Share representative work, the tools involved, the schedule, and the decisions that must remain with your team. We’ll use those inputs to discuss a bounded role.
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