Reduce the handoff to what is needed
List the decisions or tasks the receiver must complete, then provide only the information required. A full inbox export or unrestricted folder share is rarely necessary.
Executive Support
How to hand off confidential executive information safely
ExecutiveSupportStaff Editorial Team | Published
Use individual permissions
Grant access to the receiver’s own account, avoid shared credentials, and set an expiration for temporary access when it is granted.
Label sensitivity and action
For every item, state the owner, required action, deadline, and handling boundary. Separate facts from assumptions.
Review the workflow
After a missed commitment or unclear handoff, update the rule, name the owner, and record the next review date. Use the executive office operating rhythm to keep the change in regular practice.
| Stage | Required output |
|---|---|
| Prepare | Purpose and owner |
| Operate | Decision and record |
| Review | Exception and next step |
Frequently asked questions
What should this workflow define?
List the decisions or tasks the receiver must complete, then provide only the information required. A full inbox export or unrestricted folder share is rarely necessary.
Who should own the work?
Grant access to the receiver’s own account, avoid shared credentials, and set an expiration for temporary access when it is granted.
How should exceptions be handled?
For every item, state the owner, required action, deadline, and handling boundary. Separate facts from assumptions.
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