Capture a complete request
Confirm the purpose, deadline, duration, required attendees, optional attendees, and acceptable format before searching calendars.
Calendar Management
How to create a cross-executive scheduling protocol
ExecutiveSupportStaff Editorial Team | Published
Name one owner
One assistant should control the request through confirmation. Other assistants provide constraints but should not send competing holds.
The Scheduling Assistant guide explains how to compare availability before sending an invitation.
Apply priorities
Protect travel and preparation blocks. Escalate with two viable choices and the consequence of each.
Manage changes
Use the leadership meeting guide for preparation and the schedule change process for disruption.
| Stage | Required output |
|---|---|
| Define | Owner and boundary |
| Operate | Decision and record |
| Review | Updated rule |
Frequently asked questions
What should this process define?
Assign one owner to gather constraints, propose options, send the invitation, and communicate changes.
What makes the process reliable?
Offer the smallest set of options that satisfies required attendees and the deadline.
When should the process be reviewed?
Escalate when written priorities do not resolve the conflict or moving another commitment carries material risk.
cross-executive schedulingexecutive assistantexecutive support