Set rules before granting access
Edit permission does not explain which meetings can move or when the executive wants to decide. Define meeting windows, buffers, protected blocks, and valid exceptions first.
Calendar Management
Executive calendar delegation rules that prevent confusion
ExecutiveSupportStaff Editorial Team | Published
Match access to responsibility
Separate availability, event details, editing, private events, and sharing administration. Use named company accounts and record who approved access.
Escalate with a recommendation
Escalate conflicting priorities, relationship risks, private commitments, and costly changes. The assistant should explain the conflict and recommend an option.
See our calendar management guide and calendar audit. The calendar sharing guide provides supporting guidance.
| Stage | Required output |
|---|---|
| Define | Owner and boundary |
| Operate | Decision and record |
| Review | Updated rule |
Frequently asked questions
What should the process define?
It should define the owner, decision boundary, exceptions, and review cadence.
When should the executive be involved?
The executive should handle decisions outside written rules and any sensitive or high-risk exception.
How often should the process be reviewed?
Review it during onboarding, after repeated exceptions, and whenever responsibilities change.
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