Start with what can fail soon
Place today’s and tomorrow’s deadlines first. Include location, protected commitments, pending approvals, and stakeholders expecting a response.
Executive Support
Executive support coverage handoff checklist
ExecutiveSupportStaff Editorial Team | Published
State the backup’s authority
Write what the backup may accept, move, answer, draft, or escalate. Do not make the receiver infer authority from tasks.
Plan the return handoff
Review actions taken, unresolved items, commitments made, and temporary access to remove when primary coverage resumes.
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?
Place today’s and tomorrow’s deadlines first. Include location, protected commitments, pending approvals, and stakeholders expecting a response.
Who should own the work?
Write what the backup may accept, move, answer, draft, or escalate. Do not make the receiver infer authority from tasks.
How should exceptions be handled?
Review actions taken, unresolved items, commitments made, and temporary access to remove when primary coverage resumes.
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