Agree on the protocol first
Write what the assistant may read, change, draft, send, and archive. Reading, managing, and sending are separate powers.
Executive Support
How to create an executive inbox delegation protocol
ExecutiveSupportStaff Editorial Team | Published
Build a triage map
Create handle, draft, flag, and untouched lanes. Give real examples and response expectations for each lane.
Review exceptions
Use a concise digest for decisions, commitments, sensitive items, and delayed responses. Sample sent messages during onboarding.
See our executive inbox guide and confidential correspondence guide. The mailbox permissions 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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