Start with decisions that repeat
List the choices the executive and assistant revisit every week. Give meeting acceptance, briefing deadlines, protected time, and follow-up ownership a default rule.
ExecutiveSupportStaff Editorial Team | Published
List the choices the executive and assistant revisit every week. Give meeting acceptance, briefing deadlines, protected time, and follow-up ownership a default rule.
Work backward from important meetings. Set deadlines for the brief, missing inputs, and final review. The meeting preparation research recommends checking progress against plans and adjusting when conditions change.
Record one owner, a due date, and the next check for each action. Review overdue, blocked, or unclear work each week.
Use the weekly EA sync agenda and the quarterly support review to maintain the cadence.
| Stage | Required output |
|---|---|
| Define | Owner and boundary |
| Operate | Decision and record |
| Review | Updated rule |
What should this process define?
Include a weekly planning check, preparation deadlines, action follow-up, and a monthly review of recurring friction.
What makes the process reliable?
The executive and lead assistant agree on the rules, while the assistant maintains the calendar, agenda, and action records.
When should the process be reviewed?
Review it monthly at first, then quarterly once the cadence is stable.