Name the relationship owner
Clarify whether the executive, assistant, or another leader owns follow-up. Coordination does not transfer ownership of the relationship.
Executive Support
How to build an executive stakeholder contact protocol
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Record operational preferences
Capture useful details such as preferred channel, assistant contact, time zone, pronunciation, and meeting constraints. Avoid speculative notes.
Set drafting and sending boundaries
Distinguish messages the assistant may send, drafts requiring approval, and topics that must come directly from the executive.
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?
Clarify whether the executive, assistant, or another leader owns follow-up. Coordination does not transfer ownership of the relationship.
Who should own the work?
Capture useful details such as preferred channel, assistant contact, time zone, pronunciation, and meeting constraints. Avoid speculative notes.
How should exceptions be handled?
Distinguish messages the assistant may send, drafts requiring approval, and topics that must come directly from the executive.
executive stakeholder contact protocolexecutive assistantexecutive support