Require a complete request
Ask for the purpose, requested outcome, attendees, relevant relationship, and why executive participation is necessary.
Executive Support
How to screen vendor meeting requests for executives
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Route to the accountable owner
If another leader owns evaluation, direct the request there. Executive time should not substitute for a missing owner.
Close the loop clearly
Accept, delegate, request information, or decline. Offer an alternative only when a real owner or channel exists.
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?
Ask for the purpose, requested outcome, attendees, relevant relationship, and why executive participation is necessary.
Who should own the work?
If another leader owns evaluation, direct the request there. Executive time should not substitute for a missing owner.
How should exceptions be handled?
Accept, delegate, request information, or decline. Offer an alternative only when a real owner or channel exists.
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