Make it a decision meeting
Put routine status in the shared agenda. Use live time for priorities, tradeoffs, feedback, and exceptions.
Executive Support
A weekly executive and assistant sync agenda
ExecutiveSupportStaff Editorial Team | Published
Prepare one shared agenda
Start with open actions, then add decisions, calendar pressure, important messages, deadlines, travel, and risks.
Capture and adjust
Write each owner and date. Update standing rules when a preference changes and adjust the cadence as the partnership matures.
See our working with an EA and 30-60-90 day plan. The meeting preparation 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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