Executive Support
90‑Day Ops Rollout
Weeks 1–2 • Audit
Calendar, inbox, meetings, travel, vendors.
Weeks 3–4 • Foundations
Rules, templates, intake forms, weekly cadence.
Weeks 5–8 • Execution
Pilot routines, automate, tune SLAs, vendor alignment.
Weeks 9–12 • Scale
Expand playbooks, add reporting, formalize handoffs.
Inbox Command
Priority routing, templates, and escalation paths.
- P1: decision/deadline today. P2: 24h. P3: batch daily.
- Smart folders: Finance / Travel / Vendor / Internal.
- Intro, decline, reschedule, pre‑reads request.
- Auto‑insert meeting link + agenda outline.
- Doc request bundle (bio, logo, invoice/PO).
- Only P1 via SMS/chat and include decision context.
- Quiet hours respected; hard‑stop windows defined.
Meeting Operations
From intake to action log—decision hygiene made repeatable.
- Objective, agenda, files, decision owner, success criteria.
- Intake form required 24h before slot lock.
- 1‑pager: context, options, recommendation, risks.
- Links to pre‑reads and calendar event.
- Owner + due date auto‑sent right after meeting.
- Weekly follow‑up digest for open items.
Operational Health
Inbox SLA compliance88%
On‑time agendas & materials95%
Action items closed on schedule72%
Zero missing pre‑readsDaily inbox cleared by 17:00
Documentation & Knowledge Base
- Meeting intake, briefing doc, recap format, vendor onboarding.
- Naming conventions and versioning rules.
- Shared drive structure by function + permissions matrix.
- Quarterly access review and archive policy.
Reporting & Dashboards
Weekly executive digest tracks decisions, risks, and follow‑ups; monthly snapshot covers time allocation, meeting load, and operational health.
On‑time pre‑reads92%
Action items closed on schedule74%
Meeting → decision conversion61%
Risk & Compliance
Access: least‑privilegePII handling: restricted channelsBackups & versioning: weeklyVendor due diligence: annual
Travel Workflow
- Dates, purpose, preferences, budget, constraints.
- All confirmations + maps + calendar holds.
- Vendor contacts, backup routes, remote links.
SLAs & Metrics
Request→proposal ≤ 2hChange confirmations ≤ 30mMissed connections = 0