Continuity planning

Key takeaways

  • Capture absence window, contact conditions, priorities, commitments, temporary owners, and waiting work.
  • Apply this control: verify delegate access, reassign meetings, route sensitive mail, and create an exception log.
  • Escalate if an unanticipated issue lacks an owner or crosses temporary authority.
Talk through the executive workflow that needs clearer ownership.

Bring the recurring tasks, handoffs, and access boundaries you want dependable support to manage.

Talk with our team

Operating data

Primary workflowContinuity planning
Reading time2 minutes
Internal next steps2 links
External citation1 source

Playbook

An absence handoff defines how work moves without pretending the executive remains continuously available. Record the absence window in local time, true contact conditions, protected priorities, exposed commitments, temporary decision owners, and matters that can wait. Tell stakeholders which route to use; private knowledge held only by the departing leader is not a continuity plan.

Verify each delegate's system access and authority before departure, then reassign meetings and route sensitive mail according to content. The SBA emergency-preparedness guidance frames resilience as preparation before disruption. Apply that principle to executive support by documenting alternate owners, critical dependencies, and communication paths rather than forwarding every message indiscriminately.

Create an exception log for issues outside the expected plan. Escalate when an unanticipated matter lacks an owner, crosses temporary authority, or could create a material customer, legal, financial, or personnel commitment. If contact is permitted only for defined emergencies, inconvenience does not broaden that definition; route ordinary uncertainty to the named delegate.

On return, provide decisions made, commitments changed, unresolved risks, and items deliberately held. Remove temporary access and restore routing after confirmation, not by assumption. Operations follow-through can maintain continuity actions, while the confidential support guide helps ensure temporary coverage does not create uncontrolled copies, shared credentials, or lingering permissions.

Talk through the executive workflow that needs clearer ownership.

Bring the recurring tasks, handoffs, and access boundaries you want dependable support to manage.

Talk with our team

FAQ

When should a leader delegate this workflow?

Delegate it when repeated coordination, routing, or follow-up is taking time away from decisions that only the leader can make.

What should the assistant own first?

Start with intake rules, status visibility, and escalation timing so the assistant can act consistently before the workflow expands.