| Delegation and priority matrix | Task categories, authority boundaries, urgency rules, and escalation paths | Document or shared tracker | Onboarding | Responsibilities, approvers, and risk thresholds |
| Managed calendar | Scheduling, protected time, meeting logistics, and conflict resolution | Client calendar platform | Ongoing | Availability, priorities, travel, and attendee rules |
| Inbox workflow | Labels, triage, draft responses, follow-up, and escalation | Email platform and summary | Setup and ongoing | Access, tone, response limits, and sensitive topics |
| Meeting pack and action log | Agenda, supporting documents, decisions, owners, and due dates | Document, PDF, or workspace | Before and after meetings | Purpose, attendees, source documents, and approvals |
| Research brief | Question, criteria, summarized findings, comparisons, and sources | Document or spreadsheet | As requested | Research scope, date range, geography, and decision criteria |
| Travel comparison and itinerary | Policy-aligned options, schedules, costs, reservations, and contact details | Comparison sheet and itinerary | Planning and confirmation | Destination, budget, preferences, approvals, and traveller data |
| Administrative SOPs | Steps, inputs, controls, exceptions, and ownership for recurring tasks | Knowledge base or document | Stabilization | Existing process knowledge and reviewer access |
| Service activity report | Completed tasks, open items, blockers, trends, and agreed KPIs | Dashboard, tracker, or summary | Recurring | Reporting frequency and KPI definitions |