Working with assistants
A clear role for the executive assistant in an effective protection discussion.
A useful connection
An executive assistant often understands the principal’s working preferences and the practical shape of a day. That perspective can help define a requirement without making the assistant responsible for security decisions.
Agree authority
Identify who can approve scope, who is the day-to-day contact and when the principal needs to be involved. Clear authority reduces avoidable ambiguity. It should be discussed directly rather than inferred from a booking or online enquiry.
Keep details private
Use general descriptions in an initial brief. Do not attach calendars, travel documents or private contact lists to a website form. Confirm an appropriate channel for anything more detailed.