Keep an Inbox Delegation Register

Set the inbox delegation scope

Keep an Inbox Delegation Register starts with a written boundary. Name the request, the source, the owner, and the evidence. A clear rule keeps routine coordination separate from executive judgment.

The main risk is that an email can be delegated without a clear owner or due date. Record the source and time before changing a status.

Capture the evidence

A usable record includes thread, sender, request, owner, due date, and status. Keep the source beside the record so another reviewer can reconstruct what happened.

The executive assistant confirms the decision or exception. The assistant can classify the thread, assign the approved owner, and track follow-up, but should not fill a gap with an assumption.

Separate preparation from judgment

Decisions about executive decisions and sensitive replies remain with the authorized owner. Use three labels: proceed, pause for missing evidence, and escalate.

Run the review

Review open threads, age, and misroutes. For example, a client email waits for a response. Record what evidence was available and who owned the next step.

Pilot one workflow

Start with one inbox. Test the checklist on a small batch and review exceptions with the owner.