Intermediate level · Module 5: Executive Support and Priorities · Lesson 1 of 3
Supporting a Manager
Manage a manager's time, correspondence and visitors.
In this lesson you will
- Manage a manager's calendar and inbox
- Prepare briefing notes
Key concepts
calendar managementcorrespondence triagebriefing notesgatekeeping
The lesson
Agree with the manager how to manage their calendar: protected time, meeting lengths, travel buffers and who may book directly.
Triage correspondence: deal with routine items, draft replies for approval and flag urgent or sensitive items.
Before meetings, prepare a short briefing note: purpose, attendees, background and decisions needed.
Step by step
- Agree calendar rules.
- Triage a sample inbox.
- Draft replies for approval.
- Prepare a briefing note.
Practice activity
Manage the director's simulated week.
Expected result: An organised calendar, triaged inbox and useful briefing note.
Check your understanding
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What should a briefing note include?
Show answer
Purpose, attendees, background and decisions needed.
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What does triaging correspondence mean?
Show answer
Sorting items by what to handle, draft or flag.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.