Start with one department. Expand on evidence.
A phased rollout lets you prove the model with one team, capture what works in playbooks and expand to other departments with less risk and faster ramp-up.
Phase 1: choose the pilot
Pick a department with clear, recurring, delegable work and a sponsor who wants it to succeed. Executive offices, sales development, finance operations and recruiting coordination are common starting points because their work is measurable.
Agree the success measures before the first assistant starts: turnaround times, backlog, quality review results or leader hours returned. Write them into the pilot plan.
Phase 2: run and measure
During the pilot, the account lead runs weekly scorecards and a monthly review with the sponsor. Assistants document recurring work as SOPs. Access, tools and escalation paths are tested in real conditions. Problems are logged and fixed, not hidden.
Phase 3: build the playbook
What worked in the pilot becomes a department playbook: role definitions, onboarding checklists, access templates, SOP library and KPIs. The playbook is the main reason later departments ramp faster than the first.
Phase 4: expand
New departments start from the playbook and adapt it. Each gets its own sponsor, success measures and review rhythm, while governance, security review and reporting stay central. Expansion pace is set by evidence from the previous phase and by your budget.
Central governance
A central program owner on your side, often in operations, procurement or the office of the COO, sees roll-up reporting, approves new seats and owns the relationship with the ExecWing account team. Departments keep day-to-day direction of their assistants.
At a glance
- Pilot with written success measures
- Weekly scorecards and monthly sponsor reviews
- Department playbook before expansion
- Central program owner and roll-up reporting
- Expansion paced by evidence and budget
Multi-department rollout: questions
How long should a pilot run?
Long enough to see steady-state work, usually beyond the first month of onboarding. We agree the pilot length with your sponsor.
Which department should go first?
The one with the clearest delegable work and an engaged sponsor.
Can departments choose different roles?
Yes. Each department picks the roles it needs from the same vetted standard.
Talk to us about your program.
Book an enterprise fit call or request a written proposal. Contracts and our procurement pack are available on request.
