The account should reflect the actual primary duties, including routine work. A selective list does not by itself establish managerial or executive capacity.
Explain frequency and responsibility accurately
Distinguish recurring duties from occasional events and identify who performs operational work. Have the complete role assessed alongside the other L requirements. Do not present exceptional authority as if it is exercised throughout every work period.
Create a duty allocation showing the essential function, decisions reserved to the transferee, routine work delegated to employees or providers, and the authority used to direct that work. Trace which entity pays each colleague, what services the charge covers, whether the applicant controls that work, and whether the people shown actually relieve the applicant of routine duties. The petition has to choose which of the two managerial theories it relies on, supervising other supervisory, professional or managerial employees or managing an essential function at a senior level, and then produce the evidence that theory needs. The petition also needs the beneficiary’s continuous year of full-time employment with the Canadian company within the three years before filing, in a managerial, executive or specialized-knowledge position, and a U.S. position that is primarily managerial or executive.