Resources

Working guidance for recurring executive-support jobs.

This library is not just a pile of downloads. These guides explain how experienced EAs, PAs, Chiefs of Staff, and Office Managers use the templates in real workflows.

What these resources focus on

Operational clarity. Start with reliable structure before you add polish.
Decision support. Help executives and stakeholders see what matters faster.
Repeatable quality. Build routines that survive handovers, travel, and busy weeks.

How to use the library well

Pick the category that matches the job you are trying to get done, not just the file format you want.
Use the template body as scaffolding, then adapt owners, timings, and tone to your executive.
Keep a small set of proven templates and revise them after real meetings, trips, and projects.
Share the same working standard with anyone who covers your desk or contributes to the process.

Board Packs

How to run a board pack process without a last-minute scramble

A practical framework for running backwards from the meeting date, chasing inputs early, and keeping version control sane.

Work backwards from sign-off, not from the first drafting meeting.
Track paper status, owner, and confidence level in one place.
Separate formatting polish from substantive review so they do not collide.

Open Board Packs

Meetings

A calmer weekly executive meeting rhythm for agendas, notes, and follow-up

The goal is fewer vague conversations and more visible decisions, owners, and deadlines from one week to the next.

Use the same decision and action structure every week.
Protect agenda space for choices, not just updates.
Make the post-meeting summary skimmable in under a minute.

Open Meetings

Travel

Executive travel planning that survives delays, changes, and handoffs

Travel support gets easier when itinerary, objectives, contacts, and contingency notes live in one reliable pack.

Distinguish confirmed arrangements from pending decisions.
Keep local contacts and escalation routes visible.
Package the trip so someone else can cover it if needed.

Open Travel

Inbox & Email

Inbox triage rules that protect executive attention

A simple operating model for deciding what gets answered now, delegated, parked, or turned into a tracked action.

Use clear buckets instead of rereading the same messages all day.
Separate tone templates from decision templates.
Capture promises outside the inbox before they disappear.

Open Inbox & Email

Handover

What a useful EA handover actually needs to contain

A strong handover gives the next person context, priorities, and enough relationship detail to avoid preventable mistakes.

Start with the next two weeks, not a life story.
Document recurring rhythms, access, and sensitivities explicitly.
Show what good judgement looks like in your environment.

Open Handover

Executive Briefings

Briefing notes that help an executive decide faster

The best notes combine context, recommendation, risk, and likely questions on a single page people can trust.

Lead with the point, not the background.
Include the recommendation and the downside of delay.
Prepare challenge questions before the meeting starts.

Open Executive Briefings

Need the full library instead?

Browse by category, format, or complexity and copy the template that fits your desk.

Browse all templates