Excel
Board Calendar Annual Planner
Year-at-a-glance board calendar — meetings, committee meetings, AGM, off-sites, paper deadlines.
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Results for “pre-meeting”
37 templates match your query.
Word
Press Interview Brief
Brief the executive before a press interview — outlet, journalist, likely topics, on/off the record, lines.
Word
Client Visit Brief
Pre-visit brief for an executive visiting a client — relationship, history, asks, watchouts.
Checklist
International Travel Checklist
Pre-trip checklist for international executive travel — visas, vaccinations, comms, expenses.
Email
Interview Invitation Email
Invite a candidate to interview with enough information to prepare and no scheduling friction.
Word
Featured
Off-Site Planning Template
Plan a 2-3 day leadership off-site that produces decisions, not just photos of the team in a field.
Word
Director Conflict of Interest Form
Annual conflict-of-interest declaration form for directors — clean, signable, kept on file.
Checklist
Featured
Board Pack Preparation Checklist
A T-minus checklist for assembling a board pack without last-minute scrambles.
Word
1:1 Meeting Template
A weekly 1:1 framework that balances coaching, status, and the things that are bothering them.
Word
Daily Standup Template
15-minute stand-up structure that keeps the team aligned without becoming a status meeting.
Email
Networking Follow-up Email
24-hour follow-up after meeting someone new — reference shared context and propose a clear next step.
Excel
Meeting Density Audit
How much of the executive's week is in meetings? Categorised by type, against a target split.
Word
Weekly Leadership Meeting Notes
A consistent note format for weekly leadership meetings so nothing falls through the gaps.
Word
Featured
Executive Briefing Note
A one-page briefing that gives the executive everything they need before a meeting, call, or event.
Email
Polite Decline Email
Decline a meeting, request, or invitation without leaving a bad taste — three short paragraphs.