Executive Assistant Templates Browse templates
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Results for “IT”

78 templates match your query. — showing partial-word matches.

Word

Quarterly Strategy Update

A standing template for the exec's quarterly written update to the board or investors.

Executive Briefings Advanced
Excel

RACI Matrix

Decision-rights matrix for a project, programme, or recurring process — one cell, one letter, no ambiguity.

Stakeholder Management Intermediate
Excel

Recurring Events Tracker

Track every recurring meeting on the executive's calendar — purpose, owner, last review date.

Calendar Management Beginner

Reference Request Email

Ask a former colleague for a reference without putting them under pressure — make it easy to say yes or no.

Inbox & Email Intermediate
Word

Skip-Level Meeting Notes

Notes template for the leader-with-a-skip-level-report meeting — focused on signal, not gossip.

Meetings Beginner
Word

Steering Committee Agenda

Structured agenda for cross-functional steering committees on a major programme.

Meetings Intermediate

Sympathy / Condolence Email

Brief, human note for difficult moments — bereavement, illness, or loss.

Inbox & Email Intermediate
Excel

Time Blocking Plan

Hour-by-hour weekly plan for an executive who keeps getting eaten by other people's priorities.

Calendar Management Beginner
Word

Town Hall Q&A Document

Capture all town-hall questions (asked + unasked) and the leadership's written answers — published within 48h.

Communication Intermediate
Word

Travel Risk Assessment

Pre-trip risk assessment for travel to high-risk destinations — health, security, political, logistics.

Travel Advanced
Excel

Trip Expense Tracker

Per-trip expense log with category, FX, and receipt status — ready for the expenses team.

Travel Beginner
Word

Vendor Negotiation Brief

Pre-negotiation brief — counterpart, our walk-away, their likely position, sequencing, who says what.

Executive Briefings Advanced
Checklist

Vendor Onboarding Checklist

Onboard a new vendor cleanly — contract, security review, system access, payments, internal comms.

Checklists Intermediate
Excel

Venue Booking Comparison

Side-by-side venue comparison — capacity, day rate, AV, catering, distance, scorecard.

Events Beginner
Checklist

Visitor Hosting Checklist

Welcome a VIP visitor properly — arrival, security, hospitality, meeting setup, departure.

Checklists Beginner
Checklist

Webinar Production Checklist

End-to-end production checklist for a corporate webinar — from invite copy to follow-up email.

Events Intermediate
Google Doc

Weekly CEO Update

Standing weekly written update from the CEO to the leadership team — five sections, same shape every week.

Executive Briefings Intermediate
Word

Workshop Facilitation Guide

Minute-by-minute facilitator's running order for any half-day workshop — with stage directions.

Meetings Advanced