Checklist
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Board Pack Preparation Checklist
A T-minus checklist for assembling a board pack without last-minute scrambles.
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Results for “IT”
78 templates match your query. — showing partial-word matches.
Word
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Daily Morning Brief
One-page brief delivered to the executive each morning — calendar, priorities, watchlist, asks.
Excel
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Event Run of Show
Minute-by-minute schedule with cues, owners, and AV — the document the floor manager runs from.
Word
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Executive Travel Itinerary
A single-page travel itinerary that puts everything the executive needs in front of them, in order.
Word
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Multi-City Travel Itinerary
Day-by-day itinerary for trips spanning 3+ cities — flights, transfers, meetings, hotel changes.
Word
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New Product Launch Announcement
Announce a new product internally and externally — value prop, who it's for, what's available today.
Word
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Off-Site Planning Template
Plan a 2-3 day leadership off-site that produces decisions, not just photos of the team in a field.
Excel
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Weekly Diary Theming Template
Theme each day of the week so the diary fights for the right work, not just any work.
Word
Acquisition Announcement Template
Announce an acquisition cleanly — to staff, to customers, to press — without leaving people guessing.
Word
AGM Minutes Template
Formal AGM minutes that satisfy company-secretarial requirements without being unreadable.
Word
Annual Board Evaluation Survey
Anonymous survey for directors to evaluate the board's effectiveness — composition, meetings, decisions, culture.
Excel
Annual Calendar Planner
Plan the executive's whole year — board meetings, AGM, off-sites, holidays, conferences, family.
Checklist
Annual Subscriptions Audit Checklist
Annual audit of recurring corporate subscriptions — what we use, what we don't, what we should cut.
Word
Audit Committee Agenda
Standing audit committee agenda with the items that should appear every meeting and the rotating deeper dives.
Excel
Awards Ceremony Run Sheet
Minute-by-minute run sheet for a black-tie awards evening — with category, presenter, winner, music cues.
Word
Bad News Announcement Template
When you have to tell people something difficult — clear, respectful, no spin.
Excel
Board Calendar Annual Planner
Year-at-a-glance board calendar — meetings, committee meetings, AGM, off-sites, paper deadlines.
Word
Board Resolution Template
Written resolution of the Board of Directors — formal structure, ready for signature.