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Results for “end-of-year”

16 templates match your query.

Year-End Thank-You Email

Year-end thank-you email from a leader to the team — specific, warm, short.

Communication Beginner
Checklist

End-of-Year Closeout Checklist

Close out the calendar year — diary archived, files filed, reflections written, next year prepped.

Checklists Beginner
Excel

Board Calendar Annual Planner

Year-at-a-glance board calendar — meetings, committee meetings, AGM, off-sites, paper deadlines.

Board Packs Intermediate
Excel

Annual Calendar Planner

Plan the executive's whole year — board meetings, AGM, off-sites, holidays, conferences, family.

Calendar Management Beginner
Word

Customer Holiday Party Plan

Plan a year-end holiday party for customers — invitations, logistics, run of show, follow-up.

Events Intermediate
Checklist

Event Planning Checklist

End-to-end checklist covering scope, suppliers, attendees, and run-of-show.

Events Intermediate
Checklist

End-of-Quarter Closeout Checklist

Wrap a quarter cleanly — actions closed, decisions logged, expenses filed, next quarter's diary live.

Checklists Beginner
Word

Working Group Charter

One-page charter that defines a working group's purpose, decision rights, and end-state.

Meetings Intermediate
Checklist

Webinar Production Checklist

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

Events Intermediate
Checklist

New Office Move Checklist

End-to-end checklist for an office move — from lease signing to first day in the new building.

Checklists Advanced
Checklist

International Travel Checklist

Pre-trip checklist for international executive travel — visas, vaccinations, comms, expenses.

Travel Intermediate
Word

Personal Development Plan

12-month PDP for an EA — skill gaps, learning goals, evidence, review dates.

Training & CPD Intermediate
Excel

Conference Sponsorship Tracker

Track every sponsorship deal, deliverable, contact, and deadline across multiple conferences in a year.

Events Intermediate
Checklist

Annual Subscriptions Audit Checklist

Annual audit of recurring corporate subscriptions — what we use, what we don't, what we should cut.

Checklists Beginner
Word

Project Kickoff Agenda

End the kickoff with everyone aligned on scope, owner, and what done looks like.

Meetings Intermediate
Excel

Per Diem Calculator

Calculate per diem allowances by destination, with company policy thresholds applied automatically.

Travel Beginner