Executive Assistant Templates Browse templates
Menu
Browse all templates
Search

Results for “plan”

13 templates match your query.

Word

Stakeholder Communication Plan

Per-stakeholder communication plan — channel, frequency, owner, content type, escalation path.

Stakeholder Management Intermediate
Word

Mentorship Plan

Plan for a 6-12 month mentor relationship — goals, cadence, topics, what good looks like.

Training & CPD Intermediate
Word

Stakeholder Engagement Plan

Per-stakeholder plan that turns a relationship into a deliberate, dated set of touchpoints.

Stakeholder Management 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

Trade Show Booth Plan

Plan a trade-show booth presence — staffing rota, lead capture, give-aways, follow-up.

Events Intermediate
Word

Customer Holiday Party Plan

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

Events Intermediate
Word

Coalition Building Plan

Plan to build internal support for a change — who you need, in what order, with what arguments.

Stakeholder Management Advanced
Word

Maternity / Paternity Cover Handover

Long-leave handover that lets a cover EA fully take over — relationships, rhythms, and the unwritten rules.

Handover Advanced
Word

Personal Development Plan

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

Training & CPD Intermediate
Word

Conference Travel Plan

Pre-conference brief: who'll be there worth meeting, sessions to attend, social events to RSVP to.

Travel Intermediate
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.

Events Advanced
Word

Investor Day Planning Pack

Workback plan for an annual investor day — content, logistics, comms, and the day itself.

Events Advanced
Excel

Annual Calendar Planner

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

Calendar Management Beginner