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Curated, ready-to-adapt templates organised the way EAs actually work.

143 templates
Word Featured

Executive Meeting Agenda

A clear, time-boxed agenda template that keeps executive meetings focused and decision-driven.

Meetings Beginner
Word Featured

Executive Travel Itinerary

A single-page travel itinerary that puts everything the executive needs in front of them, in order.

Travel Intermediate
Checklist Featured

Board Pack Preparation Checklist

A T-minus checklist for assembling a board pack without last-minute scrambles.

Board Packs Intermediate
Word Featured

Executive Briefing Note

A one-page briefing that gives the executive everything they need before a meeting, call, or event.

Executive Briefings Intermediate
Word Featured

EA Handover Document

A structured handover so cover or a successor can step in and not miss anything important.

Handover Advanced
Word Featured

Quarterly Business Review Agenda

Structured QBR agenda that keeps a 90-minute review focused on outcomes, not slides.

Meetings Intermediate
Word Featured

Travel Pre-Brief Document

A one-page brief the executive reads on the plane — context, counterparts, objectives, watchpoints.

Travel Intermediate
Excel Featured

Event Run of Show

Minute-by-minute schedule with cues, owners, and AV — the document the floor manager runs from.

Events Intermediate
Featured

Out of Office Auto-Reply

Professional OOO that gives senders something useful — alternative contact, return date, urgency path.

Inbox & Email Beginner
Word Featured

Pre-Meeting Briefing Pack

Three-page pack the exec reads ten minutes before — context, counterparts, talking points, watchouts.

Executive Briefings Intermediate
Excel Featured

Weekly Diary Theming Template

Theme each day of the week so the diary fights for the right work, not just any work.

Calendar Management Intermediate
Word Featured

Town Hall Meeting Agenda

All-hands agenda balancing updates, Q&A, and a moment of celebration — usable for any size org.

Meetings Intermediate