Checklist
New Hire Onboarding Checklist
Pre-day-1 to day-90 onboarding for a senior hire — admin, tools, relationships, ramp.
Library
Checklists templates
Operational checklists for the recurring jobs every EA owns.
Checklist
End-of-Quarter Closeout Checklist
Wrap a quarter cleanly — actions closed, decisions logged, expenses filed, next quarter's diary live.
Checklist
New Office Move Checklist
End-to-end checklist for an office move — from lease signing to first day in the new building.
Checklist
Office Closure Checklist
Close an office cleanly — staff, equipment, lease, IT, records, security — without leaving liabilities.
Checklist
Holiday Period Wind-Down Checklist
Wind down the office before a holiday period — clean, secure, prepared for return.
Checklist
Quarterly IT Security Audit Checklist
Quarterly office-led IT security audit — passwords, access, MFA, devices, leavers, backups.
Checklist
Annual Insurance Review Checklist
Annual review of corporate insurance policies — coverage, exclusions, claims history, renewal.
Checklist
Visitor Hosting Checklist
Welcome a VIP visitor properly — arrival, security, hospitality, meeting setup, departure.
Checklist
Day-1 Executive Setup Checklist
First-day setup for a new executive joining — everything they need before they walk in.
Checklist
Annual Subscriptions Audit Checklist
Annual audit of recurring corporate subscriptions — what we use, what we don't, what we should cut.