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

143 templates
Word

Press Interview Brief

Brief the executive before a press interview — outlet, journalist, likely topics, on/off the record, lines.

Executive Briefings Advanced
Excel

Event Budget Tracker

Track every line item from quote to invoice — with variance against budget and approver column.

Events Beginner
Word

Daily Standup Template

15-minute stand-up structure that keeps the team aligned without becoming a status meeting.

Meetings Beginner
Word

Press Release Template

Standard press release structure — headline, dateline, lede, quotes, boilerplate, contact.

Communication Intermediate
Word

Skills Self-Assessment

Honest self-assessment against the core EA skill set — usable for review prep, PDP, or career conversations.

Training & CPD Beginner

Polite Decline Email

Decline a meeting, request, or invitation without leaving a bad taste — three short paragraphs.

Inbox & Email Intermediate
Checklist

GDPR Quarterly Check Checklist

Quarterly GDPR housekeeping for the EU-data-handling functions of the business.

Checklists Advanced
Excel

Power-Interest Grid

Classic 2x2 — plot stakeholders by their power over the outcome and their interest in it.

Stakeholder Management Intermediate
Checklist

Event Planning Checklist

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

Events Intermediate
Word

Project Kickoff Agenda

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

Meetings Intermediate

Service Disruption Notification

Notify customers of a service disruption — facts, impact, ETA, what they should do, who to ask.

Communication Intermediate
Word

Conference Notes Template

Capture conference learnings in a structure that's worth re-reading — sessions, people, ideas, actions.

Training & CPD Beginner