Checklist
Health & Safety Walkthrough Checklist
Quarterly office walkaround for health & safety — exits, equipment, signage, hazards.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Word
Stakeholder Communication Plan
Per-stakeholder communication plan — channel, frequency, owner, content type, escalation path.
Email
Follow-up Reminder Email
Polite, action-oriented nudge that surfaces what's outstanding without sounding pushy.
Word
Conference Travel Plan
Pre-conference brief: who'll be there worth meeting, sessions to attend, social events to RSVP to.
Email
Customer Apology Email
Apologise to a customer when we've made a mistake — own it, fix it, learn from it.
Word
Mentorship Plan
Plan for a 6-12 month mentor relationship — goals, cadence, topics, what good looks like.
Word
AGM Minutes Template
Formal AGM minutes that satisfy company-secretarial requirements without being unreadable.
Checklist
Document Retention Audit Checklist
Audit of physical and digital records against retention policy — keep, archive, or destroy.
Excel
RACI Matrix
Decision-rights matrix for a project, programme, or recurring process — one cell, one letter, no ambiguity.
Email
Meeting Confirmation Email
Confirm a meeting in three lines without sounding like an admin bot — time, place, what to expect.