Word
Skills Self-Assessment
Honest self-assessment against the core EA skill set — usable for review prep, PDP, or career conversations.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Word
360 Feedback Template
Structured 360-degree feedback form — manager, peers, direct reports, key stakeholders.
Excel
Reading List Template
Track what you intend to read, what you've read, and what was actually worth the time.
Word
Course Evaluation Form
Honest evaluation of a course or training — what worked, what didn't, what's worth recommending.
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.