Checklist
Document Retention Audit Checklist
Audit of physical and digital records against retention policy — keep, archive, or destroy.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Checklist
GDPR Quarterly Check Checklist
Quarterly GDPR housekeeping for the EU-data-handling functions of the business.
Checklist
Health & Safety Walkthrough Checklist
Quarterly office walkaround for health & safety — exits, equipment, signage, hazards.
Checklist
Vendor Onboarding Checklist
Onboard a new vendor cleanly — contract, security review, system access, payments, internal comms.
Checklist
Pre-Launch Marketing Checklist
Marketing readiness checklist for a product, service, or campaign launch — assets, channels, measurement.
Checklist
End-of-Year Closeout Checklist
Close out the calendar year — diary archived, files filed, reflections written, next year prepped.
Word
Internal Memo Template
Classic internal memo — concise structure for sharing decisions, changes, or context across the org.
Word
All-Hands Speech Template
15-minute all-hands speech structure — open, three beats, close, Q&A handoff.
Word
Acquisition Announcement Template
Announce an acquisition cleanly — to staff, to customers, to press — without leaving people guessing.