Excel
Decision Tracker
A single source of truth for every decision the executive or leadership team has made.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Checklist
Quarterly IT Security Audit Checklist
Quarterly office-led IT security audit — passwords, access, MFA, devices, leavers, backups.
Word
Vendor Relationship Handover
Hand over a vendor relationship to a new internal owner — contacts, contract, history, watchouts.
Word
Customer Advisory Board Meeting
Agenda and prep for a customer advisory board meeting — listen more than talk, capture more than pitch.
Word
Meeting Minutes Approval Process
Standard workflow for drafting, circulating, and signing off meeting minutes — useful for any committee.
Word
Acquisition Announcement Template
Announce an acquisition cleanly — to staff, to customers, to press — without leaving people guessing.
Excel
Holiday & Leave Calendar
Team-wide leave calendar — who's out when, cover arrangements, leave balance remaining.
Email
Interview Invitation Email
Invite a candidate to interview with enough information to prepare and no scheduling friction.
Word
Director Onboarding Pack
Onboarding pack for a new non-executive director — induction schedule, reading list, key meetings.
Checklist
Office Closure Checklist
Close an office cleanly — staff, equipment, lease, IT, records, security — without leaving liabilities.