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

143 templates

Polite Decline Email

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

Inbox & Email 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
Google Doc

Weekly CEO Update

Standing weekly written update from the CEO to the leadership team — five sections, same shape every week.

Executive Briefings Intermediate
Checklist

Event Planning Checklist

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

Events Intermediate
Checklist

Annual Subscriptions Audit Checklist

Annual audit of recurring corporate subscriptions — what we use, what we don't, what we should cut.

Checklists Beginner
Word

Stakeholder Engagement Plan

Per-stakeholder plan that turns a relationship into a deliberate, dated set of touchpoints.

Stakeholder Management Intermediate

Year-End Thank-You Email

Year-end thank-you email from a leader to the team — specific, warm, short.

Communication Beginner
Excel

CPD Training Record

A personal log for continuing professional development hours, reflections, and evidence.

Training & CPD Beginner
Word

Director Conflict of Interest Form

Annual conflict-of-interest declaration form for directors — clean, signable, kept on file.

Board Packs Intermediate