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

143 templates
Word Featured

Town Hall Meeting Agenda

All-hands agenda balancing updates, Q&A, and a moment of celebration — usable for any size org.

Meetings Intermediate
Excel Featured

Event Run of Show

Minute-by-minute schedule with cues, owners, and AV — the document the floor manager runs from.

Events Intermediate
Word Featured

Daily Morning Brief

One-page brief delivered to the executive each morning — calendar, priorities, watchlist, asks.

Executive Briefings Intermediate
Word Featured

New Product Launch Announcement

Announce a new product internally and externally — value prop, who it's for, what's available today.

Communication Intermediate
Excel

Meeting Action Tracker

A lightweight action log that closes the loop on every meeting commitment.

Meetings Beginner
Word

Policy Change Announcement

Announce a policy change with enough clarity that people know exactly what's different and what to do.

Communication Intermediate
Excel

Personal Commitments Tracker

Track personal commitments the executive expects you to remember — anniversaries, birthdays, school events.

Calendar Management Beginner
Excel

Board Skills Matrix

Map the board's collective skills against what the company needs — surfaces gaps before they bite at AGM.

Board Packs Intermediate
Checklist

Annual Insurance Review Checklist

Annual review of corporate insurance policies — coverage, exclusions, claims history, renewal.

Checklists Intermediate
Word

Client Account Handover

Hand over a client account to a new internal lead — relationships, history, commercials, watchouts.

Handover Intermediate
Word

Customer Holiday Party Plan

Plan a year-end holiday party for customers — invitations, logistics, run of show, follow-up.

Events Intermediate
Word

Leadership Change Announcement

Announce a leader joining, leaving, or moving — with the right balance of warmth, fact, and forward-look.

Communication Advanced