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

143 templates
Featured

Out of Office Auto-Reply

Professional OOO that gives senders something useful — alternative contact, return date, urgency path.

Inbox & Email Beginner
Word Featured

Travel Pre-Brief Document

A one-page brief the executive reads on the plane — context, counterparts, objectives, watchpoints.

Travel Intermediate
Word Featured

Pre-Meeting Briefing Pack

Three-page pack the exec reads ten minutes before — context, counterparts, talking points, watchouts.

Executive Briefings Intermediate
Word Featured

Quarterly Business Review Agenda

Structured QBR agenda that keeps a 90-minute review focused on outcomes, not slides.

Meetings Intermediate
Word

Vendor Relationship Handover

Hand over a vendor relationship to a new internal owner — contacts, contract, history, watchouts.

Handover Intermediate
Word

Customer Advisory Board Meeting

Agenda and prep for a customer advisory board meeting — listen more than talk, capture more than pitch.

Events Advanced
Word

Meeting Minutes Approval Process

Standard workflow for drafting, circulating, and signing off meeting minutes — useful for any committee.

Meetings Intermediate
Checklist

Quarterly IT Security Audit Checklist

Quarterly office-led IT security audit — passwords, access, MFA, devices, leavers, backups.

Checklists Advanced
Excel

Holiday & Leave Calendar

Team-wide leave calendar — who's out when, cover arrangements, leave balance remaining.

Calendar Management Beginner

Interview Invitation Email

Invite a candidate to interview with enough information to prepare and no scheduling friction.

Inbox & Email Beginner
Word

Director Onboarding Pack

Onboarding pack for a new non-executive director — induction schedule, reading list, key meetings.

Board Packs Advanced
Word

Acquisition Announcement Template

Announce an acquisition cleanly — to staff, to customers, to press — without leaving people guessing.

Communication Advanced