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

143 templates
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
Word Featured

Executive Briefing Note

A one-page briefing that gives the executive everything they need before a meeting, call, or event.

Executive Briefings Intermediate
Word Featured

Executive Travel Itinerary

A single-page travel itinerary that puts everything the executive needs in front of them, in order.

Travel Intermediate
Word Featured

Off-Site Planning Template

Plan a 2-3 day leadership off-site that produces decisions, not just photos of the team in a field.

Events Advanced
Checklist

GDPR Quarterly Check Checklist

Quarterly GDPR housekeeping for the EU-data-handling functions of the business.

Checklists Advanced
Excel

Power-Interest Grid

Classic 2x2 — plot stakeholders by their power over the outcome and their interest in it.

Stakeholder Management Intermediate

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