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

143 templates
Word Featured

Multi-City Travel Itinerary

Day-by-day itinerary for trips spanning 3+ cities — flights, transfers, meetings, hotel changes.

Travel Advanced
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
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
Word

Weekly Leadership Meeting Notes

A consistent note format for weekly leadership meetings so nothing falls through the gaps.

Meetings Beginner
Checklist

Event Planning Checklist

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

Events Intermediate
Excel

Stakeholder Relationship Tracker

A simple matrix to track the people who matter, how warm the relationship is, and what is due next.

Stakeholder Management Intermediate
Notion

Inbox Triage Framework

A repeatable framework for clearing an executive inbox without losing important items.

Inbox & Email Intermediate
Excel

Decision Tracker

A single source of truth for every decision the executive or leadership team has made.

Meetings Beginner
Excel

Meeting Action Tracker

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

Meetings Beginner
Excel

CPD Training Record

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

Training & CPD Beginner
Word

1:1 Meeting Template

A weekly 1:1 framework that balances coaching, status, and the things that are bothering them.

Meetings Beginner