Checklist
Office Closure Checklist
Close an office cleanly — staff, equipment, lease, IT, records, security — without leaving liabilities.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Word
Annual Leave Handover Brief
Short leave (1-2 weeks): the must-know list for whoever is covering.
Excel
Conference Sponsorship Tracker
Track every sponsorship deal, deliverable, contact, and deadline across multiple conferences in a year.
Word
Working Group Charter
One-page charter that defines a working group's purpose, decision rights, and end-state.
Word
All-Hands Speech Template
15-minute all-hands speech structure — open, three beats, close, Q&A handoff.
Excel
Time Blocking Plan
Hour-by-hour weekly plan for an executive who keeps getting eaten by other people's priorities.
Email
Job Offer Email
Formal offer email that gives the candidate everything they need to say yes — clearly, warmly.
Word
Board Resolution Template
Written resolution of the Board of Directors — formal structure, ready for signature.
Word
Holiday Closure Communication
Tell customers and partners about an upcoming closure — dates, contacts during, what to do.
Checklist
End-of-Quarter Closeout Checklist
Wrap a quarter cleanly — actions closed, decisions logged, expenses filed, next quarter's diary live.