Checklist
Annual Subscriptions Audit Checklist
Annual audit of recurring corporate subscriptions — what we use, what we don't, what we should cut.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Word
Stakeholder Engagement Plan
Per-stakeholder plan that turns a relationship into a deliberate, dated set of touchpoints.
Word
Director Conflict of Interest Form
Annual conflict-of-interest declaration form for directors — clean, signable, kept on file.
Email
Year-End Thank-You Email
Year-end thank-you email from a leader to the team — specific, warm, short.
Excel
CPD Training Record
A personal log for continuing professional development hours, reflections, and evidence.
Notion
Inbox Triage Framework
A repeatable framework for clearing an executive inbox without losing important items.
Checklist
International Travel Checklist
Pre-trip checklist for international executive travel — visas, vaccinations, comms, expenses.
Checklist
Visitor Hosting Checklist
Welcome a VIP visitor properly — arrival, security, hospitality, meeting setup, departure.
Word
IT / Systems Access Handover
Document the systems access an EA has set up for an executive — accounts, delegations, MFA, recovery.
Word
Compensation Committee Agenda
Standing compensation (remuneration) committee agenda — standing items, annual cycle, sensitivities.