Word
Quarterly Strategy Update
A standing template for the exec's quarterly written update to the board or investors.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Word
Maternity / Paternity Cover Handover
Long-leave handover that lets a cover EA fully take over — relationships, rhythms, and the unwritten rules.
Word
Annual Leave Handover Brief
Short leave (1-2 weeks): the must-know list for whoever is covering.
Word
Stakeholder Engagement Plan
Per-stakeholder plan that turns a relationship into a deliberate, dated set of touchpoints.
Excel
RACI Matrix
Decision-rights matrix for a project, programme, or recurring process — one cell, one letter, no ambiguity.
Checklist
Diary Audit Checklist
Monthly audit that ruthlessly tests what's actually on the calendar against what should be.
Excel
Time Blocking Plan
Hour-by-hour weekly plan for an executive who keeps getting eaten by other people's priorities.
Word
Personal Development Plan
12-month PDP for an EA — skill gaps, learning goals, evidence, review dates.
Checklist
New Hire Onboarding Checklist
Pre-day-1 to day-90 onboarding for a senior hire — admin, tools, relationships, ramp.
Checklist
End-of-Quarter Closeout Checklist
Wrap a quarter cleanly — actions closed, decisions logged, expenses filed, next quarter's diary live.