Email
Congratulations Email
Quick, specific note for a promotion, award, or milestone — short enough to actually send.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Word
Post-Mortem / Retrospective Template
Blameless retrospective structure for projects, incidents, or quarters — facts first, lessons second, action third.
Word
Town Hall Q&A Document
Capture all town-hall questions (asked + unasked) and the leadership's written answers — published within 48h.
Excel
Reading List Template
Track what you intend to read, what you've read, and what was actually worth the time.
Word
Client Visit Brief
Pre-visit brief for an executive visiting a client — relationship, history, asks, watchouts.
Word
Speaker Brief Template
One-page brief sent to every speaker at every event — audience, slot, tech, format, what's expected.
Checklist
Vendor Onboarding Checklist
Onboard a new vendor cleanly — contract, security review, system access, payments, internal comms.
Excel
Influence Map
Map who influences whom — beyond the org chart — to understand the real decision-making web.
Email
Welcome Email to New Hire
Warm, practical email that lands the night before a new hire's first day.
Word
Travel Risk Assessment
Pre-trip risk assessment for travel to high-risk destinations — health, security, political, logistics.