Word
Personal Development Plan
12-month PDP for an EA — skill gaps, learning goals, evidence, review dates.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Word
Quarterly Strategy Update
A standing template for the exec's quarterly written update to the board or investors.
Email
Holding Email — On Behalf Of
Buy your executive time without sounding evasive — acknowledge, set expectation, close.
Excel
Trip Expense Tracker
Per-trip expense log with category, FX, and receipt status — ready for the expenses team.
Checklist
Day-1 Executive Setup Checklist
First-day setup for a new executive joining — everything they need before they walk in.
Excel
Stakeholder Relationship Tracker
A simple matrix to track the people who matter, how warm the relationship is, and what is due next.
Excel
Board Skills Matrix
Map the board's collective skills against what the company needs — surfaces gaps before they bite at AGM.
Excel
Meeting Action Tracker
A lightweight action log that closes the loop on every meeting commitment.
Word
Policy Change Announcement
Announce a policy change with enough clarity that people know exactly what's different and what to do.
Excel
Personal Commitments Tracker
Track personal commitments the executive expects you to remember — anniversaries, birthdays, school events.