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Curated, ready-to-adapt templates organised the way EAs actually work.

143 templates
Checklist

Holiday Period Wind-Down Checklist

Wind down the office before a holiday period — clean, secure, prepared for return.

Checklists Beginner
Word

Project Handover Document

Hand a live project from one owner to another — status, decisions to date, in-flight risks, what's next.

Handover Intermediate
Excel

Awards Ceremony Run Sheet

Minute-by-minute run sheet for a black-tie awards evening — with category, presenter, winner, music cues.

Events Advanced

Meeting Cancellation Notice

Cancel a meeting without leaving attendees wondering what happens next.

Meetings Beginner
Word

Company-Wide Email Update

Monthly all-staff email — readable in 2 minutes, useful for 30 days.

Communication Beginner
Excel

Annual Calendar Planner

Plan the executive's whole year — board meetings, AGM, off-sites, holidays, conferences, family.

Calendar Management Beginner

Press Inquiry Holding Email

Acknowledge a press inquiry quickly, set expectations, route to the right person — without committing to anything.

Inbox & Email Advanced
Excel

Board Calendar Annual Planner

Year-at-a-glance board calendar — meetings, committee meetings, AGM, off-sites, paper deadlines.

Board Packs Intermediate
Checklist

New Office Move Checklist

End-to-end checklist for an office move — from lease signing to first day in the new building.

Checklists Advanced
Word

Maternity / Paternity Cover Handover

Long-leave handover that lets a cover EA fully take over — relationships, rhythms, and the unwritten rules.

Handover Advanced
Word

Trade Show Booth Plan

Plan a trade-show booth presence — staffing rota, lead capture, give-aways, follow-up.

Events Intermediate
Word

Workshop Facilitation Guide

Minute-by-minute facilitator's running order for any half-day workshop — with stage directions.

Meetings Advanced