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

143 templates
Word

Conference Travel Plan

Pre-conference brief: who'll be there worth meeting, sessions to attend, social events to RSVP to.

Travel Intermediate
Checklist

Health & Safety Walkthrough Checklist

Quarterly office walkaround for health & safety — exits, equipment, signage, hazards.

Checklists Intermediate
Word

Stakeholder Communication Plan

Per-stakeholder communication plan — channel, frequency, owner, content type, escalation path.

Stakeholder Management Intermediate

Follow-up Reminder Email

Polite, action-oriented nudge that surfaces what's outstanding without sounding pushy.

Inbox & Email Beginner
Word

AGM Minutes Template

Formal AGM minutes that satisfy company-secretarial requirements without being unreadable.

Meetings Advanced

Customer Apology Email

Apologise to a customer when we've made a mistake — own it, fix it, learn from it.

Communication Intermediate
Word

Mentorship Plan

Plan for a 6-12 month mentor relationship — goals, cadence, topics, what good looks like.

Training & CPD Intermediate
Checklist

Document Retention Audit Checklist

Audit of physical and digital records against retention policy — keep, archive, or destroy.

Checklists Intermediate
Excel

RACI Matrix

Decision-rights matrix for a project, programme, or recurring process — one cell, one letter, no ambiguity.

Stakeholder Management Intermediate

Meeting Confirmation Email

Confirm a meeting in three lines without sounding like an admin bot — time, place, what to expect.

Inbox & Email Beginner
Excel

Domestic Travel Booking Sheet

Booking-day worksheet capturing flights, trains, cars, and hotels for domestic trips with all confirmations in one place.

Travel Beginner
Word

1:1 Meeting Template

A weekly 1:1 framework that balances coaching, status, and the things that are bothering them.

Meetings Beginner