Word
Speaker Brief Template
One-page brief sent to every speaker at every event — audience, slot, tech, format, what's expected.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Checklist
Webinar Production Checklist
End-to-end production checklist for a corporate webinar — from invite copy to follow-up email.
Word
Investor Day Planning Pack
Workback plan for an annual investor day — content, logistics, comms, and the day itself.
Word
Trade Show Booth Plan
Plan a trade-show booth presence — staffing rota, lead capture, give-aways, follow-up.
Excel
Conference Sponsorship Tracker
Track every sponsorship deal, deliverable, contact, and deadline across multiple conferences in a year.
Excel
Awards Ceremony Run Sheet
Minute-by-minute run sheet for a black-tie awards evening — with category, presenter, winner, music cues.
Word
Customer Advisory Board Meeting
Agenda and prep for a customer advisory board meeting — listen more than talk, capture more than pitch.
Word
Customer Holiday Party Plan
Plan a year-end holiday party for customers — invitations, logistics, run of show, follow-up.
Excel
Board Calendar Annual Planner
Year-at-a-glance board calendar — meetings, committee meetings, AGM, off-sites, paper deadlines.
Word
Director Onboarding Pack
Onboarding pack for a new non-executive director — induction schedule, reading list, key meetings.