Word
Press Interview Brief
Brief the executive before a press interview — outlet, journalist, likely topics, on/off the record, lines.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Excel
Event Budget Tracker
Track every line item from quote to invoice — with variance against budget and approver column.
Word
Daily Standup Template
15-minute stand-up structure that keeps the team aligned without becoming a status meeting.
Checklist
GDPR Quarterly Check Checklist
Quarterly GDPR housekeeping for the EU-data-handling functions of the business.
Excel
Power-Interest Grid
Classic 2x2 — plot stakeholders by their power over the outcome and their interest in it.
Email
Polite Decline Email
Decline a meeting, request, or invitation without leaving a bad taste — three short paragraphs.
Word
Conference Notes Template
Capture conference learnings in a structure that's worth re-reading — sessions, people, ideas, actions.
Google Doc
Weekly CEO Update
Standing weekly written update from the CEO to the leadership team — five sections, same shape every week.
Checklist
Event Planning Checklist
End-to-end checklist covering scope, suppliers, attendees, and run-of-show.
Word
Project Kickoff Agenda
End the kickoff with everyone aligned on scope, owner, and what done looks like.