Word
Client Visit Brief
Pre-visit brief for an executive visiting a client — relationship, history, asks, watchouts.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Word
Travel Risk Assessment
Pre-trip risk assessment for travel to high-risk destinations — health, security, political, logistics.
Checklist
Vendor Onboarding Checklist
Onboard a new vendor cleanly — contract, security review, system access, payments, internal comms.
Excel
Influence Map
Map who influences whom — beyond the org chart — to understand the real decision-making web.
Email
Welcome Email to New Hire
Warm, practical email that lands the night before a new hire's first day.
Word
Daily Standup Template
15-minute stand-up structure that keeps the team aligned without becoming a status meeting.
Word
Press Release Template
Standard press release structure — headline, dateline, lede, quotes, boilerplate, contact.
Word
Skills Self-Assessment
Honest self-assessment against the core EA skill set — usable for review prep, PDP, or career conversations.
Word
Press Interview Brief
Brief the executive before a press interview — outlet, journalist, likely topics, on/off the record, lines.
Excel
Event Budget Tracker
Track every line item from quote to invoice — with variance against budget and approver column.