Word
Client Account Handover
Hand over a client account to a new internal lead — relationships, history, commercials, watchouts.
Library
All templates
Curated, ready-to-adapt templates organised the way EAs actually work.
Word
Customer Holiday Party Plan
Plan a year-end holiday party for customers — invitations, logistics, run of show, follow-up.
Word
Leadership Change Announcement
Announce a leader joining, leaving, or moving — with the right balance of warmth, fact, and forward-look.
Excel
Recurring Events Tracker
Track every recurring meeting on the executive's calendar — purpose, owner, last review date.
Email
Vendor Introduction Email
Introduce a new vendor to internal teams — context, scope, primary contacts, what's expected from each side.
Word
Audit Committee Agenda
Standing audit committee agenda with the items that should appear every meeting and the rotating deeper dives.
Word
Weekly Leadership Meeting Notes
A consistent note format for weekly leadership meetings so nothing falls through the gaps.
Checklist
Holiday Period Wind-Down Checklist
Wind down the office before a holiday period — clean, secure, prepared for return.
Word
Project Handover Document
Hand a live project from one owner to another — status, decisions to date, in-flight risks, what's next.
Excel
Awards Ceremony Run Sheet
Minute-by-minute run sheet for a black-tie awards evening — with category, presenter, winner, music cues.