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

143 templates

Polite Decline Email

Decline a meeting, request, or invitation without leaving a bad taste — three short paragraphs.

Inbox & Email Intermediate

Service Disruption Notification

Notify customers of a service disruption — facts, impact, ETA, what they should do, who to ask.

Communication Intermediate
Word

Conference Notes Template

Capture conference learnings in a structure that's worth re-reading — sessions, people, ideas, actions.

Training & CPD Beginner
Google Doc

Weekly CEO Update

Standing weekly written update from the CEO to the leadership team — five sections, same shape every week.

Executive Briefings Intermediate
Checklist

Event Planning Checklist

End-to-end checklist covering scope, suppliers, attendees, and run-of-show.

Events Intermediate
Word

Project Kickoff Agenda

End the kickoff with everyone aligned on scope, owner, and what done looks like.

Meetings Intermediate
Checklist

Annual Subscriptions Audit Checklist

Annual audit of recurring corporate subscriptions — what we use, what we don't, what we should cut.

Checklists Beginner
Word

Stakeholder Engagement Plan

Per-stakeholder plan that turns a relationship into a deliberate, dated set of touchpoints.

Stakeholder Management Intermediate

Year-End Thank-You Email

Year-end thank-you email from a leader to the team — specific, warm, short.

Communication Beginner
Excel

CPD Training Record

A personal log for continuing professional development hours, reflections, and evidence.

Training & CPD Beginner
Word

Director Conflict of Interest Form

Annual conflict-of-interest declaration form for directors — clean, signable, kept on file.

Board Packs Intermediate
Checklist

Visitor Hosting Checklist

Welcome a VIP visitor properly — arrival, security, hospitality, meeting setup, departure.

Checklists Beginner