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

143 templates
Word

Board Meeting Pre-Read Cover Note

The first page of every board pack — what to read, what to decide, what to skim.

Board Packs Intermediate
Word

Internal Memo Template

Classic internal memo — concise structure for sharing decisions, changes, or context across the org.

Communication Beginner
Checklist

Diary Audit Checklist

Monthly audit that ruthlessly tests what's actually on the calendar against what should be.

Calendar Management Beginner
Word

Skip-Level Meeting Notes

Notes template for the leader-with-a-skip-level-report meeting — focused on signal, not gossip.

Meetings Beginner
Word

Office Reopening Announcement

Announce an office reopening — date, attendance expectations, logistics, what's changed since last in.

Communication Intermediate
Checklist

New Hire Onboarding Checklist

Pre-day-1 to day-90 onboarding for a senior hire — admin, tools, relationships, ramp.

Checklists Intermediate
Word

Crisis Response Brief

Brief used in the first 90 minutes of a corporate crisis — facts, stakeholders, decisions, next checkpoint.

Executive Briefings Advanced
Excel

Per Diem Calculator

Calculate per diem allowances by destination, with company policy thresholds applied automatically.

Travel Beginner
Checklist

End-of-Year Closeout Checklist

Close out the calendar year — diary archived, files filed, reflections written, next year prepped.

Checklists Beginner
Word

Coalition Building Plan

Plan to build internal support for a change — who you need, in what order, with what arguments.

Stakeholder Management Advanced

Congratulations Email

Quick, specific note for a promotion, award, or milestone — short enough to actually send.

Inbox & Email Beginner
Word

Post-Mortem / Retrospective Template

Blameless retrospective structure for projects, incidents, or quarters — facts first, lessons second, action third.

Meetings Intermediate