Templates
Free templates for executives and their assistants
Checklists, guides and templates our executive assistants use every day. Free to download, no strings attached.
Email Delegation Playbook
A step by step way to hand your inbox to your assistant, without losing control of it.
Get it →Offsite Planning Template
Every step of planning a team offsite, so the work happens without you in the middle of it.
Get it →Calendar Compartmentalization Template
Block your week by type of work instead of by meeting, and protect the hours that matter.
Get it →81 Tasks to Delegate to an EA
A working list of everything you can hand over, grouped by area of work.
Get it →EA Job Description Template
A job description you can edit and post the same day, written to bring in strong candidates.
Get it →Weekly Planning Template
One weekly view you and your assistant both work from. Set priorities on Monday.
Get it →Delegation Guide: The 5 Ws
Five questions that turn a vague request into a task your assistant can run with.
Get it →Productivity Guide
The habits, systems and handoffs that give leaders their week back.
Get it →Essential Tasks to Delegate
What to hand off in your first month with an assistant, and how to set it up so it holds.
Get it →EA Sample Profiles
Real profiles of the assistants we place: experience, tools and background.
Get it →Productivity Quiz
Three minutes to see where your week goes and what is worth handing off first.
Get it →Ready to get your time back?
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