Templates & Policies

Privacy and Security Engagement Charter

The Privacy and Security Engagement Charter provides the planning canvas for the initial stages of developing the plan and supporting roadmap for privacy and security culture.

Privacy and Security Engagement Playbook

Use the Privacy and Security Playbook as a convenient way to communicate the components of your privacy and security engagement initiative.

Grant Writing Checklist

Verify that your grant application is following best practices with this Do's and Don'ts checklist.

Contact Center Playbook

Justify each decision for choosing a right-sized contact center solution with the Contact Center Playbook.

Contact Center SOW Template and Guide

This template outlines and describes the sections of a statement of work, specifically for a contact center solution. It aims to identify areas that organizations ought...

Application Department Strategy Template

Use the Application Department Strategy Template to specify and communicate your application department's strategy.

Virtual Health Satisfaction Survey

Use this satisfaction survey to capture feedback from key internal stakeholders during the virtual health pilot, early implementation stages, and throughout the program's...

Virtual Health Decision Aid

Use this aid to help you determine if a given healthcare pathway is suitable for a virtual approach and key decision, input, and output points.

Coordinating a Virtual Care Consultation Diagram

Use this diagram tool to help you map out the virtual care consultation process and identify step owners and key process handoff points.

Automated Testing Quick Reference Template

Use this template to guide your automated testing practices. It will help you communicate optimal automated testing practices and your approach to their implementation.
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