Templates & Policies

Secure Cloud Usage Policy

Use this template to outline how an organization’s end users can securely use cloud services through acceptable usage guidelines.

Board-Level Security Metrics Presentation Template

This template will help you assemble a board-level metrics presentation.

Contract Playbook

Use this template to create a framework of preferred terms and conditions and acceptable alternate language.

Frontline Manager Change Management Training Template

Use this manager training deck to prepare frontline managers and supervisors to lead through change

Change Management Role Play Scenarios

Use this template to role play change navigation scenarios between a leader and their direct report.

Employee Monitoring Policy – IT-Facing

Policy notifying employees of any monitoring that takes place on the systems they use.

Employee Monitoring Policy – Employee-Facing

Policy notifying employees of any monitoring that takes place on the systems they use.

Workforce Management (Scheduling) Solution RFP Template

Use the Workforce Management (Scheduling) Solution Request for Proposal (RFP) Template for a step-by-step guide on how to complete your RFP document.

Workforce Management (Scheduling) Scoping Workbook

This tool will help scope the workforce management project between an enterprise-wide HRIS initiative to a narrow scheduling solution at the department level.

EHR Selection Project Charter Template

EHR selection is a multi-departmental undertaking that must be managed well to be successful. Document the process in a formal project charter to keep everyone on the...
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