Templates & Policies

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.

Training Materials – Passwords

This is one of eight security awareness and training templates that can be used to educate end users on best practices. This presentation focuses on passwords.

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 same...

EHR Request for Proposal Template

Request for proposals provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

EHR Selection Stakeholder Presentation Template

Leverage this presentation template to help IT make the case for their approach to selecting an EHR.

Tribal Nation Reference Architecture Template

Use this template in conjunction with the Tribal Nation Reference Architecture.

Your Role in the Organization Participant Workbook

Use this participant workbook in conjunction with the Your Role in the Organization Facilitation Guide to deliver training to first-time IT managers.
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