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Tools & Templates

Frameworks built by a PhD-led practitioner — ready to use in your program.

Draft documents your team actually uses.
Analytics without the consent friction.
Privacy tools that start with documentation.
TemplatesIncluded in subscription
AI Readiness Readout Template

For: SMBs, agencies, consultants

A structured template for documenting your team's current AI posture — tool inventory, governance gaps, and recommended next steps. Produced by the AI Readiness Workflow.
In subscriptionDownload
TemplatesIncluded in subscription
Data Handling Policy Template

For: SMBs, agencies

A plain-language data handling policy template for small businesses. Covers data categories, retention periods, vendor obligations, and incident response basics. Produced by the Data Privacy Baseline Workflow.
In subscriptionDownload
TemplatesIncluded in subscription
Standard Operating Procedure Template

For: SMBs, consultants

A four-part SOP template: trigger, numbered steps, decision points, and output definition. Includes sections for owner, review date, and failure modes. Produced by the SOP Writing Workshop.
In subscriptionDownload
TemplatesIncluded in subscription
Analytics Dashboard Specification Template

For: SMBs, agencies

A decision-first dashboard specification template. Maps each metric to the business decision it informs. Includes sections for data sources, calculation method, and review cadence. Produced by the Analytics Dashboard Setup Workflow.
In subscriptionDownload
ToolsIncluded in subscription
Vendor Data Assessment Checklist

For: SMBs, agencies, consultants

A structured checklist for assessing any vendor that handles business or customer data. Covers DPA status, data storage location, sub-processor chain, training data practices, and breach notification procedures.
In subscriptionDownload
TemplatesIncluded in subscription
Delegation Framework Template

For: SMBs, consultants

A structured template for documenting decision authority by role. Covers decision categories, authority levels, escalation paths, and review triggers. Produced by the Delegation Framework Builder Workflow.
In subscriptionDownload

Bundles Coming Soon

Bundle — Coming Soon
Workflow Automation Starter Bundle
SOP templates, workflow mapping guide, and automation decision checklist.

4 items

Bundle — Coming Soon
Data Readiness Toolkit
Data inventory template, metric definition cards, and reporting setup guide.

5 items

Bundle — Coming Soon
AI Governance Starter Bundle
AI usage policy, decision log, and output review checklist templates.

4 items

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