Free IT Resources
Print-ready documents built for real decisions: questionnaires, renewals, board votes, AI governance, and the operating record. Every document is vendor-neutral and does its job whether or not you ever call us.
Answer the questionnaire
A carrier application, a customer security review, or a client portal deadline is on your desk and the wording is unfamiliar.
Questionnaire workbook
The 80-Page Cyber Insurance Answer Kit
Turn the 80-page cyber insurance questionnaire into sourced answers, open gaps, and a record the signer can defend. Ten evidence domains, an evidence index, and an answer-status sheet.
Free with a work email OpenMapping workbook
The Enterprise Security Evidence Map
Map every incoming customer security question to fifteen maintained topics, each with one approved answer, dated artifact, owner, exception, and reuse count, before the next portal deadline.
Free for active requests OpenDecide the spend
A renewal, a budget line, or a vendor recommendation needs a decision, and the evidence behind it has never been written down.
Formal letter and scorecard
The Vendor Conflict Disclosure Letter
A sendable disclosure letter with eleven written requests covering referral fees, resale margin, credits, ownership, and switching cost, plus a scorecard for reading the answers.
Open access OpenTeardown worksheet
The IT Renewal Teardown Worksheet
A three-sheet renewal worksheet putting the recurring charge, contract terms, actual use, operating evidence, overlap, exit cost, and seller income beside every line, with six decision states.
Free with a work email OpenTeardown worksheet
The CFO IT Budget Evidence Worksheet
A four-sheet budget workbook that tests each amount against your requirement, actual use, dated evidence, contract terms, and approval decision, with a one-page board memo output.
Free with a work email OpenDecision guide
MSP vs In-House IT: Decision Guide
A practical comparison of managed IT services versus in-house IT teams. Covers cost, control, expertise, scalability, and when each model fits best.
Open access OpenReport to the board
The board, the finance committee, or a funder asked about technology, and they need a decision rather than a tool list.
One-page memo
The One-Page Board IT Risk Memo
A one-page board memo template with a completed fictional example. State the amount, exposure, options, requested vote, owner, and due date, with known, unknown, and modeled costs kept separate.
Open access OpenBoard pack
The Nonprofit Technology Budget Defense Pack
An eight-section board pack and line-by-line workbook for nonprofit executive directors. Show what you will cut, keep, reduce, and approve, with award terms and evidence beside every line.
Free with a work email OpenBoard pack
The Nonprofit Grant and Board Technology Report
One three-sheet record beneath both reports: the board gets decision and consequence, the funder gets award, period, amount, and basis, from the same cost, evidence, owner, and date.
Free with a work email OpenGovern AI use
Staff are already using AI tools, a vendor just switched a feature on, and somebody is asking which tools hold your data.
Register table
The Shadow AI Tool Register
Find every AI tool in use, name its owner and data, then record keep, restrict, replace, retire, or investigate. Eleven register fields, six discovery methods, and a six-question decision screen.
Free with a work email OpenDiligence question file
The AI Vendor Due Diligence File
Thirty-eight questions across ten review sections covering data flows, training use, retention, deletion, subprocessors, security evidence, incident terms, model changes, and exit rights.
Free with a work email OpenRun the environment
You own the environment, alone or nearly so, and the operating record has to hold up for an auditor, a carrier, or a successor.
Phased action plan
The First 90 Days Solo IT Security Plan
A four-phase operating plan for the solo IT leader: verify access, test inherited claims, document exceptions and lifecycle, and hand over a continuity record another person can operate from.
Free with a work email OpenPolicy template
IT Security Policy Template
A customizable security policy template for small businesses. Covers acceptable use, password policies, data classification, incident response, and more.
Free with a work email OpenChecklist
Compliance Readiness Checklist
Assess your organization's compliance readiness across SOC 2, HIPAA, PCI DSS, CMMC, and general security hygiene.
Free with a work email OpenWorked through a document and want a second set of eyes on what it surfaced?