Free, editable templates to help your organization stay organized and make better technology decisions.
A formatted Excel workbook for tracking the software and AI tools your organization uses, who owns them, and where they store data. Includes a cover sheet, inventory tab with dropdowns, and a field guide.
Download templateA plain-language policy document covering approved uses of AI, what information should never be shared with AI tools, and staff responsibilities. Includes a title page, version history table, and editable placeholders.
Download templateA printable worksheet covering business need, privacy, security, and procurement questions to answer before buying new software. Includes a cover page and a recommendation summary table.
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