IT templates and kits from real client work

Editable templates, checklists, and toolkits I built for SMEs and schools. Download them and use them the same day.

AI Automation Playbook for Small Teams Find the repetitive work worth automating, score it, and pilot AI safely in two weeks, with a workbook, 40 prompts and ready templates.
Website Launch Planning Kit Plan, build and launch your website on time: a six-phase playbook, a planner that counts down to launch day and 72 checks in 8 areas.
STEM Program Planning Pack Plan a 12-week coding and robotics program for ages 8 to 15: a six-step playbook, a planner and 64 checks.
Weekly Content Calendar for Creators Publish every week on 2 to 4 platforms. A six-step playbook, a calendar with a dashboard, 52 prompts and 48 checks.
Digital Transformation Starter Toolkit Assess your business on five dimensions, pick five initiatives and run a 90-day roadmap. A six-step guide, a workbook, three templates and 50 statements.
Mexico Compliance Bundle: Data Privacy + AI Policy The Data Privacy Compliance Kit for Mexico and the AI Policy & Governance Kit together, in one download.
Small Business IT Essentials Bundle: Security + Backup + Cloud The Cybersecurity Baseline Checklist, the Backup & Disaster Recovery Plan and the Cloud Cost Optimization Workbook together, in one download.
AI at Work Bundle: Policy + Automation Playbook The AI Policy & Governance Kit and the AI Automation Playbook together, in one download.
Data Privacy Compliance Kit for Mexico (LFPDPPP 2025) Privacy notices, a data inventory and an ARCO procedure for the 2025 Mexican privacy law. A six-step playbook, a privacy register, five Word templates and 48 checks.
AI Classroom Toolkit for Teachers Clear AI rules for your class in one term. Five AI levels for every assignment, a planner workbook, four Word templates, 48 checks, a poster and 120 teacher prompts.
AI Policy & Governance Kit for Small Businesses Set clear rules for ChatGPT, Copilot and other AI tools at work. A six-step playbook, a tool register, four templates and a training deck.
Client Onboarding Kit for Freelancers Take every client from inquiry to handover the same way. A six-step playbook, a tracker with a dashboard, five Word templates, 48 checks and 10 email scripts.
School Technology Bundle: IT Audit + Policy Pack The School IT Audit Checklist and the School Technology Policy Pack together, in one download.
School Technology Policy Pack Five editable technology policies for schools, plus forms, a tracker and a step-by-step guide.
Backup & Disaster Recovery Plan Kit Write, test and keep a real recovery plan: a six-phase playbook, a planner that checks every backup against its target, and ready plan templates.
Cloud Cost Optimization Workbook Find and cut the waste in your AWS, Azure or Google Cloud bill: a six-phase playbook, a cost workbook with calculators and a monthly review habit.
Cybersecurity Baseline Checklist for Small Businesses 42 plain-language checks to close the security gaps attackers use most, with a scoring workbook, an incident plan and staff rules.
Digital Workflow Optimization Pack Map the processes that eat your week, find the friction and redesign them with the tools you already pay for. A six-step playbook, a 7-sheet audit, three templates and 25 recipes.
School IT Audit Checklist 50 checks across 10 areas, scored in one sitting, with a workbook that ranks your top 10 priorities.