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Resources · Guides and checklists

Short guides for the IT questions that land on your desk

Each one is six pages, links to its sources and includes a checklist or worksheet you can use the same day. All of them are free.

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Guides and checklists

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Tax and accounting firms

The written security plan for tax firms

A six-page guide to what a WISP has to contain for a small tax or accounting firm, and the controls that back it up.

Get The Guide
Illustration of a small town main street with a brick city hall and clock tower, with mountains behind
Utah cities and towns

What Utah law now asks of a city's technology

One calendar of every dated Utah requirement that touches a small city's technology, with a self-check you can finish in an hour.

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Illustration of a small office building under an umbrella beside a large checklist and a shield
Any office

The cyber insurance questionnaire, question by question

See real insurer questions on MFA, EDR, backups, training and incident response, with what a true yes means and the proof to keep.

Get The Guide
Illustration of an open server closet door with keys and a badge hanging beside it and an empty chair inside
Any office

Your IT person gave notice: the handover checklist

A two-week, day-by-day plan to move every admin account and undocumented job into your organization's name, without making it awkward.

Get The Checklist
Illustration of an empty city council dais with three proposal folders, a balance scale and a scoring sheet on a table
Cities and counties

Writing a managed IT RFP for small cities

A six-page guide to a managed IT request for proposals that brings back bids your committee can compare line by line.

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Illustration of a small police station at night with a patrol vehicle, and a laptop showing a padlock beside a radio
Police departments

CJIS for a small police department

A six-page guide to the FBI's current CJIS Security Policy, written for the chief and the TAC, not the IT department.

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Illustration of a clinic front desk with a monitor showing a padlock, a locked filing cabinet and waiting chairs
Medical practices

HIPAA risk analysis for an independent practice

A six-page guide to the risk analysis the Security Rule requires, with a checklist and vendor worksheet you can fill in this week.

Get The Guide

Is your question not on the list?

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