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7 Professional Templates, Free with an Account

Strategic Planning Worksheet, Financial Model, PM Framework, KPI Dashboard, HIPAA Compliance, SOP Bundle, and Business Case Template — built by consultants, ready to use. No credit card. Ever.

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Strategic Planning
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Financial Model
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PM Framework
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KPI Dashboard
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Featured Guide
The Complete HIPAA Compliance Primer for 2026
Everything you need to know about HIPAA in one place: Privacy Rule, Security Rule, Breach Notification, Business Associates, state laws, and enforcement trends. Written for non-lawyers by compliance professionals with 15+ years of experience.
45-page guide · Updated March 2026 Access Free Library →
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Guide
AI in Healthcare: A Practical Guide for Decision Makers
Not hype — practical applications. Learn where AI actually delivers ROI in healthcare operations, billing, compliance, and patient engagement.
22 pages · Feb 2026 Access Free Library →
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Checklist
HIPAA Risk Assessment Self-Check: 50 Questions
A free, self-guided risk assessment covering administrative, physical, and technical safeguards. Score your organization and identify gaps.
Interactive checklist Get Checklist →
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Report
2026 Healthcare Compliance Trends Report
Our annual analysis of enforcement actions, emerging regulations, and the technologies reshaping healthcare compliance.
Annual report · 2026 Download Free →
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Playbook
The Nonprofit Operations Playbook
A practical guide for executive directors: streamlining operations, improving grant reporting, and building sustainable organizational capacity.
30 pages · Jan 2026 Download Free →
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Guide
Cybersecurity for Small Healthcare Practices
You don't need a CISO to be secure. This guide covers the 20 most impactful security controls for practices under 50 employees.
18 pages · Dec 2025 Download Free →
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Template
ROI Calculator Template for Consulting Services
Justify your consulting investment with hard numbers. Downloadable spreadsheet template with instructions and example scenarios.
Excel template Download Free →
Paid Products

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Medical Practice 90-Day Revenue Recovery Plan
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Excel workbook + PDF guide for healthcare practices
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PDF assessment for nonprofits seeking grants
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Excel workbook + Word SOW template for agencies
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