Sample IT Toolkits
NOREX Toolkits are collections of transcripts from IT events which include Member discussions, Member polls, and working templates that have been voluntarily contributed by NOREX Members for use by others developing similar IT documentation. These comprehensive collections are the best way to get up to speed quickly. If you would like to request other documents, please contact [email protected].
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IT Toolkits
Non-Members: Click on the Toolkit titles to view content. Click on the orange button to request examples from Toolkits.
ARTIFICIAL INTELLIGENCE TOOLKIT (TK007)
Includes documents on topics such as artificial intelligence, machine learning, GenAI, and AI tools.
CLOUD TOOLKIT (TK013)
Cloud strategy, discussions, evaluation, O365, policies, procedures, polls, RFP, and contracts.
DIGITAL / HYBRID WORKSPACE TOOLKIT (TK014)
Includes documents, event transcripts, and polls that explore remote work agreements and polices, virtual collaboration, building culture, work strategies, supporting hybrid or remote workforces, virtual meeting best practices, and more.
DISASTER RECOVERY & BUSINESS CONTINUITY TOOLKIT (TK003)
Vendor tools, DR requirements, BIA, emergency response, incident management, disaster recovery, pandemic response, business continuity, testing, and co-location; RFPs; NOREX event transcripts; and Member polls.
HELP DESK / SERVICE DESK TOOLKIT (TK006)
RFP, onboarding and offboarding, ticketing and tracking, incident management, guides and resources, scorecards and reports, service catalog, ITIL / ITSM, job descriptions, discussions, and polls.
HUMAN RESOURCES TOOLKIT (TK011)
Interview and questionnaires, org charts, new employee, lifecycle, administrative, skills assessment, training and development, telecommuting, discipline and termination, policies and procedures, time and attendance, RFP, conflict of interest, whistleblower, and discussions around HR issues.
INFRASTRUCTURE TOOLKIT (TK004)
Documents include RFPs, policies, procedures, ITIL / ITSM, asset management, data center, server management, storage and retention, equipment disposal, and discussions.
IT GOVERNANCE & COMPLIANCE TOOLKIT (TK015)
Includes documents on confidentiality, data classification, plans, policies and charters, PCI, privacy, records management, risk assessment, and staffing.
JOB DESCRIPTIONS TOOLKIT (TK010)
Job descriptions in the areas of applications, business analyst, change management, CIO, Director, communications, DBA, enterprise architecture, GIS, help desk / service desk, IT manager, network systems, operations, procurement, project management, quality assurance and compliance, security, training and web development.
MICROSOFT OFFICE TOOLKIT (TK008)
Microsoft Office related documents include guides, O365, OneDrive, patch management, SharePoint, Windows, polls, discussion transcripts, and job descriptions.
NETWORK MANAGEMENT & COMMUNICATIONS TOOLKIT (TK005)
Communication, network, and systems plans, email, record retention, RFP, discussion transcripts, polls, social media, video, and questionnaires.
POLICIES AND PROCEDURES TOOLKIT (TK009)
Acceptable use, Cloud computing, data management, email, equipment, HR, personnel, incident management, mobile computing, network access, password, project / change management, records management, remote access, security, social media, storage, WFH, and vendor management.
PROCUREMENT TOOLKIT (TK012)
Contracts, agreements, SLA, non-disclosure agreement, SOW, RFI, RFQ, RFP, vendor management, vendor comparison, vendor scorecards and requirements, pricing, leasing, merger and acquisition, and discussions.
PROJECT MANAGEMENT TOOLKIT (TK001)
Business case templates, project prioritization, project planning, project charters, and staffing, transcripts, and polls.
SECURITY TOOLKIT (TK002)
RFPs, contracts, staffing, policies, procedures, plans, manuals, security charter, framework, security awareness, risk assessment, incident management, encryption, electronic signature, anti-virus, malware, cybersecurity, PCI, mobile computing, eDiscovery, vendor management, discussions, and polls.