Sample IT Toolkits

NOREX Toolkits are collections of transcripts from Member discussions, Member polls, and example documents 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].

 

IT Toolkits

Non-Members: Click on the Toolkit titles to view content. Click on the orange button to request examples from Toolkits.

IT GOVERNANCE & COMPLIANCE TOOLKIT
Confidentiality, data classification, plans, policies and charters, PCI, privacy, records management, risk assessment, and staffing.

SECURITY TOOLKIT
Framework, security awareness, risk assessment, incident management, encryption, electronic signature, anti-virus / malware, cybersecurity, PCI, mobile computing, eDiscovery, and vendor management; RFPs; contracts; policies; procedures; plans; manuals; security charters; NOREX event transcripts; and Member polls.

DISASTER RECOVERY & BUSINESS CONTINUITY TOOLKIT
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.

INFRASTRUCTURE TOOLKIT
ITIL / ITSM, asset management, data center, server management, storage, retention, and equipment disposal; RFPs; policies; procedures; NOREX event transcripts; and Member polls.

CLOUD TOOLKIT
Cloud strategy, discussions, evaluation, O365, policies, procedures, polls, RFP, and contracts.

NETWORK MANAGEMENT & COMMUNICATIONS TOOLKIT
Communication, network, and systems plans, email, record retention, RFP, discussion transcripts, polls, social media, video, and questionnaires.

DIGITAL / HYBRID WORKSPACE TOOLKIT
Business continuity, crisis management and safety, work-from-home policies, transcripts, and polls.

MICROSOFT OFFICE 365 TOOLKIT
Guides, O365, OneDrive, patch management, SharePoint, Windows, polls, discussion transcripts, and job descriptions.

HELP DESK TOOLKIT
RFP, onboarding and offboarding, ticketing and tracking, incident management, guides and resources, scorecards and reports, service catalog, ITIL / ITSM, job descriptions, discussions, and polls.

PROJECT MANAGEMENT TOOLKIT
Business case templates, project prioritization, project planning, project charters, and staffing, transcripts, and polls. TK001

PROCUREMENT TOOLKIT
Contracts and agreements, SLA, non-disclosure agreement, SOW, RFI, RFQ, RFP, vendor management, vendor comparison, vendor scorecards and requirements, pricing, leasing, merger and acquisition, and discussions.

HUMAN RESOURCES TOOLKIT
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.

POLICIES AND PROCEDURES TOOLKIT
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.

JOB DESCRIPTIONS TOOLKIT
Applications, business analyst, change management, CIO, director, communications, DBA, enterprise architect, GIS, help desk / service desk, IT manager, network systems, operations, procurement, project management, quality assurance and compliance, security, training, and web development.