Resource Library
Free tools, templates, and guides to help Oklahoma small businesses improve their IT and operations.
Note on Downloads
Some resources are marked as downloadable but files don't exist yet. We're actively creating these resources. Want a specific resource prioritized? Let us know.
Client Readiness Checklist
15-point checklist to prepare for your first IT consulting session. Know what access, information, and documentation you'll need.
View ResourceM365 Security Checklist
Essential security configurations for Microsoft 365. Multi-factor authentication, conditional access, data loss prevention, and more.
DownloadIT Budget Template
Spreadsheet template to plan your annual IT spending. Categories for software, hardware, security, training, and consulting.
DownloadEmployee Onboarding Template
Step-by-step checklist for onboarding new employees. IT access, equipment, training, and first-week tasks.
DownloadPassword Policy Guide
How to create and enforce a secure password policy. Length requirements, complexity rules, and password manager recommendations.
DownloadBackup & Recovery Guide
3-2-1 backup strategy explained. What to back up, how often, where to store it, and how to test your backups.
DownloadProcess Mapping Template
Visual template for documenting workflows. Identify bottlenecks, redundancies, and automation opportunities.
DownloadIncident Response Plan
Template for handling security incidents. Who to contact, what to document, and how to communicate during a breach.
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Don't see what you need? Let us know what resources would be most helpful for your business.