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Home / Templates / IT & security

16 templates · 1 games & quizzes · 3 presentations · 4 workshops · 2 meeting kits · 6 agendas

Templates for it & security

Change boards, incident reviews and awareness. Open any of them, make it yours, and run it live: everyone joins with a scan and answers on their phone.

Games & quizzes

  • Can you spot the scam?

    A cybersecurity awareness quiz in three rounds

    🎣
    studioGame
    Cybersecurity awareness quizSixteen questions in three rounds: phishing, passwords and MFA, and everyday security. Teams answer on phones; every answer explained. 20 min 21 slides

Presentations

  • Security awareness training

    Phishing, passwords, MFA and the everyday habits attackers count on us to skip

    proPresentation
    Security awareness training presentationAnnual security awareness in 35 minutes: phishing red flags, passphrases, MFA prompts and what to do if you clicked, built on scenario polls. 35 min 14 slides

  • HIPAA refresher

    Annual privacy and security training for everyone who handles patient information

    proPresentation
    HIPAA training presentationAn annual HIPAA refresher: PHI, the three rules, minimum necessary, security habits and breach reporting, with scenario polls and an attendance record. 30 min 15 slides

  • Executive briefing: weekend support cover

    Situation, options, recommendation, ask, risks · 15 minutes

    proPresentation
    Executive briefing templateA tight executive briefing: bottom line first, then situation, options, recommendation, the ask and the risks, with a vote on the options before you recommend. 15 min 13 slides

Workshops

  • Plan and watch
    Act now
    Accept and monitor
    Reduce cheaply
    proWorkshop
    Risk register workshopCollect risks from the whole team, place them together on a likelihood and impact grid, then give each serious one a response, an owner and a review date. 60 min
  • Strengths
    Improve
    Gaps and surprises
    For the AAR
    proWorkshop
    Hotwash debriefThe immediate debrief after an exercise or incident: strengths, areas for improvement and gaps from every responder's phone, ready for the after-action report. 30 min
  • Now
    Next
    Later
    Retire
    Risks and debt
    proWorkshop
    IT roadmap planningPlan the technology roadmap with the business: initiatives by horizon, systems to retire, and risks like end-of-support and tech debt in plain view. 90 min
  • Contain
    Communicate
    Decide
    Recover
    Gaps
    proWorkshop
    Cybersecurity tabletop exerciseA ransomware tabletop: timed injects from detection to press call, responses by role across detect, communicate, decide and recover, and the gaps to fix. 120 min

Meeting kits

  • AI at work

    Where it helps, where it doesn't, and how we use it safely

    proMeeting kit
    AI adoption workshopA 2-hour AI workshop: where AI helps and where it doesn't, a use-case board ranked by value and risk, policy scenarios on phones and pilots with owners. 120 min 13 slides

  • Cybersecurity awareness month

    Four weeks, four habits, 30 minutes each

    proMeeting kit
    Cybersecurity awareness month kitFour 30-minute weekly sessions for October: passwords, MFA, phishing (with a test debrief) and updates, each with scenario polls on phones. 30 min 16 slides

Agendas

    • Purpose and the decisions needed today3′
    • Actions and decisions from last time5′
    • Status by exception: amber and red workstreams only10′
    • Confidence in the next milestone2′
    FreeAgenda
    Steering committee meeting agendaA monthly steerco that runs on decisions, not status: RAG by exception, a confidence vote, decisions, risks and change requests in 60 minutes. 60 min
    • Actions from the last CAB3′
    • Review: changes that failed, were backed out or caused incid10′
    • Emergency changes made since the last meeting5′
    • Forward schedule of change: conflicts, freezes and blackout 5′
    proAgenda
    Change advisory board (CAB) meetingA 60-minute CAB: failed changes first, the forward schedule, then each normal change scored for risk and decided on phones in under ten minutes. 60 min
    • The decision we need today, and why now3′
    • Proposal: problem, constraints and recommended design12′
    • Options considered and why they were rejected5′
    • Quality attributes: security, reliability, performance, cost15′
    proAgenda
    Architecture review board meetingA 60-minute design review: the decision needed, options considered, quality attributes and risks, an anonymous reviewer call and a recorded ADR. 60 min
    • Purpose: the go/no-go criteria and who makes the call3′
    • Testing: user acceptance sign-off and open defects by severi8′
    • Data migration: rehearsal results and reconciliation7′
    • Cutover plan: timeline, owners and the point of no return8′
    proAgenda
    Go-live readiness meetingA go/no-go meeting that walks the readiness checklist, from defects and data migration to cutover and rollback, then takes each lead's call. 60 min
    • What has your team done since last time that affects other t5′
    • What will your team do before next time that affects other t4′
    • Impediments: what's blocking you, and who can help?5′
    • Are you about to put something in another team's way?3′
    proAgenda
    Scrum of scrumsA 20-minute cross-team sync on the four classic questions: what affects others, what's next, what's blocked and what's about to get in someone's way. 20 min
    • One word for how IT is serving the business right now3′
    • Decisions and actions from the last meeting5′
    • Portfolio health: status, budget and risk of active projects15′
    • Projects in red: recover, rescope or stop12′
    proAgenda
    IT steering committeeA 90-minute IT steering meeting: portfolio health by exception, red projects decided, new requests heard, priorities voted and ranked against capacity. 90 min

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