Overview
Many projects require the same types of preparation, organization, and documentation.
We are building tools to help:
-Get started more easily
-Stay organized
-Reduce time spent figuring out processes
Some resources are in development and will be added over time.
In Development
Claims Preparation Toolkit
A structured starting point for organizing information and documents related to claims.
Planned components
-Document checklist
-Basic tracking sheet
-Guidance on gathering information
-Example summary formats
Funding and Proposal Support Toolkit
A practical set of tools to support funding applications and proposal development.
Planned components
-Proposal outline template
-Information gathering checklist
-Example structure for submissions
-Basic planning worksheet
Records and Organization Toolkit
Simple tools to help organize and manage documents and information.
Planned components
-File structure examples
-Document tracking templates
-Naming conventions
-Basic record management guidance
These tools are not intended to replace professional support, but to provide a practical starting point where needed.
If you are interested in these tools or would like to discuss how they could support your work please contact us.