📚 Resource Library

Templates & Guides
for Expert Hiring

Free checklists, playbooks, templates, and guides — built for businesses that work with fractional executives and expert consultants across compliance, finance, legal, and cybersecurity.

10
Free resources
6
Domain verticals
4
Resource types
Type
Domain

10 resources

🔍
Checklist Compliance

Compliance Audit Checklist (SOC 2, HIPAA, GDPR)

A comprehensive compliance audit checklist covering SOC 2 Type II, HIPAA, and GDPR requirements. Used by compliance officers and fractional CISOs to prepare organizations for external audits and ongoing regulatory obligations.

Find a Compliance Expert →
🎯
Playbook Consulting

Consulting Engagement Playbook

A step-by-step playbook for structuring, launching, and managing a consulting engagement from contract to closeout. Covers kickoff, cadence, deliverable review, and relationship management.

Find a Consultant →
🛡️
Guide Cybersecurity

Cybersecurity Assessment Framework

A structured security assessment framework based on NIST CSF and CIS Controls. Helps organizations identify gaps, prioritize remediation, and build a credible security program before engaging a fractional CISO.

Find a Fractional CISO →
💼
Template Finance

Fractional CFO Engagement Template

A ready-to-use engagement template for hiring a fractional CFO. Covers scope of work, deliverables, meeting cadence, and success metrics — so you get strategic finance leadership without full-time cost.

Find a Fractional CFO →
📊
Template Finance

ROI Calculator Template for Expert Engagements

A structured ROI framework for calculating the business value of hiring a fractional executive or consultant. Quantifies cost-of-problem, value of solution, and net ROI so the investment decision is data-driven.

Calculate Your ROI →
Checklist HR & Hiring

Expert Onboarding Checklist

A structured onboarding checklist for bringing a fractional executive or consultant up to speed quickly. Covers access provisioning, context transfer, stakeholder introductions, and first-sprint planning.

Find an Expert to Onboard →
💰
Guide HR & Hiring

Rate Negotiation Guide

A practical guide to negotiating consulting rates and fractional executive compensation. Covers market benchmarks, negotiation tactics, and deal structures that work for both sides.

See Rate Benchmarks →
📋
Template HR & Hiring

Expert Hiring Scorecard

A structured evaluation scorecard for vetting expert consultants and fractional executives. Covers domain expertise, communication, cultural fit, and deliverable quality — so hiring decisions are based on evidence, not gut feel.

Find Pre-Vetted Experts →
⚖️
Checklist Legal

Legal Due Diligence Checklist

A comprehensive legal due diligence checklist for M&A, fundraising, and partnership transactions. Used by corporate counsel and fractional GCs to organize document requests and surface deal risks early.

Find a Fractional GC →
📄
Template Legal

NDA Template for Expert Engagements

A balanced mutual NDA template for expert consulting engagements. Covers confidentiality obligations, exclusions, term, and remedies — designed for fast execution without a legal review cycle.

Find a Fractional GC →

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