These downloadable resources are designed to be printed, shared, and used offline. They complement the in-depth guides throughout the site and give you concrete tools to take action.
Note: Downloadable PDF versions of these templates are being prepared. In the meantime, you can use the content from our guides directly — each guide includes printable checklists and action steps formatted for easy reference.
Security Checklists
Complete Digital Audit Checklist
A comprehensive checklist to evaluate every aspect of your digital presence.
Password Security Review
Assess your password practices and identify areas for improvement.
Privacy Settings Walkthrough
A step-by-step guide for reviewing privacy settings across your accounts.
Device Security Checklist
Ensure all your devices meet baseline security standards.
Planning Templates
Digital Estate Plan Template
Document your digital assets and designate access for trusted individuals.
Family Technology Agreement
A customizable agreement for setting household technology boundaries.
Incident Response Plan
A ready-to-use plan for responding to security incidents or account compromises.
Professional Presence Action Plan
Map out improvements to your professional online presence.
Quick Reference Guides
MFA Setup Quick Guide
A one-page reference for setting up multi-factor authentication.
Phishing Identification Cheat Sheet
Quick tips for recognizing phishing attempts in email, text, and calls.
Account Recovery Steps
A clear, step-by-step reference for recovering compromised accounts.
Scam Recognition Guide
Common patterns and red flags to watch for in online scams.
How to Use These Resources
Each template and checklist is designed to be:
- Self-contained — usable on its own without additional materials
- Adaptable — customize to your specific situation and needs
- Shareable — pass along to family members, friends, or colleagues
- Evergreen — focused on principles that remain relevant over time
We recommend starting with the Complete Digital Audit Checklist to get an overview of your current digital posture, then using specific templates based on the areas where you want to take action.