Toolkits | JHarris Advisory
Toolkits

The policy, the workflow, and the checklist for one problem in one sector.

Each toolkit is a working document set, not a reading list. Built from two decades operating privacy, security, and AI governance programs in healthcare and government. Buy the one that matches your gap, or find your gap first.

Former Assistant General CounselSutter Health
CISSP · CIPP/US · HCISPPPrivacy and security depth
Free
NPRM Readiness Checklist. 23 items across 8 compliance domains, about 15 minutes. Start here if you want something useful before you spend anything.
Download free →

Three ways to solve this

Regulators, courts, and bar associations publish genuinely useful free material. That is a real option and you should know it exists. Here is the honest comparison.

Option one
Start from free resources

State agencies, the Judicial Council, HHS, the State Bar, and NIST publish model policies and guidance at no cost. Your team interprets, integrates, and operationalizes them. Real work, real timeline, zero dollars.

Option two
Buy the toolkit

An implementation system for one specific problem: the policy plus the workflows, controls, vendor terms, and adoption materials that turn a policy into something a team actually runs. $249 to $1,497.

Option three
Have it built with you

Fixed-scope, fixed-fee engagements covering program design, operational rollout, workflow and ownership mapping, and staff training. Scope and number confirmed before work starts.

Find the toolkit that matches your gap

Start with your sector. If you are not sure where the highest-priority gap actually is, the assessment under each card scores you in under fifteen minutes and shows you free.

Healthcare

HIPAA Compliance Starter Toolkit

For: compliance teams and general counsel past "we have a BAA" and onto "we've actually reviewed it."

Versus the free option: HHS gives you guidance and a risk assessment tool. This gives you the four decision instruments those tools assume you already have.
  • BAA Review Checklist
  • Incident Decision Support Worksheet
  • OCR Audit Readiness Assessment
  • PHI Data Handling Addendum
Take the HIPAA assessment first · free score
Education · K-12

K-12 District AI Governance Toolkit

For: superintendents, CTO/CIOs, and boards that need it adoptable, not just downloadable.

Versus the free option: start with California's model AI policy if all you need is a policy. Use this when you need to get it through your board and into district operations.
  • Student-Data & AI Use Policy
  • EdTech vendor vetting + risk tiering
  • Parent notice & consent (COPPA/PPRA)
  • Board-Adoption Kit + § 49073.1 agreement
and 3 more
Take the K-12 assessment first · free score
Education · Higher-Ed

Higher-Ed GLBA + AI Compliance Kit

For: CISO/CIO, general counsel, and financial-aid and research offices at Title IV institutions.

Versus the free option: free AI policies exist. Free GLBA material exists. Nothing combines Safeguards, AI governance, vendor review, and IRB research data into one operating structure.
  • GLBA Safeguards Program + breach runbook
  • Institutional AI & Data Governance Policy
  • AI/EdTech vendor vetting
  • IRB / research-data AI governance
and 2 more
Take the Higher-Ed assessment first · free score

Court & Clerk AI Readiness Kit

For: California court executive officers, presiding judges, clerk's offices, and court IT and records teams.

Versus the free option: the Judicial Council model policy addresses the rule. This addresses implementation, and covers redaction and records access too.
  • Court AI Use Policy, built to Rule 10.430
  • PII Redaction Protocol (CRC 1.201)
  • Records & public access (CRC 2.503)
  • Vendor vetting checklist
and 2 more
Take the Court & Clerk assessment first · free score

Solo Attorney AI Compliance Toolkit

For: solos and small firms using AI to draft and research who want written procedures, a verification step, and a training record.

Versus the free option: State Bar guidance tells you the rules. This turns them into firm procedures, training, and a verification protocol.
  • GenAI Use Policy (fill-in)
  • Citation & Output Verification Protocol
  • Client disclosure & consent language
  • Training materials + 20-question assessment
and 2 more
Take the ethics assessment first · free score
AI Governance

AI Governance Starter Toolkit

For: organizations rolling out AI across teams with no formal review process and no clear owner when something fails.

Versus the free option: NIST gives you a framework. This gives you the intake form, the tiering rubric, and the approval path that make a framework operational.
  • Draft AI Use Policy
  • AI Use Case Intake Form
  • Risk Tiering Rubric
  • Governance Playbook + artifacts checklist
Take the AI governance assessment first · free score
Privacy

CCPA/CPRA Compliance Toolkit

For: California-facing companies with some privacy infrastructure but no dedicated privacy counsel.

Versus the free option: template mega-packs give you sixty-plus generic files. This gives you four you will actually use, plus the GDPR crosswalk.
  • CPRA Gap Assessment Template
  • Consumer Rights Response Playbook
  • CCPA/GDPR Crosswalk Reference
  • CCPA Compliance Playbook
Take the dual-framework assessment first · free score
Incident Response

Incident Readiness Toolkit

For: legal, privacy, security, and operations teams that want the structure in place before an event, not during one.

Versus the free option: no regulator publishes an incident response program. This one is built around the legal and privacy decisions, not just the technical ones.
  • Incident Intake & Triage Form
  • Severity Classification Matrix
  • Breach Assessment Worksheet
  • Tabletop exercise + executive briefing
and 6 more
Use the severity calculator first · free, no email

Going deeper on HIPAA

Healthcare is the deepest line. Behind the starter toolkit sit ten individual artifacts that work as one program. Buy the whole thing or just the piece you are missing.

HIPAA Compliance Complete Toolkit Bundle
All 10 implementation artifacts, built to work as an integrated program rather than a stack of disconnected templates.
$1,497
$1,830 separately
View bundle
Browse the 10 individual HIPAA tools
On the "NPRM Edition" materials: the proposed HIPAA Security Rule amendments published January 6, 2025 at 90 Fed. Reg. 898 are not final and not enforceable. The Fall 2026 Unified Agenda moved the rulemaking to long-term actions with July 2027 as the target date. Everything in these toolkits maps to the Security Rule as it stands today; the NPRM material is there so you are not rebuilding later, not because anything is currently required.

What you are buying

Single-organization license

Internal use by the organization named at checkout, including its employees and contractors acting on its behalf. Perpetual. The listed price on every product.

Multi-organization license

Separately operated affiliates, campuses, districts, agencies, or member entities. Priced at 2× to 3× standard depending on the product.

Consultant license

For use across your own client engagements. Negotiated separately. Contact us.

12 months of updates

Every toolkit includes 12 months of updates. Your right to use the version you purchased does not expire. After 12 months, continued updates are available through an optional annual renewal.

Formats are Microsoft Word and Excel, editable, with no watermarks or usage tracking. Delivery is immediate on purchase. Full terms on the Toolkit License & Update Terms page.

Not sure which one you need?

Take the assessment for your sector. You get your score, your readiness level, and your highest-priority gap on screen, free, before anything is asked of you. Then buy the toolkit that closes it, or don't.

No sales call required. No dead ends.
Start a free assessment →

Why these and not the free version

Built from operating experience

These come out of two decades running privacy, security, and AI governance programs, including as Assistant General Counsel at Sutter Health and twenty years as an Air Force officer, retiring as a Lieutenant Colonel. The workflows are the ones that held up under real review, not the ones that read well.

Built to a named standard

Each toolkit cites the rule it is built to: 45 C.F.R. Part 164, 16 C.F.R. Part 314, California Rule of Court 10.430, Education Code § 49073.1, the ABA Model Rules. Where a requirement is proposed rather than final, it says so. You can check the work.

Adoptable, not just downloadable

Where adoption is the hard part, the adoption materials are included. The K-12 toolkit ships with a board-adoption kit. The Solo toolkit ships with training and a knowledge assessment. A policy nobody adopted is a draft.

Want it built rather than bought?

JHarris Advisory runs fixed-scope, fixed-fee engagements on the operational side: program design, rollout sequencing, workflow and ownership mapping, vendor process, and staff training. Consulting services, not legal services. The number is confirmed before work starts.

See fixed-fee options →
Educational templates, not legal advice. JHarris Advisory LLC provides consulting services, not legal services; it is not a law firm, and purchasing a toolkit does not create an attorney-client relationship. Adapt each document to your own facts and confirm current requirements with your counsel.