Tools & Templates

Tools & Templates

Practical systems for research, projects, learning, and decisions

These resources translate methods I use in research, writing, project management, curriculum design, and analysis into reusable tools. The standard is consistent: ask for the minimum useful input, automate repetitive work, label what the user needs to do, and return the maximum meaningful output.

v1.0 public release · October 2026

INPUT = user entry
AUTO = calculated
OPTIONAL = helpful
ACTION NEEDED = review
Research & Writing

From question to defensible synthesis

APA 7 paper structure, research planning, source logging, evidence matrices, literature synthesis, drafting, and revision QA.

Explore research & writing tools →

Project & Operations

Plan once, surface what needs attention

Dependency-based schedules, automated Gantt views, RACI QA, risk tracking, status logic, and executive-ready project views.

Explore project & operations tools →

Learning & Curriculum

Turn expertise into a teachable experience

Workshop timing, objective alignment, participant materials, assessment coverage, accessibility prompts, and publication QA.

Explore learning & curriculum tools →

Data & Decision-Making

Make tradeoffs visible

Weighted prioritization, needs assessment, evidence/confidence tracking, must-have gates, scenario comparison, and sensitivity testing.

Explore data & decision-making tools →

Career & Professional Development

Prepare evidence, not a performance

Role analysis, reusable interview story banks, answer planning, thoughtful questions, logistics, follow-up, and two-way opportunity evaluation.

Explore career & professional development tools →

Current resource set

Text Lens — Browser-Based NLP Text Analysis

Readability, lexical diversity, KWIC concordance, PMI-scored collocations, grouped document-aware corpora, document reordering/removal, visible focus/reference roles, single- or multi-document keyness references, source-free corpus setup save/restore, structured target/reference comparison tables, visual corpus profiles, lexical similarity and keyness, and side-by-side comparison—with text processed locally in the browser.

Open interactive tool →

APA 7 Research Writing Toolkit

Word template + participant guide + automated research planner.

Details & downloads →

Literature Review & Evidence Synthesis Matrix

Source → finding → theme → contradiction → qualified synthesis.

Download Excel workbook ↓

Project Management Control Center

Plan, Gantt, RACI, risks/issues, dashboard, and schedule QA.

Download Excel workbook ↓

Design Around a Real Decision — Curriculum Planning Canvas

Backward design from learner context and authentic performance through scaffolded practice, transfer, handoff, and revision.

Open curriculum canvas →

Curriculum / Workshop QA & Outline Builder

Timing, alignment, materials, assessment coverage, and publish-ready output.

Download Excel workbook ↓

Decision, Prioritization & Needs-Assessment System

Weights, gates, evidence, confidence, scenarios, and sensitivity analysis.

Download Excel workbook ↓

Survey / Needs-Assessment Builder & Analysis Workbook

Instrument QA, response cleaning, item summaries, segmentation, gap prioritization, open-text coding, findings, and dashboard.

Download Excel workbook ↓

Research Project Ethics & IRB Readiness Toolkit

Methods planning, participant/data mapping, consent, privacy, recruitment/justice checks, review-packet tracking, decision logging, and readiness dashboard.

Download Excel workbook ↓

Quantitative Research & Statistical Analysis Planner

SPSS-ready variable dictionary, hypothesis planning, candidate-analysis routing, data QA, assumptions, results interpretation, reporting checks, and dashboard.

Download Excel workbook ↓

Modern Interview Preparation Checklist

Role analysis, organization research, evidence-bank prompts, question planning, logistics, follow-up, and opportunity evaluation.

Details & resource →

Interview Story Bank & Answer Planner

Reusable story bank, question-to-story mapping, 90-second answer planning, interviewer questions, debrief, and evidence-quality checks.

Details & resource →

Career Accomplishment Inventory

Evidence recovery, defensible quantification, confidentiality checks, and reuse across résumés, interviews, portfolios, reviews, and cover letters.

Details & resource →

Digital Text & Epistemic Design Canvas

Object decomposition, user stories, interface choices, genetic views, context of use, provenance, uncertainty, accessibility, and testing for digital editions and evidence-rich interfaces.

Details & resource →

Stronger Writing: Revision & Proofreading Checklist

Ten passes from purpose, argument, evidence, and structure through sentence-level editing, accessibility, and final proofreading.

Details & resource →

How the tools are built

  • Minimum input: enter only what the system cannot infer.
  • Maximum useful output: formulas, flags, summaries, schedules, matrices, and dashboards populate automatically where appropriate.
  • Instructions inside the artifact: every tool includes START HERE guidance, examples, and explicit edit labels.
  • Accessible by design: meaning is not carried by color alone.
  • Transparent automation: clerical work is automated; judgment remains visible.

Publication standard

Public resources use synthetic, generic, public-domain, openly licensed, or otherwise shareable examples. They do not reproduce confidential employer, client, learner, member, or proprietary program data.

Each release is checked for formula errors, participant instructions, accessibility cues, and obvious privacy/security risks before download links are made public.

Use note: These are independent portfolio resources, not official materials of any employer, institution, professional association, or style-guide publisher. Users should verify assignment-, organization-, and jurisdiction-specific requirements where applicable.
View the public resource index on GitHub
See portfolio case studies
The packaged Word and Excel releases are live. Open any category above for direct downloads, or browse the complete GitHub resource library.