Templates for NACHC CAD

Confluence Templates are here.

Templates can be downloaded in Word by going to the ellipsis (three dots) to the right of "Share" and choosing "export to Word."

You can also copy a Confluence page to another place on Confluence (along with any subpages) by choosing "Copy" at the end of the menu that appears under the ellipsis. You have to specify the "space" you are moving it to, but if you start typing, Confluence will bring up suggestions.

FYI - The Word files are actually stored on SharePoint. To share a Word document on this site, go to the document in SharePoint, choose "Share" in the upper right-hand corner,

Template Hall of Fame

Category	Items and Links to Templates	Examples/Variations/Audiences

Category	Items and Links to Templates	Examples/Variations/Audiences
Admin	Confluence Templates
Admin	Memo template
Admin	NACHC Letterhead
Admin	Standard Operating Procedures	Standard Operating Procedures for Informatics Team SOP for Procurement
Bios	Bios	https://nachc.sharepoint.com/:w:/s/InformaticsTeam/EZOcxviVg6NLuTuRl2USWXcBhUuBw0E900525bDTj4m4xA?e=yU0JiW
Communications	Fact Sheet	Clinical Decision Support Fact Sheet
Communications	Person-Centered Style Guide	NACHC and AAPCHO Person-Centered Style Guide
Communications	Fact Sheet Information Collection Tool
Communications	Graphics Request Form.pdf
Communications	Promotions of webinars from Constant Contact
Communications	Examples of Action Guides	Social Drivers of Health 340b Referral Management
Communications	Example of Implementation Guide2023-03-29 Identifying Essential Workers Implementation Guide for CHCs_AP.docx	2023-03-29 Identifying Essential Workers Implementation Guide for CHCs_AP.docx
Contracts	Budget Form - send this to Partners with their SOWs so they can send back their budgets.	NA
Contracts	Consultant Contracting Package - forms for the vendor to fill out: Budget Form Vendor Information Form Scope of Work Template	Million Hearts 865-04 HCCN SOW AllianceChicago.docx Million Hearts SOW - 2021-2022 - Mary Blankson.docx
Contracts	Funding Code Cheat Sheet (not a template, but you might need it to fill one out!)
Contracts	Letter of Agreement with Addenda Federal Contract with Addenda PCA & HCCN Addendum III - Data Use Agreement
Contracts	Invoicing format for vendors or partners	There is no required invoice format, but the invoice must contain the following: Invoice Date, Invoice #, PO#, and Period of Performance for the work and be sent to: vendorbills@nachc.com
Contracts	Request for Proposals to recruit project partners for a project (RFP)	CAD Guide to PDFs
Contracts	Letter of Intent format for potential project partners	Letter of Intent Pediatric Weight Management 2021
Contracts	Retainer for a Vendor	https://nachc.sharepoint.com/:w:/s/InformaticsTeam/EXmWpP9QkotAjU8iR9f4p-YB68WQ8OUOTkoUmNovLEL4ig?e=0MY472
Contracts	No Cost Extension Letter
Contracts	Contract SOW Template.docx from 12/2022	Million Hearts 865-04 HCCN SOW AllianceChicago.docx Million Hearts SOW - 2021-2022 - Mary Blankson.docx
Contracts	CDC CSTLTS Workplan	867-04 CDS Workplan MODEL OMs BPOs OPs 2021-10-20
Contracts	Request for Proposals to recruit partners for a project (RFP)	CAD Guide to PDFs
Contracts	Statement of Work
Contracts	Vendor Information Form
Deliverables	Storyboard collection tool
Deliverables	StoryBoard Tool/Poster
	Data Request document for partners	Improving Blood Pressure Control for African Americans (BPAA)
Deliverables	Deliverables for Partners with instructions and examples (use when creating SOWs)	You will find examples on the Deliverables page.
Deliverables	Case Study	Million Hearts Case Study
Deliverables	Lessons Learned	https://nachc.sharepoint.com/:b:/s/InformaticsTeam/EW8PxdpfDHlBr13a3FVUVN8B4o7pTdmpVtAi7GoaQsqIFQ?e=PXWkoO
Equipment Request	Example of equipment request for power users, also useful for format for such a request.	Equipment Request for Laptops for Power Users
Meetings	Agenda - Public-Facing	2021-02-02 C19 All-Partners Meeting notes Agenda Participant-facing ASRH 2021-02-18 Agenda for a Planning call for a conference session CHI
Meetings	Bio Format	Bios and Headshots - NACHC & Others Participant Bios Example.pdf Participant and Bio List from ASH Convening 2021-02-18
Meetings	Conference Preparation
Meetings	Detailed Agenda	See Run of Show
Meetings	Harvest Meeting	Harvest Meeting Detailed Design.docx Million Hearts Harvest Day 1 Slides Agenda Structure
Meetings	Invitation to a meeting	Invitation to participate ASRH 2021-02-18 Invitation to listen ASRH 2021-02-18
Meetings	Invitation to a webinar	Informatics Learning Community
Meetings	Meeting Notes
Meetings	Meeting Request Form to schedule meetings with CAD Meetings Department
Meetings	Name Badge template
Meetings	Participant List	Participant and Bio List from ASH Convening 2021-02-18
Meetings	Partner Deliverables Templates
Meetings	Powerpoint template for NACHC	NACHC PowerPoint Template 2021-07-13
Meetings	Presentation Slide Deck for an All Partners meeting	All Partners Slide Deck 854 UCSF 2020-08-26
Meetings	Run of Show AKA Detailed Agenda, Tick Tock	Run of Show for Technical Panel ASH 2021-02-18 Run of Show for Task Force Meeting LGBTQ Health 2021-03-01 Run of Show for Harvest Meeting CVS Innovations 2019-06-21 Detailed Agenda TEP Example
Meetings	Speaker Forms
Meetings	Thank you note	Thank you note to Convening participant ASRH 2021-02-18 2022 CHI Speaker Thank You Note
Meetings	Tent Card Template
Meetings	Tick Tock	See Run of Show
Meetings	Waivers for Audio Visual Capture
Meetings	Webinar Planning for Promotion
Meetings	Webinar Planning Checklist
Meetings - In person Expert Panels

Microlearnings	https://nachc.sharepoint.com/:p:/s/InformaticsTeam/Ee4K1ig5lKFFlmhZrswQwpkBD5UhxJXlc-Ohc8mf-9bSiA?e=0hhSTT
Personnel	New Position Recruitment Plan
Personnel	Job Description Template from Element One 2023-04	Fillable Job Description Template NACHC 4.17.23 (002).doc
Project Management	Charter, Project Charter template	See CAD SharePoint folders here:
Reports	Board Report Blank Form
Reports	Final Report	Final Project Report template for partners - PCA BH Integration 2020-11-30 Final Project Report by a Partner CHAD 2021-01-22
Reports	Cicattelli CAI Global Invoice Report Template	https://nachc.sharepoint.com/:w:/s/InformaticsTeam/ETq7uuv2AzpJjvvd9VDOFycBGEFh4qDpuSjDa1AxoCyIpA?e=hUBFYv
Reports	Style Guide for NACHC updated Spring 2021
Reports	Summary Report from a Convening - Executive Summary
Reports	Evaluation template for NTTAP Activities	For anyone performing activities with HRSA NTTAP funding, this is the SOP for the evaluation that the NTTAP staff person at NACHC will need at the end of the project year.
Tools	Change Packages	Diabetes Change Package Million Hearts Tobacco Cessation Change Package ONC Usability Change Package
Tools	Glossary of Informatics Terms
Tools	Software Tools - not a template (as of Feb 24, 2021)	This is a spreadsheet of the software tools that CAD has in the toolbox.