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Free templates

Four templates. Built around people.

An institution’s image is built from inside, by its people, every day. These are the records that keep that work in order. Free, in Excel and CSV, in English and Arabic.

No sign-up Excel, Google Sheets, Numbers Grounded in published research

Two colleagues review a printed page together at a front desk
The templates

Start with the record. Keep the people at the centre.

Each template answers one question an institution is asked again and again. Each page explains the research behind it, how to use it, and the mistakes to avoid.

Credential tracker

Who is qualified to do what, today? Every licence, registration and certificate in one register, with 90, 60 and 30-day windows.

For HR, medical affairs, compliance · Grows into Refraction

Decision log

Why did we decide that? Each decision with its context, the options you rejected, the evidence, and a date to check it.

For leadership teams and committees · Grows into Prism

Onboarding checklist

Will they stay? The first 90 days by stage, with owners, a buddy, competence seen in practice, and reviews at 30, 60 and 90 days.

For managers, HR and preceptors · Grows into Refraction

Rounding checklist

Did anything change after we left? A route, a checklist and a log for rounds that observe situations, not people, and close the loop.

For leaders and quality teams · Grows into Reflection

What they share

Four rules in every file.

One owner per row.

A named role for every item. When everyone owns it, nobody does.

Evidence beside the claim.

A verification, a link, an observation. A tick alone proves nothing.

Dates that trigger action.

Windows, reviews and target dates. The XLSX calculates the status for you.

Situations, not surveillance.

No activity tracking, no profiles. Records about work, read by the people they describe.

People are the heart of every experience.

A patient, a student or a customer meets a person, not a policy.

The image is built from inside.

By the people who renew, decide, welcome and walk the floor every day.

Software organises the evidence. People decide.

Start with a spreadsheet. Move to software when the spreadsheet stops being enough.

Questions, answered.

Are the templates really free?

Yes. No sign-up, no email. Download, adapt and share them inside your institution.

Which file should we use?

The XLSX if you work in Excel: it has drop-down lists, date checks and columns that calculate status. The CSV opens anywhere, including Google Sheets and Numbers, and carries the data columns only.

Are they only for hospitals?

No. The research behind three of them comes from healthcare, where it is strongest. Schools, universities, banks, municipalities and NGOs keep licences, make decisions, welcome new staff and walk their floors too.

Is the Arabic version a translation?

It is the same structure, written in Modern Standard Arabic, with sheets set right to left.

Do you see what we put in them?

No. They are files on your computer. Nothing is sent to Roadyom.

The method is free. The software is there when you need it.

Refraction for people records. Prism for decisions and what your team knows. Reflection for practice on the floor.