Editable Word files that carry your voice, standards, privacy checks, accuracy checks, and AI disclosure from one task to the next.
Fill them in once, keep them with your approved examples, and stop rebuilding the same context every time you open an AI tool. No email, no sign-up, nothing tracked.
Get the fill-in templates in one ZIP file, then keep the individual files together in your approved project, notebook, SharePoint folder, or local context folder.
Five of your own sent emails, one prompt, and a table to write the answer into. The result is a paragraph describing how you write, which you paste at the top of every writing request from then on.
Generic wording can weaken trust and make the message feel unlike you. A small set of approved writing samples gives the tool a concrete style reference.
Download Word file What is inside voice-profile-worksheet.docx ·
Your department conventions written down. What you call learners, how objectives are phrased, words you never use, tone by document type, and the standing rules to paste into anything that touches real data.
Everything in it is something you already know and have never had to say out loud, because your colleagues absorbed it. A tool has not. It also has a box for the corrections your reviewers make every single time, which is the most useful and most often skipped part.
Download Word file What is inside house-style-sheet.docx ·
A six-step routine for removing identifying details from evaluation comments, a list of the eight search terms where the ones you missed are hiding, and a stopping test so you know when you are done.
This routine reduces the chance that direct identifiers reach a tool. It is a practical screen, not a formal HIPAA de-identification method.
Download Word file What is inside taking-the-names-out.docx ·
A table for tracing every figure in a draft back to where it came from, plus checks on claim levels, quotes, arithmetic and citations. Sign and date at the bottom.
A final trace-back catches common high-consequence errors in numbers, claim levels, quotes and citations. Run it after the last substantive edit.
Download Word file What is inside number-audit-checklist.docx ·
A fill-in disclosure paragraph (tool, version, purpose, named reviewer, storage) and a table for the activity file so a surveyor can see who checked what, and when.
ACCME guidance from January 2026 recommends disclosing substantive AI use in educational content. Grammar tools do not count. The log is how "you are author of record" becomes visible in the file.
Download Word file What is inside ai-disclosure-log.docx ·
A fill-in sheet a director can edit: who owns the list, which tools are approved, what each role may do, what never gets pasted, and whether learner-facing AI is allowed.
Most CME staff already use AI. Many offices still have no written rule. A page beats a binder that nobody opens on a Tuesday.
Download Word file What is inside office-ai-governance.docx ·
A printable page for Alliance, Learn to Thrive, or a lunch-and-learn: the working split, the 2026 ACCME lines, the before-you-paste table, and the site address in the footer.
This field hands each other paper. A page with the address on it is how people find the handbook after the meeting.
Download Word file What is inside accme-ai-one-pager.docx ·
A clip-on page for the session folder: before-the-hour checks, after-the-hour record, and a line for what is still missing. The series file already exists. This is this Tuesday.
RSS files fail a self-study on missing weekly pieces, not on missing series philosophy. A recipe lists what is still missing. A page you can tick travels farther.
Download Word file What is inside session-file-checklist.docx ·
A two-page audit: identity of the activity, a found-not-reconstructed stop, must-be-found ticks (gap through PARS), enduring extras, and a reconstruction list.
Consultants get hired because the files are thin. A fluent cover memo is not a file. This page makes the holes visible before anyone drafts a self-study.
Download Word file What is inside activity-file-audit.docx ·
The whole point is to stop re-pasting context. Where you put these matters more than how carefully you fill them in.