> For the complete documentation index, see [llms.txt](https://edehr.gitbook.io/edehr-compass/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://edehr.gitbook.io/edehr-compass/educational-implementation/educational-readiness/readiness-planning-tools.md).

# Readiness Planning Tools

## Readiness Planning Tools: Templates and Resources for EdEHR Implementation

This page offers practical tools and templates to help your team prepare for a successful EdEHR rollout. Whether you’re just starting or scaling up, these resources support curriculum planning, faculty and student orientation, technology checks, and ongoing evaluation.

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### Why Use Readiness Planning Tools?

Launching EdEHR involves more than just turning on the system. It requires coordinated planning across curriculum, faculty, students, and technology. These tools help you cover all your bases, streamline onboarding, and set your program up for sustainable success.

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### Key Planning Tools

**1. Integration Mapping Template**\
Chart which terms, courses, and groups will use each level of EdEHR (data collection, data entry, full evaluation). This helps visualize your rollout and identify where additional support may be needed.

**2. Lesson Plan & Curriculum Checklist**\
Review your lesson plans to ensure EdEHR activities align with concepts, competencies, and learning outcomes. Use the checklist to spot gaps and plan for updates.

**3. Faculty & Student Orientation Agendas**\
Sample agendas for onboarding sessions. Includes timing, topics, and recommended activities for both faculty and students.

**4. Technology Readiness Checklist**\
Make sure your IT infrastructure, devices, and connectivity are up to the task. Includes prompts for AV/IT support and equipment needs.

**5. Evaluation & Feedback Templates**\
Tools for collecting feedback from faculty and students after each implementation phase. Use these to inform ongoing improvements and share lessons learned.

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### How to Use These Tools

* Start with the integration mapping template to plan your rollout across the program
* Use the curriculum checklist to align EdEHR with your learning goals
* Schedule orientation sessions using the sample agendas and gather feedback with the provided templates
* Check your tech setup before going live and revisit these checklists regularly to keep your implementation on track

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### Pro Tips

* Don’t try to do everything at once—pilot with a small group, learn, then expand
* Engage your EdEHR champions early and often for peer support
* Keep all templates and checklists accessible in a shared location for easy updates

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By using these readiness planning tools, you’ll make your EdEHR launch smoother, more effective, and more sustainable. For more detailed guides, see our sections on curriculum integration, pedagogical frameworks, and case studies.


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