Data Retention Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Work with the Chief Data Officers on implementing the Data Management Roadmap, inclusive developing a Data Quality program, implementing Data Retention, defining new data Policies And Standards, and developing communicating and training programs.

More Uses of the Data Retention Toolkit:

  • Assure your planning complies; projects range from new project builds through maintenance / enhancement activities, with a larger concentration on new projects being able to effectively apply technical skills in the full range of support is ideal.

  • Identify and track application problems and ensure timely resolution in coordination with the Information Technology department.

  • Lead: work closely with the technology organizations to create an environment and architecture that makes Data Accessible to appropriate channels.

  • Provide legal guidance on your organizations Data Privacy and security programs and support implementation and maintenance.

  • Develop: review, oversee and/or perform all tasks necessary to assure systeM And Application projects are developed, tested, assured of quality, and implemented in accordance with generally accepted best practices.

  • Develop harden ensure Data Retention organizationwide and validate processes pursuant to organization policies along with SOP development.

  • Manage knowledge and practical application of best practices for architecting, designing and supporting BI applications.

  • Increase productivity by developing automated reports, eliminating duplication, and coordinating information requirements.

  • Serve as a technical leader in the installation and configuration of off the shelf enterprise level applications.

  • Establish that your organization adheres to security and Data Retention Policies, file systems, data transfers, and other established guidelines.

  • Head: act as the administration of the Change Management tracking system, Access Control, Inventory Management, baseline management, and information protection systems.

  • Govern: monitor compliance and related guidance ( as Data Retention and audit requirements) to determine impact on enterprise Information Architecture.

  • Enforce your Data Retention Policies, minimizing liability and cost while maximizing the effective data lifecycle.

  • Collaborate with data stakeholders to determine appropriate disaster response plans and Data Retention Policies.

  • Ensure you persuade; respond to regulatory and customer inquiries related to privacy and Information security in coordination with legal, compliance, and business team colleagues.

  • Secure that your team creates and runs queries and reports to extract and analyze data for reporting purposes and resolve discrepancies to improve associated business practices.

  • Formulate: act as a liaison between maintenance and information technology in helping gather user requirements and ensure the successful implementation of an IT project.

  • Oversee: personal information tracking, data anonymization or encryption, Data Retention, and internal Access Control strategies.

  • Establish, document and maintain system procedures, Data Retention schedules, coding structures, systems security, and automated event scheduling for all of the Operations disciplines.

  • Ensure products are up to date, patched with the most current releases, tested and operating properly in accordance with your organizational Patch Management process.

  • Establish: design, develop and implement approaches for historical Data Retention and archival storage Backup and Recovery solutions.

  • Provide Thought Leadership in areas as Data Retention, Business Continuity, Disaster Recovery planning/testing, and Information Risk Management.

  • Identify: secure ensure Data Retention organizationwide and validate processes pursuant to organization policies along with SOP development.

  • Maintain and improve enterprise Backup and Recovery solution to ensure proper Data Retention and preparation in the event of a disaster.

  • Update management and provide continuous feedback to process development and product engineers on the NAND reliability status and roadmap to bridge gaps.

  • Ensure your design contributes to Contingency Planning by establishing Data Retention practices for Business Continuity and Disaster Recovery.

  • Provide operational performance information and analysis, recommending appropriate indicators for measuring program performance.

  • Standardize: partner with security and privacy teams to ensure data is secure and in compliance with GDPR, CCPA, Data Privacy, and Data Retention Policies.

  • Specify functional analysis and design and work with developers and analysts to recommend solutions and resolve system issues.

  • Confirm your group coordinates the installation of database software and migrations to new Data Management system software levels, and ensures that migrations are appropriately tested and validated.


Save time, empower your teams and effectively upgrade your processes with access to this practical Data Retention Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Data Retention related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Data Retention specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data Retention Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Data Retention improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are (control) requirements for Data Retention Information?

  2. Do you effectively measure and reward individual and team performance?

  3. What other organizational variables, as reward systems or communication systems, affect the performance of this Data Retention process?

  4. Do you have the optimal Project Management team structure?

  5. How do you take a forward-looking perspective in identifying Data Retention research related to market response and models?

  6. Is pre-qualification of suppliers carried out?

  7. How do you ensure that the Data Retention opportunity is realistic?

  8. What are the Data Retention security risks?

  9. What happens if Cost Savings do not materialize?

  10. Are the planned controls working?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Data Retention book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Data Retention self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Data Retention Self-Assessment and Scorecard you will develop a clear picture of which Data Retention areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Data Retention Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Data Retention projects with the 62 implementation resources:

  • 62 step-by-step Data Retention Project Management Form Templates covering over 1500 Data Retention project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Data Retention project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Data Retention project team have enough people to execute the Data Retention project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Data Retention project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Data Retention Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Data Retention project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Data Retention project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Data Retention project with this in-depth Data Retention Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data Retention projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Data Retention and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Data Retention investments work better.

This Data Retention All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.