Data Stewardship Toolkit

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Work in a Team Environment on data standardization, Data Management, Data Governance, data sharing, Data Stewardship, and Data Architecture initiatives.

More Uses of the Data Stewardship Toolkit:


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data Stewardship 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 584 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 Stewardship improvements can be made.

Examples; 10 of the 584 standard requirements:

  1. How could the efforts to develop and diffuse interoperability standards and policy relate to existing Standards Development Organizations to ensure maximum coordination and participation?

  2. It raises issues of stewardship of highly valued data - for example, what data should be saved, how does one save it, and how does one maintain an important Data Collection?

  3. Have Data Stewards (e.g.,Program Managers) responsible for coordinating Data Governance activities been identified and assigned to each specific domain of activity?

  4. Where an analytical driven data use or AI design has potential impacts on individuals, are the risks and benefits explicitly defined (significance and likelihood)?

  5. Does the assessment and review process ascertain whether all parties concerns are assessed and appropriately addressed as part of the data-system lifecycle?

  6. Are there effective systems that provide appropriate opportunities for feedback, relevant explanations, and appeal options for the individuals impacted?

  7. Is there an ongoing systematic process to ascertain whether analytic models are tested for consistency with organizational values and principles?

  8. How do you convince the executive team to invest (and to continue investing) in Data Governance & stewardship as an essential business function?

  9. Are there other legal, cross-border, policy, contractual, industry or other obligations linked to the collection, analysis and use(s) of data?

  10. Is there is any user role or other vehicle that can be utilized to distinguish an access by in internal user from an external disclosure?

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 Stewardship book in PDF containing 584 requirements, which criteria correspond to the criteria in...

Your Data Stewardship 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 Stewardship Self-Assessment and Scorecard you will develop a clear picture of which Data Stewardship 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 Stewardship 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 Stewardship projects with the 62 implementation resources:

Examples; 10 of the check box criteria:

  1. Schedule Management Plan: Are Data Stewardship project leaders committed to this Data Stewardship project full time?

  2. Activity Duration Estimates: Are tools and techniques defined for gathering, integrating and distributing Data Stewardship project outputs?

  3. Assumption and Constraint Log: Diagrams and tables are included to account for complex concepts and increase overall readability?

  4. Executing Process Group: How could stakeholders negatively impact your Data Stewardship project?

  5. Probability and Impact Matrix: Can the risk be avoided by choosing a different alternative?

  6. Schedule Management Plan: Were Data Stewardship project team members involved in detailed estimating and scheduling?

  7. Schedule Management Plan: Does the Resource Management plan include a personnel development plan?

  8. Initiating Process Group: Which Six Sigma dmaic phase focuses on why and how defects and errors occur?

  9. Procurement Management Plan: Are meeting objectives identified for each meeting?

  10. Procurement Audit: Did you consider and evaluate alternatives, like bundling needs with other departments or grouping supplies in separate lots with different characteristics?

Step-by-step and complete Data Stewardship 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 Stewardship 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 Stewardship 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 Stewardship project with this in-depth Data Stewardship Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data Stewardship 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 Stewardship 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 Stewardship investments work better.

This Data Stewardship 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.