Information Governance Toolkit

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Ensure your organization partners with business sponsor, stakeholders and smes and the project team to derive and define business requirements and drive functional and technical designs for business intelligence (bi) solutions (data warehouse, etl, metadata, operational/tactical/strategic reporting, and dashboards).

More Uses of the Information Governance Toolkit:

  • Manage your organizations offsite records management organization relationship, negotiating pricing and related contract terms and conducting audits to confirm confidentiality protocols are in place.

  • Manage work with the Data Technology teams (PMO, Business Analyst, Data Architecture, Information Governance, Operational Data, Data Acquisition, Analytics and Infrastructure) to support and innovate on the Enterprise Data Warehouse platform.

  • Govern: independently develop and utilize records management metrics, dashboards, audits, surveys and other rim reports to identify potential issues related to the health care system records management program.

  • Manage work with business partners and information governance stakeholders to assess and coordinate the resolution of data integrity issues and gaps in order to implement timely remediation with contributor.

  • Develop and manage the bi strategy by defining priorities linked to business strategy, leading organization and process change, and demonstrating financial acumen by controlling funding around tools, user licensing, and resources.

  • Be accountable for ensuring successful implementation of a knowledge management framework focused on standards, policies, and processes to maximize the value of assets, through quality and risk management.

  • Confirm your organization manages recommends and ensures maintenance of procedures, and quality assurance testing methodologies; plan and coordinate testing, analyze results, recommend improvement opportunities and employ solutions.

  • Develop, initiate, maintain and revise policies, standards, procedures, work instructions and guidelines for the general operation of the Information Protection Program and its related activities.

  • Be accountable for applying privacy and technical knowledge and advocate for technical requirements and processes that achieve business and privacy objectives in the design and build of products, services, and technologies.

  • Supervise: partner with business leaders/champions and solution delivery teams to identify key performance indicators, business requirements and measures to support and deliver the enterprise business intelligence strategy.

  • Steer: access offer services, technologies and subject matter expertise to help clients be more efficient and more compliant through better management and activation of critical business information.

  • Systematize: consistently and regularly emphasize and evangelize the importance of proper data classification, data protection, data privacy and the business confidentiality of the information management process.

  • Create policies and controls for the appropriate protection of enterprise information assets through a defined life cycle from acquisition or creation to end of life destruction and disposal procedures.

  • Be accountable for applying program management knowledge to set program objectives, and to design, build, and operationalize programs that advance established customer focused data values through partnership and collaboration with stakeholders across the enterprise.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Information Governance 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 916 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Information Governance improvements can be made.

Examples; 10 of the 916 standard requirements:

  1. When sharing data, are appropriate procedures, such as sharing agreements, put in place to ensure that any Personally identifiable information remains strictly confidential and protected from unauthorized disclosure?

  2. Has an assessment been conducted to ensure the long-term sustainability of the proposed or established data governance policies and procedures, including adequate staffing, tools, technologies, and resources?

  3. Considerations: to what degree are elements of the risk framework, taxonomy and assessments aligned from an information and reporting standpoint (without unnecessary data replication and massaging)?

  4. What system does your organization have for reporting and reacting to serious untoward incidents including information governance breaches and how you would apply this approach to each contract?

  5. What security controls are needed to adequately mitigate the risk incurred by the use of information and information systems in the execution of organizational missions and business functions?

  6. What current mechanisms ensure the data and information governance program remains relevant and sufficient in light of your organizations rapidly changing use of data and data analysis tools?

  7. Do you know in a fairly precise sense the data used by each application and do you place a value on that data. Is it a database with credit card numbers or is it inventory control software?

  8. Do you have the right management information, processes and governance in place to enable effective decision making to optimize the customer experience and your revenues across channels?

  9. Primary alignment - is the initiative key to achieving the theme or objective (i.e.: if the initiative does not go ahead, the theme or objective is at great risk of not being achieved)?

  10. Have the major, foreseeable potential threats (i.e.: anything that hinders governments ability to successfully deliver the project and achieve the project objectives) been identified?

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 Information Governance book in PDF containing 916 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Quality Audit: How does your organization know that it provides a safe and healthy environment?

  2. Change Management Plan: Has the training co-ordinator been provided with the training details and put in place the necessary arrangements?

  3. Procurement Audit: Is there no evidence of unauthorized release of information or seemingly unnecessary contacts with bidders personnel during the evaluation and negotiation processes?

  4. Activity Duration Estimates: Research recruiting and retention strategies at three different companies. What distinguishes one organization from another in this area?

  5. Quality Metrics: Are documents on hand to provide explanations of privacy and confidentiality?

  6. Activity Duration Estimates: How do functionality, system outputs, performance, reliability, and maintainability requirements affect quality planning?

  7. Cost Management Plan: Scope of work Ð What is the scope of work for each of the planned contracts?

  8. Probability and Impact Matrix: Does the Information Governance project team have experience with the technology to be implemented?

  9. Project Scope Statement: Were key Information Governance project stakeholders brought into the Information Governance project Plan?

  10. Human Resource Management Plan: Are post milestone Information Governance project reviews (PMPR) conducted with your organization at least once a year?

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

1.0 Initiating Process Group:

  • 1.1 Information Governance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Information Governance project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Information Governance project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Information Governance project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

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 Information Governance 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 Information Governance project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Information Governance 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 Information Governance 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 Information Governance investments work better.

This Information Governance 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.