Information Governance Toolkit

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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.

More Uses of the Information Governance Toolkit:

  • 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.

  • Ensure your project applies data domain knowledge to your organization, channel, and application and process to satisfy regulatory and internal requirements related to Information Governance and Data Management.

  • Initiate: 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.

  • Confirm your team complies; monitors, evaluate and audits records maintained by service lines to ensure work processes and policies related to the records and information lifecycle are adhered to and documented.

  • Ensure proper oversight of your organizations vendors and Service Providers handling health information, in collaboration with the units retaining vendors and Service Providers.

  • Identify Data Quality issues and support Information Governance with the necessary support and action to improve Data Quality and management practices.

  • 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.

  • Coordinate and collaborate with various colleagues on tasks related to matter mobility, your organizations Records Management System and automated systems solutions.

  • Be accountable for Knowledge Management capability implementation through relationships, socialization, and communications with internal and external partners.

  • Confirm your business coordinates with your organizations webmaster to ensure timely updates to your organizations rule making docket and posting of organization rule making activities on the website.

  • Collaborate with numerous departments across thE Business, advocating the proper use of Data Analytics, ensuring the delivery of desired operational results.

  • 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.

  • Devise: design and execute processes to support the Information Governance initiatives (IT transformation, Business Process transformation, business and analytics).

  • Ensure you devise; lead your organizations Information security strategy and implementation to create a competitive advantage and be your customer facing security expertise.

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

  • Meet regularly with the client accounts management and other department staff to promote efficiency and effectiveness in department operations and results obtained.

  • Assure your venture complies; partners 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.

  • Emphasize product/service features and benefits, quote prices, consider contracting terms, and prepare sales order forms and/or reports with potential client.

  • Identify potential technical and Process Improvements that allow for efficient and cost effective solutions to support Product Life Cycle management and improved Information Governance.

  • Advise on Data Protection, Cybersecurity, incident/breach response, Business Continuity and the protection of organization assets through the use of cutting Edge Technology.

  • Secure that your organization develops Information Governance oversight processes and measurement approach for internal policies, standards and capabilities through audits, peer review, and monitoring of KRIs and KPIs.

  • Consult thE Business on suggested Employee Training, select vendors and manage content for applicable privacy, Data Security and Information Governance issues.

  • Pilot: work involve establishing and managing organization wide Information Governance strategy; designing and implementing data sharing and reporting strategies that align to your organizations goals and objectives.

  • Ensure your venture supports and contributes to Information Governance guidelines, principles, policies and standard implementations across data domain, teams, and Key Stakeholders.

  • Provide leadership, training and guidance to staff members and develop Education Programs on user awareness and security compliance for internal and external stakeholders.

  • Supervise: implement Business Continuity and Disaster Recovery programs, designed to protect all Distribution Centers from unexpected business disruptions and disasters.

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

  • Confirm you brief; recommend and ensure maintenance of procedures, and Quality Assurance testing methodologies; plan and coordinate testing, analyze results, recommend improvement opportunities and employ solutions.


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 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 Information Governance improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are the types and number of measures to use?

  2. How do you verify if Information Governance is built right?

  3. How will you recognize and celebrate results?

  4. What are you attempting to measure/monitor?

  5. How do your controls stack up?

  6. How do you ensure that the Information Governance opportunity is realistic?

  7. What else needs to be measured?

  8. Do your employees have the opportunity to do what they do best everyday?

  9. Where do you need to exercise leadership?

  10. How do you improve your likelihood of success?

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 994 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. 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 Information Governance project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Information Governance Project Team have enough people to execute the Information Governance 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 Information Governance 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 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.