Information Privacy Toolkit

Downloadable Resources, Instant Access

Research and provide ongoing advice and guidance about HIPAA and other health information confidentiality related laws, regulations, and guidance, particularly as related to factual issues being raised in connection with client engagements.

More Uses of the Information Privacy Toolkit:

  • Head: data breaches threaten the security of financial, customer, employee and other proprietary data, and, at any time, a cyber attack can disrupt your organizations operations.

  • Arrange that your organization supports local knowledge management initiatives designed to identify, capture, evaluate, retrieve, and share the information assets of your organization.
  • Warrant that your organization serves as an information privacy resource to your organization regarding the release of new products and services and to all departments for all privacy related issues.

  • Establish that your organization improves how your organization monitors and uses information, measures information regulatory compliance adherence, maintains effective information privacy policies and conducts risk assessments.

  • Steer: work hand in hand with employees in it, legal and compliance, internal audit, finance, operations, business intelligence, lending and member facing teams to create a security and privacy culture of compliance.

  • Establish that your organization serves as an information privacy resource to your organization regarding the release of information and privacy related issues.

  • Ensure your organization performs or oversees initial and periodic information privacy risk assessment/analysis, mitigation, and remediation.
  • Provide vital domain expertise and ensure implementation of information security architecture, risk management standards, best practices and systems/processes to ensure information privacy/protection.

  • Arrange that your organization performs or oversees initial and periodic information privacy risk assessment/analysis, mitigation and remediation.

  • Be accountable for maintaining expertise with the products, services, priorities and target markets to more effectively enable clients to uncover hidden cyber risks.

  • Be accountable for combining powerful analytics and deeper insights with bigger ideas and innovative solutions, you free up your clients potential, thereby fulfilling your own.

  • Ensure your organization serves as information privacy resource to your organization and all departments, regarding release of information for all privacy related issues.

  • Identify potential areas of compliance vulnerability and risk and coordinates mitigation strategies with business unit owners.
  • Make sure that your organization establishes and administers a process for receiving, documenting, tracking, and investigating alleged HIPAA privacy concerns and incidents.

  • Control: conduct periodic information privacy impact assessments; coordinate regular review of policies related to privacy; lead risk assessment process and development of risk management and mitigation plans.

  • Provide program support for all matters related to information privacy and security related policies and procedures.

  • Create policies and procedures to ensure compliance with the requirements under HIPAA and other applicable health information privacy and security laws and regulations.

  • Govern: proactively update the cybersecurity strategy and applicable policies to leverage new technology and threat information.

  • Collaborate with other leaders to enhance processes necessary to maintain a Security Incident Response Plan, test the effectiveness of the program and coordinate incident response across your organization.

  • Initiate, facilitate and promote activities across your organization system to foster information privacy awareness and compliance.

  • Develop and maintain appropriate staffing model to support your organization Health Information Privacy and Compliance Office.

  • Secure that your organization serves as information privacy resource to your organization regarding release of information and to all departments for all privacy related issues.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Information Privacy 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 968 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 Privacy improvements can be made.

Examples; 10 of the 968 standard requirements:

  1. Does the information security function actively engage with other critical functions, such as it, Human Resources, legal, and the privacy officer, to develop and enforce compliance with information security and privacy policies and practices?

  2. Have you ever personally been the victim of what you felt was an invasion of your privacy when using the Internet? How do you apply this feeling in bringing a personal perspective to your organizations information privacy?

  3. What are your organizations current practices that are used to protect proprietary information and customer privacy and personal information. Does your organization have an information classification and handling policy?

  4. If your organization practices a strict privacy policy and only allows its databases to be accessed by its own staff and partners can you trust the staff and partners to protect your information at this same level?

  5. What expectations do your organizations stakeholders have, how explicitly can they describe sharing policy and requirements, and how would they be assured that their information and concerns are suitably managed?

  6. When a person challenges the accuracy of a record, is he/she provided with information about your organization personnel responsible for the record and administrative procedures governing inquiries?

  7. Have all of the component departments agreed to the purpose for which information is collected in the already stated departments that are passing them information or to which they pass information?

  8. Does your organization have a vendor management program designed to ensure the privacy and/or security practices of vendors will not threaten the integrity of your organizations privacy standards?

  9. Have documents been prepared showing which persons, positions or affiliate categories will have access to which elements of information and where copies of records accessed or used may exist?

  10. Is the design of information privacy tools and technologies focused on your countrys understanding of information privacy, and is that understanding applicable to the rest of the world?

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 Privacy book in PDF containing 968 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Baseline: Pcs for your new business. what would the life cycle costs be?

  2. Variance Analysis: How do you verify authorization to proceed with all authorized work?

  3. Cost Management Plan: Are meeting objectives identified for each meeting?

  4. Requirements Traceability Matrix: What percentage of Information Privacy projects are producing traceability matrices between requirements and other work products?

  5. Risk Management Plan: How will the Information Privacy project know if your organizations risk response actions were effective?

  6. Executing Process Group: Based on your Information Privacy project communication management plan, what worked well?

  7. Quality Audit: How does your organization know that its system for attending to the health and wellbeing of its staff is appropriately effective and constructive?

  8. Quality Management Plan: How do senior leaders review organizational performance?

  9. Risk Management Plan: Financial risk: can your organization afford to undertake the Information Privacy project?

  10. Human Resource Management Plan: Is your organization heading towards expansion, outsourcing of certain talents or making cut-backs to save money?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Information Privacy 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 Privacy 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 Privacy 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 Privacy 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 Privacy 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 Privacy project with this in-depth Information Privacy Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Information Privacy 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 Privacy 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 Privacy investments work better.

This Information Privacy 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.