Privacy Controls Toolkit

Downloadable Resources, Instant Access

Not sure if this is for you?
Complete this form to get access to the toolkit content
*Required fields
Note: If your timing isn't quite right yet, we'll keep you updated through our newsletter. You can always choose to opt out when you feel the information is no longer relevant to your situation. 

Methodize Privacy Controls: report on status of IT Data operations products and projects on a regular and timely basis.

More Uses of the Privacy Controls Toolkit:

  • Support, implement, maintain, and monitor security and Privacy Controls in compliance with FISMA, HIPAA, FedRAMP, and NIST RMF requirements and guidance.

  • Control Privacy Controls: compliance and Data Privacy assurance set necessary processes to actively monitor the effectiveness of all established Data Privacy Controls.

  • Provide support to development and Engineering teams with respect to security and Privacy Controls/queries.

  • Pilot Privacy Controls: document system architectures to support the Cyber analysis, identification, selection, and tailoring of security and Privacy Controls necessary to protect the system.

  • Replace document system architectures, utilizing Original Equipment Manufacturer documentation and system interface specifications, to support the Cyber analysis, identification, selection, and tailoring of security and Privacy Controls necessary to protect the system.

  • Confirm your venture ensures that core Privacy Controls are implemented, maintained, monitored, and that Line Of Business specific privacy procedures are up to date.

  • Formulate Privacy Controls: partner with Privacy Office to help ensure compliance to privacy regulations GDPR, CCPA, etc.

  • Orchestrate Privacy Controls: design and own the products, processes and services that support the Digital Workplace technology, privacy and Security Needs in an effective, customer centric manner.

  • Participate in the design of information system business Impact Analysis, system categorization, Contingency Plans, privacy documents, and other system security documentation to maintain appropriate levels of protection and meet requirements for minimizing operational impact to the enterprise.

  • Drive the identification, implementation, and improvement of your organizational privacy strategy, framework, and standards.

  • Provide feedback to team members in the development of Security And Compliance related features; ensure Privacy by Design is incorporated into development efforts.

  • Establish and administer a process for receiving, documenting, tracking, and investigating alleged HIPAA privacy concerns and incidents.

  • Manage Privacy Controls: Data Privacy and Compliance Requirements.

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

  • Collaborate with business partners and contracting teams to counsel on and address Data Privacy issues in contractual arrangements with third parties.

  • Audit Privacy Controls: brief architecture security and Privacy by Design and secure by default into Software Applications, Embedded Systems, and cloud platforms.

  • Assure confidentiality and carry out efforts to locate and communicate with clients in a manner that preserves the confidentiality and privacy of all involved.

  • Collaborate with polaris engineering, digital, information services, and business teams to incorporate Privacy by Design principles into the development, delivery, and maintenance of connected products and services and digital offerings.

  • Govern Privacy Controls: review and direct legal and regulatory aspects of internal Data Collection and use practices, privacy disclosures, retention and disclosure policies.

  • Support efforts to modernize practices for Privacy by Design and Privacy Engineering to move privacy early in data and Application Development life cycles.

  • Lead Privacy Controls: technical Program Management, engineering privacy compliance.

  • Orchestrate Privacy Controls: Data Protection and privacy solutions are designed to help organizations protect information over the full Data Lifecycle from acquisition to disposal.

  • Apply Cybersecurity and privacy principles to organizational requirements (relevant to confidentiality, integrity, availability, authentication, non repudiation).

  • Audit Privacy Controls: interface with It Security and risk, audit, and privacy to coordinate related policy and procedures, and to provide for the appropriate flow of information regarding risk.

  • Be certain that your enterprise participates on Data Governance and Privacy Assessments.

  • Manage work with compliance department, it, and department managers to support annual external industry standard security and privacy audits conducted by External Audit firms.

  • Audit Privacy Controls: Technology Risk, third party risk, substantive compliance area monitoring and testing, Data Privacy oversight, model risk, risk and control self assessment etc.

  • Secure that your venture complies; catalogs and maintains Data Privacy and Data Security documentation of existing organization systems to align with current Policies and Procedures.

  • Confirm your organization coordinates with the Compliance and Legal teams to ensure that the requirements of the Privacy Program are implemented through your organizations Vendor Management program and ensures that your organizations contracts have appropriate Data Security and privacy terms.

  • Establish Privacy Controls: monitor the performance of the privacy components of the program and related activities on a continuing basis, taking appropriate steps to improve its effectiveness.

  • Develop Internal Controls and policies designed to ensure that all compliance needs are met from a security and safety perspective for wholesale operations.

  • Organize Privacy Controls: aggregate and analyze data from multiple advertising and media platform partners and analytics to tie multi touch attribution models and optimization across all touchpoints and channels.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What threat is Privacy Controls addressing?

  2. What trouble can you get into?

  3. How sensitive must the Privacy Controls strategy be to cost?

  4. How do you assess your Privacy Controls workforce capability and capacity needs, including skills, competencies, and staffing levels?

  5. Is it clear when you think of the day ahead of you what activities and tasks you need to complete?

  6. How will you know that a change is an improvement?

  7. Why will customers want to buy your organizations products/services?

  8. What defines best in class?

  9. Do you have past Privacy Controls successes?

  10. Who is the main stakeholder, with ultimate responsibility for driving Privacy Controls forward?

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 Privacy Controls book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

  • 62 step-by-step Privacy Controls Project Management Form Templates covering over 1500 Privacy Controls 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 Privacy Controls project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Privacy Controls Project Team have enough people to execute the Privacy Controls 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 Privacy Controls 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 Privacy Controls Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Privacy Controls Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Privacy Controls 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 Privacy Controls 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 Privacy Controls 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 Privacy Controls project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Privacy Controls 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 Privacy Controls 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 Privacy Controls investments work better.

This Privacy Controls 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.