Privacy Office Toolkit

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To develop and communicate security strategies and plans to executive team, staff, partners, customers, and stakeholders and to collaborate with IT Leaders, Privacy Officers, and Human Resources to ensure security and privacy policies are met.

More Uses of the Privacy Office Toolkit:

  • Customize lead efforts to maintain and revise the Data Access governance policy, inclusive of Data Access controls and processing standards, in partnership with the Data Privacy Office and legal.

  • Identify: act as the Data Protection officers and HIPAA Privacy Officers.

  • Perform annual security Risk Assessments and conduct related ongoing compliance monitoring activities in coordination with Privacy Officers and legal team members.

  • Drive: directly with data ethics and Privacy Office counterparts, Business Process specialists.

  • Assure your planning complies;
  • Be accountable for providing input, expert advice and strategic guidance to the Chief Privacy Officers to ensure that the affiliates Privacy Risks are addressed in the overall privacy compliance strategy.

  • Lead: document and maintain the Privacy Offices outside counsel relationships and organize the teams billing matter structure.

  • Develop: work closely with regional Privacy Offices and e and c leads to ensure consistency of regional/local training and comms plans.

  • Serve as the main point of contact for the Data Ethics and Privacy Office for operational.

  • Establish that your group complies; employees should report any breaches of the Health Insurance Portability and Accountability Act (HIPAA) rules to the Privacy Officers immediately.

  • Formulate partner with the Data Privacy Office to establish Data Retention and processing guidelines.

  • Collaborate with Privacy Office, Information security and Vendor Management regarding vendor contracts.

  • Promote privacy culture and awareness across Data Ethics and Privacy Office.

  • Facilitate regular Cybersecurity governance meetings with the Privacy Officers.

  • Collaborate with the chief Information security officers and chief Privacy Officers to create policies and controls for the appropriate protection of information assets.

  • Develop and maintain the Privacy Offices training and awareness plan.

  • Manage work with the Data Privacy Office in Legal on special projects.

  • Ensure appropriate coordination and assignment of tasks to other members of the Privacy Office depending on the subject matter and regional character of any projects and systems.

  • Lead: partner with CISO colleagues, Data Privacy Office, Digital Workplace services, and Infrastructure And Operations to oversee and govern implementation of security and privacy roadmap.

  • Support data ethics and Privacy Office with completion of Data Protection impact.

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

  • Serve as your organizations Data Protection and Privacy Officers for GDPR.

  • Serve as your organizations HIPAA Privacy Officers.

  • Audit: in collaboration with your organizations Privacy Officers, oversees annual security and Privacy Risk assessments and crafts and executes plans aimed at Mitigating Risk.

  • Provide legal advice for data loss incident preparation and legal response in collaboration with Information security staff and the Privacy Office.

  • Support the Privacy Officers in enterprise wide initiatives.

  • Orchestrate: work closely with the facility Privacy Officers to conduct Privacy Risk assessments and internal privacy audits as appropriate.

  • Develop: work closely with the Privacy Office and operations.

  • Standardize: intermediary between data ethics and Privacy Office stakeholders, local legal.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How do you select, collect, align, and integrate Privacy Office data and information for tracking daily operations and overall organizational performance, including progress relative to Strategic Objectives and action plans?

  2. What alternative responses are available to manage risk?

  3. Which functions and people interact with the supplier and or customer?

  4. How will you measure your QA plan's effectiveness?

  5. Will existing staff require re-training, for example, to learn new Business Processes?

  6. What are your key performance measures or indicators and in process measures for the control and improvement of your Privacy Office processes?

  7. What are strategies for increasing support and reducing opposition?

  8. How do you identify subcontractor relationships?

  9. Can management personnel recognize the monetary benefit of Privacy Office?

  10. Who makes the Privacy Office decisions in your organization?

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

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

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

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Privacy Office 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 Office 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 Office investments work better.

This Privacy Office 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.