Data Management & Governance - Templates & Policies

BI Project Charter

A project charter serves several important functions. It organizes the BI selection and procurement project so that you can make efficient and effective resource...

BI Implementation Work Breakdown Structure Template

This work breakdown structure (WBS) provides a standard list of project tasks, the sequence of executing those tasks, and interdependence of the tasks. It helps you to...

BI Vendor Demo Script

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors with scenarios that prompt them to display not only their...

BI Request for Proposal Template

Requests for proposal provide organizations with the opportunity to give vendors a detailed account of the requirements and the expected capabilities of their desired...

BI Test Plan Template

Ensure your designed processes are ready to be employed into the business environment by conducting a series of testing. Use this template to support process owners and...

Data Warehouse Service Level Agreement

A data warehouse is the central place to provision data to analytics and business users. Use this Agile Data Warehouse Service Level Agreement (SLA) template to...

Data Governance Implementation Plan Template

Use the Data Governance Implementation Plan Template to move forward with establishing data governance.

Data Change Communication Plan Template

The Data Change Communication Plan will help ensure stakeholders are aware of the data changes happening, how it will affect them, and when it will occur. The...

Data Audit Stakeholder Interview Guide

Data owners, data stewards, and end users are the ones who use the data on a day-to-day basis and will be able to provide the best information regarding ongoing data...

IT Data Audit Report Guidance

​Use this template to determine what needs to be executed within the scope of the data audit.
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