Data & Business Intelligence - Templates & Policies

Level 1 Project Charter Template

Use this template to create a concise project charter for small, low-risk projects.

DAM Design Principles Handbook

Use this Design Principles Handbook to develop your metadata schemas and standards as you create your metadata language.

Master Data Management Business Case Presentation Template

Use this template to communicate the key definitions in the field of MDM and reasons for adopting a MDM strategy specific to your organization.

Master Data Management Project Charter Template

A project charter defines the project and lays the foundation for all subsequent project planning. It is a critical communication tool for the project purpose, scope, and...

Communication and Collaboration Strategy Communication Plan

Use this template to plan your communications with stakeholder groups about your Enterprise Communication and Collaboration System.

IT Data Audit Report Guidance

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

Data Audit Interview Schedule

​Use the Data Audit Interview Schedule to ensure you organize interviews with the proper data audit participants.

ILM Policy Template Library

Use these templates as part of formalizing the standards of care that are applied to information assets throughout the information lifecycle.

Content Retention and Disposition Schedule Template

This tool will help you develop a retention and disposition schedule for the information in your enterprise.

Email Intervention Survey

Changes to how email fits into enterprise communication must be handled carefully. Test the user and IT-based changes in a short pilot, as described in slides 28 to 31 of...
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