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Data & Business Intelligence - Templates & Policies

Data Use Case Framework Template

This template takes you through a business needs gathering activity to highlight and create relevant use cases around the organization’s data-related problems and...

Data Governance Planning and Roadmapping Workbook

Use the Data Governance Planning and Roadmapping Workbook to assist with establishing effective data governance practices.

SharePoint Policy Template

Use this template to create a SharePoint policy that defines the culture for users and spells out expectations for all stakeholders.

Data Lineage Diagram Template

Use this template to create a data lineage diagram – a tool that will help give context to data quality issue root cause analyses and solutioning.

Data Quality Problem Statement Template

One of the biggest challenges in data quality is determining the actual data quality problem. Use this template to identify the data quality problems that are facing the...

BI Strategy and Roadmap Template

Use this template throughout this project to document findings as you conduct and complete assessments and key ideas and opportunities for your BI program.

Model Cards for Model Reporting Template

This template contains the questions from the "Model Cards for Model Reporting" framework.

Datasheets for Data Sets Template

This template contains the questions from the "Datasheets for Datasets" framework.

Subject Access Request (SAR) – Rectification

Use this example as a starting point to document your subject access request procedure for rectification requests.

Subject Access Request (SAR) Procedure

Use this template to build procedures for subject access requests.
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