Templates & Policies

Data Governance Policies Package

A robust kit of templates, guides, and executive one pagers to establish effective, actionable data governance policies.

Data Domains, Metadata, Catalogs, and Lineage Primer

Valuable guidance, templates, and examples to understand what domains exist in your organization and where shared accountabilities exist.

Business Data Catalog

A Word-based template to identify your organization’s data assets and document key information.

Data Governance Day 1 Agenda

A template for establishing effective meeting agendas for your governance structures in order to activate data governance in your organization.

Activate Data Governance Decision Log

An essential template to document and prioritize the governance decisions that need to be made by your organization.

Activate Data Governance Executive Communication Deck

A customizable presentation that enables executive-level communication of your governance model.

Data Governance Charter Template

A comprehensive charter template to communicate your data governance program to the organization’s users.

Activate Data Governance Handbook

A library of templates, examples, and guides to rapidly stand up your data governance program.

CCaaS RFP Template

A structured document that enables organizations to build a formal request for proposal and evaluate CCaaS vendors consistently.

CCaaS RFP Requirements List

This Excel-based workbook translates organizational needs into detailed functional and technical requirements that support vendor evaluation.

Data Governance Policies Package A robust kit of templates, guides, and executive one pagers to establish effective, actionable data governance policies.
Data Domains, Metadata, Catalogs, and Lineage Primer Valuable guidance, templates, and examples to understand what domains exist in your organization and where shared accountabilities exist.
Business Data Catalog A Word-based template to identify your organization’s data assets and document key information.
Data Governance Day 1 Agenda A template for establishing effective meeting agendas for your governance structures in order to activate data governance in your organization.
Activate Data Governance Decision Log An essential template to document and prioritize the governance decisions that need to be made by your organization.
Activate Data Governance Executive Communication Deck A customizable presentation that enables executive-level communication of your governance model.
Data Governance Charter Template A comprehensive charter template to communicate your data governance program to the organization’s users.
Activate Data Governance Handbook A library of templates, examples, and guides to rapidly stand up your data governance program.
CCaaS RFP Template A structured document that enables organizations to build a formal request for proposal and evaluate CCaaS vendors consistently.
CCaaS RFP Requirements List This Excel-based workbook translates organizational needs into detailed functional and technical requirements that support vendor evaluation.

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