SUPERCHARGING YOUR DOCUMENTATION

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INFORMATION MANAGEMENT SELF-ASSESSMENT FOR MANAGERS By Adrienne Bellehumeur

www.leadersinbusinessanalysis.com

This booklet provides an Information Management Self-Assessment for Managers. This is considered to be a quick

review designed to cover key areas. This assessment is recommended to be performed quarterly by all Managers

with responsibilities over documentation for their respective team members. Through performing this assessment

regularly, Managers will see many benefits including improved understanding and tracking of their documents, in

addition to regular and continuous improvement over their information management practices.

WORKBOOK SERIES

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Information Management Self-Assessment

for Managers

This is assessment is designed for Managers to help them in assessing the documentation of their immediate teams.

This assessment is designed for Managers to help them in assessing the

documentation of their immediate teams. This is considered to be a

quick review designed to cover key areas. This assessment is

recommended to be performed quarterly by all Managers with

responsibilities over documentation for their respective team members.

Through performing this assessment regularly, Managers will see many

benefits including improved understanding and tracking of their

documents, in addition to regular and continuous improvement over

their information management practices.

Key Categories of Documents Identify 5 key categories documents or information used within your team.

List no more than 5. Examples: Category: HSE Procedures, Description: These documents are used for

the operations of the HSE department

Category Description

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Key Details Relating to Documents List the key details relating to each of these categories of documents and rank them in order of

importance 1-5 (where 1 is the lowest).

Category Owner/Delegate System of Record/Location

Ranking (1-5)

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Quality and Usability of Documents Rank the key quality and usability of your document categories again using a ranking scale of 1-5

(where 1 is the lowest).

Category

Overall Quality

Usability Writing Formatting & Presentation

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2

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List the related key goals and areas for improvement for the next document review cycle:

Area of Improvement Key Goals

Usability

Writing

Formatting & Presentation

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Organization, and Document Searchability Rank the overall organization, and searchability of your document categories again using a ranking

scale of 1-5 (where 1 is the lowest).

Category Overall

Organization Searchability

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2

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4

5

List the related key goals and areas for improvement for the next review cycle:

Area of Improvement Key Goals

Overall Organization

Searchability

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Storage of Documents Rank the overall storage of your document categories again using a ranking scale of 1-5 (where 1 is the

lowest).

Category Metadata

(Completeness) Naming

Conventions Use of

Systems Security

Classification

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2

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List the related key goals and areas for improvement for the next review cycle:

Area of Improvement Key Goals

Metadata (Completeness)

Naming Conventions

Use of Systems

Security Classification

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Key Goals and Tracking for Next Review Cycle List your document categories, top key areas to improve, along with goals for the next review cycle.

The Update is to be completed before the next review cycle.

Improvement Area #1: Quality & Usability of Documents

(Writing, Formatting & Presentation)

Category Key Area of

Improvement Goals Update

Next Review Cycle

(MM/DD/YY)

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Improvement Area #2: Organization, and Document Searchability

(Overall Organization and Document Searchability)

Category Key Area of

Improvement Goals Update

Next Review Cycle

(MM/DD/YY)

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Improvement Area #3: Document Storage

(Metadata (Completeness), Naming Conventions, Use of Systems, Security Classification)

Category Key Area of

Improvement Goals Update

Next Review Cycle

(MM/DD/YY)

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NOTES