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.

1. SUPERCHARGING YOUR DOCUMENTATION
1
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
7
7

2. 1 | P a g e
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 annually, bi-annually or quarterly by
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: Proposal information, Description: These documents are
used to support the creation of proposals for new and existing customers.
Category Description
1
2
3
4
5

3. 2 | P a g e
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)
1
2
3
4
5

4. 3 | P a g e
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
1
2
3
4
5
List the related key goals and areas for improvement for the next document review cycle:
Area of Improvement Key Goals
Usability
Writing
Formatting &
Presentation

5. 4 | P a g e
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
1
2
3
4
5
List the related key goals and areas for improvement for the next review cycle:
Area of Improvement Key Goals
Overall Organization
Searchability

6. 5 | P a g e
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
Naming
Conventions
Use of
Systems
Security
Classification
1
2
3
4
5
List the related key goals and areas for improvement for the next review cycle:
Area of Improvement Key Goals
Metadata
Naming Conventions
Use of Systems
Security Classification

7. 6 | P a g e
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)

8. 7 | P a g e
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)

9. 8 | P a g e
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)

10. 9 | P a g e
NOTES