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Office 365 Information Governance Checklist by Joel Oleson

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This checklist is designed to make it easy to do a quick pass to ensure you are focused on the right items and not missing anything. This is not a planning or test plan, but instead this is a checklist designed to simplify the information governance planning.
 Assess
Assess Industry Regulatory & Legal Information Requirements
Assess Content Services Goals and Organizational Maturity
Assess Current Enterprise Data and Information Polices, Training & Adoption
Assess Processes on GDPR, eDiscovery, Legal, and Compliance Systems
Assess Current SharePoint & Office 365 Policies, Compliance
 Define
Define Roles & Responsibilities (RACII) for Office 365 & SharePoint Compliance
Define Executive Sponsor(s) and Governance Council
Define Information Governance Goals and Success Criteria
Define Usage of Technologies and Platforms, “What to use when?”
Define Organizational Change Management Goals
 Plan
Plan and Build Scripts for Site Classifications with Site Templates and Site Designs
Plan & Deploy Compliance center File Plan, Retention & Sensitivity Labels
Plan Office 365 Data Loss Prevention Policy: Warnings & Blocks
Plan eDiscovery Process, Policy and Strategy including Rights, Roles and Permissions
Plan and Build User Compliance Training and Videos
 Deploy
Deploy Site Classifications Scripts
Deploy File Plan, Unified Label Strategy with Retention, Sensitivity Labels and Policies
Deploy Data Loss Prevention: Warnings & Blocks
Deploy eDiscovery Rights, Permissions, Enforcement Process
Deploy required User Compliance Training with Stream or via corporate LMS
 Optimize
Optimize Data Loss Prevention, Compliance enforcement, and eDiscovery
Optimize Automated Information Governance
Optimize Awareness of Documented Policies User Experience, & Mandatory Training
Optimize File Plan, Retention Schedules, Site Lifecycle Cleanup & Ownership
Optimize Trustworthiness with Annual Independent Compliance Audit & Report

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Office 365 Information Governance Checklist by Joel Oleson

  1. 1. OFFICE 365 INFORMATION GOVERNANCE CHECKLIST JOEL OLESON, MS REGIONAL DIRECTOR & MVP @JOELOLESON ✓ Assess Assess Industry Regulatory & Legal Information Requirements Assess Content Services Goals and Organizational Maturity Assess Current Enterprise Data and Information Polices, Training & Adoption Assess Processes on GDPR, eDiscovery, Legal, and Compliance Systems Assess Current SharePoint & Office 365 Policies, Compliance ✓ Define Define Roles & Responsibilities (RACII) for Office 365 & SharePoint Compliance Define Executive Sponsor(s) and Governance Council Define Information Governance Goals and Success Criteria Define Usage of Technologies and Platforms, “What to use when?” Define Organizational Change Management Goals ✓ Plan Plan and Build Scripts for Site Classifications with Site Templates and Site Designs Plan & Deploy Compliance center File Plan, Retention & Sensitivity Labels Plan Office 365 Data Loss Prevention Policy: Warnings & Blocks Plan eDiscovery Process, Policy and Strategy including Rights, Roles and Permissions Plan and Build User Compliance Training and Videos ✓ Deploy Deploy Site Classifications Scripts Deploy File Plan, Unified Label Strategy with Retention, Sensitivity Labels and Policies Deploy Data Loss Prevention: Warnings & Blocks Deploy eDiscovery Rights, Permissions, Enforcement Process Deploy required User Compliance Training with Stream or via corporate LMS ✓ Optimize Optimize Data Loss Prevention, Compliance enforcement, and eDiscovery Optimize Automated Information Governance Optimize Awareness of Documented Policies User Experience, & Mandatory Training Optimize File Plan, Retention Schedules, Site Lifecycle Cleanup & Ownership Optimize Trustworthiness with Annual Independent Compliance Audit & Report

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