This document outlines a process to standardize tools, processes, and policies across an organization. The process involves conducting an assessment, documenting gaps, developing draft standards, piloting the standards with a select group, evaluating the results of the pilot, refining the standards, and fully deploying the standardized tools, processes, and policies organization-wide.

1. Assess Develop Pilot Deploy Conduct a gap assessment to identify existing (best of breed) Tools/data repositories Processes, procedures and policies Functional roles of staff supporting the processes and tools then Document areas of Non standardization (above) Associated data gaps Centralized data repositories for housing aggregated data set and/or dictionary identifying which repositories will house the needed data set Repository to house standards for process, procedures and policies A “draft” standardized set of processes, policies and procedures Relevant training materials for a pilot Organization structure of the management office (if non-existent) Roles & Responsibilities of Staff within the management office Staff carrying out the work Decision makers/bodies Determine a unit within the organization that the standards and tools (process, procedures and policies) will be deployed to (this will likely be the most mature and/or least resistant part of the organization) Educate/Train the pilot group Monitor and provide ongoing support to the pilot group Collect feedback formally or informally through surveys Aggregate and evaluate results Present findings to management Refine process, tools and responsibilities as needed Prepare deployment plan and communication materials for full deployment Obtain final management approval Execute deployment plan either across organization or by logical groupings in phased manner Publish the relevant materials using standard repositories Educate/ Communicate/Train using the relevant materials Monitor and provide ongoing support Tool Process/Controls People (Resource)