Checklists & Templates

This practical checklist supports public sector organisations in managing recordkeeping responsibilities during Machinery of Government (MoG) changes. Covering planning, governance, records identification, transfer, retention, disposal, and finalisation, it helps ensure records and metadata are managed lawfully, remain accessible, and continue to support business operations throughout organisational change.

Gain valuable insights into current information management practices across participating organisations. This benchmarking resource provides a snapshot of key trends, including EDRMS platforms, governance, digital strategies, staffing, training, compliance, and records management practices, helping organisations compare their maturity and identify opportunities for improvement.

This comprehensive template provides a structured framework for planning and managing legacy records digitisation projects. Covering governance, risk assessment, quality assurance, metadata, security, storage, disposal, and compliance, it helps organisations develop a robust digitisation plan that supports best practice, protects the integrity of records, and ensures digital records remain authentic, accessible, and legally compliant.

This template provides a practical framework for developing an Information Classification Policy aligned with ISO/IEC 27001 principles. Covering classification levels, roles and responsibilities, handling requirements, access controls, information sharing, disposal, training, and compliance, it helps organisations protect sensitive information and establish consistent information governance practices.

Be prepared before disaster strikes. This practical guide helps individuals and families identify, organise, and protect their most important personal records, including identity, legal, financial, property, and health documents. It also provides practical storage recommendations and continuity planning tips to ensure essential information is readily available when you need it most.

This personal planning template is designed to help you define your long-term goals and turn them into achievable actions. By reflecting on your career, personal values, finances, health, relationships, and aspirations, you can create SMART goals, identify the support and resources you need, and develop a practical roadmap to achieve your vision for the future.

This handy one-page guide provides a simple checklist of essential personal records to keep and practical tips for protecting them. Covering identity, legal, financial, family, and property records, it also outlines easy storage options to help safeguard important information and support recovery in the event of an emergency or disaster.

This quick reference guide helps staff identify which records should be retained to meet legal, business, and community requirements. Covering records in all formats—including emails, documents, business systems, and shared drives—it also explains what doesn't need to be kept, making it an ideal resource for promoting good recordkeeping practices across your organisation