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 SharePoint Governance Checklist Microsoft Teams Governance Checklist SharePoint Online Governance Checklist Microsoft Teams Governance Checklist