assessment

How to Prepare Your Organization for Assessment Interviews: Setting the Stage for Success

Apr 07, 2026 Start With Clear Communication From the Sponsor Before a single interview invite goes out, preparation begins with…

How to Build the Right Interview List for an Information Management Assessment

Mar 31, 2026 Start With Leadership, Then Build Outward Selecting the right people to interview is one of the most…

The IT and Legal Hold Landscape: What Your Background Documents Reveal About Risk

The IT and Legal Hold Landscape: What Your Background Documents Reveal About Risk

March 24, 2026

Shadow IT: The Systems You Don’t Know You Have

When we request IT documentation, we’re not just checking boxes — we’re uncovering blind spots. Most IT teams maintain a system inventory, but once interviews begin, we routinely find 10–30% more systems purchased through contracts, field offices, or P-cards.

Why Background Information Requests Matter: The Hidden Foundation of Every Governance Project

March 17, 2026 The Most Overlooked Step in Governance Work Before a single interview is scheduled, before systems are mapped,…

What Assessment Interviews Reveal About Hidden Risks and Information Flow

What Assessment Interviews Reveal About Hidden Risks and Information Flow

Mar 10, 2026

What kinds of issues do assessment interviews uncover in “fully digital” organizations?

Even digital-first teams often maintain legacy habits: printing documents, boxing them, and sending them to off-site storage despite relying on electronic versions daily. This creates unnecessary cost, risk, and confusion.

Designing Assessment Questions That Actually Work

Effective interviews focus on understanding daily work rather than using technical jargon like “records.”

How Interviews Reveal the Real Problem – Not the One You Expected

How Interviews Reveal the Real Problem — Not the One You Expected
Feb 24, 2026

Why do assessments often uncover problems no one saw coming?
Because people describe how work actually happens — not how leadership thinks it happens. When you talk to 20, 40, or 60 people across an organization, the truth surfaces.

Surprise! Data and Information Assessment Findings – E07

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Surprise! Data and Information Assessment Findings - E07
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You may have a surprise finding from your data and information assessment interviews that cause you to be non-compliant with…

Scheduling Strategies for Interviews – E06

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Scheduling Strategies for Interviews - E06
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Scheduling strategies for data and information management assessment interviews. Easy process, right? Actually, it’s not as simple as one would…

Interviewees: Data & Information Assessment – E05

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Interviewees: Data & Information Assessment - E05
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Selecting the right interviewees for your data and information recordkeeping assessment is a critical component to understanding the flow of…

Data and Information Assessment Background Collection Process – E04

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Data and Information Assessment Background Collection Process - E04
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If you are planning on performing a data and information management assessment within your organization, consider listening to the information…

Developing Information and Data Management Assessment Questions – E03

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Developing Information and Data Management Assessment Questions - E03
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In this episode, consultants from TrailBlazer Consulting, LLC, Maura Dunn and Lee Karas talk about how to best structure your…

Developing Information and Data Management Assessment Goals and Scope – E02

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Developing Information and Data Management Assessment Goals and Scope - E02
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When it comes to analyzing your organization’s information and data management environment, it is important to establish the appropriate goals and scope for an assessment.