Overview
This toolkit offers a practical, step-by-step approach to running a data inventory project that brings clarity to an organization’s data assets—helping teams answer basic but essential questions about what data they hold, where it is stored, how it is used, and who can access it. Through clear explanations, real-world examples, and customizable templates, it walks users through documenting their data and building a strong foundation for data governance while avoiding common pitfalls, whether they are starting from scratch or improving existing practices. Designed for organizations of any size, it comes packaged with a ready-to-use project planning template and an inventory worksheet so teams can get started right away.
Do you have feedback on this resource?
Thank you for your feedback as we strive to curate and publish resources to help social impact organizations succeed with data.
Related Resources
How to Determine Whether an Organization’s Technologies Fit Its Data Needs
A framework for assessing whether your current data tools are meeting your organizational needs.
How to Assess an Organization’s Data Asset Risk
In this guide, you will learn how to first identify your data assets, and then assess their associated risks.
How to Prioritize Efforts When Strengthening an Organization’s Data Maturity
This guide aims to help organizations develop objectives and prioritize efforts when becoming more data mature.
