Governance-Grade, Practitioner-Built Assets
Get instant access to TrailBlazer Learning Academy’s curated library of Information Governance policy templates—built to support compliance, reduce risk, and save you time. Each template is crafted from hands‑on governance experience, offering organizations a practical, scalable foundation for reducing exposure and strengthening operational maturity.
Email Management Policy
A foundational policy defining acceptable use, retention expectations, and monitoring rights for corporate email systems.Â
Why it matters: Email remains one of the highest-risk communication channels for privacy, security, and legal exposure.
Data Classification Policy
Defines clear categories for sensitive, internal, and public data, with straightforward guidance for handling information based on risk.
Why it matters: Classification ensures data is protected appropriately and supports consistent privacy, security, and retention practices.
Computer Use Policy
Outlines acceptable and prohibited use of company devices, systems, and networks, providing clear guidance for responsible use of organizational technology and digital resources.
Why it matters:Â Clear expectations help prevent cybersecurity incidents, protect organizational data, and ensure employees use technology appropriately.
Records Management System Requirements
Defines the functional and technical requirements for systems that manage organizational records, ensuring they support compliant capture, maintenance, retrieval, and disposition across the full records lifecycle.
Why it matters: Our inclusive requirements save you time and money by providing a comprehensive, easy‑to‑use framework that can be quickly adapted or converted into a vendor‑ready request for proposal.
Standard Records Compliance Metrics
Identifies measurable indicators to assess records management effectiveness and compliance, supporting audits, reporting, and continuous improvement across the records lifecycle.
Why it matters:Â Metrics turn records governance into something observable and improvable, helping organizations demonstrate compliance and strengthen program maturity.
Updated AI-Era Legal Hold Policy
This policy defines how the organization identifies, preserves, and suspends the disposition of Records—including AI‑generated, AI‑assisted, and AI‑derived materials—when a legal or regulatory event occurs. It provides a clear, repeatable framework that coordinates Legal, IT, and business teams and accelerates operational response during a Legal Hold.
Why it matters: Modern litigation now requires preserving AI prompts, outputs, logs, and other emerging data types that many organizations overlook. This policy closes those gaps and acts as an operational accelerator by reducing confusion, preventing spoliation risk, and enabling faster, defensible execution.
Records Management Policy
Provides a governance framework for managing records throughout their lifecycle and ensures practices align with legal, regulatory, and operational requirements.
Why it matters:Â Consistent, compliant records management reduces risk, supports accountability, and strengthens overall operational maturity.
Social Media Policy
Sets clear guidelines for professional and responsible use of social media platforms, helping employees protect brand reputation, confidential information, and organizational credibility online.
Why it matters: Clear expectations reduce reputational risk, safeguard sensitive information, and promote accountable, compliant behavior across public digital spaces.Â
Employee Exit Form
A standardized checklist ensuring departing employees return assets, transfer knowledge, and close out access.
Why it matters:Â Offboarding gaps create security vulnerabilities, data loss, and operational disruption.Â
Sample Committee Charter
A template for establishing governance committees with clear roles, responsibilities, and decision-making authority.
Why it matters:Â Effective governance requires structured oversight and defined accountability.Â
AI-Driven Derivative Data Compliance Assessment
A specialized tool for evaluating how AI systems generate, retain, and propagate derivative data.
Why it matters:Â AI introduces new compliance risks that traditional assessments fail to capture.Â
Contract Lifecycle Management (CLM) Requirements Matrix
Defines the functional requirements for systems that manage contracts, ensuring they support efficient workflows, compliance needs, and the full contract lifecycle from creation through renewal or closeout.
Why it matters: Our inclusive requirements save you time and money by providing a comprehensive, easy‑to‑use framework that can be quickly adapted or converted into a vendor‑ready request for proposal.
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