CRM GOVERNANCE CHECKLIST

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--- DATA OWNERSHIP & RESPONSIBILITIES ---
[ ] Data Owner Identification (Sales Data, Marketing Data, Customer Service Data, Finance Data)
[ ] Data Owner Name (for selected data type)
[ ] Data Owner Contact Information
[ ] Data Steward Role Assignment (Data Quality, Data Security, Compliance)
[ ] Data Steward Name (for selected role)
[ ] Specific Data Ownership Responsibilities
[ ] Number of Users with Data Admin Rights
[ ] Last Review Date of Data Ownership Assignments

--- DATA QUALITY STANDARDS ---
[ ] Acceptable Data Accuracy Rate (%)
[ ] Maximum Missing Fields Allowed (%)
[ ] Standard Data Format (e.g., MM/DD/YYYY) (MM/DD/YYYY, YYYY-MM-DD, Other (Specify))
[ ] Required Field Validation Checks (Mandatory Field Presence, Data Type Validation, Format Validation, Length Validation, Range Validation)
[ ] Next Data Quality Audit Date
[ ] Data Cleansing Procedures Documented?

--- SECURITY & ACCESS CONTROL ---
[ ] Authentication Method (Username/Password, Multi-Factor Authentication (MFA), Single Sign-On (SSO))
[ ] Failed Login Attempts Allowed
[ ] Password Expiration Date
[ ] User Roles & Permissions (Administrator, Sales, Marketing, Support, Read-Only)
[ ] Data Encryption at Rest (Enabled, Disabled)
[ ] Data Encryption in Transit (TLS 1.2 or Higher, Other)

--- CHANGE MANAGEMENT ---
[ ] Describe the proposed change and its purpose.
[ ] Change Category (e.g., Customization, Integration, Workflow) (Customization, Integration, Workflow, Data Migration, Other)
[ ] Estimated Effort (in hours)
[ ] Proposed Implementation Date
[ ] Affected Areas/Modules (Select all that apply) (Sales, Marketing, Service, Reporting, All)
[ ] Change Requestor Name
[ ] Approval Deadline

--- COMPLIANCE & REGULATORY ADHERENCE ---
[ ] Applicable Regulations (Select All) (GDPR, CCPA, HIPAA, PCI DSS, Other (Specify in Long Text))
[ ] Specification of 'Other' Regulations
[ ] Last Compliance Assessment Date
[ ] Number of Data Subject Access Requests Received (Last 12 Months)
[ ] Data Transfer Mechanisms (If Applicable) (Standard Contractual Clauses (SCCs), Binding Corporate Rules (BCRs), Adequacy Decision, Other (Specify in Long Text))
[ ] Specification of 'Other' Data Transfer Mechanisms
[ ] Compliance Documentation

--- USER TRAINING & DOCUMENTATION ---
[ ] Training Objectives Overview
[ ] Training Modules Covered (Basic Navigation, Contact Management, Opportunity Management, Reporting & Dashboards, Customization (if applicable))
[ ] Scheduled Training Date
[ ] Training Start Time
[ ] Number of Trainees Attended
[ ] Training Delivery Method (In-Person, Webinar, Self-Paced Online)
[ ] Training Materials (e.g., Slides, Manuals)
[ ] Post-Training Feedback Summary

--- PERFORMANCE MONITORING & OPTIMIZATION ---
[ ] Average Page Load Time (seconds)
[ ] API Response Time (milliseconds)
[ ] Concurrent User Capacity
[ ] Database Query Performance Score (scale of 1-10)
[ ] Current CRM Server Configuration (Standard, Optimized, Custom)
[ ] Date of Last Performance Review
[ ] Description of Recent Optimization Efforts

--- AUDIT TRAIL & REPORTING ---
[ ] Last Audit Review Date
[ ] Number of Audit Trails Reviewed
[ ] Audit Trail Export Method (CSV, XML, API, Direct Database Access)
[ ] Summary of Audit Findings
[ ] Date of Last Data Export Audit
[ ] Report Types Generated (User Activity Report, Data Modification Report, Security Event Report, Compliance Report)
[ ] Last Audit Report Generation Time

--- BUSINESS PROCESS ALIGNMENT ---
[ ] Describe how CRM supports Sales Process
[ ] Describe how CRM supports Marketing Processes
[ ] Describe how CRM supports Customer Service Processes
[ ] Number of Integrated Business Processes
[ ] Primary Business Process Currently Not Supported by CRM (Sales, Marketing, Customer Service, Other)
[ ] Date of Last Business Process Review Alignment

--- REVIEW & IMPROVEMENT CYCLE ---
[ ] Last Review Date
[ ] Frequency of Review (in months)
[ ] Summary of Review Findings
[ ] Areas for Improvement Identified (Data Quality, Security, User Training, Process Efficiency, Integration)
[ ] Action Items & Ownership (for identified improvements)
[ ] Target Completion Date (for action items)
[ ] Review Status (Not Started, In Progress, Completed, Deferred)
[ ] Reviewer Signature

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