Useful tools for each quarter.
Ready to work through.
Four practical checklists and worksheets, plus four complete webinar outlines aligned to the annual calendar.
Resource library
The quarterly planning resources.
Information risk and readiness checklist
Establish a useful baseline before choosing a technology project or starting a Copilot pilot.
Open checklist and worksheet →Q2Digitisation scope and ROI worksheet
Scope a records project around usable information, quality and retrieval rather than a page count alone.
Open checklist and worksheet →Q3Engineering information handover checklist
Agree what operations needs before transferring project and asset documents.
Open checklist and worksheet →Q4Annual information services planning template
Turn recurring information work into a prioritised, owned plan for the next year.
Open checklist and worksheet →Webinar programme
Four proposed webinars.
These are planned sessions, not scheduled live events. Dates, speakers and registration tools must be confirmed before promotion. Each page includes learning objectives, a 45-minute agenda, preparation and follow-up.
Prepare your information for Copilot
CIOs, IT owners and information-governance leads
Open session plan →June · plannedPlan a useful digitisation project
Operations leaders and records managers
Open session plan →September · plannedGet asset information ready for operations
Engineering managers, project information leads and operations owners
Open session plan →November · plannedBuild your 2028 information roadmap
IT directors, operations leaders and existing clients
Open session plan →