The Standard Requirements Self Assessment Guides are created to be used by individuals or small teams within an organization to assess the current completeness of the processes that are needed to gauge maturity for a specific topic.

This doesn’t mean that you can’t be creative with the Self Assessments. For example- some of our clients chose to only look at the first 2 sections in the book and spreadsheet and walk through those questions first. The reason behind this is that they want to achieve a solid foundation before moving forward with the implementation processes.

Other clients have chosen an approach that is closer to an audit, where every person who answered a question has to show the documented evidence of their answer.

Does the company collect personally Identifiable information electronically?

For example if you can answer the question by saying: “In my belief, the answer to this question is clearly defined”

You will need to show documented evidence of where the personally identifiable information is collected and stored.

You can use the information gathered during the collection phase of the process as input for a workshop where all participants sit together and discuss/compare their findings.

Another option is to make a grading of the questions in the Self Assessment and to create a priority list of questions that must be answered by every participant. This will identify communication breakdowns between teams or departments. It becomes really obvious when one group has all the information so they can answer with “YES – in my belief the answer to this question is clearly defined” and the other group doesn’t have access to this information and knowledge.

The Self Assessment book and spreadsheet are only the beginning – while you can successfully use it as a stand alone tool there is no limitation to the different ways you can utilise the content in the Self Assessment Guides.

If you have further questions in relation to the Self Assessment, or are looking for more guidance, feel free to contact us directly by entering your details in the contact us form. 

For more information on the Self Assessments and a full overview of the available topics, go to