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Interview Guide - Notes Template

ORGANIZATIONAL CONTEXT
Interviewee	Date and Time	Organization/Sector/Branch
Criteria	Findings
Culture Recognition by the organization that information is a strategic corporate asset requiring stewardship. Degree of support and reinforcing behavior that is consistent with these values.	•
*Change Management* Mechanisms to facilitate the adoption of change within IM and related initiatives.	•
*External Environment* The extent to which the organization conducts environmental scans and assesses their possible impacts on IM.	•

ORGANIZATIONAL CAPABILITIES
Interviewee	Date and Time	Organization/Sector/Branch
Criteria	Findings
*IM Community* The extent to which IM specialists have the competencies and the capacity to meet the challenges of IM on a sustained basis.	•
*Expert Advice* Extent to which expert advisors are available and utilized for objective commentary and independent advice for supporting IM.	•
*IM Tools* The extent to which IM Tools efficiently and effectively support the IM. Examples of IM tools include policies, standards, guidelines, procedures, subject classification, IM/IT systems, etc.	•
*Technology Integration* The degree to which IM enabling technologies are integrated across the organization to support the delivery of information, programs and services	•
*Portfolio Management* The extent to which mechanisms to plan, track, and evaluate the overall IM project portfolio are available to staff.	•
*Project Management* Extent to which mechanisms to manage projects in the organization exist to ensure the optimal design, development and deployment of IM initiatives	•
*Relationship Management* The extent to which mechanisms or processes exist to facilitate partnerships and consultations between organizations (public and/or private) in support of effective IM.	•

MANAGEMENT OF IM
Interviewee	Date and Time	Organization/Sector/Branch
Criteria	Findings
*Leadership* The extent to which senior management is aware, understands, demonstrates commitment to a clear vision and set of strategic objectives for IM.	•
*Strategic Planning* Quality of strategic, business and operational plans for IM, and the linkages between plans, costs, benefits, resources and controls.	•
*Principles, Policies and Standards* Existence and use of a corporate policy and management framework to effectively support IM. Degree to which IM principles, policies and standards exist, are understood and applied within the organization.	•
*Roles and Responsibilities* The extent to which roles, responsibilities, performance expectations, ownership and accountabilities are clearly defined, understood and accepted. Appropriateness of the organizational and governance structures to support IM.	•
*Program Integration* Extent to which the organization's programs and projects proactively and efficiently integrate IM principles, policies and standards.	•
*Risk Management* Mechanisms for identifying, measuring, and monitoring relevant risks for IM, including options for risk allocation and risk mitigation.	•
*Performance Management* Extent to which the achievement of financial and operating results are embedded into the performance management framework for IM.	•

COMPLIANCE and QUALITY
Interviewee	Date and Time	Organization/Sector/Branch
Criteria	Findings
*Information Quality* The extent to which an organization's processes for ensuring information are accurate, consistent, complete and current. * Information Quality applies to information generated within the organization and information selected and used from external sources.	•
*Security* Extent to which mechanisms are in place to ensure information is protected from unauthorized access, use and destruction.	•
*Privacy* Mechanisms to ensure that an individuals rights to privacy in the collections and disclosure of information are respected.	•
*Business Continuity* The existence of contingency plans and mechanisms to ensure timely information recovery, the restoration of essential records and business resumption in the event of information corruption or loss.	•
*Compliance* The extent to which audit and review processes are in place to ensure awareness of and compliance with applicable legislation, policies and standards.	•

INFORMATION LIFE CYCLE
Interviewee	Date and Time	Organization/Sector/Branch
Criteria	Findings
*Planning* The extent to which information life-cycle requirements are incorporated in the development of policies, programs, services and systems.	•
*Collection, Creation, Receipt and Capture* The extent to which Information collection sharing and re-use, are optimized and decisions are documented.	•
*Organization* The extent to which information is identified, categorized, catalogued and stored to effectively and efficiently support the business process.	•
*Use and Dissemination* The extent to which the organization's information can be located, retrieved and delivered to provide users with timely and convenient access.	•
*Maintenance, Protection and Preservation* The extent to which the long-term usability and safeguarding of information is ensured.	•
*Disposition* The extent to which organization-level retention and disposal plans are followed to ensure the timely disposition of information, subject to legal and policy obligations.	•
*Evaluation* The extent to which an organization can assess the overall compliance and performance of it's IM program.	•

USER PERSPECTIVE
Interviewee	Date and Time	Organization/Sector/Branch
Criteria	Findings
*User Awareness* The extent to which information users are aware of Organization's information products and services.	•
*Expert Advice* Extent to which expert advisors are available and utilized for objective commentary and independent advice for supporting IM.	•
*User Training and Support* The availability of user training and support programs to facilitate the access and use of information.	•
*User Satisfaction* Mechanisms to measure, evaluate, and learn from user feedback on information products and services.	•