| Project data audit | Source inventory, gap review, quality risks, ownership notes, and improvement priorities. | Audit report and register | Discovery and baseline | Access to current folders, trackers, and source systems. |
| Data governance framework | Field definitions, naming standards, review responsibilities, update rules, and exception categories. | Process document and templates | Setup | Approval of definitions, roles, and reporting needs. |
| Document register | Document names, versions, owners, sources, due dates, approval status, and retrieval links. | Spreadsheet, platform table, or data room index | Implementation and ongoing support | Document categories, source files, and review contacts. |
| Asset data templates | Standardized fields for site, equipment, supplier, warranty, milestone, and operational attributes. | Template workbook or platform schema | Setup and handover | Asset categories, mandatory fields, and operational requirements. |
| Reporting dataset | Clean inputs for dashboards, status packs, portfolio views, management updates, and stakeholder reports. | Dataset, workbook, or BI-ready export | Production and reporting | Approved KPIs, source records, and reporting cadence. |
| Quality assurance log | Data checks, missing fields, duplicates, conflicts, overdue reviews, and issue resolution notes. | QA register and summary report | Ongoing quality control | Decision owner for exceptions and approval workflow. |
| Handover documentation pack | Final registers, gap list, document index, workflow notes, access summary, and unresolved issues. | Packaged records and handover note | Launch, completion, or transition | Handover criteria and receiving-team requirements. |
| Training and process notes | Step-by-step instructions, owner responsibilities, refresh routines, and review procedures. | Guide, checklist, or recorded walkthrough where agreed | Adoption and support | Target users, approval process, and platform access. |