Document research

The exact documents available will depend on the organization but here’s what I normally start with.

  • Annual reports
  • About us page from the website
  • Org chart
  • Strategy documents
  • Policies, plans and procedures
  • Contingency plans
  • Training schedules and records
  • Incident reports / after action reviews
  • Previous risk assessments (note that I don’t review these until later I just want to get copies of these now)
  • News stories about the company

Note, sometimes an organization will be reluctant to share sensitive documents, or documents may be too large to send. In these cases, I ask for a copy of the table of contents to give me a rough idea of what’s in place.

 

License

Beyond The Spreadsheet Copyright © 2020 by Andrew Sheves. All Rights Reserved.

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