Guided Onboarding Workshop: Privacy Operations
The below workshop outlines are for our Guided Onboarding services. If you have purchased Self-Service Onboarding, the order of configuration is still applicable. However, it will be self-service and we encourage you to utilize the above step-by-step guide to help with your own implementation. If you have purchased a Custom Program, the order of configuration depends on your agreed scope.
Click here to see the current list of available guided onboarding documents and step-by-step guides for self-service!
Workshop Outline
Implementation Outcome Summary
At the end of the set of workshops, Customer should be able to:
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Configure custom attributes
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Populate data mapping inventories manually, via assessment, and via bulk import
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Configure discovery templates utilizing inventory and attribute-type questions
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Configure new assessment templates and edit existing templates
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Build template rules
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Launch and review assessments
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Complete assessments
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Flag and review risks
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Configure column and PDF reports and dashboards
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Review relationships and lineage
Kick Off
|
Prerequisites |
Responsibility |
|---|---|
|
Identify project stakeholders and requirement holders |
Customer |
|
Provide access to myOneTrust and "Getting Started" materials |
OneTrust |
|
Issue meeting invites |
OneTrust |
|
Workshop |
Responsibility |
|---|---|
|
Present kick-off deck - validate scope and set expectations for delivery timeline |
OneTrust |
|
Review key success criteria for implementation |
Joint |
|
Organize schedule for implementation workshops |
Joint |
|
Review platform, organizational hierarchy, and user roles |
OneTrust |
|
Discuss User Provisioning flow and SSO requirements, if applicable |
Joint |
|
Summarize key next steps |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and delivery checklist |
OneTrust |
SSO Configuration Review (If Applicable)
|
Prerequisites |
Responsibility |
|---|---|
|
Identify and inform consultant of Identity Provider |
Customer |
|
Provide SSO overview guide and SAML metadata |
OneTrust |
|
Provide Identity Provider specific setup manual (if relevant) |
OneTrust |
|
Send invite for video-conference workshop |
OneTrust |
|
Workshop |
Responsibility |
|---|---|
|
Training on SSO configuration functionality |
OneTrust |
|
Assist with SSO configuration |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Test and publish SSO configuration |
Customer |
|
Provision of updated deployment delivery checklist documentation |
OneTrust |
Workshop 1: Platform Foundation Training
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Organization Hierarchy Best Practices |
OneTrust |
|
Training on standard user account creation and user account privileges |
OneTrust |
|
Review platform and email branding (i.e., color schemes, logo) |
OneTrust |
|
Confirm OneTrust emails pass through Customer firewalls |
Customer |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and an updated delivery checklist |
OneTrust |
|
Finalize and validate Organization Hierarchy configuration |
Customer |
Workshop 2: Inventory Training & Configuration
|
Prerequisites |
Responsibility |
|---|---|
|
Provide any existing Customer data inventory documentation for review |
Customer |
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training session on module navigation |
OneTrust |
|
Review different inventory types - asset, processing activity, vendor, entities |
OneTrust |
|
Training on attribute manager - review existing attributes and how to customize |
OneTrust |
|
Training on data element inventory (elements, categories, subjects) |
OneTrust |
|
Discuss inventory population methods - create new in UI, bulk import, assessments |
OneTrust |
|
Training on bulk import functionality - create items, update item, create relationship |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize attribute manager configuration |
Customer |
Workshop 3: Discovery Template Training & Configuration
|
Prerequisites |
Responsibility |
|---|---|
|
Provide any existing data mapping templates (optional) |
Customer |
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on out of the box data mapping assessments |
OneTrust |
|
Training on template builder (inventory and attribute questions) |
OneTrust |
|
Update or create Asset template(s) including configured attributes |
Joint |
|
Update or create Processing Activity template(s) including configured attributes |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize data mapping template questionnaires |
Customer |
|
Testing and validation of data mapping template questionnaires |
Customer |
Workshop 4: PIA/DPIA Template Training & Configuration
|
Prerequisites |
Responsibility |
|---|---|
|
Provide any existing DPIAs, PIAs or other assessment templates (optional) |
Customer |
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on OneTrust assessment template gallery |
OneTrust |
|
Training on questionnaire template builder and question types |
OneTrust |
|
Training on risk and logic engine |
OneTrust |
|
Training on automation data flow to data mapping inventories |
OneTrust |
|
Create or update questionnaire template(s) per Customer requirements |
Joint |
|
Create or update risk and conditional logic conditions per Customer requirements |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize questionnaire template(s) and logic condition configuration |
Customer |
|
Testing and validation of template questionnaires against requirements |
Customer |
Workshop 5: Workflow Training & Configuration
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Define assessment process workflow |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on OneTrust self-service portal |
OneTrust |
|
Training on assessment process and approval workflow |
OneTrust |
|
Training on risk, comment and more information workflows |
OneTrust |
|
Training on standard system emails and customization |
OneTrust |
|
Configure OneTrust self-service portal |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize and test workflow |
Customer |
|
Finalize and test OneTrust self-service portal configuration |
Customer |
Workshop 6: Risk Repository Training
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on Risk Library |
OneTrust |
|
Training on Reviewing and Remediating Risks |
OneTrust |
|
Training on Risk Settings |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize Risk Matrix Settings |
Customer |
|
Import risks, if applicable |
Customer |
Workshop 7: Reporting & Dashboard Training
Includes OneTrus Native Reporting & Dashboard capabilities only.
|
Prerequisites |
Responsibility |
|---|---|
|
Share relevant MyOneTrust articles |
OneTrust |
|
Review MyOneTrust Knowledge Base and Lessons |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Training on reports engines - PDF and Column Reports |
OneTrust |
|
Training on report scheduler |
OneTrust |
|
Training on risk reporting engine |
OneTrust |
|
Training on dashboards - out of the box and custom |
OneTrust |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes, action items, and updated delivery checklist |
OneTrust |
|
Finalize reporting requirements and configuration |
Customer |
Workshop 8: Best Practices
|
Prerequisites |
Responsibility |
|---|---|
|
Complete all workshops |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Final walkthrough of product end-to-end |
OneTrust |
|
Discuss best practices for use and maintenance of platform |
OneTrust |
|
Close out final questions and open items |
Joint |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes and completed delivery checklist |
OneTrust |
|
Schedule implementation close meeting |
OneTrust |
Workshop 9: Implementation Closure
|
Prerequisites |
Responsibility |
|---|---|
|
Complete all workshops |
Customer |
|
Workshop |
Responsibility |
|---|---|
|
Review Implementation Close deck |
Joint |
|
Disable any OneTrust user accounts tied to this specific module implementation project immediately (includes prod and non-prod environments) |
Customer |
|
Follow-Up |
Responsibility |
|---|---|
|
Send meeting notes and completed delivery checklist |
OneTrust |
|
Provide OneTrust Support team information |
OneTrust |