ISO/IEC 27701 PIMS for Global Financial Institutions Playbook – Excel XLSX

BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

1. 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
2. 210 scored assessment questions across 7 domain areas
3. 9 operational runbooks and checklists ready for immediate use

DATA PRIVACY EXCEL DESCRIPTION

ISO/IEC 27701 PIMS for Global Financial Institutions Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

64 professional files (6 PDFs + 58 Excel workbooks) | 349+ spreadsheet tabs | 2,730+ rows of structured content | 11 organised folders

ISO/IEC 27701 extends ISO/IEC 27001 to privacy information management and has become a common expectation for enterprises handling personal data. Implementing it alongside your existing ISMS requires careful scoping, role definition, and control mapping. This playbook provides the artefacts to stand up a PIMS that is defensible and auditable.

WHAT YOU GET: A THREE-PHASE JOURNEY

Phase 1: Diagnose. Seven domain assessments (30 questions each, 210 total) score your maturity across Privacy Governance, Legal Compliance, Privacy Risk Management, and related areas. You can complete the Quick Scan diagnostic in under an hour and know exactly where the biggest gaps and opportunities sit.

Phase 2: Set Goals. Five PM template workbooks with roadmaps, RACI matrices, milestone trackers, risk registers, and stakeholder communication plans. These lock in scope, timeline, and accountability before a single line of implementation work starts, which is consistently where programmes succeed or stall.

Phase 3: Implement. Nine operational runbooks and checklists covering deployment, incident response, vendor and third-party handling, and handover and integration. Every runbook is built to be followed by a working team, not read and filed. Pro tips, example rows, and common-mistake callouts give you the benefit of hard-won practitioner experience from the first day.

7 DOMAIN ASSESSMENTS (210 QUESTIONS)
•  Privacy Governance
•  Legal Compliance
•  Privacy Risk Management
•  Controller Processor Obligations
•  Data Subject Rights Management
•  Third Party Privacy Management
•  Incident Response Breach Management

9 OPERATIONAL RUNBOOKS
•  Data Subject Request Fulfillment Checklist
•  PII Breach Response Protocol
•  PIMS Privacy Impact Assessment Runbook
•  Process Handoff Protocol Data Owner to DPO
•  Role Based Task Guide DPO
•  Role Based Task Guide IT Security Team
•  System Integration Privacy Checklist
•  Third Party Vendor Privacy Onboarding Checklist

The full kit also includes a practitioner-grade library of PM forms spanning all five PMBOK process groups, KPI dashboards, risk and compliance registers, and reference cards. Every template comes pre-populated with domain-specific example data so your team can start editing, not staring at blank rows. You get a consistent operating system across diagnostic, planning, delivery, and sustainment, which is how mature programmes compound improvement year over year.

WHO THIS IS FOR: Programme leaders, practice heads, senior consultants, and delivery teams accountable for outcomes in this discipline.

Aligned with leading industry standards and PMBOK project management practice.

Instant download. Start your first assessment within the hour.

Source: Best Practices in Data Privacy Excel: ISO/IEC 27701 PIMS for Global Financial Institutions Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk