Data Governance Policy Register template
A blank data governance policy register with 5 pre-defined columns.
Download Data Governance Policy Register as Excel or CSV, free.
One form unlocks every template and paper on the site.
Worked example
6 filled rows showing the level of detail that makes this inventory useful — from one fictional mid-market B2B SaaS company, so the examples across the library describe a single coherent operation. The download keeps these on a separate sheet, so the one you fill in starts empty.
| Field / Object | Data Owner | Format Standard | Validation Rule | Access Level |
|---|---|---|---|---|
| Company — Industry | RevOps | Picklist, 14 values, mapped to reporting segments | Required before deal stage 2 | Read/Write (Ops) |
| Contact — Job Title | Marketing | Free text; normalised nightly into Job Function picklist | None on entry; enrichment fills gaps | Read/Write (All) |
| Deal — Amount | Finance | Annualised contract value, excluding services | Required to advance past Proposal | Read/Write (Ops) |
| Deal — Close Date | Sales | Expected signature date, not invoice date | Cannot be in the past on an open deal | Read/Write (All) |
| Contact — Lifecycle Stage | RevOps | Forward-only; never set backwards by automation | Workflow blocks regression | Restricted |
| Company — Domain | RevOps | Bare host, lowercase, no www or protocol | Unique; duplicate check on create | Read Only |
What's in it — 5 columns
The full schema is below, so you can see exactly what you're getting before you download it — or rebuild it by hand if you'd rather.
| Column | Input | Allowed values / hint |
|---|---|---|
| Field / Object | Text | — |
| Data Owner | Text | — |
| Format Standard | Text | — |
| Validation Rule | Text | — |
| Access Level | Choose one | Read/Write (All) · Read/Write (Ops) · Read Only · Restricted |
LEARN HOW TO FILL IT IN
This schema comes from Data Governance in RevOps 101: Revenue Operations Foundations, where the same table is an interactive tool that saves your work and exports into the full audit workbook.
See the course