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Last Reviewed: 2026-06-25
Reviewer Role: Insider Risk / Legal / Privacy review
Advanced Asset
Reporting ModuleInteractive Sheet

Training and Awareness Planning Checklist

A training and awareness planning checklist helps organizations design targeted insider risk messaging for different populations and scenarios.

Primary Audience & Scope

Training owners, HR, security awareness, program managers

When to Use

  • •Building or reviewing the related program activity.
  • •Preparing a repeatable workflow.
  • •Creating site-downloadable working content.

Interactive Work Area

Fill or track items interactively and copy out to your Clipboard

Template Table Structure

FieldWorking promptTemplate fieldReader input
Resource owner—Review date—
Scope—Relevant system/data/process—
Business owner—Control or procedure link—
Evidence location—Action owner—
StatusNot started / in progress / complete / exception——

Checklist Audit List

0% Done(0/8)
Check
Checklist item

Segment audiences by role and exposure.

Evidence: Owner / date / evidence

Map training to scenarios and policies.

Evidence: Owner / date / evidence

Include manager referral guidance.

Evidence: Owner / date / evidence

Include reporting channels.

Evidence: Owner / date / evidence

Add AI, data handling, phishing, leaver, and privileged access topics as relevant.

Evidence: Owner / date / evidence

Use just-in-time prompts for risky workflows.

Evidence: Owner / date / evidence

Measure completion and effectiveness.

Evidence: Owner / date / evidence

Review after incidents or control changes.

Evidence: Owner / date / evidence

What Completion Looks Like

  • 1Required inputs complete.
  • 2Action owners assigned.
  • 3Evidence retained.
  • 4Related risk/control/procedure linked.
  • 5Review cadence established.

Insider Risk Capability Framework™ (IRCF™) Alignment

Primary IRCF™ Component
Training and Awareness
Programmatic RelevanceProvides concrete, reusable structure for insider risk management work.
Non-legal-advice Compliance NoteThis resource is a planning aid and does not provide legal advice. Organizations should adapt it to their policies, jurisdictions, labor obligations, privacy requirements, contracts, and risk appetite. Sensitive monitoring, investigation, employment, evidence, legal hold, and employee-data activities should be reviewed by appropriate Legal, Privacy, HR, Compliance, and labor stakeholders before use.

Operationalize This Template in RiskTKO®

Use RiskTKO® or request ITMG® support to adapt this template, align it to the Insider Risk Capability Framework™, and connect the output to measurable exposure reduction. Manager Referral Checklist

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