01
Know and keep well
A Data Inventory, a Need-to-Keep Check and a Right-Place Check help you see what you hold, keep only what you need and store it where it belongs.
Camderson Academy · CA-TD-013
Handle information with care, one everyday habit at a time.
A practical, self-paced course for people in every role and department. Learn to list what information you handle, keep only what you need, store it where it belongs, share it with the right people, take care with other people's information and fix mistakes quickly, with cards and templates you keep.
About 3 hours · 6 lessons · Beginner · For every role and level · Self-paced · Tools you keep
Your everyday data habits can be simpler and more confident.
02
Share with care
A Share Check and a Just-Enough Check give you quick questions to ask before you send, and a way to take a question to your privacy or security lead.
03
Fix and let go
A Mistake Response Card with message scripts and a Disposal Checklist help you tell the right person fast and let paper and files go with care.
Learning outcomes
What you will be able to do
Practical outcomes, each practiced in an exercise and checked in the final assessment or the capstone.
- Build a Data Inventory for your role and sort each item into three plain labels or your organization's own labels.
- Apply a Need-to-Keep Check and set a monthly tidy-up routine, noting where your organization's own guidance applies.
- Choose the right place for your files with a Right-Place Check and spot three signs of the wrong place.
- Apply a Share Check to attachments, chat, screenshots, links, printouts and calls.
- Apply a Just-Enough Check to requests for other people's information and write a question for your privacy or security lead.
- Use a Mistake Response Card with message scripts and a Disposal Checklist for paper and files.
Your toolkit
Simple tools for handling data well
Data Inventory
Kind · Where · Label · Unsure · Ask
List eight kinds of data you handle, where each one lives and a label for each, public, internal, sensitive or your organization's own.
Need-to-Keep Check card
Why · Copy · Guidance · Choose · Tidy-up
Check why you hold an item, whether a copy exists, what your organization's guidance says and what to do, and set a monthly tidy-up.
Right-Place Check card
Item · Label · Place · Who sees · Move
Name the item, its label and the place your organization provides for it, check who else can see that place and look for the three signs of the wrong place.
Share Check card
Who · What · How · Why
Ask who needs it, what part, how your organization names and why, before you send an attachment, a message, a screenshot, a link, a printout or a call.
Just-Enough Check card
Purpose · Smallest piece · Who else · Ask
Name the purpose, the smallest piece that serves it and who else will see it, and write one question for your lead.
Mistake Response Card
Stop · Tell · Contain · Write down · Learn
Stop, tell your contact, contain only as asked, write it down and learn, with message scripts and a Disposal Checklist for paper and files.
List it. Trim it. Place it. Share it. Fix it. Let it go.
Curriculum
Inside the course
2 modules, 6 lessons with worked examples
01
Know It and Keep It Well
List what you handle, keep only what you need and store it where it belongs.
02
Share, Fix and Let Go
Share the right data with the right people, take care with other people's information, fix mistakes fast and let paper and files go with care.
What is included
Skills, tools and templates you keep and use in your work
- 6 lessons, each with a written lesson, worked examples and figures, at your own pace
- A running example from Windmere Community Services, a fictional organization where people in every team put these skills to work
- A fillable Workbook with Try it and Reflect pages for every lesson
- Data Habits Templates (Word) for every teaching tool
- A practice tracker with live formulas, a solutions version and a reusable template
- Quick Reference Cards and the Case Pack
- An optional visual companion PDF with every lesson figure
- Knowledge checks for every module and a 20-question final assessment
- A capstone you can build for your own team or a fictional case, with a rubric you use to check your own work
- Access to the Camderson Academy community
- A Camderson Academy Certificate of Completion when you pass the final assessment and the capstone
Is this course right for you?
This course is for you if
- You want simple habits for knowing what information you handle and keeping it where it belongs
- You want quick questions to ask before you share information, especially other people's information
- You want to know what to say, and to whom, when you make a mistake with information
It is not the right fit if
- You need legal, financial or professional advice about a particular situation, or want a course that states what any privacy law, contract or policy requires
- You want technical security training or an incident response plan, which your organization and its specialists provide
- You want a course about a single named product or platform (this course is vendor-neutral)
Your instructor
Meet your instructor
Taught by Camderson Advisory
A consulting firm for practical workplace skills
Your instructor is Camderson Advisory, a consulting firm that helps organizations build practical skills for the people who do the work. In this course, your instructor helps you build simple habits for looking after information and gives you plain words for sharing, asking and fixing mistakes.
About
About Camderson Academy
Camderson Academy is the education division of Camderson Advisory Services. Camderson helps leaders build organizations that work without them in the room. Everything we teach has been used in a real organization first.
Training a team?
We offer group enrollment for teams and whole organizations that want everyone, in every role and department, to build the same skills. Email connect@camderson.com to talk through your group.
Frequently asked questions
Do I need any experience or a previous course?
No. There is no prerequisite. The examples cover front desks, finance, caseworkers, volunteers and a small IT contractor, and every exercise works for any role.
Who is this course for?
Employees at any level and in every department, including new hires, individual contributors, team members, team leads, managers and leaders. The example is a fictional nonprofit, and the habits fit every kind of organization.
How long do I have access?
Your access does not expire. We review the course on a regular cycle, and any updates are added for you at no extra cost.
How long does it take?
About 3 hours in total, including the written lessons, the Try it exercises, the knowledge checks, the final assessment and the capstone. Everything is self-paced.
Questions about your purchase?
Email support through academy.camderson.com.
What tools do I need?
A spreadsheet program that opens .xlsx files (Microsoft Excel, Google Sheets, Apple Numbers or LibreOffice Calc), a word processor that opens .docx files and a PDF reader. All templates and practice files are included as downloads.
Do I have to use my own role for the capstone?
No. You can build your plan for the fictional case at Windmere Community Services included in the course. If you use your own role, leave out names, confidential details and anything that could identify a person or real information.
Does the course recommend products or give professional advice?
No. It recommends no products or vendors, and it is general education, not legal, tax, financial, medical or professional advice. These courses support good practice. They do not by themselves satisfy any legal or regulatory training requirement. If your organization needs training for a specific legal or regulatory requirement, ask your own attorney or qualified professional what is needed. It teaches no privacy or data protection law, states no period for keeping anything and does not say whether any mistake must be reported. Laws and rules vary by state and country and they change, so before you act on a real situation, talk with your own attorney or qualified professional. Camderson Academy is not affiliated with any organization, tool or author named in the sources.
What does the certificate confirm?
You receive a Camderson Academy Certificate of Completion after passing the final assessment and completing the capstone. This certificate confirms completion of a Camderson Academy course.
How was this course written and checked?
This course was written and edited by Camderson Advisory. Sources are listed with the date each was read. Where a source could not be opened on that date, the Sources page says so. This course teaches skills for everyday work. It is not legal, tax, financial, medical or professional advice. Laws and rules vary by place and change over time, so talk with your own attorney or qualified professional about your situation. Last updated: November 2026. Next planned review: November 2027.
Handle information with care, one everyday habit at a time.
Self-paced, about 3 hours, with a Workbook, templates, Quick Reference Cards and a practice tracker.
This course earns a Camderson Academy Certificate of Completion. This certificate confirms completion of a Camderson Academy course. This course is general education about everyday habits for knowing what information you handle, keeping only what you need, storing and sharing it with care, handling other people's information, fixing mistakes and letting data go. It is not legal, tax, financial, medical or professional advice for your particular situation, it does not promise any particular result, and it does not replace your own organization's data policy, its training or the people it names to answer data questions. It teaches no privacy, data protection or security law or rule, states no period for keeping anything, does not say whether any mistake must be reported, and teaches no technical security steps. If special rules apply to your work, follow your organization's own training and policies. Laws and rules vary by state and country and they change, and what is true for one employer or place may not be true for yours. Before you act on a real situation, talk with your own attorney or qualified professional, and use the Questions page at the end of each lesson. Where a lesson names a source, it says what the source said on the date we read it. These courses support good practice. They do not by themselves satisfy any legal or regulatory training requirement. Examples and numbers are illustrative, and all people and organizations in the case are fictional. Camderson Academy is not affiliated with any organization, tool or author named in the sources and does not endorse any product.