Templates
Free data licensing templates and checklists
Quick answer
Working documents for each step of a data licensing project, from the first inventory to the final approval. Legal outlines are starting points for counsel, not legal advice.
31 pages
Working documents
- Data inventory spreadsheetList your systems, record types, years, volume and export options.
- Data licensing board memoA short memo to get board approval to explore licensing.
- Data licensing due diligence checklistWhat buyers usually ask before signing.
- Personal details removal checklistSteps to check personal details are removed before release.
- Data licensing FAQ for customersPlain answers to give customers who ask how their information is protected.
- Data licensing FAQ for employeesAnswers to common staff questions about licensing work records.
- Data licensing project planA simple plan from fit check to delivery.
- Data licensing RFP for buyersQuestions to send prospective buyers so offers are comparable.
- Data licensing ROI worksheetLay out internal time and costs against a possible deal, without assuming a price.
- Data quality self-assessmentQuick questions to judge how usable your records are.
- Data request template for AI teamsA structured way for AI teams to describe the data they need.
- Data retention and deletion scheduleTrack what was licensed, where copies live and when they are deleted.
- Data sharing approval workflowWho signs off at each step before data leaves.
- Dataset cardA one-page description of a prepared dataset for buyers.
- Investor update: data licensing sectionHow to describe data licensing in an investor update without overstating it.
- Negotiation prep worksheetWrite down your must-haves and limits before talking terms.
- Post-deal compliance checklistWhat to track after a license is signed.
- Data source documentationRecord where a dataset came from and what was done to it.
- Software vendor terms checklistQuestions to check in each software vendor's terms before exporting.
- Data dictionary templateA one-page reference that defines every field in your export, so buyers know exactly what each column means and where it came from.
- Data licensing project briefA short internal brief that gets your team aligned before you license company records: what you have, who approves and what success looks like.
- Release approval checklistThe final checklist your named approver signs off before any prepared package leaves your company.
- Data package contents templateA simple contents sheet that lists what is in a prepared data package: files, record counts, date ranges and what was removed.
- Sample review checklistHow to review a sample of your own records before licensing, so nothing surprising reaches a buyer.
- Offer comparison worksheetA worksheet for comparing licensing offers side by side: price structure, exclusivity, term, approved uses and what happens at the end.
Legal outlines
- AI data licensing agreement outline (supplier-friendly)The sections a supplier-friendly data license usually covers.
- AI data licensing term sheetA one-page summary of the key deal terms before the full agreement.
- Customer notice and privacy policy languageExample wording topics for telling customers how de-identified records may be used.
- Employee notice about data licensingExample wording to tell staff their past work records may be licensed with names removed.
- Call recording consent scriptExample wording for telling callers a call is recorded and how recordings may be used.
- Data processing addendum outline for AI licensesTopics a privacy addendum to a data license usually covers.
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