Most small business owners know that managing their information well matters. Far fewer are sure where to start. There is no compliance team to lean on, and most of the guidance out there is written for large organisations with resources a smaller business simply does not have.
That is the gap our new free resource fills.
What is the ‘Managing Information In Your Small Business’ guide?
Managing Information In Your Small Business is a practical guide, paired with a fillable workbook. Together they take you through managing your information properly, step by step, from organising and storing your records to meeting your data protection responsibilities. It is written in plain English, grounded in real-world experience, and built around your business rather than a one-off template.
Who is this guide for?
It is written for SMEs and smaller organisations who understand that getting information management and compliance right is important, but are not sure how to go about it. Whether you are a sole trader or a growing team, the guidance is proportionate to your size.
What you will come away with
- A clear picture of the information your business holds, and why
- A simple way to classify your records around what your business actually does
- A starting retention schedule, so you know what to keep, for how long, and how to dispose of it securely
- A plain-English understanding of your data protection responsibilities, including privacy notices and ICO registration
- The foundations of an information management plan you can put into practice straight away
The workbook is what makes it practical. Every exercise from the guide is there to type straight into, so you finish with your own working plan, not just a document you have read.


