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Identity Governance Review Worksheet

A structured worksheet for conducting a periodic identity access review, with fields for findings and remediation.

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Identity Governance Review Worksheet

A structured worksheet for conducting a periodic identity access review, with fields for findings and remediation.

Review Metadata

  • Review date: [date]
  • Review owner: [responsible role]
  • Scope: [all accounts / privileged accounts / specific department]

Per-Account Review Fields

  • Account name / role
  • Current access level
  • Still matches current role? (Yes / No / Unclear — needs follow-up)
  • Access to remove, if any
  • Justification for any exception retained

Service Account Review Fields

  • Service account name / purpose
  • Current privilege scope
  • Still matches actual integration requirement? (Yes / No)
  • Credential storage location confirmed secure? (Yes / No)

Review Summary

  • Total accounts reviewed: [count]
  • Access changes made: [count]
  • Open follow-up items: [list, with owners and target dates]
  • Next review date: [date]

Related Resources

  • Identity Governance Assessment — /tools/identity-governance-assessment
  • Identity Lifecycle and Joiner-Mover-Leaver Governance — /knowledge-center/cybersecurity/identity-access-management/identity-lifecycle-governance

This document is a starting-point resource, not legal or compliance advice. Review it against your organization's actual systems before adoption — see the full Identity & Access Management Hub for the reasoning behind each recommendation, or use the Identity & MFA Readiness Assessment to evaluate your current posture.

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