Guides & playbooks Guides & playbooks

Operational playbooks for every governance journey.

Structured guidance authored by Batoi analysts helps programme owners translate regulations into concrete activities, RACI models, and success metrics. Mix and match playbooks to accelerate adoption without sacrificing control.

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What each playbook includes
  • Roles, responsibilities, and collaboration model.
  • Sequenced activities with prerequisites and deliverables.
  • KPIs, milestone reviews, and evidence guidance.
  • Common pitfalls and accelerators sourced from deployments.
Playbook categories Playbook categories

Choose scenarios that match your operating model.

Every playbook ships as editable templates in the Secure Toolkit and can be linked to policies, controls, and automation packs.

Privacy & data protection

Privacy & data protection

Playbooks for DPDP Act, GDPR, CCPA/CPRA, HIPAA, and cross-border transfer programmes.

Map to current regulations
AI assurance

AI assurance

Guidance for model inventories, risk classification, and AI Act technical documentation.

Automate AI governance
Security operations

Security operations

Incident readiness, DevSecOps rollout, and managed assurance playbooks for board reporting.

Collaborate in Toolkit
Sustainability & ESG

Sustainability & ESG

Blueprints for SDG-aligned reporting, carbon programme governance, and responsible automation.

Browse reference libraries
How customers use playbooks
  1. Pick the regulation or control framework and duplicate the base playbook.
  2. Tailor steps, add local responsibilities, and publish to your workspace.
  3. Track progress, attach evidence, and roll reports into executive dashboards.
Pair with template library
Build once, reuse everywhere Build once, reuse everywhere

Link playbooks with policies, controls, and evidence.

Push actions directly into Policy Manager, assign owners, and monitor completion within the Secure Toolkit. Playbooks can also be exported to partners for collaborative delivery.

  • Auto-create tasks and reminders for each playbook stage.
  • Attach automation packs to accelerate repeatable steps.
  • Embed evidence requirements and link to Reference Libraries.