EDI Data Toolkit

**New contents added**

Get clear, confident and compliant on EDI data in social housing

“We’re told by the housing regulator that we have to collect this data… but what are we legally allowed to ask, and how do we explain it to residents?”

Sound familiar?

The new Consumer Standards (2.1.1 of the Transparency, Influence & Accountability Standard) require landlords to use relevant data to:

• Understand the diverse needs of tenants

• Assess whether services deliver fair and equitable outcomes

But across the sector we’re seeing:

❗ EDI Surveys hurried out without a clear plan
❗ Sensitive questions asked awkwardly and unlawfully
❗ Damaged trust and wasted resources
❗ No meaningful insight

The pressure is real – and the messaging is confusing. But more data isn’t the answer. What you need is clarity.

This Toolkit brings together years of experience, late-night thinking, and countless hours of designing frameworks that really work in practice. Other consultancies might want to charge hundreds, even thousands, for this amount of insight. But we want every landlord, no matter their budget, to have access to this guidance. That’s why it’s priced at just £150, and right now available for only £75 including VAT.

The EDI Data Toolkit gives you the confidence, compliance and practical steps to collect and use EDI data lawfully and meaningfully.

While the data protection legislation covers the use of EDI (equality/equity, diversity & inclusion) data, and it does not prevent this data being collected, it does require specific rules are followed, and there are several restrictions.

Inside the Toolkit you’ll find information about the purposes for collecting EDI data, and how to evaluate the different purposes against the backdrop of new housing regulations, considering purpose and risks, to help make informed decisions that comply with data protection law.

The EDI Data Toolkit contains:

• EDI Data Quick Start Guide
• EDI Data Board/Exec paper in Word doc.
• EDI Data Board/Exec paper in pdf
• **New** EDI Data Presentation on Strategy
• EDI Data Presentation on Processing
• **New** EDI Data Strategy TEMPLATE
• **New** Diagram highlighting Protected Characteristics Vs Special Categories
• **New** Lawful Bases Mindmap
• EDI Data Quiz, with certificate

Developed by data protection consultant and author, Clare Paterson, known for her clear & practical approach and help, this mini toolkit is designed to inform conversations about the collection and use of EDI data in the social housing sector, which can be a challenging subject.

Expert guidance made affordable, just £150 £75 (inc VAT).

 

A personal note from Clare

“When I worked in social housing, I used to produce pie charts and bar graphs of ethnicity and religion without ever thinking about the people behind the numbers. Data was just data.

Later, working freelance and in a law firm, I began meeting more people with diverse life experiences — and I started to hear first-hand about discrimination, both intentional and unintentional. That’s when I realised the real potential for harm.

A data scientist once admitted to me:
“I should have, but I’ve never considered how people feel when they’re being asked the questions – the answers just feature as a data point in my work.”

That used to be me too. But over time I’ve come to understand just how daunting it can be to hand over private information to an organisation that has power over you — one you may not fully trust.

That’s why I created the EDI Data Toolkit; to help landlords collect and use data in a way that is not only lawful, but also fair, respectful, and meaningful for the people we serve.”

 

What clients say about our approach to EDI Data

“The session was really helpful the other day, thank you.”

“Thank you so much, it was very eye opening!”

“Thank you! This was such a useful session. I really enjoyed it, and the time flew by!”

“Great informative session and the templates will be useful, thanks.”

“Really useful and lots to think about and challenge. Thanks Clare.”

“It was a very informative and useful session, thank you very much.”

 

P.S. Want a sneak peek at how we approach the complex topic of EDI Data in Social Housing, including hearing exactly what the Regulator’s office actually says about the GDPR? Read this blog post ‘EDI data in Social Housing; when good intentions go bad (and how to get it right)’. Includes Client Success Stories and feedback.

 

 

Please note this is a DIGITAL PRODUCT, nothing will be posted to you. Once the purchase is complete,  you will receive a link to set up your account where you can access the toolkit contents. You will have access for one year from date of purchase. 

Due to the immediate download when you purchase this item, we cannot give refunds, so please do ask any questions beforehand, and do contact us if you have any problems with your purchase. Please email clare@cpdataprotection.com or sue@cpdataprotection.com.

 

When purchasing a document, either on its own, as part of a toolkit, or as part of a consultancy agreement from CP Data Protection® you receive a non-commercial license. This means you may adapt the documents or use them as they are, and use them for your own use and your employer’s use.

But please be aware you are not permitted to share or sell the documents in any form without the written permission of the copyright holder – CP Data Protection® – and doing so could result in legal action.