data governance communications plan · 2020. 12. 10. · environment, he is an internationally...

EWSolutions

© 1997 to present, Enterprise Warehousing Solutions, Inc. (EWSolutions) – 1

Over 150 Successful Client Partner Implementations

Contact us at [email protected] to become our next success

Data Governance

Communications PlanBy David Marco

President

EWSolutions

Webinar Series: Data Governance Mastery

mailto:[email protected]




Strategic Partnership

www.iim-africa.org





EWSolutions’ Background

EWSolutions is a Chicago-headquartered strategic partner and full life-cycle systems integrator

providing both award winning strategic consulting and full-service implementation services. This

combination affords our client partners a full range of services for any size enterprise information

management, metadata management, data governance and data warehouse/business intelligence

initiative. Our notable client partner projects have been featured in the Chicago Tribune, Federal

Computer Weekly, Journal of the American Medical Informatics Association (JAMIA), Crain’s Chicago

Business, The Doings and won the 2004 Intelligent Enterprise’s RealWare award, 2007 Excellence

in Information Integrity Award nomination, DM Review’s 2005 World Class Solutions award and 2016

CIO Review 20 Most Promising Enterprise Architecture providers.

For more information on our Strategic Consulting Services, Implementation Services, or

World-Class Training, email us at [email protected] or call at 630.920.0005

Best Business Intelligence Application

Information Integration

Client: Department of Defense

World Class

Solutions Award

Data Management

2007 Excellence in Information

Integrity Award Nomination


http://www.ewsolutions.com/news-events/news-press-releases/press_release.2005-10-03.9140171518




Over 150 Client Partners Since 1997

For more information on our Strategic Consulting Services, Implementation Services,

or World-Class Training email us at [email protected]

AFLACAON (Hewitt Associates)

Arizona Supreme CourtBank of America (Countrywide)

Bank of MontrealBankUnited

Basic American Foods

Becton, Dickinson and CompanyBlue Cross Blue Shield companies

Booz Allen HamiltonBranch Banking & Trust (BB&T)

British Petroleum (BP)

California DMVCalifornia State Fund

Canadian Institute for Health Information (CIHI)Canadian National Railway

Capella UniversityCigna

College Board

ComcastCorning Cable Systems

Contech Systems, Inc.CostCo

D.A. Davidson

Defense Logistics Agency (DLA)Delta Dental

Department of Defense (DoD)Department of State (DOS)

DiscoverDriehaus Capital Management

Eli Lilly and CompanyEnvironment Protection Agency (EPA)

ErwinFarmers Insurance Group

Federal Aviation Administration

Federal Bureau of Investigation (FBI)FedEx

Fidelity Information Services Ford Motor Company

GlaxoSmithKline

Harbor FundsHarris Bank (BMO)

The HartfordHarvard Pilgrim HealthCare

Health Care Services CorporationHP (Hewlett-Packard)

IDMA (Insurance Data Mgt. Institute)

Information Resources Inc.International Paper

IQVIA (Quintiles)Janus Mutual Funds

Johnson Controls

Key BankLiquidNet

Loyola Medical Center

SurescriptsTarget Corporation

Texas CPAThe Regence Group

Thomson Multimedia (RCA)Thrivent Financial

United Healthcare (UHC)

United Health GroupUnited Nations (ICAO)

United States Air ForceUnited States Army

United States Courts

United States Department of StateUnited States Fish and Wildlife Service

United States NavyUnited States Navy (BUPERS)

United States Transportation CommandUniversity of Michigan

University of Wisconsin Health

USAAUS Cellular

Vera BradleyWaste Management

Wells Fargo

Wisconsin Department of TransportationWorkers’ Compensation Insurance Rating Bureau of California (WCIRB)

Zurich Cantonal Bank

Manulife FinancialMayo Clinic

McDonaldsMicron

MicrosoftMoneyGram

NASA

National City Bank (PNC Financial)Nationwide

Neighborhood Health PlanNORC

Physicians Mutual Insurance

PillsburyQuartz Benefits

Rowan College of South Jersey (RCSJ)Sallie Mae

Saudi Arabia Minister of the InteriorSaudi Telecom Company (STC)

Schneider National

Secretary of Defense/LogisticsSingapore Defense Science & Technology Agency (DSTA)

Social Security AdministrationSouth Orange County Community College

Spherion

Standard Bank of South AfricaSunTrust Bank





David Marco – Professional Profile

Best known as the world’s foremost authority on metadata management and the father of the Managed Metadata Environment, he is an internationally recognized expert in the fields of data governance, big data, data warehousing, master data management and data management. In 2004 David Marco was named the “Melvil Dewey of Metadata” by Crain’s Chicago Business as he was selected to their very prestigious “Top 40 Under 40” list. David Marco has authored several books including the widely acclaimed “Universal Metadata Models” (Wiley, 2004) and the classic “Building and Managing the Metadata Repository: A Full Life-Cycle Guide” (Wiley, 2000).

❑ 2020 received a lifetime professional Fellowship from the Institute of Information Management (their highest honor)

❑ President of Data Management University (DataManagementU.com)

❑ Author of several best-selling information technology books, including the top 2 sellers in metadata management history

❑ 2016 Data Management Channel Expert for Business Analytics Collaborative

❑ 2008 DAMA Data Management Hall of Fame (Professional Achievement Award)

❑ 2007 DePaul University named him one of their “Top 14 Alumni Under 40”

❑ Selected to the prestigious 2004 Crain’s Chicago Business “Top 40 Under 40”

❑ Worked with over 80 client partners to successfully build their data management & governance programs

❑ Presented hundreds of keynotes/seminars across four continents

❑ Published hundreds of IT articles some of which were translated into Mandarin, Russian, Italian, Portuguese and others

❑ Taught at the University of Chicago and DePaul University

❑ Earned an MBA and holds FIIM, CDMP (Master), CDP, CCP and CBIP certifications

Email: [email protected]


http://lnkd.in/bky55wQ




Agenda

❑ Data Governance Communications Plan

❑ Communications Vehicles

❑ Communications Plan Sample

❑ Stakeholder Analysis

❑ Data Stakeholder Communications Matrix





Data Governance

Communications Plan





Data Governance Communication Plan

❑ Using a plan to guide your organization's communications

efforts to target its diverse audiences will result in clearer,

coordinated, memorable, and effective messaging

➢ Determine goal(s)

➢ Identify target audiences

➢ Determine strategies

➢ Finalize key messages

➢ Determine activities

➢ Determine evaluation mechanisms





Communication Plan

❑ Communications include all written, spoken, and electronic interaction with associated audiences. A communication plan encompasses objectives, goals, and tools for all communications, and should be part of a governance program

❑ Communication plan identifies how to present governance and stewardship challenges and successes to the various stakeholders and to the rest of the organization

❑ Choose the right business cases to present results

❑ A successful communication plan is built on strong themes and is more effective than one with unrelated and scattered messages





Communication Plan

❑ What is the issue to be addressed?

Briefly describe the data governance problem or issue that the communication plan is to address.

❑ What are the goals to be achieved?

Why communicate?

What do we want people to do as a result?

What do you want to get out of the communications plan?

What changes in policy or behaviors are desired?

Intended audience(s)?

Who is your primary target audience? WHY?

Who are some secondary audiences? WHY?

❑ What is the main message (s) we wish to communicate? What are secondary messages, and messages for different audiences?

When you are talking about data governance what are the key points you always want to stress?

The message can change depending on the audience, but there should be a few bullet points that are included in every interaction. How do you

want the issue to be described? Think of a 5-10-word description that can be used consistently.

❑ Communication Vehicles?

What tools are you using to spread the messages? Website? Newsletters? E-mails? Speaking engagements? Forums? Mailings? Calendars? List

every outlet for communicating with audiences that you have or want to have, and a brief reason for their inclusion.





Communications Vehicles

Presentations

Emails

Memos

Articles,

Books,

etc.

Newsletter

Org Groups

(DG Council

Domain

Groups)

Lunch & Learn

Communications

Vehicles

Meetings

(group & 1on1)

Internet

Texts

Policies

Education

(LMS)





Communication Plan

❑ Activities/publications/events/media?

What activities will be the most effective in communicating your message(s) to the target audiences?

Resources and time are limited so it is important to select those activities that will have the greatest impact.

❑ Resources required: funds; skills; equipment, supplies; staff time, temporary workers, consultants

For each activity list the resources that will be required to undertake that activity.

❑ Who has primary responsibility? Who are the collaborators/helpers/supporters?

Make sure that each activity has a person willing to take responsibility for that activity and ensure it is completed on time and

within budget.

❑ Evaluation?

Make sure you have a way of evaluating your efforts.

How many people were reached?

Who was reached?

Were there any positive actions taken as a result of efforts?

Include both input and output measures (news articles written vs. actions taken).

Develop some ways to evaluate and ensure some of those evaluation indicators include statistics that can be verified.





Communication Plan

Other possible items to include:

❑ Calendar of events – see the lists of events and cross-reference them.

❑ List of potential spokespeople and their expertise areas

❑ Possible feature stories for use on company intranet – business cases

and success stories

❑ Select those tools that will have the greatest impact or penetration on

your target audience(s)

❑ Choose business cases for each audience that will resonate – each

audience will require its own set of business cases for governance

needs and successes





Communication Plan Form

Situation Analysis We have over 1000 analysts working with our data and using it to make decisions.

Communicating with all of them could be very difficult and time consuming. Some of the them

could be qualified to be data stewards and it would be beneficial to recruit them. The Analysts are

tired of meetings and tend not to read long emails.

Vision or Mission

Statement

Our goal is to communicate with the analysts in a manner that is effective and will not be

perceived as laborious.

Objectives We need to communicate the key activities of our data governance team and to be able to elicit

feedback. Our communication needs to be ongoing.

Strategies • A single page newsletter will be placed on our internal, corporate website (could be

SharePoint)

• We need to keep it to a single page so that we do not add overhead to our audience

• Keep the newsletter fun and light even when discussing difficult topics

• Make the data stewards the stars of the newsletter to help build interest in data stewardship

Audience Analysis Data Analysts working across our corporation in customer serving capacities.

Vehicles We will publish a bi-monthly newsletter that will be released in the first week of every month.





Communication Plan Form

Key Messages • Show that data governance is working successfully

• Data governance team members are well supported change agents

• Communicate that data governance is fun

Expected Outcome • Present any data governance success stories

• Communicate the key items that the Data Governance Team is working on and potentially needs

assistance on

• Help educate the company on data governance

• Call for assistance on key matters or gaps in our data stewardship team

• Recruit new and qualified data stewards

Dependencies We need to have an editor assigned to this task. Specifically we want a person from internal

communications

Metrics /

Measurement

• We believe that if 50% of the analysts read our newsletter than we have been successful.

• We can recruit 1 new data steward a month to come on board our data governance team in some

capacity

Contacts List your team out





Data Governance Communications Plan

(Sample Data Stakeholder

Communications Matrix)





Data Stakeholder Communications Matrix

❑ The Data Stakeholder Communications Matrix is a necessary artifact

that will provide a solid, high-level overview of the Data Stakeholders

and the Vehicles that will be used to communicate with them

❑ This matrix will provide a quick reminder to the Objectives and Key

Messages that your Communications Plan provided






Data Stakeholder Communications MatrixCommunications Strategy

Stakeholder Vehicle Frequency Objectives Key Messages Responsible

Party

Approving

Party

Metrics

Executive Sponsors

(Chief Marketing

Officer & CDO)

Initial 1on1 Meetings Monthly over a

3 month

period

1. Ensure the executives understand basic

data governance concepts that they need

at their level. 2. The high-level events that

need to occur like forming a DG Council. 3.

Secure DG funding for the requirements.

1. Data Governance is an enterprise-

wide initiative. 2. Need all of the

major corporate departments to

activily participate. 3. Need multi-

year funding for the program to

ensure its success.

DG Program

Leader, DG

Team

Senior

Director

1. Both sponsors attend

each of the meetings in

person. 2. Full-funding is

attained.

Ongoing Data Governance

Council Meetings

Monthly for 2-

3 months, then

switch to every

other month

1. Define and prioritize DG requirements.

Identify the priorities/requirements for the

DG program. 2. Ensure any significant

organizational change management issues

are addressed.

1. We have $x amount of funding.

2. We have 8 major requirements.

3. Funding will allow us to address

3 of the 8 sets of requirements.

DG Program

Leader, DG

Team

Senior

Director

1. Did the sponsors make

the decisions on the

priorities/requirements?

Email As needed 1. Ensure that minor issues/questions are

handled via email so that we do not use up

too much of the Executive Sponsor's time

in meetings.

1. Simple communications of key

questions and need-to-know items.

2. Program status and progression.

DG Program

Leader & DG

Communications

Expert

Senior

Director

1. Where the emails read?

2. % of Executive

Sponsors that answered

the questions asked. 3.

Amount of time it took

the executives to answer

the questions.






Data Stakeholder Communications MatrixCommunications Strategy

Stakeholder Vehicle Frequency Objectives Key Messages Responsible

Party

Approving

Party

Metrics

Business Analysts Initial Corporate

Newsletter

One-Time 1. Inform larger audience of the Data

Governance program and its objectives. 2.

Help to recruit Data Stewards to the

program.

1. Data Governance is needed and

why. 2. Need for our best BAs to

become Data Stewards

DG Program

Leader & DG

Communications

Expert

DG Team

member

1. How many and what %

of BA's clicked on this

article. 2. Median time

that BA's stayed on the

article. 3. Number of new

volunteers for Data

Stewards.

Ongoing DG Newsletter Monthly 1. Keep larger audience aware of key Data

Governance messages and how Data

Governance helps them. 2. Help to recruit

Data Stewards to the program.

1. Socialize Data Governance. 2.

Recruit new Data Stewards

DG Team

Member & DG

Communications

Expert

DG Program

Leader

1. How many and what %

of BA's clicked on this

newsletter. 2. Median

time that BA's stayed on

the newsletter. 3. Number

of new volunteers for

Data Stewards.





In the Final Analysis





In the Final Analysis

❑ Communications a VITAL to the success of an enterprise

data governance program

❑ Communications needs to be tailored to meet the needs of your

data stakeholders and audience

❑ You WILL Achieve Great Results!!





Questions & Answers

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data governance communications plan · 2020. 12. 10. · environment, he is an internationally...

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