how to build & implement “non-invasive©*”” data governance ... ·...

Copyright Copyright ©© 2007 Robert S. Seiner 2007 Robert S. Seiner –– KIK Consulting & Educational Services/TDAN.comKIK Consulting & Educational Services/TDAN.com

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* The Non* The Non--Invasive ApproachInvasive Approach©© to Data Governanceto Data Governance

How to Build & Implement How to Build & Implement ““NonNon--InvasiveInvasive©©**””Data Governance & Data Stewardship ProgramsData Governance & Data Stewardship Programs

CDICDI--MDM Spring Summit MDM Spring Summit –– San Francisco San Francisco –– March 25, 2007March 25, 2007

Robert S. SeinerRobert S. SeinerKIK Consulting & Educational Services, LLC KIK Consulting & Educational Services, LLC -- KIKconsulting.comKIKconsulting.com

The Data Administration Newsletter, LLC The Data Administration Newsletter, LLC -- TDAN.comTDAN.com

Copyright Copyright ©© 2007 Robert S. Seiner 2007 Robert S. Seiner –– KIK Consulting & Educational Services/TDAN.comKIK Consulting & Educational Services/TDAN.com

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Getting StartedGetting Started

•• IntroductionsIntroductions–– BackgroundsBackgrounds–– Build a Program Rather Than a ProjectBuild a Program Rather Than a Project

•• TerminologyTerminology–– Data GovernanceData Governance–– Data StewardshipData Stewardship–– Master DataMaster Data–– MetaMeta--DataData

Copyright Copyright ©© 2007 Robert S. 2007 Robert S. SeinerSeiner –– KIK Consulting & Educational Services/KIK Consulting & Educational Services/TDAN.comTDAN.com

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Workshop AgendaWorkshop Agenda

•• The NonThe Non--Invasive ApproachInvasive Approach©© and 3and 3--D ApproachD Approach©©

•• Data Governance Key ConceptsData Governance Key Concepts

•• Data Governance Best PracticesData Governance Best Practices

•• NonNon--Invasive*Invasive*©© Data Governance OrganizationData Governance Organization

•• NonNon--Invasive*Invasive*©© Data Governance Roles & ResponsibilitiesData Governance Roles & Responsibilities

•• NonNon--Invasive*Invasive*©© Data Governance ProcessesData Governance Processes

•• Twelve/Ten Steps to Build/Sell a NonTwelve/Ten Steps to Build/Sell a Non--Invasive*Invasive*©© ProgramProgram

•• Data Stewardship Approach to Data GovernanceData Stewardship Approach to Data Governance©©

TDAN.com Article SeriesTDAN.com Article Series


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•• This approach focuses on taking This approach focuses on taking pragmaticpragmatic & & practicalpracticalsteps to steps to formalizing accountabilityformalizing accountability for the for the managementmanagementof dataof data assets.assets.

•• The NonThe Non--Invasive ApproachInvasive Approach©© ……–– Telling People What to Do Telling People What to Do Vs.Vs.

Getting Them to Do the Right ThingGetting Them to Do the Right Thing–– Assigning Data Stewards Assigning Data Stewards Vs.Vs.

Identifying Data StewardsIdentifying Data Stewards

•• The 3The 3--D ApproachD Approach©© ……–– De Facto De Facto –– DisciplineDiscipline–– DatabaseDatabase

The NonThe Non--Invasive ApproachInvasive Approach©©

& The 3& The 3--D ApproachD Approach©©


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•• Data Governance Data Governance is is ……““the the exercise and enforcement of authorityexercise and enforcement of authority over the over the management of management of datadata assets and the performance of data functions.assets and the performance of data functions.””

Why is it important to define Data Governance in STRONG words?Why is it important to define Data Governance in STRONG words?What does it mean to govern something?What does it mean to govern something?

govgov··ernernv.v. govgov··erned, governed, gov··ernern··ing, goving, gov··erns erns

1. To 1. To make and administer the public policy and affairs ofmake and administer the public policy and affairs of2. To 2. To control the speed or magnitude of; regulatecontrol the speed or magnitude of; regulate3. To 3. To control the actions or behavior ofcontrol the actions or behavior of4. To 4. To keep under control; restrainkeep under control; restrain5. To 5. To exercise a deciding or determining influence onexercise a deciding or determining influence on

1. To 1. To bring into conformity with rules or principles or usagebring into conformity with rules or principles or usage2. To 2. To direct or strongly influence the behavior ofdirect or strongly influence the behavior of3. To 3. To exercise authority over exercise authority over

DefinitionsDefinitions


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•• Data Stewardship is Data Stewardship is ……““formalizing accountabilityformalizing accountability for the for the management of datamanagement of data resources.resources.””

•• MetaMeta--Data is Data is ……““management ofmanagement of datadata recorded in IT toolsrecorded in IT tools that that improves business & improves business & technical understanding technical understanding of of data & datadata & data--related processesrelated processes..””

DefinitionsDefinitions


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Data Governance & Data StewardshipData Governance & Data StewardshipKey ConceptsKey Concepts

•• Key Concept OverviewKey Concept Overview–– Data Governance Programs are often perceived as being Data Governance Programs are often perceived as being

““invasiveinvasive”” andand ““overover--andand--aboveabove”” the existing work the existing work culture of an organization.culture of an organization.

–– Follow the necessary steps to eliminate that perception.Follow the necessary steps to eliminate that perception.

–– Take a Take a ““practicalpractical”” andand ““pragmaticpragmatic”” approach to approach to implementing Data Governance and Data Stewardship that implementing Data Governance and Data Stewardship that follows several key concepts.follows several key concepts.

–– Use the key concepts as a starting point and basis forUse the key concepts as a starting point and basis forthe the ““sellingselling”” and and ““understandingunderstanding”” of yourof yourData Governance and Data Stewardship programs. Data Governance and Data Stewardship programs.


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•• SampleSample KEY concepts of a Data Governance Program: KEY concepts of a Data Governance Program: –– Take a NonTake a Non--Invasive ApproachInvasive Approach©© to Data Governance.to Data Governance.–– DO NOTDO NOT give employees new job titles and recognize that the give employees new job titles and recognize that the

majority of their present work will not change.majority of their present work will not change.–– Data Stewards are Data Stewards are NOTNOT hired.hired.

Data Stewards Data Stewards AREARE identified & engaged according to their identified & engaged according to their present responsibilities.present responsibilities.

–– A Data Steward is A Data Steward is NOTNOT a position.a position.Becoming a Data Steward Becoming a Data Steward ISIS an accountability for the an accountability for the management of a subset of enterprise data.management of a subset of enterprise data.

–– The Data Stewardship process will The Data Stewardship process will NOTNOT create new tasks or create new tasks or time commitments but instead will ensure that thetime commitments but instead will ensure that theappropriate Data Stewards are identified and engaged in each appropriate Data Stewards are identified and engaged in each data related task.data related task.


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•• SampleSample KEY concepts of a Data Governance Program: KEY concepts of a Data Governance Program: –– Data Stewards Data Stewards WILL NOTWILL NOT be given additional work over and be given additional work over and

above their present responsibilities. above their present responsibilities.

–– Present responsibilities related to data management Present responsibilities related to data management WILLWILL be be formalized & recorded to ensure consistent and complete formalized & recorded to ensure consistent and complete involvement of the appropriate data stewards.involvement of the appropriate data stewards.

–– The time commitment of each Data Steward will depend on the The time commitment of each Data Steward will depend on the number of projects and data issues which impact their areanumber of projects and data issues which impact their areaof expertise.of expertise.

–– Data Stewards will be provided the knowledge, tools, forums Data Stewards will be provided the knowledge, tools, forums and processes to become more effective and moreand processes to become more effective and moreefficient data managers.efficient data managers.


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•• SampleSample KEY concepts of a Data Governance Program: KEY concepts of a Data Governance Program: –– Data Governance Data Governance WILLWILL require commitment to enforcing require commitment to enforcing

behavioral improvements focused on maximizing the behavioral improvements focused on maximizing the effectiveness & efficiency in which data will be managed.effectiveness & efficiency in which data will be managed.

–– Data Governance Data Governance WILLWILL formalize processes for providingformalize processes for providingpropro--active and reactive data issue escalation and resolution.active and reactive data issue escalation and resolution.

–– Data Governance Data Governance WILLWILL become part of everyday work become part of everyday work process.process.


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Data Governance & Data StewardshipData Governance & Data StewardshipBest PracticesBest Practices

•• Best Practice OverviewBest Practice Overview–– Data Governance Best Practices are defined as the basis and Data Governance Best Practices are defined as the basis and

guideline for the execution of a Data Governance Program.guideline for the execution of a Data Governance Program.–– Organizations that successfully implement Data Governance Organizations that successfully implement Data Governance

Programs begin by defining a limited series of best practices Programs begin by defining a limited series of best practices before assessing their present practices in comparison to the before assessing their present practices in comparison to the best practices. best practices.

–– Once the best practices are defined, a gapOnce the best practices are defined, a gap--risk assessment risk assessment can be completed to identify the differences (gap) between the can be completed to identify the differences (gap) between the defined Data Governance Best Practices and the present defined Data Governance Best Practices and the present practices. practices.

–– This report should identify the risks (and potential risks) This report should identify the risks (and potential risks) associated with the gap prior to defining the action plan for associated with the gap prior to defining the action plan for delivering the Data Governance Program.delivering the Data Governance Program.


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•• SampleSample Best Practices:Best Practices:–– In order for Data Governance to be successful, there will need tIn order for Data Governance to be successful, there will need to o

be a Highbe a High--Level of Senior Management Support, Understanding Level of Senior Management Support, Understanding and Sponsorship of the activities of the Data Governance Programand Sponsorship of the activities of the Data Governance ProgramTeam. Team.

–– Senior Management must stand behind the activities of the Data Senior Management must stand behind the activities of the Data Governance Organization, Data Governance Council and Governance Organization, Data Governance Council and specifically the activities of the Data Governance Program Team.specifically the activities of the Data Governance Program Team.

–– In order to obtain that level of support, Senior Management mustIn order to obtain that level of support, Senior Management mustgain confidence and trust that the activities of the Team are gain confidence and trust that the activities of the Team are practical, pragmatic and focused on solving the issues that havepractical, pragmatic and focused on solving the issues that havebeen defined and will be defined.been defined and will be defined.

–– Data Stewards responsibilities will be identified and recognizedData Stewards responsibilities will be identified and recognizedrather than being handed to employees as rather than being handed to employees as ““newnew”” responsibilities.responsibilities.


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•• SampleSample Best Practices:Best Practices:–– Data Governance should be considered a PROGRAM rather Data Governance should be considered a PROGRAM rather

than a PROJECT based on the fact that Governance is not a than a PROJECT based on the fact that Governance is not a temporary activity. temporary activity.

–– A group of resources (A Data Governance Program Team or A group of resources (A Data Governance Program Team or otherwise named team) must be dedicated to the definition, otherwise named team) must be dedicated to the definition, development, execution and sustainability of the Data development, execution and sustainability of the Data Governance Program on a continual basis (or for however Governance Program on a continual basis (or for however long your organization is interested in improving and long your organization is interested in improving and maintaining high quality data for the organization). maintaining high quality data for the organization).

–– Data Governance and the Stewarding of data must become Data Governance and the Stewarding of data must become part of everyday business in order to develop and maintain a part of everyday business in order to develop and maintain a high quality of data and information.high quality of data and information.

–– Data Governance Policy will be required as the backbone of Data Governance Policy will be required as the backbone of making the action and assurance of governing data making the action and assurance of governing data ““not not optionaloptional””. The Data Governance Policy will be approved by . The Data Governance Policy will be approved by the Data Governance Council prior to gaining acceptance and the Data Governance Council prior to gaining acceptance and approval of the Steering Committee (Senior Management).approval of the Steering Committee (Senior Management).


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•• SampleSample Best Practices:Best Practices:–– The goals, scope, expectations and measurements of success The goals, scope, expectations and measurements of success

of the Data Governance Program will be well defined and of the Data Governance Program will be well defined and communicated with the Business Units, the Functional Tracks communicated with the Business Units, the Functional Tracks (Teams), the Project Teams and the Information Technology (Teams), the Project Teams and the Information Technology areas of the company. areas of the company.

–– Roles & Responsibilities of the individuals in the Information Roles & Responsibilities of the individuals in the Information Technology and Business Unit/Functional Areas must be Technology and Business Unit/Functional Areas must be clearly defined, agreed upon and approved by Senior clearly defined, agreed upon and approved by Senior Management (in many situations the Corporate CIO, CFO, Management (in many situations the Corporate CIO, CFO, ……). ).

–– Data Steward Roles & Responsibilities will be part of Data Steward Roles & Responsibilities will be part of individualindividual’’s job description but will not be the title (position s job description but will not be the title (position name) for these individuals. name) for these individuals.

–– Individuals that are identified as filling the roles & Individuals that are identified as filling the roles & responsibilities will be evaluated (personnel) according to responsibilities will be evaluated (personnel) according to their willingness, ability and capability of filling the obligattheir willingness, ability and capability of filling the obligations ions of the roles. of the roles.


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•• SampleSample Best Practices:Best Practices:–– Accountability for the management of data definition, Accountability for the management of data definition,

production and usage will be the responsibility of every production and usage will be the responsibility of every individual that is identified in one or more of the Roles & individual that is identified in one or more of the Roles & Responsibilities Responsibilities

–– The Data Governance Program Team will be provided with the The Data Governance Program Team will be provided with the responsibility and accountability for enabling the Data responsibility and accountability for enabling the Data Governance Program and Framework into the Business Units Governance Program and Framework into the Business Units and Functional Areas.and Functional Areas.

–– Data Governance will be applied to business data, technical Data Governance will be applied to business data, technical data, master data and metadata, master data and meta--data consistently across the data consistently across the organization.organization.

–– Data Governance Data Governance IS NOTIS NOT a single process or methodology.a single process or methodology.

–– Rather Data Governance Rather Data Governance IS IS authority, discipline and behavior authority, discipline and behavior change around the management of data.change around the management of data.


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Data Governance & Data StewardshipData Governance & Data StewardshipCovey: Covey: ““Begin With End in MindBegin With End in Mind””

•• Twelve Step Program to Set Up & DeliverTwelve Step Program to Set Up & Deliver

•• Ten Step Program to Market & CommunicateTen Step Program to Market & Communicate

•• Best Practice Assessment & Actionable Work PlanBest Practice Assessment & Actionable Work Plan–– Define Custom Best Practices from Industry PracticesDefine Custom Best Practices from Industry Practices–– Assess Present Environment Vs. Best PracticesAssess Present Environment Vs. Best Practices–– Leverage Strengths of EnvironmentLeverage Strengths of Environment–– Address Weaknesses / Opportunities to ImproveAddress Weaknesses / Opportunities to Improve–– [If Applicable] Perform Gap / Risk Assessment[If Applicable] Perform Gap / Risk Assessment–– Develop Action PlanDevelop Action Plan–– Develop Communications PlanDevelop Communications Plan

•• Incrementally Deploy Data Governance ProgramIncrementally Deploy Data Governance Program


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Dilbert on Data ManagementDilbert on Data Management


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•• Do Not Start on Do Not Start on Step 7Step 7 of the of the 12 Step12 Step ProcessProcess

•• Start by answering the questions Start by answering the questions –––– What do we mean by What do we mean by ““DataData””??–– What kind of data are we talking about?What kind of data are we talking about?

•• Be Practical Be Practical –– Start at the Beginning Start at the Beginning –––– Define Sponsorship & ManagementDefine Sponsorship & Management–– Define ScopeDefine Scope–– Define Business & Technical AudienceDefine Business & Technical Audience–– Define Goals & ObjectivesDefine Goals & Objectives–– Define Communications PlanDefine Communications Plan

Framing & Selling Data Governance/StewardshipFraming & Selling Data Governance/StewardshipPrograms in a Corporate ContextPrograms in a Corporate Context


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Defining MeasurementsDefining Measurements &&Metrics of Program SuccessMetrics of Program Success

•• Business Value MeasuresBusiness Value Measures

•• Program Acceptability MeasuresProgram Acceptability Measures

•• Metrics Metrics Critical Success FactorsCritical Success Factors::–– Willingness to consider longerWillingness to consider longer--term value alongside the term value alongside the

immediately measurable acceptability benefits.immediately measurable acceptability benefits.–– Ability to attribute the improvements in informationAbility to attribute the improvements in information--based based

capabilities to the action of the program.capabilities to the action of the program.


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•• Business Value MeasurementsBusiness Value Measurements–– Increase Revenues and ProfitsIncrease Revenues and Profits–– Reduction of Duplicate DataReduction of Duplicate Data–– Reduction of Human ResourcesReduction of Human Resources–– Reduction in Application Development CostsReduction in Application Development Costs–– Reduction in System Integration CostsReduction in System Integration Costs–– Reduction in Time to MarketReduction in Time to Market–– Improvement in Data QualityImprovement in Data Quality–– Increase in ReportIncrease in Report--ability & Trackability & Track--abilityability


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•• More Business Value MeasurementsMore Business Value Measurements–– Productivity ImprovementProductivity Improvement–– Increase in Customer IntimacyIncrease in Customer Intimacy–– Number of Core Data Mapped toNumber of Core Data Mapped to

Corporate DataCorporate Data–– Increases in ROI from Other ProjectsIncreases in ROI from Other Projects–– Adherence to Audit & CorporateAdherence to Audit & Corporate

Responsibility IssuesResponsibility Issues


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•• Statements of quantifiable business value:Statements of quantifiable business value:–– ““Within 1 years we will have the ability to evaluate the Within 1 years we will have the ability to evaluate the

compliance of the organization compliance of the organization across business unitsacross business units rather rather than by business unit as we do now.than by business unit as we do now.””

–– ““Within 2 years weWithin 2 years we will be able to evaluate property for will be able to evaluate property for acquisition depending on acquisition depending on statestate--widewide standardized datastandardized data..””

–– ““Within 3 years we would like to have the ability to make Within 3 years we would like to have the ability to make customercustomer--based decisions based on based decisions based on crosscross--departmentaldepartmentalprogram area standard customer data &program area standard customer data &improved customer understanding.improved customer understanding.””


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•• Acceptability MeasurementsAcceptability Measurements–– People Trained as StewardsPeople Trained as Stewards–– People That Participate as StewardsPeople That Participate as Stewards–– Divisions or Locations or OfficesDivisions or Locations or Offices

That Participate as StewardsThat Participate as Stewards–– Number of Accesses of Number of Accesses of

Stewardship MetaStewardship Meta--DataData–– Number of Applications or Business AreasNumber of Applications or Business Areas

with Stewardship Metawith Stewardship Meta--DataData



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•• More Acceptability MeasurementsMore Acceptability Measurements–– Polling of Stewards &Polling of Stewards &

Steward MetaSteward Meta--Data UsersData Users–– Positions with Stewardship AccountabilitiesPositions with Stewardship Accountabilities–– Departments & Divisions thatDepartments & Divisions that

Follow the Data Stewardship ProgramFollow the Data Stewardship Program



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•• Percentage / Number of:Percentage / Number of:–– Business areas where a data standard (for a specific piece of Business areas where a data standard (for a specific piece of

data or data element) is accepted and useddata or data element) is accepted and used–– Information systems data elements sharing a standardInformation systems data elements sharing a standard–– Business processes that utilize a data standardBusiness processes that utilize a data standard–– Production reports (outputs) that utilize data standardProduction reports (outputs) that utilize data standard–– People that use data standard elementsPeople that use data standard elements–– Integrated business processesIntegrated business processes



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Data Stewardship Program ScorecardMonth: January, 2006

Metrics FY 2005 Monthly Actual Year-to-Date Actual

FY 2006 Goal

Stewardship ProgramBusiness Process # Business Process Team Members Trained on Stewardship

# Business Processes With Stewardship Meta-Data Collected# Projects Involving Stewards / Data Stewardship

Core Data # Business Process Elements Identified# Business Process Elements Mapped to Impact Points# Business Process Elements Mapped to Information Systems

Data Quality Issues # Data Quality Issues Identified through Stewardship# Data Quality Issues Resolved using the Stewardship$ Data Quality Issues Avoided through Stewardship$ Revenue Opportunities Identified through Stewardship$ Revenue Generated through Stewardship

ExecutionBenefits Realized Data Stewardship Revenue

Data Stewardship ExpenseOther Productivity GainNet Benefits

Unit Cost Stewardship Unit Cost/Business ProcessDirect Expense/Business Process

Revenue Loss % of Revenue Loss Identified as Unnecessary$ of Revenue Loss Identified as Unnecessary

Unnecessary Risk % of Risk Identified as Unnecessary$ of Risk Identified as Unnecessary

Unnecessary Rework % of Rework Identified as Unnecessary$ of Rework Identified as Unnecessary

SustainabilityStewardship Training Business Process Owners

- # Business Process Owners Trained on Stewardship- % Business Process Owners Trained on Stewardship- % Non-Business Process Owners Trained on Stewardship

Data Stewards- # Data Stewards Identified to be Trained- % Data Stewards Trained

Total Data Stewards TrainedProjects # Projects Involving Stewards / Data Stewardship

# Projects Actively Engaged in Collecting Stewardship Meta-DataStewardship Training # Stewards to be Trained / Educated on Stewardship

# Stewards Trained / Educated% Stewards to be Trained / Educated on Stewardship% Stewards Trained / Educated


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Leveraging, Developing & EnforcingLeveraging, Developing & EnforcingData Governance PolicyData Governance Policy

•• Company Data Management Policy InformationCompany Data Management Policy Information–– Does a data management/governance policy exist?Does a data management/governance policy exist?–– Is it used? Is it accessible?Is it used? Is it accessible?–– Is it enforced? Who enforces it?Is it enforced? Who enforces it?–– Are staff recognized for adherence?Are staff recognized for adherence?–– Are data management roles & responsibilitiesAre data management roles & responsibilities

spelled out in job descriptions?spelled out in job descriptions?

•• Augment / Leverage Existing PolicyAugment / Leverage Existing Policy–– Less Invasive Than Creating New PolicyLess Invasive Than Creating New Policy–– Enforce Existing Policy Through Data GovernanceEnforce Existing Policy Through Data Governance


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•• The Data Governance Policy Establishes 2 Key Directives:The Data Governance Policy Establishes 2 Key Directives:–– The Data Governance Policy states a need for a The Data Governance Policy states a need for a Data Governance Data Governance

OrganizationOrganization (consisting of Business Unit and Functional Area (consisting of Business Unit and Functional Area representation) that maintains the authority and accountability representation) that maintains the authority and accountability to to make responsible decisions for the betterment and improvement ofmake responsible decisions for the betterment and improvement ofdata quality, data usefulness and data value.data quality, data usefulness and data value.

–– The Data Governance Policy establishes the need for a The Data Governance Policy establishes the need for a Data Data Governance TeamGovernance Team, separate from the Project Teams, that is , separate from the Project Teams, that is responsible for being the responsible for being the ““data watch dogdata watch dog”” or dataor data--auditors for the auditors for the organization. This group will need to be staffed adequately to organization. This group will need to be staffed adequately to become become knowledgeable of the data management practices being followed inknowledgeable of the data management practices being followed in all all enterprise data integration, master data and metaenterprise data integration, master data and meta--data related data related activities.activities.


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•• Establishes the Establishes the Data Governance OrganizationData Governance Organization–– The Data Governance Organization is responsible for establishingThe Data Governance Organization is responsible for establishing and and

maintaining companymaintaining company--wide Data Governance policies, standards, wide Data Governance policies, standards, guidelines, and procedures.guidelines, and procedures.

–– The Data Governance Organization is comprised of the Steering The Data Governance Organization is comprised of the Steering Committee, the Data Governance Council, Data Steward Tactical Committee, the Data Governance Council, Data Steward Tactical Teams, Business Unit Data Steward Coordinators, Data Domain Teams, Business Unit Data Steward Coordinators, Data Domain Stewards, Operational Data Stewards, Identified System Subject Stewards, Operational Data Stewards, Identified System Subject Matter Experts and the Data Governance Program Team. Matter Experts and the Data Governance Program Team.

–– The Data Governance Council, will be made up of Business Unit The Data Governance Council, will be made up of Business Unit Representation (for Strategic Decision Making), Functional TrackRepresentation (for Strategic Decision Making), Functional TrackLeaders (for projectLeaders (for project--related Tactical Decision Making), Compliance & related Tactical Decision Making), Compliance & Quality Assurance Representation. Quality Assurance Representation.


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•• Establishes the Establishes the Data Governance Program TeamData Governance Program Team–– The management of the Data Governance Program is the responsibilThe management of the Data Governance Program is the responsibility of ity of

the Data Governance Organization and supported by a dedicated Dathe Data Governance Organization and supported by a dedicated Data ta Governance Program Team.Governance Program Team.

–– Data Governance is defined as:Data Governance is defined as:•• The execution and enforcement of authority over the management oThe execution and enforcement of authority over the management of f

enterprise data and enterprise data processes.enterprise data and enterprise data processes.•• Data Governance requires the arrangement, utilization and balancData Governance requires the arrangement, utilization and balance of e of

people, process, and technology to enable an organization to manpeople, process, and technology to enable an organization to manage age and leverage data as an enterprise asset.and leverage data as an enterprise asset.

•• Data Stewardship is the formalization of accountability for the Data Stewardship is the formalization of accountability for the management of definition, production and usage (i.e. Quality)management of definition, production and usage (i.e. Quality)of enterprise data assets. of enterprise data assets.


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•• Sample Governance Policy Verbiage:Sample Governance Policy Verbiage:–– Purpose Purpose –– This policy for Data Governance is designed to manage the This policy for Data Governance is designed to manage the

creation, transformation, and usage of data and related informatcreation, transformation, and usage of data and related information ion owned by or in the care of xxxxx and its subsidiaries and affiliowned by or in the care of xxxxx and its subsidiaries and affiliates. ates. This policy will direct the development of common data definitioThis policy will direct the development of common data definitions, ns, standards, requirements and processes; enforce lines of authoritstandards, requirements and processes; enforce lines of authority; and y; and assure that the governance framework is fully implemented.assure that the governance framework is fully implemented.

–– PolicyPolicy –– It is the policy of xxxxx to require that all data owned by or It is the policy of xxxxx to require that all data owned by or in in the care of xxxxx and its subsidiaries and affiliates be managedthe care of xxxxx and its subsidiaries and affiliates be managed as a as a corporate asset through defined Data Governance standards and corporate asset through defined Data Governance standards and procedures. procedures.


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•• Sample Governance Policy Verbiage:Sample Governance Policy Verbiage:–– Scope Scope –– This policy applies to all xxxxx employees, contractors, This policy applies to all xxxxx employees, contractors,

temporary employees, consultants, and authorized agents of the temporary employees, consultants, and authorized agents of the Company. Throughout this policy, the word "users" will be used Company. Throughout this policy, the word "users" will be used to to collectively refer to all such individuals. Adhering to the Datcollectively refer to all such individuals. Adhering to the Data a Governance policies and standards is the corporate responsibilitGovernance policies and standards is the corporate responsibility of y of everyone within xxxxx. Throughout this policy, the word everyone within xxxxx. Throughout this policy, the word ““xxxxxxxxxx”” will will be used to collectively refer to xxxxx and its subsidiaries and be used to collectively refer to xxxxx and its subsidiaries and affiliates.affiliates.

–– Policy Violations Policy Violations –– Data and information is a critical component of Data and information is a critical component of xxxxx business. All users must maintain the quality and integrixxxxx business. All users must maintain the quality and integrity of ty of these resources. Violations of this policy may be considered sethese resources. Violations of this policy may be considered serious rious breaches of trust, which can result in disciplinary action up tobreaches of trust, which can result in disciplinary action up to and and including termination of employment or contract and prosecution including termination of employment or contract and prosecution in in accordance with applicable federal, state, local laws.accordance with applicable federal, state, local laws.


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Suggestions for Contending With OrganizationalSuggestions for Contending With Organizational(In) (In) ToleranceTolerance for Changefor Change

•• Clearly Define & Communicate the Purpose, Goals, Clearly Define & Communicate the Purpose, Goals, Measures of the Data Governance ProgramMeasures of the Data Governance Program

•• Clearly Communicate the NonClearly Communicate the Non--Invasive ApproachInvasive Approach©©

•• Clearly Define Organizational and Managerial SupportClearly Define Organizational and Managerial Support

•• Clearly Define Processes and Commitments RequiredClearly Define Processes and Commitments Required

•• Clearly Define Responsibilities and IdentifyClearly Define Responsibilities and Identify““De FactoDe Facto”” Data StewardsData Stewards

•• Recognize Why Earlier Attempts FailedRecognize Why Earlier Attempts Failed


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Suggestions for Contending With OrganizationalSuggestions for Contending With Organizational(In) (In) ToleranceTolerance for Changefor Change

•• Promote Through Reward and RecognitionPromote Through Reward and Recognition

•• Effectively Transition Data Governance/Stewardship Into Effectively Transition Data Governance/Stewardship Into the Environmentthe Environment

•• Include Steward Responsibilities With Job DescriptionsInclude Steward Responsibilities With Job Descriptions

•• Automate Data Steward Processes Whenever PossibleAutomate Data Steward Processes Whenever Possible


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Data Governance OrganizationData Governance OrganizationRoles & ResponsibilitiesRoles & Responsibilities


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Data Governance OrganizationData Governance OrganizationIntro toIntro to Roles & ResponsibilitiesRoles & Responsibilities

•• Business & IT Need to be InvolvedBusiness & IT Need to be Involved–– Coordination is Required Coordination is Required –– Program Team to ManageProgram Team to Manage–– Cooperation is Required Cooperation is Required –– Data Governance Not OptionalData Governance Not Optional

•• IT Data Governance (IT)IT Data Governance (IT)

•• System Subject Matter Experts (Business/IT)System Subject Matter Experts (Business/IT)

•• Data Subject Matter Experts (Business/IT)Data Subject Matter Experts (Business/IT)


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Data Governance OrganizationData Governance OrganizationIntroduction to Roles & ResponsibilitiesIntroduction to Roles & Responsibilities

•• Remember the Key ConceptsRemember the Key Concepts–– Be NonBe Non--Invasive*Invasive*©© in Your Approachin Your Approach

–– DO NOTDO NOT give employees new job titles.give employees new job titles.Help them to recognize that the majority of their Help them to recognize that the majority of their work will not changework will not change..

–– Data Stewards are Data Stewards are NOTNOT hired.hired.Data Stewards Data Stewards AREARE identified & engaged identified & engaged according to their present according to their present responsibilities.responsibilities.

–– A Data Steward is A Data Steward is NOTNOT a position.a position.Becoming a Data Steward Becoming a Data Steward ISIS an accountability an accountability for the management of a for the management of a subset of enterprise data.subset of enterprise data.

•• Two Distinct Sets of ResponsibilitiesTwo Distinct Sets of Responsibilities–– Data Governance Program Roles Data Governance Program Roles –– Not the Stewards!Not the Stewards!–– Data Governance Organization Roles Data Governance Organization Roles –– Stewards, Council, Stewards, Council, ……


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•• Data Governance Program ManagementData Governance Program Management–– Oversee Entire Program / Architect Solution & FrameworkOversee Entire Program / Architect Solution & Framework–– Facilitate Governance Organization & Steward InvolvementFacilitate Governance Organization & Steward Involvement–– Develop and Deliver Education & MentoringDevelop and Deliver Education & Mentoring–– Quality Assurance Quality Assurance –– Oversight, Monitor, Report ResultsOversight, Monitor, Report Results

•• System Subject Matter Experts (SSME) or Data SMEsSystem Subject Matter Experts (SSME) or Data SMEs–– Plan & Implement Data Quality Activities at Application LevelPlan & Implement Data Quality Activities at Application Level–– Build Governance & Stewardship Activities into Work PlansBuild Governance & Stewardship Activities into Work Plans–– Collaborate with Stewards to Perform Data Quality ActivitiesCollaborate with Stewards to Perform Data Quality Activities

Data Producers(LOB)

Data Definers(LOB)

Data Users(LOB)

Steward Coordinator(Per LOB)

Data Domain Stewards(Cross LOB)


Data Producers(LOB)

Data Definers(LOB)

Data Users(LOB)






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•• Data Governance Steering CommitteeData Governance Steering Committee (Executive)(Executive)–– Sponsor, Approve, Champion Strategic Plan & PolicySponsor, Approve, Champion Strategic Plan & Policy–– Communicate with LOBs Expectations & RequirementsCommunicate with LOBs Expectations & Requirements–– Identify & Prioritize Data Quality InitiativesIdentify & Prioritize Data Quality Initiatives

•• Data Governance CouncilData Governance Council (Strategic)(Strategic)–– Provide Assurance of Enterprise Perspective & ApproachProvide Assurance of Enterprise Perspective & Approach–– Provide Strategic Direction for Data Stewardship CommitteeProvide Strategic Direction for Data Stewardship Committee–– Resolve Escalated Problems at Strategic LevelResolve Escalated Problems at Strategic Level

•• Tactical Data StewardsTactical Data Stewards (Tactical)(Tactical)–– Data Domain Stewards & Data Stewards CoordinatorsData Domain Stewards & Data Stewards Coordinators–– Identify and Coordinate Operational Data Stewards Identify and Coordinate Operational Data Stewards –– Identify and ManageIdentify and Manage--To Domains of DataTo Domains of Data–– Resolve Escalated Problems at Tactical LevelResolve Escalated Problems at Tactical Level

Data Producers(LOB)

Data Definers(LOB)

Data Users(LOB)




Data Producers(LOB)

Data Definers(LOB)

Data Users(LOB)




Data Producers(LOB)

Data Definers(LOB)

Data Users(LOB)






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•• Data Definer (Stewards)Data Definer (Stewards) –– Responsible for Responsible for ……–– Defining the data that will be used by the organization, how Defining the data that will be used by the organization, how

that data will be used, and how that data will be managed.that data will be used, and how that data will be managed.–– Creating/reviewing/approving data definitionsCreating/reviewing/approving data definitions–– Integrity and quality of data definitionIntegrity and quality of data definition–– Identifying data quality standardsIdentifying data quality standards–– Identifying and classifying data access levelsIdentifying and classifying data access levels–– Identifying and documenting regulatory and legal/risk issues Identifying and documenting regulatory and legal/risk issues

including data retention requirementsincluding data retention requirements–– Supporting/sharing knowledge w/other stewardsSupporting/sharing knowledge w/other stewards–– Communicating new and changed business requirements to Communicating new and changed business requirements to

individuals who may be impactedindividuals who may be impacted–– Communicating concerns, issues and problems with data to Communicating concerns, issues and problems with data to

the individuals that can influence changethe individuals that can influence change–– MetaMeta--Data Definers (Stewards)Data Definers (Stewards)

Data Producers(LOB)

Data Definers(LOB)

Data Users(LOB)






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•• Data Producer (Stewards)Data Producer (Stewards) –– Responsible for Responsible for ……–– Producing, creating, updating, deleting, retiring, archiving theProducing, creating, updating, deleting, retiring, archiving the

data that will be managed.data that will be managed.–– Integrity and quality of the data created or updated in their Integrity and quality of the data created or updated in their

department or process.department or process.–– Management and control of data creation.Management and control of data creation.–– Completeness and timeliness of data.Completeness and timeliness of data.–– Communicating new and changed business production Communicating new and changed business production

requirements to individuals that may be impacted.requirements to individuals that may be impacted.–– Communicating concerns, issues, and problems with data Communicating concerns, issues, and problems with data

production to individuals that can influence change.production to individuals that can influence change.–– MetaMeta--Data Producers (Stewards)Data Producers (Stewards)

Data Producers(LOB)

Data Definers(LOB)

Data Users(LOB)






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•• Data User (Stewards)Data User (Stewards) –– Responsible for Responsible for ……–– Using data to perform their job and processes.Using data to perform their job and processes.–– Integrity of data usage.Integrity of data usage.–– Communicating new and changed business data usage Communicating new and changed business data usage

requirements to individuals that may be impacted.requirements to individuals that may be impacted.–– Communicating concerns, issues, and problems with data Communicating concerns, issues, and problems with data

usage to individuals that can influence change.usage to individuals that can influence change.–– MetaMeta--Data Users (Stewards)Data Users (Stewards)

Data Producers(LOB)

Data Definers(LOB)

Data Users(LOB)






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TacticalTactical Stewards Stewards Domain DefinitionDomain Definition


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TacticalTactical Stewards Stewards Domain DefinitionDomain Definition

•• By Subject MatterBy Subject Matter–– CustomerCustomer–– VendorVendor–– MaterialMaterial–– Product, Product, ……

•• By Tier 1 & Tier 2 SystemsBy Tier 1 & Tier 2 Systems–– Operational Systems (TierOperational Systems (Tier--1)1)–– Integrated Data Sets (TierIntegrated Data Sets (Tier--2)2)

•• By OrganizationBy Organization–– Line of Business / Business UnitLine of Business / Business Unit–– Functional AreaFunctional Area


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OperationalOperational Stewards Stewards Criteria & TraitsCriteria & Traits

•• Data Stewards should have a Data Stewards should have a vision of what the future of data integrationvision of what the future of data integrationwithin thewithin the department can be and have the ability to get others to see thedepartment can be and have the ability to get others to see thevision and align all datavision and align all data--related activities with achieving the goals of the related activities with achieving the goals of the organization.organization.

•• Data Stewards are rarely satisfied with the way data is managed.Data Stewards are rarely satisfied with the way data is managed. They They should constantly be should constantly be looking for ways to improve the status quolooking for ways to improve the status quo of how of how data is managed and as a result, constantly strive for improvemedata is managed and as a result, constantly strive for improvements in nts in how data is defined, produced, and used.how data is defined, produced, and used.

•• Data Stewards should have the Data Stewards should have the ability to motivate the organizationability to motivate the organization to to achieve data integration by including all parties that are interachieve data integration by including all parties that are interested (or ested (or mandated) to integrate their data.mandated) to integrate their data.

•• Data Stewards Data Stewards should set an example of datashould set an example of data--related behaviorrelated behavior for the for the department. They should exhibit the datadepartment. They should exhibit the data--related behavior they want from related behavior they want from the department every day and in everything they do.the department every day and in everything they do.


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OperationalOperational Stewards Stewards Criteria & TraitsCriteria & Traits

•• Data Stewards should be Data Stewards should be team playersteam players. They must develop and help . They must develop and help achieve common goals and a shared sense of purpose regarding theachieve common goals and a shared sense of purpose regarding their ir specific subject matter and its linkages with organizational goaspecific subject matter and its linkages with organizational goals. They ls. They should be able to draw on their own strengths and look to othersshould be able to draw on their own strengths and look to others as a as a resource, and hold one another accountable where they are resource, and hold one another accountable where they are interdependent.interdependent.

•• Data Stewards should be Data Stewards should be diplomaticdiplomatic when dealing with other Stewards. when dealing with other Stewards. Conflict is an inevitable part of teamwork, as people are differConflict is an inevitable part of teamwork, as people are different from one ent from one another and situations are frequently ambiguous where values mayanother and situations are frequently ambiguous where values may differ. differ. An inability to come to grips with conflict is a serious limitatAn inability to come to grips with conflict is a serious limitation to a team ion to a team player. Data Stewards must have the personal interest, intuitivplayer. Data Stewards must have the personal interest, intuitive ability e ability and communication skills to facilitate issue resolution to achieand communication skills to facilitate issue resolution to achieve a ve a ““winwin--win.win.””


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Process IntegrationProcess IntegrationA A Key ComponentKey Component of Data Governanceof Data Governance

•• Stay Stay ““NonNon--InvasiveInvasive©©**”” in Your Process Integrationin Your Process Integration

•• ““ActiveActive”” Data GovernanceData Governance–– ProPro--Active Governance Active Governance –– Through Method/ProcessThrough Method/Process–– ReRe--Active Governance Active Governance –– Through Issue ResolutionThrough Issue Resolution

•• OverlayOverlay Roles & Responsibilities Over Existing Roles & Responsibilities Over Existing Methodology & WorkMethodology & Work--FlowFlow

•• Data Conflict Types & Engaging StewardsData Conflict Types & Engaging Stewards

•• Data Stewardship Conflict Resolution PathsData Stewardship Conflict Resolution Paths


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ProPro--ActiveActive Data GovernanceData GovernanceIntegrating With Existing MethodologyIntegrating With Existing Methodology

•• System Development Life Cycle System Development Life Cycle (SDLC)(SDLC)Application Development Life Cycle Application Development Life Cycle (ADLC)(ADLC)

Data Development Methodology Data Development Methodology (DDM)(DDM)DB Development Methodology DB Development Methodology (DbDM)(DbDM)

–– Planning (Roles, Time Commitments, Tasks)Planning (Roles, Time Commitments, Tasks)–– RequirementsRequirements–– AnalysisAnalysis–– DesignDesign–– DevelopmentDevelopment–– TestingTesting–– ImplementationImplementation–– MaintenanceMaintenance–– EnhancementEnhancement


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ReRe--ActiveActive Data GovernanceData GovernanceResolving Data ConflictsResolving Data Conflicts

•• Reactive Data Governance Focuses On:Reactive Data Governance Focuses On:–– Resolving Known Data Quality IssuesResolving Known Data Quality Issues–– Resolving Discrepancies in Data DefinitionResolving Discrepancies in Data Definition–– Improving Data IntegrationImproving Data Integration–– Cleaning & Collecting MetaCleaning & Collecting Meta--DataData


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ReRe--ActiveActive Data GovernanceData GovernanceResolving Data ConflictsResolving Data Conflicts

•• Is a Data Conflict a Data Conflict?Is a Data Conflict a Data Conflict?–– Are All Data Conflicts Created Equally?Are All Data Conflicts Created Equally?–– Resolved Equally?Resolved Equally?

•• Data Conflicts Often Coincide with Steward Roles Data Conflicts Often Coincide with Steward Roles ……–– Data Definition ConflictsData Definition Conflicts–– Data Production ConflictsData Production Conflicts–– Data Usage ConflictsData Usage Conflicts

•• ReRe--Active Governance Through:Active Governance Through:–– Issue ResolutionIssue Resolution–– Data Quality InitiativesData Quality Initiatives


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ReRe--ActiveActive Data Governance Data Governance Data Data DefinitionDefinition ConflictsConflicts

•• Defining Data Definition ConflictsDefining Data Definition ConflictsA Data Definition Conflict is a divergence of business and/or teA Data Definition Conflict is a divergence of business and/or technical chnical opinion about the definition or requirements for or about specifopinion about the definition or requirements for or about specific data that ic data that will be used to support business activities.will be used to support business activities.

•• Defining Data Production ConflictsDefining Data Production ConflictsA Data Production Conflict is a divergence of business and/or teA Data Production Conflict is a divergence of business and/or technical chnical opinion about the production of specific data that will be used opinion about the production of specific data that will be used to support to support business activities.business activities.

•• Defining Data Usage ConflictsDefining Data Usage ConflictsA Data Usage Conflict is a divergence of business and/or technicA Data Usage Conflict is a divergence of business and/or technical opinion al opinion about the usage of specific data that will be used to support buabout the usage of specific data that will be used to support business siness activities. activities.


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ReRe--ActiveActive Data Governance Data Governance Resolving ConflictsResolving Conflicts

•• Data Quality MethodologyData Quality Methodology–– Qualify & Prioritize Data IssueQualify & Prioritize Data Issue–– Identify Affected Data DomainIdentify Affected Data Domain–– Identify Affected Data StewardsIdentify Affected Data Stewards–– Conduct Data Systems & Data Resource DiscoveryConduct Data Systems & Data Resource Discovery–– Conduct Root Cause AnalysisConduct Root Cause Analysis–– Conduct CostConduct Cost--Benefit AnalysisBenefit Analysis–– Analyze & Recommend ResolutionAnalyze & Recommend Resolution–– Gain Approval, Funding, ResourcesGain Approval, Funding, Resources–– Resolve Data IssueResolve Data Issue

•• Cross Reference DQ Methodology & ResourcesCross Reference DQ Methodology & Resources–– WhoWho does does WhatWhat and and WhenWhen??


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•• Invoking Roles & ResponsibilitiesInvoking Roles & Responsibilities–– Who identifies the conflict?Who identifies the conflict?–– Who directs the formal resolution effort?Who directs the formal resolution effort?–– Who engages the pertinent data stewards?Who engages the pertinent data stewards?–– What will be the decided upon outcome?What will be the decided upon outcome?

•• Define Escalation Paths & Decision MakingDefine Escalation Paths & Decision Making

ReRe--ActiveActive Data Governance Data Governance Resolving ConflictsResolving Conflicts


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Conflict Resolution PathsConflict Resolution PathsPyramid DiagramPyramid Diagram


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Managing Data Governance MetaManaging Data Governance Meta--DataDataConceptual MetaConceptual Meta--ModelModel

Person Id (PK)Person NameContact InfoInclude “Unassigned”

Business UnitCode

SubjectMatter

Person Data LevelCode

Project Code

Data

StewardType Code

Steward Link(Relationship)

Position Link(Relationship)

Person Id (FK)Position Code (FK)Business Unit Code (FK)

Business Unit Code (PK)Business Unit Name

Steward Type Code (PK)Steward Type Desc DD-Data Definer DP-Data Producer DU-Data User SS-System Steward

Data Level Code (PK)Data Level Desc DM-Data Model ENT-Entity ATR-Attribute DB-Database TBL-Table COL-Column

Project Code (PK)Project Name IMS-IMS WAFR-WAFR CHAZ-CHAZ

PositionCode

Person Id (PFK)Position Code (PFK)Business Unit Code (PFK)Data Name (PFK)Data Level Type Code (PFK)Steward Type Code (PFK)

Data Name (PK)Data Level Type Code (PFK)Subject Matter Code (FK)

Subject Matter Code (PK)Subject Matter Name

Position Code (PK)Position NamePosition Grade

ISDMIntegration

ISDM Task Number (PK)Stewards Type Code (PFK)

ISDMTask

ISDM Task Number (PK)ISDM Task Desc


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Managing Data Governance MetaManaging Data Governance Meta--DataDataCommon Data Matrix / Data Sharing MatrixCommon Data Matrix / Data Sharing Matrix


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Developing an Action Plan toDeveloping an Action Plan toBuild a Data Governance/Stewardship ProgramBuild a Data Governance/Stewardship Program

•• TwelveTwelve--Step Action PlanStep Action Plan

1.1. Define Data Governance & Best PracticesDefine Data Governance & Best PracticesDefine Drivers of, and Need for, Governance & StewardshipDefine Drivers of, and Need for, Governance & Stewardship

2.2. Perform Assessment of Existing Practices Vs. Best PracticesPerform Assessment of Existing Practices Vs. Best Practices

3.3. Identify Strengths, Opportunities for ImprovementIdentify Strengths, Opportunities for ImprovementCommunicate Gaps & Risks Associated with GapsCommunicate Gaps & Risks Associated with GapsDevelop Data Governance Action PlanDevelop Data Governance Action Plan


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•• TwelveTwelve--Step Action Plan (continued)Step Action Plan (continued)

4.4. Frame & Sell the Data Governance/Stewardship ProgramFrame & Sell the Data Governance/Stewardship ProgramDefine Key Concepts & Key TermsDefine Key Concepts & Key TermsSpecify Goals, Objectives, Measures, CommunicationsSpecify Goals, Objectives, Measures, Communications

5.5. Define, Identify & Document Data Governance OrganizationDefine, Identify & Document Data Governance OrganizationInclude Business & Technical Roles & ResponsibilitiesInclude Business & Technical Roles & ResponsibilitiesInclude Time Commitments, Workflow IntegrationInclude Time Commitments, Workflow IntegrationDefine Domains & CrossDefine Domains & Cross--LOB CoordinationLOB Coordination

6.6. Select Steward MetaSelect Steward Meta--Data to ManageData to ManageDevelop Data Governance ToolsDevelop Data Governance ToolsPlan for Sourcing Steward MetaPlan for Sourcing Steward Meta--DataData


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7.7. Develop Data Governance/Stewardship Roll Out Plan,Develop Data Governance/Stewardship Roll Out Plan,Resource Plan and Communications PlanResource Plan and Communications Plan

8.8. Populate Steward MetaPopulate Steward Meta--Data ToolData ToolIdentify Identify ““DeDe--FactoFacto”” Data Stewards Through Existing InitiativesData Stewards Through Existing Initiatives

9.9. Identify & Educate Data Governance OrganizationIdentify & Educate Data Governance OrganizationAttach to Meaningful Data Integration EffortsAttach to Meaningful Data Integration EffortsUse ProUse Pro--Active & Reactive Data Governance ProcessesActive & Reactive Data Governance Processes


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10.10. Engage Data Governance CouncilEngage Data Governance CouncilEngage Data Domain Stewards & Operational StewardsEngage Data Domain Stewards & Operational StewardsTurn Steward MetaTurn Steward Meta--Data Over to ProductionData Over to Production

11.11. Enhance Data Governance/Stewardship ProgramEnhance Data Governance/Stewardship ProgramWith New or Changed RequirementsWith New or Changed Requirements

12.12. Evaluate Data Governance/Stewardship ProgramEvaluate Data Governance/Stewardship ProgramMonitor & Report UsageMonitor & Report Usage


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Developing an Action Plan toDeveloping an Action Plan toMarket Data Governance/StewardshipMarket Data Governance/Stewardship

•• TenTen--Step Marketing Action PlanStep Marketing Action Plan

1.1. Select a Project or Projects for Data Governance & Data Select a Project or Projects for Data Governance & Data Stewardship Program to Focus Initial SupportStewardship Program to Focus Initial Support

2.2. Develop Use Cases to Identify Ways That Data Governance Develop Use Cases to Identify Ways That Data Governance & Data Stewardship will be Used to Support the Project& Data Stewardship will be Used to Support the Project

3.3. Educate Project Teams on the Uses of the Data Educate Project Teams on the Uses of the Data Governance & Data Stewardship ProgramGovernance & Data Stewardship Program


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•• TenTen--Step Marketing Action Plan (continued)Step Marketing Action Plan (continued)

4.4. Educate Project Teams on Expectations, Skills, Tasks, Educate Project Teams on Expectations, Skills, Tasks, ToolsTools

5.5. Measure and Report Results of Data Governance & Data Measure and Report Results of Data Governance & Data Stewardship Project to Project TeamsStewardship Project to Project Teams

6.6. Promote Measurements and Successes Via Newsletters, Promote Measurements and Successes Via Newsletters, Emails, Memos, AnnouncementsEmails, Memos, Announcements


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•• TenTen--Step Marketing Action Plan (continued)Step Marketing Action Plan (continued)

7.7. Provide OnProvide On--Call Data Governance/Stewardship Program HotCall Data Governance/Stewardship Program Hot--Line and SupportLine and Support--LineLine

8.8. Provide OnProvide On--Line, Portal Access and SupportLine, Portal Access and Support

9.9. Provide Classroom and/or Individual Education and TrainingProvide Classroom and/or Individual Education and Training

10.10. Provide BrownProvide Brown--Bag Lunches to Educate/Attract Potential Data Bag Lunches to Educate/Attract Potential Data Governance/Stewardship UsersGovernance/Stewardship Users


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Wrap UpWrap Up& Discussion& Discussion

•• Final SummaryFinal Summary–– Keep Your Solution Practical & PragmaticKeep Your Solution Practical & Pragmatic–– Consider the Key Concepts Suggested EarlierConsider the Key Concepts Suggested Earlier–– Stay NonStay Non--Invasive*Invasive*©© in Your Approachin Your Approach–– Remember the 3Remember the 3--DD’’s of Data Governance & Data Stewardships of Data Governance & Data Stewardship–– Emphasize the Use of MetaEmphasize the Use of Meta--Data to Support the ProgramData to Support the Program

•• Questions & Case Discussion Questions & Case Discussion (if time is available)(if time is available)

–– Financial Company in AtlantaFinancial Company in Atlanta–– State Government in FloridaState Government in Florida–– Manufacturing & Retail Company in Mexico CityManufacturing & Retail Company in Mexico City

•• Thank you for selecting this session.Thank you for selecting this session.


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ContactContactInformationInformation

•• Robert S. Robert S. SeinerSeinerKIK Consulting & Educational Services, LLC KIK Consulting & Educational Services, LLC –– KIKconsulting.comKIKconsulting.comThe Data Administration Newsletter, LLC The Data Administration Newsletter, LLC -- TDAN.comTDAN.comPost Office Box 112571, Pittsburgh, Pennsylvania 15241Post Office Box 112571, Pittsburgh, Pennsylvania 15241412.220.9643, 412.220.9644 (Fax)412.220.9643, 412.220.9644 (Fax)[email protected]@[email protected]@tdan.com

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