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Data Management Association Australia Webinar, 28 July 2020
Change management success for
data governance initiatives
Reid Elliott
“In God we trust, all others
must bring data.”
— W Edwards Deming
Why is change
management important
for data governance?
4Source: DAMA DMBOK2.
Data governance is about data… and people
Data governance context
Data governance outputs
• Data governance strategy
• Data principles
• Defined data management practices
• etc.
People as data governance users
• Data governance body members
• Data and analytics professionals
• Data owners
• Project managers
• Operational teams
• Clients
• etc.
5
1. Sources: Prosci Best Practices in Change Management. 2018. Data from studies 2007-2017. Figures rounded. Note: data is across all project types, not specific to data governance.
Research tells us effective change management correlates
strongly with project success
What change management research tells us
1. Project goals met
“~80% of projects with
excellence change
management were delivered
on budget vs. ~50% of those
with poor change
management”1
3. Enable benefits
“Projects with excellent
change management
effectiveness were 6X more
likely to have met project
objectives than those with
poor change management” 1
2. Manage risks
“~70% of projects with
excellent change
management delivered on or
ahead of schedule vs. >15%
of those with poor change
management” 1
6
Data governance approaches enable benefits to the extent
that our stakeholders adopt and use them effectively
Questions:
1. Why is change management important for
data governance success?
2. What do you want to get out of this
session?
Why change management matters
Maximising benefits from data
governance relies on people
adopting and using it.
If we know change management is
important for data governance…
The importance of change
management is recognised in
the Data Management Body
of Knowledge
Let’s focus on how we can explain this
clearly and powerfully to others…
1. Source: DAMA DMBOK2.
What change challenges
can arise for data
governance projects?
8
Change management challenges can result in lower than
planned levels of data governance adoption and use
Recognising change management challenges
1. Speed of data
governance adoption
“We have some visionaries,
but overall the organisation
isn’t following as quickly as
we’d like.”
3. Proficiency of applying
data governance
“Everyone’s done their
mandatory training, but
some still aren’t doing the
right thing”
2. Level of data
governance adoption
“We made some good
progress initially, but now
we’ve stalled.”
9Sources: Redgate Data Governance Implementation Survey, 2018. Prosci ADKAR Model, 2018.
Data governance projects can experience change
challenges across each step of the change journey
Common data governance change challenges
Change objectives Awareness Desire Knowledge Ability Reinforcement
Common change
challenges for data
projects
• Lack of
awareness of
benefits to the
business
• Data hoarding
• Staff asking the
same questions
over and over
• Delays in
implementation
• Lack of alignment
across the
organisation
• Low attendance or
passive participation
in stakeholder
engagement, co-
design and training
sessions
• Lack of
understanding of
what is required
• Staff worry whether
they can succeed
with planned
changes
• Low or incorrect
usage of data
governance
practices
• Disruption to
business
processes
• Sustained
reduction
in productivity
• Poor maintenance of
documentation /
inventory
• Poor change control over
time
• Lack of support from
executive leadership
• Staff revert to old ways
of working
• Ultimate adoption of data
governance practices is
less than anticipated
Question: What change challenges have you seen on data projects?
How can change
management help you
drive data governance
success?
11
Change management applies a people-focused approach
to driving data governance adoption, use and benefits
Change management for data governance
• Metadata
• Data security
• Data
architecture
• Reference
data
Prepare, Manage
and Sustain
change through:
• Comms
• Sponsorship
• Coaching
• Training
• Risk and Issue
Management
• Awareness
• Desire
• Knowledge
• Ability
• Reinforcement
• Adoption
• Use
• Proficiency of
use
• Increase
revenue
• Reduce cost
• Improve
compliance
etc.
1. Data
Governance
outputs
2. Change
Management
activities
3. People
change
readiness
4. Change
success for data
governance
users
5. Benefits
enabled
12Source: Prosci ADKAR Model.
It’s helpful to know which change management activities to
use when, depending on your change objectives
What activities to use when
Change objectives
Change activities
Awareness
of the need for
change
Desire
to support the
change
Knowledge
of how to change
Ability
for skills &
behaviours
Reinforcement
to make change
stick
Comms ü ü
Sponsorship ü
Training ü
Resistance Mgmt. ü
Coaching ü ü ü
Question: What change management tactics have you found most
effective for data projects?
13Source: Prosci Best Practices in Change Management, 2018.
Change management research emphasises the
importance of sponsorship
Change management research findings
Data governance projects requires a sponsorship coalition comprising
senior executive leadership, data, IT, and business leaders
Effective sponsors:
A. Actively and visibly
participate throughout the
project
B. Build a coalition of
sponsorship with peers and
managers
C. Communicate directly with
employees
14Source: Prosci Change Management Process, 2018.
Support people through their full change journeys so they
can successfully prepare for, manage and sustain change
Change planning
•Collect and analyse feedback
•Diagnose gaps and address
resistance
•Implement corrective actions
and celebrate success
•Define change strategy
•Prepare change team
•Develop sponsorship
model
•Develop change plans
•Take action to implement
plans
•Update plans
Prepare Manage Sustain
15Source: My project experience.
Understand who can help manage change for your data
governance initiative
Who can help manage change
• Sponsors
• Process owners
• Subject matter
experts
• Early adopters
• Managers
• Data
governance
professionals
• Project teams
• Vendors
• Internal Change
team
• HR
• Communications
• External change
management
resources
Business
resources
Technical
resources
Enabling partners
What does success look
and feel like?
17
1. Sources: Prosci Best Practices in Change Management. 2018. Data from studies 2007-2017. Figures rounded. Note: data is across all project types, not specific to data governance.
Change management success helps to deliver data
governance projects, manage risks and realise benefits
What success looks like
1. Project goals met
• On time
• On budget
• To quality specifications
3. Enable benefits
• Increase revenue
• Reduce costs
• Improve compliance
2. Manage risks
• Manage adoption risks
• Smooth transition through
go-live
Putting it all together
19
Change management is a critical enabler for data
governance success
Key messages
1. Data governance benefits are
highly people-dependent
2. Change management helps
drive data governance adoption,
enabling benefits
3. Define the levels of
awareness, desire, knowledge
and ability you want users to
reach
4. Use change management
techniques include
communications, training,
sponsorship, coaching and
actively manage risks to
adoption
5. Identify the top change
management priority for your
own current project and a
change management techniques
that you can use to address it
What’s one change
management action you can
take tomorrow to move
closer to your data
governance goals?
Thank you

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Change management success for data governance

  • 1. Data Management Association Australia Webinar, 28 July 2020 Change management success for data governance initiatives Reid Elliott
  • 2. “In God we trust, all others must bring data.” — W Edwards Deming
  • 3. Why is change management important for data governance?
  • 4. 4Source: DAMA DMBOK2. Data governance is about data… and people Data governance context Data governance outputs • Data governance strategy • Data principles • Defined data management practices • etc. People as data governance users • Data governance body members • Data and analytics professionals • Data owners • Project managers • Operational teams • Clients • etc.
  • 5. 5 1. Sources: Prosci Best Practices in Change Management. 2018. Data from studies 2007-2017. Figures rounded. Note: data is across all project types, not specific to data governance. Research tells us effective change management correlates strongly with project success What change management research tells us 1. Project goals met “~80% of projects with excellence change management were delivered on budget vs. ~50% of those with poor change management”1 3. Enable benefits “Projects with excellent change management effectiveness were 6X more likely to have met project objectives than those with poor change management” 1 2. Manage risks “~70% of projects with excellent change management delivered on or ahead of schedule vs. >15% of those with poor change management” 1
  • 6. 6 Data governance approaches enable benefits to the extent that our stakeholders adopt and use them effectively Questions: 1. Why is change management important for data governance success? 2. What do you want to get out of this session? Why change management matters Maximising benefits from data governance relies on people adopting and using it. If we know change management is important for data governance… The importance of change management is recognised in the Data Management Body of Knowledge Let’s focus on how we can explain this clearly and powerfully to others… 1. Source: DAMA DMBOK2.
  • 7. What change challenges can arise for data governance projects?
  • 8. 8 Change management challenges can result in lower than planned levels of data governance adoption and use Recognising change management challenges 1. Speed of data governance adoption “We have some visionaries, but overall the organisation isn’t following as quickly as we’d like.” 3. Proficiency of applying data governance “Everyone’s done their mandatory training, but some still aren’t doing the right thing” 2. Level of data governance adoption “We made some good progress initially, but now we’ve stalled.”
  • 9. 9Sources: Redgate Data Governance Implementation Survey, 2018. Prosci ADKAR Model, 2018. Data governance projects can experience change challenges across each step of the change journey Common data governance change challenges Change objectives Awareness Desire Knowledge Ability Reinforcement Common change challenges for data projects • Lack of awareness of benefits to the business • Data hoarding • Staff asking the same questions over and over • Delays in implementation • Lack of alignment across the organisation • Low attendance or passive participation in stakeholder engagement, co- design and training sessions • Lack of understanding of what is required • Staff worry whether they can succeed with planned changes • Low or incorrect usage of data governance practices • Disruption to business processes • Sustained reduction in productivity • Poor maintenance of documentation / inventory • Poor change control over time • Lack of support from executive leadership • Staff revert to old ways of working • Ultimate adoption of data governance practices is less than anticipated Question: What change challenges have you seen on data projects?
  • 10. How can change management help you drive data governance success?
  • 11. 11 Change management applies a people-focused approach to driving data governance adoption, use and benefits Change management for data governance • Metadata • Data security • Data architecture • Reference data Prepare, Manage and Sustain change through: • Comms • Sponsorship • Coaching • Training • Risk and Issue Management • Awareness • Desire • Knowledge • Ability • Reinforcement • Adoption • Use • Proficiency of use • Increase revenue • Reduce cost • Improve compliance etc. 1. Data Governance outputs 2. Change Management activities 3. People change readiness 4. Change success for data governance users 5. Benefits enabled
  • 12. 12Source: Prosci ADKAR Model. It’s helpful to know which change management activities to use when, depending on your change objectives What activities to use when Change objectives Change activities Awareness of the need for change Desire to support the change Knowledge of how to change Ability for skills & behaviours Reinforcement to make change stick Comms ü ü Sponsorship ü Training ü Resistance Mgmt. ü Coaching ü ü ü Question: What change management tactics have you found most effective for data projects?
  • 13. 13Source: Prosci Best Practices in Change Management, 2018. Change management research emphasises the importance of sponsorship Change management research findings Data governance projects requires a sponsorship coalition comprising senior executive leadership, data, IT, and business leaders Effective sponsors: A. Actively and visibly participate throughout the project B. Build a coalition of sponsorship with peers and managers C. Communicate directly with employees
  • 14. 14Source: Prosci Change Management Process, 2018. Support people through their full change journeys so they can successfully prepare for, manage and sustain change Change planning •Collect and analyse feedback •Diagnose gaps and address resistance •Implement corrective actions and celebrate success •Define change strategy •Prepare change team •Develop sponsorship model •Develop change plans •Take action to implement plans •Update plans Prepare Manage Sustain
  • 15. 15Source: My project experience. Understand who can help manage change for your data governance initiative Who can help manage change • Sponsors • Process owners • Subject matter experts • Early adopters • Managers • Data governance professionals • Project teams • Vendors • Internal Change team • HR • Communications • External change management resources Business resources Technical resources Enabling partners
  • 16. What does success look and feel like?
  • 17. 17 1. Sources: Prosci Best Practices in Change Management. 2018. Data from studies 2007-2017. Figures rounded. Note: data is across all project types, not specific to data governance. Change management success helps to deliver data governance projects, manage risks and realise benefits What success looks like 1. Project goals met • On time • On budget • To quality specifications 3. Enable benefits • Increase revenue • Reduce costs • Improve compliance 2. Manage risks • Manage adoption risks • Smooth transition through go-live
  • 18. Putting it all together
  • 19. 19 Change management is a critical enabler for data governance success Key messages 1. Data governance benefits are highly people-dependent 2. Change management helps drive data governance adoption, enabling benefits 3. Define the levels of awareness, desire, knowledge and ability you want users to reach 4. Use change management techniques include communications, training, sponsorship, coaching and actively manage risks to adoption 5. Identify the top change management priority for your own current project and a change management techniques that you can use to address it
  • 20. What’s one change management action you can take tomorrow to move closer to your data governance goals?