RWDG Slides: Building a Data Governance Roadmap

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Copyright © 2020 Robert S. Seiner – KIK Consulting & Educational Services / TDAN.com
Non-Invasive Data Governance™ is a trademark of Robert S. Seiner & KIK Consulting
#RWDG @RSeiner
Real-World Data Governance
Building a Data Governance Roadmap
Monthly Webinar Series Hosted by DATAVERSITY
Robert S. Seiner – KIK Consulting / TDAN.com
July 16, 2020 – 11:00 a.m. PT / 2:00 p.m. ET

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#RWDG @RSeiner
Introduction
Real-World Data Governance – Monthly Webinar Series
August 20, 2020 – Data Governance Roles and Responsibilities
Third Thursday each Month @ 2pm EST – Register at TDAN.com, KIKconsulting.com, DATAVERSITY.net
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Home of Non-Invasive Data Governance™

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#RWDG @RSeiner
• In the webinar I will share:
– Criteria for Defining Best Practices
– Using the Assessment Results to Build the Roadmap
– Examples of Repeated Actionable Streams
– The Role of the Program Administrator in Executing the Roadmap
– Communicating the Roadmap to the Stakeholders
Abstract

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#RWDG @RSeiner
• Standing Up a Data Governance Program
• The Two Criteria
• The Five Questions
• Assessing Against the Best Practices
Criteria for Defining Best Practices

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#RWDG @RSeiner
• Standing Up a Data Governance Program
– Make This Point Early in Assessment
– Not Down in the Weeds –––––––––––––– Yet!
– Utilize Industry Best Practices
– Take Ready, Aim, Fire Approach
– Interview Cross Section of Business Functions ––––– Or not!

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• The Two Criteria
– Practical, Achievable and Adds Value
– Data Governance Will Be at Risk If Not Achieved
– Answer to Both Criteria Need to be Yes
– Typically Limited to 4-6 Best Practices
– Some Are Binary!

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• The Five Questions
– Why is this best practice for your organization?
– What do we do already that can be leveraged to achieve the best practice?
– Where is there opportunity to improve toward the best practice?
– What is the gap between the present practice and the best practice?
– What is the risk associated with the gap?

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• Assessing Against the Best Practices
– Provide Best Practices as a Questionnaire
– Share Ahead of Assessment “Interviews” (if there are interviews)
– Prefill in the Answer to “Why is this best practice for us?”
– Pre-Answer the Other Questions With Limited Bullets
– Assess Answers to Build Recommendations

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#RWDG @RSeiner
• Build Best Practices
• Build Recommendations
• Build Actionable Streams
• Build Notional Timeline
Using the Assessment Results to Build the Roadmap

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– Write Them in the Present Tense
– Underline and Define Key Terms
– Gain Sponsor Approval Before Assessment
– Limit the Number of Best Practices
– Repeat: Best Practices for Standing Up the Program

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– Best Practices Selected Most Often
1. Senior Leadership Supports, Sponsors and Understands Data Governance
2. Resource(s) are Allocated to Define and Administer the Program
3. Roles and Responsibilities are Clearly Defined and Accepted
4. Goals, Scope, Expectations, Metrics are Defined and Accepted
5. Data is Governed Consistently Across the Organization
6. Data Governance Policy is Approved by Senior Leadership
This is an important slide!

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#RWDG @RSeiner
– Best Practices Selected Most Often
1. Senior Leadership Supports, Sponsors and Understands Data Governance
2. Resource(s) are Allocated to Define and Administer the Program
3. Roles and Responsibilities are Clearly Defined and Accepted
4. Goals, Scope, Expectations, Metrics are Defined and Accepted
5. Data is Governed Consistently Across the Organization
6. Data Governance Policy is Approved by Senior Leadership

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– Based on Results of the Assessment
– Tie Back to Specific Best Practices
– Multiple Best Practices Associated With Each Recommendation
– Provide Assessment Details to Tell the Entire Story
– Share to Whom the Recommendations are Tied

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– Recommendations Selected Most Often
1. Deliver an Operating Model of Roles & Responsibilities
2. Deliver a Data Governance Policy, Charter and/or Guidelines
3. Determine Placement and Who Will Administer
4. Incrementally Roll Out the Program (Start with a PoC or Pilot)
5. Deliver a Thorough Governance Communications Plan
6. Deliver a Data Documentation (Metadata) Platform or Catalog
7. Deliver S.M.A.R.T.* Program Metrics
8. Incrementally Build Capacity to Complete Numbers 1-7
* specific, measurable, actionable, realistic, timely

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– Recommendations Selected Most Often
1. Deliver an Operating Model of Roles & Responsibilities
2. Deliver a Data Governance Policy, Charter and/or Guidelines
3. Determine Placement and Who Will Administer
4. Incrementally Roll Out the Program (Start with a PoC or Pilot)
5. Deliver a Thorough Governance Communications Plan
6. Deliver a Data Documentation (Metadata) Platform or Catalog
7. Deliver S.M.A.R.T.* Program Metrics
8. Incrementally Build Capacity to Complete Numbers 1-7

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• Build Actionable Streams
– Determine Placement and Who Will Administer
– Incrementally Build Capacity to Address Actionable Streams
– Deliver an Operating Model of Roles & Responsibilities
– Deliver a Thorough Governance Communications Plan
– Deliver a Data Governance Policy, Charter and/or Guidelines
– Incrementally Roll Out the Program (Start with a PoC or Pilot)
– Deliver a Data Documentation (Metadata) Platform or Catalog
– Deliver S.M.A.R.T.* Program Metrics
Reorder

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• Build Notional Timeline
Data Documentation Repository / Metadata Platform
Data Governance Lead
Data Governance Policy
Performance Metrics
Incrementally Roll Out
Data Governance
Communication and Awareness Plan
Data Governance
Roles and Responsibilities
ActionableStreams
Notional Timeline
JUL 20 AUG 20 SEP 20MAR 20 APR 20
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3
2
4
5
6
JUN 20MAY 20
7
Data Governance
Actionable Streams and Timeline
OCT 20 NOV 20 DEC 20
Phase 2.a Activities
Phase 2.b Activities
Legend
JAN 21 FEB 21
JUL 20 AUG 20 SEP 20MAR 20 APR 20 JUN 20MAY 20 OCT 20 NOV 20 DEC 20 JAN 21 FEB 21
Pilot / Proof of Concept Activities

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• Roles and Responsibilities
• Communication Plan
• Data [Governance] Policy
• Build Capacity
• Incremental Roll Out
Examples of Repeated Actionable Streams

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• Roles and Responsibilities
– Dataversity RWDG Webinar – April 2019 … others
– Build an Operating Model (Pyramid Diagram)
– Executive, Strategic, Tactical, Operational, Support Roles
– Administrative (Support?) Roles
– Name the Roles Appropriately for Your Organization

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• Communication Plan
– TDAN.com Article – July 2014 … others
– Three Os of Communications (Orientation, Onboarding, Ongoing)
– Specify Types of Communications Associated With Each O
– Cross Reference Types With Roles
– Complete With: Message, Cadence, Delivery, Actions …

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• Data [Governance] Policy
– Dataversity RWDG Webinar – February 2020 … and others
– Program Backbone (if necessary)
– All Policy Governs – Governance Policy Exists
– Approval Signifies Leadership Support, Sponsorship, Understanding
– Principles, Constraints, Consequences

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• Build Capacity
– TDAN.com Article – July 2020
– Will Not Start at Full Capacity
– Capacity Depends on Demonstrated Success
– Consider Federated vs. Central vs. Distributed Method
– Capacity Related to Best Practice Number Two (Resources Allocated)

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• Incremental Roll Out
– Assorted Dataversity RWDG Webinars and TDAN.com Articles
– Big Bang Approaches Do Not Work
– Sizing and Selecting Proof of Concept or Pilot
– Testing the Operating Model, Processes and Communications
– Incrementally Build Tool Kit of Repeatable Processes

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• Administer the Program
• Build Processes and Artifacts
• Responsible For Everything
• Communicate with Council
• Facilitate Working Groups
The Role of the Program Administrator in Executing the Roadmap

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#RWDG @RSeiner
• Administer the Program
– The Program Will Not Administer Itself
– Data Governance Lead, Manager or Administrator
– Accountable to Their Management (and the Sponsor)
– Responsible to the Strategic Level (Council?)
– Time Allocated is Best Practice Number Two

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• Build Processes and Artifacts
– Processes and Artifacts Will Not Build Themselves
– Program Goal to Provide Value-Add Repeatable Processes
– Utilize a Governance Activity Matrix (RACI*)
– Cross Reference Process Steps and Roles
– Approximate Expectations of Time, Duration, Outcome of Each Step
* responsible, accountable, consulted, informed

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#RWDG @RSeiner
• Responsible For Everything
– People in the Roles Need Guidance, Direction and Hand-Holding
– Responsible for Every Step Documented in Processes
– Can be Responsible With Working Team and/or Data Domain Stewards
– One Role is Accountable, Multiple Can Be Responsible
– Administrator Should Have Experience and/or Be Mentored

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#RWDG @RSeiner
• Communicate with Council
– Schedule Council Meetings
– Provide Agenda for Council Meetings
– Direct Council Meetings
– Provide Minutes and/or Appropriate Communications (for all)
– Provide Follow-Up With Council Members

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• Facilitate Working Groups
– Working Groups Require Guidance, Direction, and Hand-Holding
– Lead by Administrator and/or Project Management Office
– Provide Preliminary and Extended Roles
– Provide Preliminary and/or Repeatable Processes
– Require Effective Communication and Leadership

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#RWDG @RSeiner
• Managing to a Communication Plan
• Three Os of Communications
• Three Stakeholder Questions
• Council Meeting Participation
Communicating the Roadmap to the Stakeholders

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#RWDG @RSeiner
• Managing to a Communication Plan
– Integral Part of a Data Governance Roadmap
– Cross Reference Communications Types with Roles
– Data Governance Will Not Communicate Itself
– Details of Plan Include:
• Messages to be Shared
• Instruments to be Used
• Cadence for Communications
• Artifacts That Are Required to be Built

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#RWDG @RSeiner
• Three Os of Communications
– Orientation Communication
• Introduction to Data Governance / Work Complete to Date
• Levels of Support – In Place / Required
• Expectations and Value Add
– Onboarding
• When People Are Expected to Do Something
• Role-Based Activities
• Gamification
– Ongoing
• Status / Metrics / Changes in …
• Available Documentation

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• Stakeholders Must Understand the Activities, Resources, Guidance
• Ask Stakeholders What They Need to Know
• Questions to Convince Stakeholders
– What can’t you do … ?
– What would you do … ?
– What is the relationship between the questions and data governance?
TDAN.com article from July 1, 2020

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#RWDG @RSeiner
• Council Meeting Participation
– Line Item on the Agenda
– Presentation by Council Owner / Data Governance Administrator
– Assessment Findings
– Recommendations
– Actionable Streams

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#RWDG @RSeiner
• In the webinar I shared:
– Criteria for Defining Best Practices
– Using the Assessment Results to Build the Roadmap
– Examples of Repeated Actionable Streams
– The Role of the Program Administrator in Executing the Roadmap
– Communicating the Roadmap to the Stakeholders
Summary

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#RWDG @RSeiner
Questions and Answers
Meet me in the Dataversity Community
to continue the conversation.
https://community.dataversity.net/

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#RWDG @RSeiner
• Robert S. Seiner
KIK Consulting & Educational Services – KIKconsulting.com
The Data Administration Newsletter – TDAN.com
412.220.9643 rseiner@tdan.com @RSeiner
Contact Information

RWDG Slides: Building a Data Governance Roadmap

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