Step-by-Step Data Governance Strategies



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Step-by-Step Data Governance Strategies By Gwen Thomas Corporate Data Advocate, The International Finance Corporation (part of the World Bank Group) and Founder, The Data Governance Institute email: GThomas3@ifc.org twitter: gwenthomasdgi Information and Data Quality Conference, Nov. 4-7 2013, Little Rock, AR 1 2013 Gwen Thomas

Morning Agenda Anatomy of a Data Governance program Hands-on-activities unlike any you ve ever done before!!! Prepare to have fun and talk a lot Afternoon Agenda Translate the results of our morning s activities into components of a Data Governance strategy Use templates to take notes we can use to build our own strategies Step-by-Step Data Governance Strategies 2 2013 Gwen Thomas

The Data Governance Institute Framework has 10 components: Rules and Rules of Engagement 1. Mission and Vision 2. Goals, Governance Metrics and Success Measures 3. Data Rules and Definitions 4. Decision Rights 5. Accountabilities 6. Controls People and Organizational Bodies 7. Data Stakeholders 8. A Data Governance Office 9. Data Steward Processes 10. Proactive, Reactive, and Ongoing Data Governance Processes Were looking at these components from a fresh perspective, using different graphics and an experiential approach. For the original, visit www.datagovernance.com The framework we re using 3 2013 Gwen Thomas

Overview 4 Your Data Governance strategy will describe the situation youre addressing: The goals of your stakeholders The process used to address those goals The information needed to successfully complete the process The risk or known problem affectng the data (and therefore the process and the goals.) Your Data Governance strategy will also describe how you intend to address the situation: Control objectives and control activities Accountabilities and the policies/rules needed to enforce them Decision rights Participants, and their processes 2013 Gwen Thomas We re taking a fun, experiential approach to learning about these. By the time we re done, you ll be able to describe them to and whiteboard them for anyone! Get out your pencils!!!

Data Governance Been there got the T-Shirt 5 2013 Gwen Thomas

We ll be discovering our superpowers as we go along. You ll be using your brain a lot. Hope you have a thick skull! Wanna be a Superhero? You re in public. Suit up! 6 2013 Gwen Thomas

DG DM What s the yin to your Data Governance yang? You ll need an emblem, even if you never show it to people. This will be different for each of you, because it will represent your special challenge. 7 2013 Gwen Thomas

End extreme poverty Through development projects While remaining financially sustainable Goals DG DM Why are you here? Who needs you? 8 2013 Gwen Thomas

! Risk or Problem Process Data and Information DG DM Goals Why are you here? Who needs you? 9 2013 Gwen Thomas

Goals! L L L DG DM Why are you here? Who needs you? 10 Your stakeholders for this risk or problem L

! If we do A (data gov) L L L then B (we address the problem with the data) and therefore C (manage the risk to the xxx project, which is needed to meet the xxx corporate goal) DG DM Goals You need to say If A, then B, therefore C to your stakeholders L 11 2013 Gwen Thomas Your stakeholders for this risk or problem L

DG DM Ready to become a superhero? 12 2013 Gwen Thomas

! Control Goals Objectives DG DM 13 2013 Gwen Thomas

! Control Goals Objectives DG DM Control Activities 14 2013 Gwen Thomas

! Control Goals Objectives DG DM Accountabilities Control Activities 15 2013 Gwen Thomas

! Control Goals Objectives DG DM Policy or other type of rule! Accountabilities Control Activities 16 2013 Gwen Thomas

! Control Decision Rights Goals Objectives DG DM Policy or other type of rule! Accountabilities Control Activities 17 2013 Gwen Thomas

! Risk Needed data At-risk business process Decision Rights DG DM Goals Control Objectives Policy or other type of rule! Accountabilities Control Activities 18 2013 Gwen Thomas Stakeholders / Involved Groups & Roles

Ready to start building your Data Governance strategy? 19 2013 Gwen Thomas

My Organization s Goals 20 2013 Gwen Thomas

What s at risk, and why 21 2013 Gwen Thomas

What data condition is causing the risk 22 2013 Gwen Thomas

Why it s not just an IT problem 23 2013 Gwen Thomas

Our Value Statement 24 2013 Gwen Thomas

What Control Objectives we aim to address, within what scope 25 2013 Gwen Thomas

What success will look like, and how it will be measured 26 2013 Gwen Thomas

What types of Control Activities we will recommend 27 2013 Gwen Thomas

What staff should be involved in (and manage) the development of Control Objectives and their translation into Control Activities 28 2013 Gwen Thomas

What we propose to call the group that is managing Data Governance efforts, and where we propose they be located in the organization 29 2013 Gwen Thomas

Who they will work closely with L L L L L L DG DM 30 2013 Gwen Thomas

How we propose to align accountabilities for Control Activities, and who will be involved in negotiations 31 2013 Gwen Thomas

What Policies, Standards, guidelines, or other rules will be needed to support or mandate accountabilities Policy or other type of rule! 32 2013 Gwen Thomas

How we propose Policies, Standards, Guidelines, or other rules be developed and introduced, and by whom Policy or other type of rule! 33 2013 Gwen Thomas

How we propose to align decision rights during rule-making 34 2013 Gwen Thomas

How we propose to align decision rights during issue escalation and issue resolution 35 2013 Gwen Thomas

Your Data Governance strategy will describe the situation you re addressing: The goals of your stakeholders The process used to address those goals The information needed to successfully complete the process The risk or known problem affectng the data (and therefore the process and the goals.) Your Data Governance strategy will describe how you intend to address the situation: Control objectives and control activities Accountabilities and the policies/rules needed to enforce them Decision rights Participants, and the processes they ll undertake Summary 36 2013 Gwen Thomas

Now let s talk about your specific challenges and the strategies you ll adopt to meet them. 37 2013 Gwen Thomas

your sketches and notes 38 2013 Gwen Thomas

your sketches and notes 39 2013 Gwen Thomas

your sketches and notes 40 2013 Gwen Thomas