Data Governance Best Practices

1
Copyright © 2021 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
Data Governance Best Practices
Monthly Webinar Series Hosted by DATAVERSITY
Robert S. Seiner – KIK Consulting / TDAN.com
November 18, 2021 – 11:00 a.m. PT / 2:00 p.m. ET

Mission-Critical
Capabilities Required
to Enable Sustainable
Data Governance

erwin.com
üData Stores
üData Models
üData Movement Processes
üData Consumption
üReference Data and Code Sets
üData Quality
üTerminology/Ontology/Taxonomy
üPolicies and Rules
üData Sharing Agreements
üRegulatory Alignment
Document and Version Everything

erwin.com
• Metadata Harvesting and Versioning
• Governance Framework Associations
• Data Lineage
• Impact Analysis
• Graph Views
• Self-Service Discovery and
Navigation Aids
• Workflows
Automate Wherever Possible

erwin.com
Data
Catalog
&
Business
Glossary
Data Modeling
Data Quality
Dev/OPS
Data/OPS
AI and Analytics
Enterprise Architecture
& Business Process
Transformation and
Innovation
Portfolio Management
Enterprise Collaboration
Service Management
Risk & Compliance
Connect and Collaborate

erwin.com
Underpin Governance With The Right Technology
Harvest Curate Govern Activate Socialize

erwin.com
erwin Data Literacy Suite
erwin Data Catalog Suite
Business User Portal
Business Glossary
Manager
Mapping Manager Lifecycle Manager
Reference Data
Manager
Data Profiling
Data Intelligence Suite
Enterprise Modeling Suites
erwin Evolve
erwin Data Modeler
Data Automation
Standard Data Connectors Smart Data Connectors
erwin Enterprise Modeling & Data Intelligence
Visit us at erwin.com to learn more

#RWDG @RSeiner
2
Real-World Data Governance – Monthly Webinar Series
December 16, 2021 – Data Governance and Metadata Management
Third Thursday each Month @ 2pm EST – Register at TDAN.com, KIKconsulting.com, DATAVERSITY.net
Non-Invasive Data Governance Book
ISBN 9781935504856 / Technics Publications / Amazon.com
Speaking @ DATAVERSITY Live and Virtual Events
Data Governance & Information Quality Conference – December 6-10, 2021 – San Diego, California
Non-Invasive Data Governance / Metadata Governance Online Learning Plans
Available Now: Business Glossaries, Data Dictionaries and Data Catalogs (6 course learning plan)
DATAVERSITY Training Center
https://training.dataversity.net
The Data Administration Newsletter (TDAN.com)
Twice Monthly: Data Articles, Columns, Blogs and Features
Produced by DATAVERSITY – Subscribe for emails
KIK Consulting & Educational Services
Updated Site: KIKConsulting.com (“Knowledge is King”)
Home of Non-Invasive Data Governance™
Carnegie Mellon University (CMU)
Adjunct Faculty: Heinz College Post-Graduate CDataO and DDL (US Army) Program
Introduction

#RWDG @RSeiner
3
• In the webinar, I will share
– The Value of Performing a Data Governance Best Practice Assessment
– A Practical List of Industry Data Governance Best Practices
– Criteria to Determine If a Practice is Best Practice
– Steps to Follow to Complete an Assessment
– Typical Recommendations and Actions That Result From an Assessment
Abstract

#RWDG @RSeiner
4
• Data Governance – Execution and Enforcement of Authority …
• Data Stewardship – Formalization of Accountability …
• Metadata – Data, Stored in IT Tools, Improve Business and Technical Understanding …
• Data Steward – A Person That is Held Formally Accountable …
• Metadata Management – Action of Managing the Definition, Production, and Usage …
Definitions

#RWDG @RSeiner
5
• Talking Points:
– Justify the Actions That Will Be Taken to Govern Data
– Taking a “Ready, Aim, Fire” Approach
– Engaging Appropriate Stakeholders
– Assessment Precedes the Roadmap / Action Plan
– Requirements to Complete
The Value of Performing a Data Governance Best Practice Assessment

#RWDG @RSeiner
6
• Justify the Actions That Will Be Taken to Govern Data
– One of Four Staples of Program Development
• Assessment / Critical Analysis
• Roadmap / Action Plan
• Roles & Responsibilities
• Communication Plan

#RWDG @RSeiner
7
• Justify the Actions That Will Be Taken to Govern Data
– Best Practices for Standing Up a Data Governance Program
– Best Practices for Assessing an Existing Data Governance Program
– Planning to Develop a Plan

#RWDG @RSeiner
8
• Taking a “Ready, Aim, Fire” Approach
– Starting By Doing Vs Starting With a Plan of Directed Actions
– Benefits of Having a Plan
– Justifying the Actions You Will Take
– Artifact to Share With Appropriate Audiences

#RWDG @RSeiner
9
• Engaging Appropriate Stakeholders
– Executive Audiences
– Strategic Audiences
– Tactical Audiences
– Operational Audiences
– Support Audiences
– Use Case Audiences

#RWDG @RSeiner
10
• Assessment Precedes the Roadmap / Action Plan
– Best Practices
– Assessment Against Best Practices
– Recommendation
– Actionable Streams
– Action Plan

#RWDG @RSeiner
11
• Assessment Requirements
– Requires Well-Defined Best Practices
– Requires Allocated Resources to Prepare Best Practices
– Requires Allocated Resources to Conduct Assessment
– Requires Stakeholders to Participate in the Assessment
– Requires Resource to Prepare the Assessment Artifact

#RWDG @RSeiner
12
A Practical List of Industry Data Governance Best Practices
• Talking Points:
– Why Best Practices are Important
– Characteristics of a Productive Best Practice
– Industry Best Practices Selected Most Often
– Industry Best Practices Selected Less Often (but that are still important)

#RWDG @RSeiner
13
• Why Best Practices are Important
– Procedures that are accepted or prescribed as being correct or most effective. Oxford Dictionary
– Defining a Target to Assess Against
– Appropriate Actions to Stand Up a Data Governance Program
– Best Practice is an Expression Used A Lot in Preparing Actions

#RWDG @RSeiner
14
• Characteristics of a Productive Best Practice
– Follow Best Practice Criteria
– Limited Verbiage
– Present Tense
– Underline Key Terms

#RWDG @RSeiner
15
• Industry Best Practices Selected Most Often
– Senior Leadership Support, Sponsor, and Understand Actions of Data Governance
– Resources are Allocated to Administer Program on a Continual Basis
– Goals, Scope, Expectations, and Metrics Defined and Approved
– Senior Leadership Support, Sponsor, and Understand Actions of Data Governance
– Resources are Allocated to Administer Program on a Continual Basis
– Goals, Scope, Expectations, and Metrics Defined and Approved
*** IMPORTANT SLIDE ***

#RWDG @RSeiner
16
– Roles and Responsibilities are Clearly Defined, Tested, and Shared
– Policy / Guidelines are the Backbone of Program Success
– Governance is Applied Consistently Across Data Types
– Roles and Responsibilities are Clearly Defined, Tested, and Shared
– Policy / Guidelines are the Backbone of Program Success
– Governance is Applied Consistently Across Data Types

#RWDG @RSeiner
17
• Industry Best Practices Selected Less Often (but that are still important)
– Data Stewards responsibilities are recognized rather than being assigned and handed to
employees as “new” responsibilities.
– Data Governance and the stewarding of data is part of everyday business to develop and
maintain a high quality of data and information.
– Data Steward Roles & Responsibilities are part of individual’s job description but will not be
the title (position name) for these individuals.

#RWDG @RSeiner
18
• Industry Best Practices Selected Less Often (but that are still important)
– Individuals that are recognized as filling the roles of data governance are evaluated according
to their willingness, ability, and capability of filling the obligations of the roles.
– Accountability for the management of data definition, production and usage is the
responsibility of every individual that is identified in one or more of the Roles.

#RWDG @RSeiner
19
• Talking Points:
– Why Criteria are Important
– Two Best Practice Criteria
– Including the Criteria in the Assessment
Criteria to Determine If a Practice is Best Practice

#RWDG @RSeiner
20
• Why Criteria are Important
– Need to “Test” Best Practices Against Principles
– Need to Justify Why Best Practices Were Selected
– Need to Share Criteria with Participants
– Need to Demonstrate Method for Assessment

#RWDG @RSeiner
21
• Two Best Practice Criteria
– Practical and Do-Able Given Organizational Culture and Readiness
– Program and Activities At Risk If Best Practice is Not Achieved

#RWDG @RSeiner
22
• Including the Criteria in the Assessment
– Share the Best Practices in the Assessment
– Share the Criteria in the Assessment
– Specify the Importance of the Criteria with Each Best Practice
– Leads Into the Questions to Address with Each Best Practice

#RWDG @RSeiner
23
• Talking Points:
– Best Practices for Best Practice Development
– Recognize Appropriate Stakeholders to Include
– Best Practice Questions and Questionnaire
– Conducting the Best Practice Assessment
– Results in the Form of Critical Analysis
Steps to Follow to Complete an Assessment

#RWDG @RSeiner
24
• Best Practices for Best Practice Development
– Begin with Proven Industry Best Practices
– Follow Best Practice Criteria and Structure
– Engage the Appropriate People
– Prepare Participants in Advance
– Schedule the Assessment Meetings Over Short Period of Time

#RWDG @RSeiner
25
• Recognize Appropriate Stakeholders to Include
– Executive, Strategic, Tactical …
– Participants in Initial Use Case(s)
– Business and Technical Management
– People That Will Be Recognized Into Roles

#RWDG @RSeiner
26
• Best Practice Questions and Questionnaire
– What are your biggest challenges around data?
– Why is this best practice for the organization?
– What are we already doing that we can leverage toward the best practice?
– Where is there opportunity to improve toward the best practice?
•
– What are your biggest challenges around data?
–
– What are we already doing that we can leverage toward the best practice?

#RWDG @RSeiner
27
• Best Practice Questions and Questionnaire
– What is the gap between present state and best practice state?
– What is the risk associated with the gap?
– What are the recommended steps to take to narrow / eliminate the gap?
•
–
–
–

#RWDG @RSeiner
28
• Conducting the Best Practice Assessment
– Provide Best Practices and Questionnaire to Participants in Advance
– Assemble Participants in Logical Groups
– Orient Participants to Data Governance and Data Stewardship
– Scheduling an Hour Should be Sufficient
– Share Results of Assessment with Participants

#RWDG @RSeiner
29
• Results in the Form of Critical Analysis
– Executive Summary – Expected Outcomes, Method, Participants
– Preface – Definition, Purpose and Best Practices
– Preliminary Results – Recommendations, Actionable Streams and Notional Timeline
– Key Findings – Per Best Practice
– Assessment Details – Per Best Practice, Answers to Best Practice Questions
– Appendices – Session Groups, Terms in Best Practices
•
– Executive Summary – Expected Outcomes, Method, Participants
– Preface – Definition, Purpose and Best Practices
– Preliminary Results – Recommendations, Actionable Streams and Notional Timeline
– Key Findings – Per Best Practice

#RWDG @RSeiner
30
• Talking Points:
– List of Typical Best Practice Recommendations
– Sharing the Assessment With the Appropriate People
– Recommendations Feed the Data Governance Action Plan / Roadmap
Typical Recommendations and Actions That Result From an Assessment

#RWDG @RSeiner
31
• List of Typical Best Practice Recommendations
– Develop and Deploy a Data Governance Operating Model of Roles & Responsibilities
– Develop and Act on Data Governance Communication and Awareness Plan
– Design and Deliver a Program and Data Documentation (Data Catalog/Metadata) Platform
– Define the Data Governance Program Core Components (per identified best practices)

#RWDG @RSeiner
32
• List of Typical Best Practice Recommendations
– Identify, Organize, Place, and Deploy Permanent Data Governance Manager / Office
– Design and Deliver Data Stewardship Guidelines
– Deliver a Set of Performance Metrics
– Incrementally Roll Out the Data Governance Program

#RWDG @RSeiner
33
• Sharing the Assessment With the Appropriate People
– Share with Participants
– Share with Core Team
– Share with Executive Sponsor(s)
– Share with Data Governance Council
– Make Available Through the Home for Your Data Governance Program

#RWDG @RSeiner
34
• Recommendations Feed the Data Governance Action Plan / Roadmap
– Executive Summary
– Actionable Streams and Timeline
– Program Deployment Activities
– Technical Infrastructure Roadmap
– Actionable Stream Details and Actions
•
–
– Actionable Streams and Timeline
– Program Deployment Activities
– Technical Infrastructure Roadmap
– Actionable Stream Details and Actions

#RWDG @RSeiner
35
• In the webinar, I shared
– The Value of Performing a Data Governance Best Practice Assessment
– A Practical List of Industry Data Governance Best Practices
– Criteria to Determine If a Practice is Best Practice
– Steps to Follow to Complete an Assessment
– Typical Recommendations and Actions That Result From an Assessment
Summary

#RWDG @RSeiner
36
Questions & Answers

#RWDG @RSeiner
37
Contact Information
• Robert S. Seiner
KIK Consulting & Educational Services – KIKconsulting.com
The Data Administration Newsletter – TDAN.com
rseiner@tdan.com @RSeiner

Data Governance Best Practices

Empfohlen

Empfohlen

Weitere ähnliche Inhalte

Was ist angesagt?

Was ist angesagt? (20)

Ähnlich wie Data Governance Best Practices

Ähnlich wie Data Governance Best Practices (20)

Mehr von DATAVERSITY

Mehr von DATAVERSITY (20)

Kürzlich hochgeladen

Kürzlich hochgeladen (20)

Data Governance Best Practices