NGDG0: Next-Generation Data Governance Learning Plan

The Next-Generation Data Governance Learning Plan presents the next stage in Data Governance. Instructor Kelle O’Neal builds on the information and techniques of foundational Data Governance, while educating and enabling Data Governance professionals along their Data Governance journey. This series of courses will review how organizations and operating models have evolved to address greater demands for agility and output, as well as how to take advantage of new trends in technology. It examines the role of Metadata Management in Data Governance, privacy and ethics concerns, data definitions and business glossaries, along with data catalogs. We will also go deeper into Organizational Change Management and techniques to ensure adoption and value is delivered. If all seven courses are completed, a certificate of completion will be issued.

Learning Plan Price: $599
Individual Course Price: $99
Learning Plan CEUs: 7.0 hours

Each Course Includes:

  • A 38- to 72-minute educational training video
  • A 16- to 22-question exam
  • Materials made available for download once the exam has been completed
  • Self-paced and on-demand e-learning
  • Unlimited course access

Courses within the Next-Generation Data Governance Learning Plan:

  1. Next-Generation Data Governance – What Has Changed?
  2. Operating Models to Address Organizational Demand
  3. Data Privacy and Ethics
  4. Leveraging Metadata for Data Trust and Transparency
  5. Best Practices for Data Definitions and a Business Glossary
  6. Leveraging a Data Catalog to Create Trust in Data Sets
  7. Organizational Change Management to Ensure Governance Adoption

We offer several bulk licensing options for corporate and group use.
Contact us for a follow-up discussion!

About the Instructor

Kelle O’Neal is the Founder and CEO of First San Francisco Partners, an information management consulting firm. She is a veteran industry leader and accomplished advisor, as well as a noted speaker, author and trainer. Kelle is passionate about helping organizations realize the business value of data — and empowering them to derive insights that can improve operational efficiency and decision-making, generate new revenue and mitigate risk and fraud. Her strong background in customer relationship management, enterprise software and systems integration uniquely positions her to excel in helping organizations of all sizes and complexities successfully execute on Data Governance, Organizational Change Management, Master Data Management, Data Insights and Analytics and other information management initiatives.

Next Generation Data Governance Learning Plan

NGDG1: Next-Generation Data Governance – What has Changed?

  • Evolution of Data Governance
    • Data Governance Past and Present
    • Modern Data Governance Framework
    • Race Toward Digital Transformation
    • Data Governance Trends
  • How to Ride the Maturity Wave
    • Expanding the Scope of Data Governance
    • Ensuring Effective Representation and Accountability of Modern Governance
    • Prioritizing Effort Based on Critical Business Objectives
    • Recognizing Varying Levels of Maturity
    • Enabling Data Understanding
    • Navigating Data Privacy and Ethics
  • Agile Approach to Modern Governance
    • Different Phases of Data Governance
    • Synthesis of Best Practices for Agile Governance
  • Wrap Up
    • Key Takeaways

NGDG2: Operating Models to Address Organizational Demand

  • Understanding Operating Models
    • What is an Operating Model?
    • Why is an Operating Model Important?
    • Process to Create an Operating Model
  • Operating Models to Support Agility
    • Different Phases of Data Governance
    • Centralized vs. Agile Data Governance
  • More Operating Model Examples
    • Common Stakeholder Types
    • Enterprise Customer Data – Current Stakeholder Landscape
    • Governing the Customer Data Domain
    • Decision-Making Using the Operating Model
    • Enterprise Customer Data Team
      • Three Example Options
    • Possible Future States Across Domains
    • Sample Operating Models
  • New Roles
    • Keys to a Successful Data Governance Organization
  • Wrap-Up
    • Key Takeaways

NGDG3: Data Privacy and Ethics

  • Awareness of Current Privacy Regulations
    • Their Impact on Data Governance
    • Scope of GDPR
    • GDPR in a Nutshell
    • GDPR Concerns
    • Scope of CCPA
    • Who Must Comply?
    • CCPA in a Nutshell
    • Data Privacy Coming to a State Near You?
  • Understanding of the Difference between Privacy and Ethics
    • Definitions
    • Ethics in Data Management
    • Some Examples of Ethical Risk
    • Navigating Data Privacy and Ethics
  • Clarity on how Data Governance Helps to Create and Enforce a Sustainable Data Privacy and Ethics Culture
    • Major Players within the Enterprise
    • Why Data Governance is Needed
    • What Drives a Data Ethics Framework
    • 5-step Framework to Develop an Aligned Data Ethics Framework
    • Communication Framework to Drive Change
  • Knowledge of Data Governance Activities and Capabilities that Need to be Implemented to Address Data Privacy and Ethics
    • Components of Collaborative Governance
    • Key Takeaways

NGDG4: Leveraging Metadata for Data Trust and Transparency

  • Overview of Metadata
    • What is Metadata?
    • Some Ideas from Practice
    • Metadata Management as a Capability
    • Traditional Division of Metadata
    • Scope of Metadata
  • Unlocking the Potential of Metadata
    • How We Use Categories of Metadata
    • How Metadata is Used
    • Real-World Data Lineage Scenario
    • How Data Lineage is Conceived and Implemented
    • Data Lineage Use Cases
    • Regulatory Compliance and Privacy as Key Use Cases
    • Impact of Regulations
    • How Metadata Solutions Meet the CCPA Challenge
  • Core Components of a Metadata Program
  • DG and other Roles for Metadata
    • Sample Data Governance Operating Model
    • Data Governance Roles Involved in Metadata
    • Typical Dedicated Metadata Roles
    • Additional technical roles
  • Understanding and Measuring Business Value of Metadata
    • Why do You Need Metrics?
    • Definitions
    • Types of Metrics
    • Process to Establish Metrics
    • Impacts
    • Getting to Data Change Metrics
    • Key Takeaways

NGDG5: Best Practices for Data Definitions and a Business Glossary

  • Business Glossary Overview
    • What it is and Why it Matters
    • Business Glossary Basics
    • Business Terms
      • Business Concepts to Columns and Everything in Between
    • Available Glossary Tools
  • Critical Data Elements
    • CDEs Defined
    • Getting Started Using CDEs
    • Process Summary
  • Data Definition Basics
    • Overview
    • Data Definition Process Example
    • Naming Data
    • Writing Definitions
    • Data Classifications
    • Business Terms Standards
    • Responsibility
  • Resolving Definition Conflicts
    • Causes of Definitional Conflicts
    • Resolution Process
    • Best Practices
  • Sharing and Maintaining Your Business Glossary Over Time
    • Key Takeaways

NGDG6: Leveraging a Data Catalog to Create Trust in Data Sets

  • Understanding the Data Catalog
    • High-Level Problems of Information Knowledge Management
    • Evolution of Data Catalogs
    • Major Use Cases of the Catalog in Data Lakes
    • The Modern Data Catalog
  • Differences Between a Business Glossary and a Data Catalog
    • Adding Business Semantics
    • Unique Functionality
  • How a Data Catalog can be Used to Facilitate Data Governance
    • Methodology for Populating the Data Catalog
    • Data Legal/Privacy/Compliance Guidelines and Permitted Use of Data
    • Governing SQL Statements in the SQL Library
    • Governing Data Acquisition
    • When is Ingested Data Ready for Use?
    • Governing Across Sources
  • Leveraging the Data Catalog to Improve Trust and Transparency in Data
    • The Modern “Silk Road” Problem
    • Not Just Data Sources – Reports and Outputs
    • Subject Area Models
    • Catalogs Help to Categorize Data in Many Ways
  • Optimizing Usage Through Metagovernance
    • Metagovernance and Why Data Catalogs Need it
    • Scope of Metagovernance
    • You Will Ned to Define a lot of Categories
    • Data Governance Decisions
    • Key Takeaways

NGDG7: Organizational Change Management to Ensure Governance Adoption

  • Why Change is Difficult
    • Implementing Data Governance Means Change
    • Typical Obstacles to Change
    • Why do People Resist Change?
    • Managing Resistance: What NOT to Do
    • Benefits of Change Management
  • Basics of Organizational Change Management
    • Organizational Change Management (OCM)
    • The Potential Value of Organizational Change
    • Two Sides to Change Management
    • Out of the Gate: 20……..60……..20
    • Effectively Managed Change
    • Poorly Managed Change
  • Process for Change Management
    • Getting People through Change Successfully
    • Basic Change Management Process
    • Planning for Change
    • Managing Change
    • Sustaining Change
    • Change Management Alignment to Data Governance Phases
  • Key Factors for Successful Data Governance Change
    • Executive Sponsorship
    • Sponsorship Roadmap
    • Leadership Alignment
    • Stakeholder Analysis
    • Example of How to Engage Your Stakeholders
    • Change Readiness Survey
    • Resistance Management Planning
    • Build a Change Team
    • Orientation and Training
    • Measuring Progress and Adoption
    • Communication Planning
    • Pre- and Post-Change Feedback
    • Things to Consider
    • Key Takeaways
Milestone

Complete All Seven Next-Generation Data Governance Courses


1. NGDG1: Next-Generation Data Governance – What Has Changed?

required
Course

This course lays the foundation for Next-Generation Data Governance, outlining what has changed and therefore why this course is critical for Data Governance professionals. We cover the pervasive trend of digital transformation and how that is impacting Data Governance. The demand for rapid time-to-insight is creating a need for governance to ensure that data is understood, trusted, and appropriately used. This evolution of Data Governance scope and enterprise adoption is catalyzing maturity in focused tools and supporting technology, specifically Metadata Management, business glossaries, and data catalogs.

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2. NGDG2: Operating Models to Address Organizational Demand

required
Course

Data Governance Operating Models have traditionally focused on Data Governance councils and committees that provide top-down guidance and approvals of policies and standard processes. Based on the requirements for agility and speed of delivery, the traditional models may need to be revisited to maintain relevance and utility to the business. In this course, we explore more modern Data Governance Operating Models that take advantage of improved technology and social networks to ensure participation and consistency of delivery.

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3. NGDG3: Data Privacy and Ethics

required
Course

Privacy is the concept that certain data is so sensitive to a person that it shouldn’t be shared, whether that is because of risk associated with that data, or because it’s personal. Privacy has a legal basis and legislation to protect it in most countries in the world. Ethics is a voluntary code that outlines personal responsibility. This course walks through the most recent privacy regulations, the impact on Data Governance, and the important capabilities that need to be implemented. It also reviews key concepts in data ethics, the difference between ethics and privacy, and Data Governance’s role in creating and enabling data ethics across the organization.

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4. NGDG4: Leveraging Metadata for Data Trust and Transparency

required
Course

Metadata is foundational to all data work and should be the top priority of a Data Governance program. Without an understanding of what data means, where it comes from, and how it’s classified, it’s virtually impossible to progress to anything else. To understand both the data and the value we can derive from that data, we need to have metadata. This course provides an overview of Metadata Management, the role Data Governance plays in managing metadata, what other roles are needed for a robust metadata program, and the key capabilities needed in a metadata program.

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5. NGDG5: Best Practices for Data Definitions and a Business Glossary

required
Course

This course dives deeper into that aspect of Metadata Management called a business glossary. We examine why a business glossary is important and how it increases productivity to reporting and analysis, as well as how it can serve to improve project execution and IT operations. We also review the types of tools that provide business glossary functionality.

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6. NGDG6: Leveraging a Data Catalog to Create Trust in Data Sets

required
Course

A data catalog is another category of Metadata Management that provides information on the content and quality of data sets. In this course, we discuss how data catalogs support Data Governance and some of the unique features that enable a more flexible, agile Data Governance program. We review a variety of use cases for a data catalog that help organizations improve data access and sharing, as well as facilitate collaboration.

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7. NGDG7: Organizational Change Management to Ensure Governance Adoption

required
Course

In this course we review the basics of Organizational Change Management and how it applies to a Data Governance program. We review why change is difficult and how resistance appears, as well as techniques for handling resistance. We cover the importance of executive sponsorship and techniques for identifying and engaging an executive sponsor, as well as broader leadership alignment and stakeholder engagement techniques.

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