Non-Invasive Data Governance Learning Plan

NIDG1: Introduction to Non-Invasive Data Governance 

• Non-Invasive Data Governance – Courses Overview 
• Course Goals 
• Course Table of Contents 
• Define and Understand Non-Invasive Data Governance (NIDG) 
  • Definitions 
  • Non-Invasive Factoids 
  • Data Governance Approaches 
  • Impact of Formal Data Governance – Positive Outlook 
  • What is meant by NIDG? 
  • Core Concepts of NIDG 
• Learn Data Governance Best Practices and Benefits 
  • Steps to Conduct an NIDG Best Practice Assessment 
  • Data Governance Best Practice Criteria 
  • Best Practice Around Creating a Best Practice Document 
  • Sample Best Practices: 
    • Best Practice from an Insurance Company 
    • Best Practice from a Government Agency 
    • Best Practice from and Education Company 
    • Sample Best Practices Summary 
    • Sample Recommendations from an Assessment  
• Build Core Concepts, Guidelines, Principles and Policies 
  • Do You Require a Data Governance Poilcy? No! 
    • Why Don’t Your Require a Data Governance Policy? 
  • Components of a Data Governance Policy 
    • Policy Introduction 
      • Purpose 
      • Scope 
      • Violations 
  • Data Governance Policy Statements 
  • Core Principles – How Data Governance is Defined 
    • Principle 1 
    • Principle 2 
    • Principle 3 
    • Priciple 4 
  • All Phases of Data Managment 
  • Dimensions – How Data Governance is Measured 
  • Is Data Governance Policy Required for Your Organization? 
  • What if Data Governance Policy is Required for Your Organization? 
• Course Recap and Progress Overview  

NIDG2: Management Understanding of Non-Invasive Data Governance 

• Non-Invasive Data Governance – Courses Overview 
• Course Goals 
• Course Table of Contents  
• Identify Messages to Share with Management 
  • Definitions as a Message 
  • What Does it Mean to “Govern”? 
  • What Does “Governed Data” Look Like? 
  • Refer to Best Practice Number 1 
  • What to Tell Management 
    • We already govern data informally... 
    • We can formalize DG by creating structure around what we do already... 
    • We can improve... 
    • We do not have to spend a lot of money... 
    • We need structure... 
  • What NOT to Tell Management 
    • Avoid Selling DG as a Challenge 
    • Don’t Tell Management that DG Requires a Technical Solution 
    • Emphasize that People’s Behaviors are Governed, Not Data 
    • Emphasize that DG is an Evolution Not a Revolution 
  • Messages Summary 
• Learn Techniques to Demonstrate Business Need 
  • Techniques Include 3 Primary Questions 
  • Questions to Derive DG Business Value 
  • Business Area Value Statements 
    • Overview 
    • Crafting Business Area Value Statements 
    • Business Area Value Bottom Line 
• Initiate Conversation and Engage Senior Leadership 
  • Engage Senior Leadership 
  • Data Inconsistencies Prevent these Capabilities 
  • Formal Framework of Roles and Processes 
  • Remember to Engage Senior Leadership 
• Course Recap and Progress Overview 

NIDG3: Non-Invasive Data Governance Roles and Stewardship 

• Non-Invasive Data Governance – Courses Overview 
• Course Goals 
• Course Table of Contents 
• Develop a Custom DG Operating Model of Roles 
  • Being Logical about Roles and Responsibilities 
  • Approaches to DG Roles and Responsibilities 
  • The Operating Model 
  • The Role Levels 
  • What is the Burning Platform? 
  • The Domains 
  • The Model and the Matrix 
• Differentiate Between Responsibilities at the Operational, Tactical, and Strategic Levels 
  • Executive Level – Enterprise Leadership 
  • Strategic Level – Business and Technology Leadership 
  • Why do We Need a DG Council? 
  • Responsibilities of the DG Council 
  • How Much Time Commitment for the Council? 
  • Tactical Level – Cross Business Area Accountability 
    • Responsibilities of the Data Domain Stewards 
      • Data Domain Steward Traits 
    • Responsibilities of the Data Steward Coordinators 
  • Operational Level – Per Business Area Accountability 
    • Rules for Becoming a Data Steward 
    • Responsibilities of the Operational Data Stewards 
• Enable the DG Team and Leverage Stewards, Partners and Working Group Activities 
  • Support Level – Sustenance and Supportive Accountability 
  • Responsibilities of the DG Planning/Program Team 
  • Who are the DG Partners? 
    • Responsibilities of the DG Partners 
• Course Recap and Progress Overview 

NIDG4: DIY and Purchased Data Governance Tools, Templates, and Metadata 

• Non-Invasive Data Governance – Courses Overview 
• Course Goals 
• Course Table of Contents  
• Develop Templates, Models, and Custom Tools 
  • Why do Organizations Buy/Build DG Tools? 
  • Purpose of DG Tools 
  • DIY DG Tools 
  • Operating Model of Roles and Responsibilities Pyramid 
    • Considerations for the Operating Model Pyramid 
  • Common Data Matrix 
    • Considerations for the Common Data Matrix 
  • Governance Activity Matrix (RACI) 
    • Considerations for the Goverannce Activity Matrix 
  • Communication Plan Matrix 
    • Considerations for the Communication Plan Matrix 
  • Business Glossaries and Data Dictionaries 
    • Considerations for the Glossaries and Dictionaries 
• Review Categories of Tools and Tools Available on the Market 
  1. Purchased Tools Associated with DG 
  2. Use of DG Tools 
  3. Use of Metadata Repository Tools 
  4. Uses of Business Glossary / Data Dictionary Tools 
  5. Uses of Database Catalog Tools 
• Use Templates, and Metadata to Address Data Requirements 
  • Requirements Based on DIY Template Use 
  • Considerations for DIY Tools 
  • Considerations for Purchased Tools 
  • DG Requirement Categories 
  • Metadata Requirement Categories 
• Course Recap and Progress Overview  

NIDG5: Application of Non-Invasive Data Governance to Processes 

• Non-Invasive Data Governance – Courses Overview 
• Course Goals 
• Course Table of Contents  
• Identify Appropriate Processes for NIDG Application 
  • Apply DG to Processes 
  • Do the “Right” Thing 
    • DG “Bill of Rights” 
  • Two Ways DG Can be Applied 
    • Proactive Processes 
    • Reactive Processes 
    • Proactive Processes to Apply to DG 
    • Reactive Processes to Apply to DG 
• Associate Roles, Activities, and Time Commitments with Processes 
  • DG Activity Matrix 
    • What Goes in a DG Activity Matrix? 
    • Using the DG Activity Matrix 
    • Questions the DG Activity Matrix Answers 
  • Roles Associated with DG Activities 
  • Interactions Between Governed Roles / Responsibilities 
  • DG Activity Matrix Examples 
• Use the Non-Invasive Approach to Formalize Behaviors 
  • What it Means to Apply DG in a Non-Invasive Way 
    • Govern Existing Accountabilities 
    • Govern Existing Relationships 
  • Options for Applying / Deploying DG 
    • Command-and-Control 
    • Traditional 
    • Non-Invasive 
  • Everybody is a Data Steward – Seiner's Rules 
  • Core Concepts for Staying Non-Invasive 
  • Applying NIDG 
• Course Recap and Progress Overview 

NIDG6: Non-Invasive Data Governance Value – Metrics and Measurements 

• Non-Invasive Data Governance – Courses Overview 
• Course Goals 
• Course Table of Contents  
• Define Data Governance Concentration Areas and Demonstrate Value to Your Organization 
  • Most Important Aspects of Getting Started 
  • DG Concentration Areas  
    • Quality 
      • Focus on Quality to Demonstrate Value 
    • Protection 
      • Focus on Protection to Demonstrate Value 
    • Understanding 
      • Focus on Understanding to Demonstrate Value 
    • Analytics 
      • Focus on Analytics to Demonstrate Value 
    • Data as an Asset 
      • Focus on Data as an Asset to Demonstrate Value 
• Use the Non-Invasive Approach to Measure and Improve Data Handling, Sharing... 
  • NIDG Approaches to Measuring: Quality 
    • How We Demonstrate Value in Improved Quality 
  • NIDG Approaches to Measuring: Protection 
    • How We Demonstrate Value in Improved Protection 
  • NIDG Approaches to Measuring: Understanding 
    • How We Demonstrate Value in Improved Understanding 
  • NIDG Approaches to Measuring: Analytics 
    • How We Demonstrate Value in Improved Analytics 
  • NIDG Approaches to Measuring: Data as an Asset 
    • How We Demonstrate Value in Improved Data as an Asset 
• The Non-Invasive Approach vs. More Invasive Approaches to Governance 
  • By Staying Non-Invasive... 
    • The Cost Will Be Proportional to Time 
    • Tools Will Be Applied Effectively 
    • People Will Not Be Threatened 
    • Goverance Will Be Applied to Process 
    • Governing Data Becomes Habitual 
  • By Taking a More Invasive Approach to Governance... 
    • The Cost Will Be Dependent on Resources 
    • Tools Will Be Applied No Matter What 
    • People Will Feel Threatened 
    • There Will Be – the DG Process 
    • Governing Data Will Become Difficult 
• Course Recap and Progress Overview 

NIDG7: Non-Invasive Data Governance Communications and Awareness 

• Non-Invasive Data Governance – Courses Overview 
• Course Goals 
• Course Table of Contents  
• Define the Core Components of a NIDG Communications Plan 
  • Communications Plan Purpose 
  • Who Should Develop the Plan? 
  • Primary Tasks Associated with a Communication Plan 
  • What Happens if there is No Communication Plan 
  • Planning Resources for NIDG Communications 
    • NIDG Communications Plan Components 
    • NIDG Communications Plan Matrix 
      • Considerations for the NIDG Communications Plan Matrix 
  • Commnication Types 
    • Orientation 
    • On-Boarding 
    • On-Going 
  • Communication Audiences 
  • Filling in the Matrix – Communications Details Beyond the Type 
• Develop and Deliver Artifacts that will Benefit NIDG Communications 
  • Purpose of Artifacts and Templates 
  • Use of Artifacts and Templates Communication Tools 
    • Operating Model of Roles and Responsibilities Pyramid 
    • Common Data Matrix 
    • Governance Activity Matrix (RACI) 
• Address Communications Requirements Focused on Specific DG Roles 
  • Executive Level 
  • Strategic Level 
  • Tactical Level 
  • Operational Level 
  • Support Level 
• Course Recap and Progress Overview