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ODC0: Optimizing Your Data Catalog Learning Plan

In the Optimizing Your Data Catalog Learning Plan, instructors Becky Lyons and Gretchen Burnham discuss the keys to successfully implement, govern, and drive adoption of an enterprise data catalog. This seven-course Learning Plan covers all data catalog facets essential to organizations, including governance, change management, metadata usage, communication and planning, structural components, metrics and measurements, best practices, developing a roadmap, and more.

Metadata is foundational to all data work and should be a top priority of a Data Governance program. Without an understanding of what data means, where it comes from, or how it’s classified, it’s virtually impossible to extract data’s full value. A data catalog tool provides an innovative solution for powering Data Intelligence and Metadata Management with governance at the core.

But investing in a data catalog is only a first step. Optimized value can only be fulfilled when it's embedded into “business-as-usual” processes of how users work on a daily basis, creating a sustainable need and trust in the catalog as opposed to just knowing it is one of many tools available.

In the Optimizing Your Data Catalog Learning Plan, instructors Becky Lyons and Gretchen Burnham discuss the keys to successfully implement, govern, and drive adoption of an enterprise data catalog. This seven-course Learning Plan covers all essential data catalog facets essential to organizations, including governance, change management, metadata usage, communication and planning, structural components, metrics and measurements, best practices, developing a roadmap, and more.

Learn how to bridge the gap between data catalog implementation and adoption with best practice tips and vetted approaches for:

Establishing the data catalog as the foundation of agile and collaborative Data Governance efforts
Focusing on the value case(s) to align the catalog tool’s capabilities with key business objectives
Leveraging the data catalog to improve trust and transparency in data
Engaging the right people at the right time and making training meaningful and accessible
Creating, curating, and managing quality content to ensure accuracy and relevance is maintained over time
Establishing a foundational structure for leveraging the data catalog tool to enable Data Governance through operating models, processes, communities, workflows, etc.
Measuring impact and progress of your data catalog adoption
Aligning data catalog adoption with change management strategies to manage resistance and build momentum

This Learning Plan is valuable to data and business professionals (and the organizations they work for) ranging from the technically proficient to not technically oriented who want to better understand and utilize a data catalog in their daily jobs.

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

Each Course Includes:

A 40- to 67-minute educational training video
A 12- to 20-question exam
Check for understanding quizzes after each course section
Self-paced and on-demand e-learning
Unlimited course access

Downloadable resources include:

Business Issue, Expected Impacts, Identifying Data Change Templates
Data Governance Roles and OCM Components
Communication Plan, Training Plan, Measurement Plan, Resistance Plan, Adoption Plan Templates
Aligning Business Issues, Metrics Models, and Adoption Metrics
Critical Data Identification Criteria Checklist
Data Catalog Use Cases Template

Courses within the Optimizing Your Data Catalog Learning Plan:

Start with Data Governance to Drive Success
Starting Your Data Catalog Journey
Use Organizational Change Management to Drive Adoption
Effective Data Catalog Communication and Training
Sustain Adoption with Measurement and Management
Using Your Business Glossary as a Critical Data Governance Tool
Building a Data Catalog Roadmap

We offer several bulk licensing options for corporate and group use.

Optimizing Your Data Catalog Learning Plan

ODC1: Start with Data Governance to Drive Success

Data Governance and Metadata Management Work Together
- Data Governance Definition
- Data Decisions
- Metadata Defined
- Metadata Needs Data Governance
- The Link Between Data Governance and Metadata
- Approaches to Metadata Content Collection
- An Inherent Challenge with an “Open” Data Catalog
Business Value Focus for Metadata
- Achieve Business Value Along the Journey
- How to Align Business Issues to Needed Data Changes
  - Example 1: Business Issues to Data governance Goals
  - Example 2: Customer MDM Program Success Metrics
Data Governance Structures to Support Metadata
- Key Concepts
  - Metadata Structure
  - Metadata Content
  - Structure and Content Cautions
Metadata Management as a Capability

Scope of Meta-Governance
Typical Dedicated Metadata Roles
Data Governance Decisions for a Data Catalog
Risks of Not Establishing Meta-Governance

Optimizing Your Data Catalog – Progress Review

ODC2: Starting Your Data Catalog Journey

First Steps in Implementation
- Success Factors for Data Catalog Implementations
- Steps Prior to Purchase
- First Steps in Implementation
- High-Level Implementation Sequence
Data Catalog Key Concepts
- Structure and Content Key Points
- Metadata Management as a Capability
  - Example 1: Metadata Groupings
- Typical Data Catalog Components
- Metadata Operating Model Components
- Key Vocabulary Comparison
- Structural Concepts: Metadata Types
- Structural Concepts: Metadata Attributes
- Structural Concepts: Metadata Relationships
- Organizational Concepts: Roles and Accountability
- Execution and Monitoring Concepts
Data Catalog Design Anchors
- FSFP’s Metamodel Design Principles
  - The Value of Metadata is in its Usage
  - Content Groups are About the People
  - Manage at the Highest Possible Level
  - Automate as Much as Possible
  - Customize Thoughtfully
  - Closely Align Tool Roles to DG Roles
    - Example 1: Aligning Governance Roles with Tool Roles
    - Example 2: Data Governance Roles Involved in Metadata
    - Typical Dedicated Metadata Roles
  - Plan for the Future, Implement for the Present
Optimizing Your Data Catalog – Progress Review

ODC3: Use Organizational Change Management to Drive Adoption

The Change Adoption Journey
- Technology Adoption Requires Change
- Change is a Balancing Act
- Drive Technology Adoption
- Change Management Enables Greater Value Faster
The Change Management Process
- Proactive OCM Drives Adoption
- Getting People Through Change Successfully Requires
- Change Management Process
  - Plan for Change
  - Manage Change
  - Implement and Sustain Change
- Why Managing Change is Critical (and Challenging)
Organizational Change Management Plan Components
- Organizational Change Management (OCM) Plan Components
  - OCM Plan Components: Communication Plan
  - OCM Plan Components: Training Plan
  - OCM Plan Components: Measurement Plan
  - OCM Plan Components: Resistance Plan
- Phased Roll Out of OCM Plan
  - Real-Life Example 1: Phase Roll Out of OCM Plan
- Optimizing Your Data Catalog – Progress Review

ODC4: Effective Data Catalog Communication and Training

Communicate Early and Often
- Key Messages to Communicate
- Communication Approaches
  - Real-Life Example: Communication Approach Matrix
How to Create a Communication Plan
- Creating a Communications Plan
  - Steps 1 - 5
    - Practice: Start a Communications Plan
Make Training Meaningful with a Persona-Based Competency Model
- Meaningful Training Focuses
- Developing Personas
  - Sample Collibra Data Governance Personas
  - Persona Description
  - Sample Proficiency Levels
  - Persona-Based Competency Model
Make Training Meaningful with Thoughtful Curriculum Design

Meaningful Training Brings Together
- Make Training Meaningful: Use Personas to Develop Needs Assessment
- Make Training Meaningful: Build a Scaffolded Curriculum (Real-Life Example)
Real-Life Example: Training Module
Sample Training Action Plan

Make Training Accessible
- Make Training Accessible: Use a Variety of Activities
  - Learning Activities
Optimizing Your Data Catalog – Progress Review

ODC5: Sustain Adoption with Measurement and Management

The Need for Meaningful Metrics
- Why Do We Need Measurement?
- Meaningful Metrics
- Translating Metrics (Data Value) Into Business Value
- Message Design (AKA Metric Design) with the 7 CS
- Thoughtful Metric Design Helps Reduce
Align Organizational Priorities to Data Catalog Metrics
- How to Align Business Issues to Needed Data Changes
  - Focus on Creating Value
  - Example
- Aligning Data Governance Benefits to Business Value
  - Focus on Creating Value
  - Example
- How to Align Business Issues to Needed Data Changes
  - Categories of Changes Related to Data
  - Example Changes Related to Data
  - Example
Impact and Progress Metrics Model
- Impact and Progress Metric Model
  - Metric Example: Analytics Efficiency
  - Practice: Pick an Impact and Draft Metrics
  - Basic Adoption Metrics
  - Sample Survey: System Usability Scale
  - Sample Adoption Measurement: Collibra
    - Sample Collibra Metrics
  - Sample Adoption Measurement: Alation
    - Sample Alation Metrics
Plan for Resistance
Patterns for Managing Resistance
- How to Manage Resistance
- Patterns for Managing Resistance
- Patterns to Managing Resistance
  - Steps 1 -5
- Patterns for Managing Resistance
  - Practical Tips for Managing Resistance
  - Case Study: Resistance Management Approach
Optimizing Your Data Catalog – Progress Review

ODC6: Using Your Business Glossary as a Critical Data Governance Tool

Business Glossary Basics
- What Is a Business Glossary?
- Why Do Business Glossaries Matter?
- Typical Business Glossary Components
- Business Glossary Basics
- Business Metadata: Level of Granularity
- Business Glossary Basics
- Content Groupings
- Acronym Metadata
- Metadata Relationships
- Data Classifications
- Data Accountability
Glossary Work is Governance, Governance Work is Glossary Work
- Adding Business Context
- Connecting Data Governance and Metadata
- Measure Metadata to Demonstrate Governance Progress
- Data Catalog Functions to Support Governance Progress
Key Business Glossary Process
- Typical Metadata Processes
- Business Term Definition Process Example
- Best Practice: Writing Definitions
- A Good Business Term Name
- Processes for Maintaining Metadata Over Time
Critical Data Elements and Prioritization
- Focus on Critical Data
- What is Critical Data?
- What Do We Do with Critical Data?
- Example: Critical Data Identification Criteria Standard
- Example: Critical Data Identification Criteria Checklist
- Example: Required DG Activities by Tier Level
Optimizing Your Data Catalog Learning Plan – Progress Review

ODC7: Building a Data Catalog Roadmap

Use Cases to Realize Business Value
- Achieve Business Value Along the Journey
- Use Case Approach
- How to Align Business Issues to Needed Data Changes
- Example 1: Business Issues to Data Governance Goals
- Example 1: Identify Data Change Needed
- Example 1: Moving from Goals to Use Cases
- Example 1: Moving from Goals to Use Cases
- Example: Data Catalog Use Cases (1 of 2)
- Example: Data Catalog Use Cases (2 of 2)
Content and Function Intersection
- Key Concepts: Metadata Structure and Content
- Moving from Goals to Use Cases – Structure
- Moving from Goals to Use Cases – Content
Growing in the Catalog
- Steps in Growing a Data Catalog Over Time
- Select Use Cases to Build Upon One Another
- Parallel Implementation Tracks
- Metadata Maturity Model
- Data Catalog Growth is Not Linear
- Avoid a Scattershot Approach
- Example: Content Groups Ungoverned
- Use Measurement to Support Catalog Growth
Bringing It Together – Example Roadmaps
- Example: Data Catalog Use Cases (1 of 2)
- Example: Data Catalog Use Cases (2 of 2)
- Example: Data Catalog Potential Roadmap
- Example: Gantt Chart-Style Roadmap
Optimizing Your Data Catalog – Progress Review