Implementing a Data Stewardship Program – A Two Day Seminar

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Available for Presentation at Your Organization

For more information on how to bring this two-day seminar to you, contact tony@dataversity.net.

Data Stewardship is Growing in Importance

Data Governance is a crucial piece of properly using your data and improving the quality of your data. And Data Stewardship is a critical piece of Data Governance – data stewards are your decision-makers about what data means, how it is derived, what rules to apply to determine data quality, and what data quality issues are worth spending resources on. More and more companies are coming to terms with the fact that they need to have a data stewardship function in order to be effective in collecting metadata (including definitions, derivations, and data quality rules), MDM, and data quality. A lot has been said and spoken about why stewardship is important, but HOW do you do it and be effective with limited resources (in the “real world”)?

This presentation details how to set up a data stewardship function, provide training for your stewards, and run the entire stewardship effort – including managing the Data Stewardship Committee. You’ll need help from IT for folks who know the systems and ETL, and this presentation tells you how to coordinate your efforts, including recruiting help from IT for technical stewards, evaluating and installing Data Governance/Stewardship toolsets, and leveraging an IT sponsor.

We will go into considerable detail on what the roles and responsibilities of the data stewards are, what decisions they have to make, and what processes have to be used in order to make those decisions. In addition, it covers how to staff projects for stewardship and funnel the information from projects back into the overall stewardship process. Communications are another important part of stewardship, and we’ll discuss what meetings are needed, what a communications plan looks like, how to report on your stewardship progress, and how to avoid getting overwhelmed by meetings by leveraging modern collaboration tools.

You Will Learn:

  • The relationship between data governance and data stewardship
  • How to build and staff governance and stewardship organization
  • How to recruit stewards and who in the organization is responsible for designating stewards
  • What type of person you need in the stewardship role
  • What the steward’s responsibilities are
  • What the stewardship process looks like
  • How to break up responsibilities by functional area
  • Resources you can use to minimize endless meetings
  • What the decision process is
  • How to avoid overwhelming stewards when you have a lot of projects
  • What and how to document decisions
  • A list of Data Stewardship Best Practices
  • How to train your stewards to do what they must do
  • How to orchestrate a communications plan
  • How to build a status report for stewardship and governance
  • How to incorporate your stewards into the responsibilities of Information Security
  • What the Stewardship maturity model looks like, and how to rank your stewardship effort

Course Outline:

Introduction

  • Current Data Challenges: User, System, Executive, Interpretation and Managing issues
  • Getting to an Ideal State: Proper Data Warehousing, Master Data Management, Identity Resolution, Data Quality Improvement, New System Implementation

Data Governance – Execution of Authority over Data Management

  • Understanding Data Governance: Definitions and Overview
  • How to Ensure the Enterprise’s Data Assets are Formally Managed
  • Practical Data Governance: Metadata, Data Quality, Policies and Procedures
  • Where Stewardship fits into the overall Data Governance Program

Data Stewardship – Operational Aspect of Data Governance

  • Three Main Types of Stewards: Business, Technical and Project Data Stewards
  • Roles of Data Stewards – what they help Determine, Decide, Enforce and Ensure
  • The importance of Data Stewardship
  • What Happens Without Data Stewardship

Setting up Your Data Stewardship Organization

  • Championing Stewardship – Well Executed Data Stewardship Programs
  • Keys to Successful Implementation:
  • Fitting Stewardship into the Data Governance Organization
  • Organizing the Stewardship & Creating a Council
  • Assigning Responsibilities & Relationships
  • Raising Awareness & Communication
  • Training Data Stewards

Enterprise Resources – Figuring Out What You’ve Got and Where To Put It

  • Governing Data: The Information Chain, Source Data Capturing, ETL, Reporting
  • Metadata: Definition, Derivations, Tracking ETL, Supporting Capture and Validation
  • Data Quality – Quality Issues, Documentation, Trouble Tickets, Project Development
  • Tools: Metadata Capture Tools, Data Quality Tools, Stewardship and Governance Tools
  • Business Glossary: Context, Hierarchy, Terms, Workflow, Statistics

Adjusting Methodology – Data Governance Process Integration

  • Adding Governance To Project Methodology – We are here to help!
  • Adjusting Project Methodology:
  • Working with Project Managers & Project Data Stewards
  • Project and Solution Evaluations
  • Metadata and Data Quality – Resources, Definitions/Derivations, Validate Rules, Metrics
  • Documentation and QA Test Cases

Working With Stewards – Day-To-Day Practical Aspects

  • Steward Assignment, Duties and Relationships:
  • Chief Data Steward – Strategic Leadership
  • Enterprise Data Steward – Leading Data Stewards, Program Management, Measurement
  • Business Data Stewards– Business Alignment & Management
  • Data Domain Stewards: Alignment & Data Management
  • Project Data Stewards: Metadata and Data Quality
  • Business, Data Owners and IT Stewardship
  • Decision Documentation Process & Creating Communication Plan
  • Work Flow: Logistics, Working Groups and Stewardship Council
  • Infrastructure Needs & Staffing Requirements

Practical Stewardship – Maintaining What We Have Accomplished

  • Definitions & Derivations – Rationalization, Assignment, Creation and Approval Process
  • Data Quality – Support, Rules, Enforcement, Results
  • Reference Data Setup & Repeatable Processes
  • Information Security: Classify Data, Document Classifications, User Access, Build Structures

Data Stewardship Metrics

  • Business Results Metrics – Business Value Measurements
  • Operational Metrics – Operational Considerations for Effective Stewardship
  • Work Progress Reporting
  • Critical Success Factors

Measuring Maturity and Summary

  • Stewardship Maturity – Measuring your Progress
  • The Data Governance Maturity Model
  • Maturity Levels: Initial, Repeatable, Defined, Managed and Optimized
  • Improvement Challenges and Opportunities
  • Data Governance Best Practices

Comments from Past Attendees of the Stewardship Workshop

“David is a wealth of practical experience and can relate to pretty much any industry.”

“Great workshop! Lots to take away and use at office!”

“Excellent primer on data governance and quality.”

“A++ – so happy I chose this one! Wonderful examples that can be used in any industry.”

“Awesome, engaging speaker.”

“Great overall session. Speaker was extremely knowledgeable.”

“Exceeded expectations.”

For more information on how to bring this two-day seminar to you, contact tony@dataversity.net.

About the Instructor

David Plotkin is an Advisory Consultant for EMC2, working in Enterprise Information Management. He is responsible for leading efforts at client companies to plan and implement Data Governance both as stand-alone efforts and as part of other initiatives such as Data Quality improvement and Master Data Management. He has previously managed Data Governance at an insurance company and managed data quality at two large banks. He has been working with data governance, data modeling, metadata and data quality for over 20 years. He is a popular speaker at DATAVERSITY and DAMA chapters and conferences, and serves as a subject matter expert on many topics around metadata, data governance, and data quality.

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