Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. The Data Governance Professionals Organization ®

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. The DGPO is the only international non-profit, vendor neutral, association of business, IT and data professionals dedicated to advancing the discipline of data governance The primary resource for practitioners working in data governance A forum that fosters discussion and networking for members Encourages, develops and advances the skills and careers of members working in data governance

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Data Governance Professionals Organization What We Provide A virtual and social networking community for data governance professionals to connect, share experiences and content Face to face networking through member meetings at industry events and conferences Webinars and interactive member teleconferences that focus on best practices and real life member experiences Influence and endorse data governance education and training Member discounts to training, conferences and tools 3

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved Board of Directors and Appointments 4 BOARD OF DIRECTORS APPOINTMENTS ADIVSORY BOARD BEST PRACTICE GROUP LEADER Kira Chuchom New Relic REGISTRAR Sarah Vinson Metropolitan Nashville Public Schools HEALTHCARE SIG LEADER Holly Sefton Independent Health ADVISOR Len Silverston Universal Data Models ADVISOR Gwen Thomas The Data Governance Institute PRESIDENT Davida Berger DebTech International SECRETARY Lisa Sekkma PrioritySpectrum Health TREASURER Sal Passariello Knowledgent VICE PRESIDENT COMMUNICATIONS Anne Buff SAS VICE PRESIDENT MEMBERSHIP Michele Koch Navient VICE PRESIDENT ONLINE SERVICES Steve Zagoudis MetaGovernance VICE PRESIDENT OPERATIONS Holly Sefton Independent Health ADVISOR John Ladley First San Francisco Partners BEST PRACTICE GROUP LEADER Janet Lichtenberger Boots Walgreens Alliance

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Benefits WebinarsTeleconferences 20% off Morgan Kaufmann books Meetings in US and Europe Members-only Content 2016 DISCOUNTS JUNESEPTEMBER NOVEMBER DG Financial Services Jersey City, NJ Enterprise DATAVERSITY Chicago, IL DGIQ San Diego, CA DG Winter Conference Delray Beach, FL Enterprise Data and BI Conference London, UK

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Please Join Us for our Webinars  Bi-monthly series focusing on Case Studies  Showcases DGPO members that have been successful in implementing Data Governance in their organizations  July 6, 2016 Webinar, 2pm ET 6 Webinars

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Membership  Membership Rates $75 USD = Individual membership $250 USD = Corporate membership (up to 10 people) $500 USD = Corporate membership (up to 25 people)  Progress to date members Representing 425+ companies Australia, Belgium, Brazil, Canada, France, Germany, India, Ireland, Japan, Netherlands, Singapore, South Africa, Switzerland, Ukraine, United Arab Emirates, United Kingdom, United States 7

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. DGPO Working Groups and Special Interest Groups  DG Organizational Structure and Roles  DG Glossary Data Governance A discipline that provides clear-cut policies; procedures; standards; roles; responsibilities; and accountabilities to ensure that data is well-managed as an enterprise resource.  Special Interest Group DG in Healthcare  More coming soon! 8

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. DGPO Data governance best practices Working group 9

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. DGPO Data Governance Best Practices  Working Group kicked off on January 22, 2015  Weekly Working Group meetings  20 Data Governance practitioners volunteered to participate and share Data Governance Best Practices  Companies represented cover the following industries: Finance Education Healthcare Insurance Government Utilities Pharma Manufacturing/Retail/Consumer Goods, and Consulting Services  Initial areas of focus: Getting Started, Organization, Processes, Metrics, and Communications  Approach: iterative, refinement over time  For more information, contact: 10 Thanks !

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. DG Best Practices Expectations 11 Current Need Best Practice “Bullet” Brief Description of Best Practice Context (Rationale)Example 1Example 2 Classification or Category or Linkages Additional Information Potential (Future) “One-pager” Detailed Descriptions White Papers ? Hand Book(s) ? “How To” ? Best Practices Repository Other Best Practice Definition: “… a technique or methodology that, through experience and research, has been proven to reliably lead to a desired result” Constraints/Cautions: Iterative Approach Volunteer Army Resource Availability Level of Knowledge/Expertise Going too Deep too Soon Timeline: 3-6 months

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Establish the priorities for Data Governance within the organization Establish the priorities for Data Governance within the organization. This includes: - aligning priorities to key objectives and ensuring synergy with the overall business vision; - picking an initial focus area(s) versus taking a “boil the ocean” approach; - determining which discipline(s)/domain(s)/function(s)/sponsor/line(s) of business to start out with; - understanding and answering the question “Why” (you need a Data Governance Program); - identifying the driving factor(s), compliance-related issue(s), trigger(s) for Data Governance… Rationale: to ensure that the Data Governance Program is manageable, sustainable, and set up for success due to its alignment with the overall business vision, strategies, goals and objectives. Link to Story/Example 1Link to Story/Example 2 Category A: Getting Started 1: Priority Setting Data Governance Program Getting Started Sample Slide #1 12 **TIP** Have data governance as a program (not a project)

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Getting Started Sample Slide #2 Story/Example 1 A company was deliberately changing their marketing strategy from marketing primarily to institutions to marketing directly to their customers to increase revenue. Along with this new strategy they wanted to move away from ‘snail mail’ and utilize to reduce marketing costs and improve campaign response rates. The business identified key data elements that required data quality improvements to ensure that their new marketing campaigns would be successful. The corporate drivers to increase revenue and reduce marketing costs drove the initial development of their Data Governance Program to align with this business objective. Story/Example 2 Our Data Governance Office was established courtesy of a re-organization. We engaged in different efforts to try and establish a foothold for our program. But we were unable to gain any traction until we engaged the business and aligned our effort with a key business need. The need was rooted in the Meta-data Management discipline. We had to change our perception of how metadata was valued from an Enterprise perspective. The results were what we call Data Marts (i.e. governed data sources). They represent the highest level data standard we have within our company. They are based on the idea that the business values data and metadata as having equal importance. Today Data Marts have become the primary source for our reporting, analytics, analysis and drive a majority of the things we do from a business intelligence standpoint Back to Sample Slide #1

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Getting Started  BEST PRACTICE: Develop Data Governance Program Strategy (Mission, Vision, Charter, etc.…) This also includes: defining what is ‘Data Governance’ developing a Marketing Plan and a Communications Plan for different audiences (Business & IT) organizing a strong management and working structure to make key decisions and operationalize the Data Governance Vision; identifying change management related to setting up a Data Governance Program; developing a minimal/’light’” version of a Roadmap, with success criteria/measure(s) 14

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Getting Started  BEST PRACTICE: Engage senior leadership commitment and involvement This includes: identifying the sponsor(s) by gauging their level of commitment and support for Data Governance; naming the Executive(s), clearly delineating & socializing his/her/their role and level of involvement; determining where the program resides (within/under which department/budget/leader); determining the budgeting source(s), and length/duration of support/sponsorship; identifying program resources and where to find and obtain them 15

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Getting Started  BEST PRACTICE: Understand where you are vis-à-vis data management and/or data governance This includes: assessing & validating the ‘state of Data Governance/Data Management’ within your organization; developing a checklist and/or questionnaire to capture key criteria determining where you are in terms of ‘data management maturity’ across the enterprise evaluating available maturity models and/or methodologies for relevance to your organization 16

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Organization  BEST PRACTICE: Define and establish Data Governance organizational bodies (e.g. DG Office, DG Council, etc.…) This includes: describing the roles & responsibilities of each organizational body, and their inter- relationships; describing the roles & responsibilities of each group/function within each organizational body; describing the roles, responsibilities and relationships of groups external to the DG organization illustrating the relationships and workflows (internal and external to the DG org) in a diagram 17

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Organization  BEST PRACTICE: Develop Data Governance Organizational and Relationship Chart that includes individuals as well as teams and functions This incorporates: a ‘Who’s Who’ within company’s organizational structure and their Data Governance-related role; defining & documenting how DG teams Interact/Align with each other and engage with other teams; developing/maintaining a stakeholders’ list of key teams/individuals external to DG Program team; leveraging a RACI approval/decision-making model 18

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Organization  BEST PRACTICE: Define Key Roles and Responsibilities (the People side) This includes: defining knowledge, skills and abilities required for each role; developing/identifying training/courses for each role; developing/maintaining success criteria for each role; building a career path for Data Governance professionals; important considerations: soft skills, conflict resolution, negotiations, consensus building, facilitating 19

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Communications  BEST PRACTICE: Educate stakeholders in DG; create a culture where developing and maintaining a high level of data quality is known to be essential Educating key stakeholders may include: A formal training program, including certification Kickoff presentations tailored to specific roles/responsibilities Ongoing training related to projects Technical training on tools and methodologies, e.g., data profiling, data quality 20

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Communications  BEST PRACTICE: Develop communication templates/matrices so you don’t forget about anyone; Embed Communications in Processes (who, what, when, and how) Developing standard communication templates and matrices will ensure consistent messaging from the DGO. Consider the following when developing your DG communications plan: Identifying touch points for data stakeholders (who, what, when, and how) Developing different versions for different audiences Developing templates for DG decisions and policy statements 21

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Communications  BEST PRACTICE: Develop kickoff presentations/training materials tailored to the business and IT audiences Developing tailored presentations/training materials ensures that the individuals understand their role and responsibilities. Consider the following: Defining each role, skill set and associated responsibilities Developing different versions for different audiences Ask ‘what is in it for them?’ when developing the materials 22

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Communications  BEST PRACTICE: Leverage tools such as PowerPoint and SharePoint, etc. to build and share your messages Building your DG Program materials in PowerPoint allows you to quickly develop and tailor presentations/training materials. Leverage existing tools and best practices for selection of communication tools. 23

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Metrics  BEST PRACTICE: Measure-Report Measure-Report Measure-Report – Measure as you go! It is important to identify what metrics you want to track at the onset of your program and adjust along the way. This will prevent you from having to go back and try and figure out what the numbers were at a particular point in time. It is also helpful to establish a baseline at the beginning of your DG Program so that you can show progress from program inception. 24

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Metrics  BEST PRACTICE: Build dashboards with drilldown capabilities Developing a dashboard or scorecard is especially helpful since they provide a visual representation of the metrics that is often easier to understand. By including drilldown capabilities you satisfy the needs of all your stakeholders who require varying levels of details. Consider including the following areas: State of quality of data DG program performance (e.g., number of data issues and engagements) Business value to the organization 25

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Metrics  BEST PRACTICE: Develop qualitative and quantitative business value metrics The best metrics are the ones that can be quantified through business value (BV) calculations. In the meantime, leverage anecdotes and storytelling to get a point across. Consider your audience; make it meaningful; be specific; be creative; and, make it fun. Don’t forget to also document intangibles. 26

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Processes Topics Covered  Designing DG Processes  Business Integration  Data Strategy  Engagement Model  Metadata  Data Maturity Model  Engagement Model  Escalation & Issue Management  Communications  Policies, Standards, Controls, Procedures  Change Management  Feedback, Audits Best Practice Category: C 27

Copyright © 2015 Data Governance Professionals Organization ® All rights reserved. Questions? Thank you for your interest and support!!! 28 For answers to your questions contact us at: Or visit us at: