Data Governance Toolkit

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Data Governance Forecast

In your organization, forecasting the future is a complex and absolutely critical job. What comes next for Data Governance in Data / Governance / Business / Management / Enterprise / Security / Quality / Strategy / Information / Development / Technology / Tools / Services?

Within the next quarter, driven by internal and external requirements, use the Data Governance Toolkit to grow maturity and adoption of the top forecasted Data Governance breakthrough technologies and applications.

Relevant to solving real problems and exploiting new opportunities:


  • Manage responsibilities of the overall design of the enterprise information architecture, across all data types; Develop a comprehensive strategy, roadmap and implementation plans around Governance, Information Lifecycle, Metadata Management, Master Data, Data Integration, Data Security and associated change management.
  • Conduct liaisons between Business and Functional areas and technology to ensure that data related business requirements for protecting sensitive data are clearly defined, communicated and well understood and considered as part of operational prioritization and planning.


  • Produce leadership to institutionalize data governance and ensure clear accountability for stewardship of the companys data by working with various Domain Stewards and any Business Leads to escalate issues and resolve conflicts related to data governance policies and procedures.
  • Cultivate a focus on improvement of regulatory and legal compliance, data quality, efficiency, and the protection of sensitive data through modifications to organization behavior, policies and standards, principles, governance metrics, processes, and related tools.
  • Build and utilize a Knowledge Center in data needs/requirements and continually expand business understanding and determine effective solutions to data governance and quality challenges, some of which may create issues for the business.


  • Standardize responsibilities of the ongoing identification of the organizations data and analytics needs to deliver and expand capabilities across business intelligence, forecasting, prediction, and optimization that ultimately enhance the companys performance and success.
  • Complete the link between Business and Functional areas and technology to ensure that data related business requirements for protecting sensitive data are clearly defined, communicated and well understood and considered as part of operational prioritization and planning.
  • Liaison between Business and Functional areas and IT to ensure that data related business requirements for data are utilizing best practices and comply with all data governance policies, processes and procedures.


  • Improve and facilitate the development and implementation of data quality standards, data protection standards, Data Security, and maintenance of end to end data lifecycle management and adoption requirements across the enterprise.
  • Expand an entity managing relational database structures, theories, principles, and practices, Data Governance, Data Quality Management, Metadata Management, and Conceptual and Logical Data Design.


  • Ensure Data Domains teams establish client and producer data strategies through the Enterprise lens and ensure roadmap delivery for all enterprise client and producer data domain initiatives.
  • Manage responsibility of the development of enterprise data policies, standards, and data processes to enable business teams to leverage data as strategic asset, while ensuring its integrity and quality.


  • Partner with key stakeholders in Geographies, Demand and Supply Planning, Operations, Logistics, Security, Technology and Analytics functions to execute data governance and quality priorities.
  • Overhaul and configure MDM software to satisfy functional and technical requirements in defining match/merge, workflow, user interfaces, security, access rules.
  • Design and manage the Data Governance processes to ensure quality, consistency, usability, security and availability of data.


  • Clear the way for maintaining data governance processes and controls by working with project and business leaders to analyze the impact of future changes on critical data and mitigate any potential risks to data quality.
  • Demonstrate that the data steward is managing responsibility of establishing data-quality metrics and requirements, including defining values, ranges, and parameters, that are required for each data element.
  • Challenge that the Data Analyst role is a key contributor to your organizations mission by it supporting data governance initiatives to ensure data quality and enabling greater insights from internal and external information.


  • Ensure the Sales Strategy, Operations, and Productivity (SOPS) teams own the functional work streams that amplify the success of your organization and have a hybrid of skills across strategic planning, analytics, process excellence, and systems optimization.
  • Campaign for and develop a business intelligence strategy and roadmap through collaboration with key stakeholders to identify opportunities to enhance financial or operating performance through strategic use of your companys resources.
  • Consolidate and procure the execution and implementation of Data Governance policies and processes so they are in line with corporate strategy and corporate process frameworks.


  • Challenge and take the lead in establishing and governing an enterprise data governance implementation roadmap including strategic priorities for development of information-based capabilities.
  • Examine and ensure that a self-serve capability is up-to-date with master, reference and metadata controls, informed by data governance, classification, quality rules and audit information.


  • Unify and coordinate responsibilities of ensuring quality and consistency of the applications architecture across the system and providing technical guidance to the development teams.
  • Implement development of data protection guidelines and protocols that govern the proliferation of data.


  • Challenge and engaging product specialist resources who can deep dive into the technology and deliver compelling proof of value.
  • Take the lead in promoting implementation of new technology, solutions and methods to improve business processes, efficiency, effectiveness and value delivered to customers.
  • Launch advanced participation in the evaluation, selection and implementation of technology solutions including providing detailed analysis of pros and cons and build vs buy options.


  • Partner with the business to provide consultancy and translate the business needs to design and develop tools, techniques, metrics, and dashboards for insights and data visualization.
  • Clarify strong technical skills needed in the tools and processes that support a modern data and analytics ecosystem (ETL and MDM, big data, data virtualization, business intelligence, analytics).
  • Push forward and steer efforts to utilize metadata management tools and data quality tools to operationalize and scale your organizations data governance capabilities.


  • Ensure your internal business processes are designed to deliver consistent, top-quality products, services and experiences to your clients-practically, efficiently, and effectively.
  • Develop and implement the capability to enable self-serve data profiling and data lineage services.


Save time, empower your teams and effectively upgrade your processes with access to this practical Data Governance Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Data Governance related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Data Governance specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data Governance Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Data Governance improvements can be made.

Examples; 10 of the 993 standard requirements:

  1. Is your organization looking for an interface to support data stewardship activity and data remediation as data quality business rules are violated to support data governance?

  2. Does the platform have robust privilege management capabilities for managing and reporting on granular privileges as copy object, maintain labels, and change object status?

  3. Does the platform have pre-built connectivity to a wide variety of systems, including multiple mainframe formats, messaging systems, and numerous applications?

  4. Do you find that most companies designate formal data stewards as part of data governance efforts, or is data stewardship still an emerging concept?

  5. How do you ensure data governance and security at each stage of the data management including ingestion, storage, preparation and ongoing analysis?

  6. What opportunities are available for bi-directional communication to ensure that partnering providers can give input into planning and decisions?

  7. Do you believe using any automated solution would increase the effectiveness and efficiency of your organizations data governance activities?

  8. Does the platform support an enterprise-wide strategy on information classification, enabling data to be easily grouped and classified?

  9. What kind of design principles are necessary, if the starting point for all networked infrastructure is based on privacy by design?

  10. Does the platform enable granular segregation of duties, as well as reporting on the interdependencies between different tasks?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Data Governance book in PDF containing 993 requirements, which criteria correspond to the criteria in...

Your Data Governance self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Data Governance Self-Assessment and Scorecard you will develop a clear picture of which Data Governance areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Data Governance Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Data Governance projects with the 62 implementation resources:

  • 62 step-by-step Data Governance Project Management Form Templates covering over 1500 Data Governance project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Formal Acceptance: What are the requirements against which to test, Who will execute?

  2. Scope Management Plan: Are post milestone Data Governance project reviews (PMPR) conducted with your organization at least once a year?

  3. Source Selection Criteria: Is a letter of commitment from each proposed team member and key subcontractor included?

  4. Human Resource Management Plan: What skills, knowledge and experiences are required?

  5. Source Selection Criteria: What is the last item a Data Governance project manager must do to finalize Data Governance project close-out?

  6. Human Resource Management Plan: How are you going to ensure that you have a well motivated workforce?

  7. WBS Dictionary: Appropriate work authorization documents which subdivide the contractual effort and responsibilities, within functional organizations?

  8. Procurement Audit: Were any additional works or deliveries admissible without the need for a new procurement procedure?

  9. Change Management Plan: What processes are in place to manage knowledge about the Data Governance project?

  10. Activity Duration Estimates: Does a process exist for approving or rejecting changes?

Step-by-step and complete Data Governance Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Data Governance project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Data Governance project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Data Governance project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Data Governance project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Data Governance project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Data Governance project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Data Governance project with this in-depth Data Governance Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data Governance projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Data Governance and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Data Governance investments work better.

This Data Governance All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.