Data Steward Toolkit

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Be accountable for creating data quality scorecards on various attributes to grade the source data to the golden record (completeness, accuracy, duplication, consistency, conformity, integrity), and data analyst tool allows data stewards to choose components, create and refresh scorecards.

More Uses of the Data Steward Toolkit:

  • Provide expertise advice and consultation to executive management, internal departments and outside organizations to identify and research outstanding Transformation data governance issues.

  • Be certain that your organization across multiple systems, for a variety of investment products, with the goal of providing accurate, timely data that is used for analytics, risk management, trading, finance, compliance, marketing and client reporting.

  • Coordinate with data custodians, data stewards and other support teams regarding app operations, data quality in the app, data demand / consumption requirements, and open data quality exceptions / issues.

  • Steer: closely partner with data stewards to understand the needs of the business and what data relationships the models represent along with helping to identify what relationships and dependencies also need to be reflected.

  • Establish consistent business processes for source data and develop business rules and data governance policies to ensure integrity and quality of your foundational data assets.

  • Establish an enterprise data catalog to ensure an accurate inventory of data assets and appropriate context to enable data analysts, data stewards, and other data consumers to find and understand appropriate datasets.

  • Represent technology in the data governance organization and provide progress reports to board management and oversee periodic updates to data governance technology roadmap.

  • Serve as a liaison between Business and functional Product domains to ensure that data related business requirements for protecting sensitive data are clearly defined, communicated, understood, and complied with.

  • Head: data call for changes to production systems, determines impact on existing systems, processes and develops appropriate specifications, enhancements and or procedures to comply.

  • Maintain and advise relevant stakeholders on data governance related matters in a specific domain (Customer, Material, Vendor, Finance, Consumer) with a focus on the business use of the data.

  • Analyze systems of record and associated data stores to develop and maintain logical and physical data models, working closely with business owners and data stewards.

  • Formulate: effectively communicate with enterprise data stewards, data specialists, and IT system support teams to resolve data management conflicts and escalate issues to management on a timely basis.

  • Coordinate with the database administration group to ensure day to day activities (statistics collection and reporting) are performing in the most efficient manner (data warehouse and big data environments).

  • Ensure your organization ls and cos vision is to be a data driven organization that applies analytics, machine learning, and automaton to making decisions, and predicting and shaping desired outcomes across the business.

  • Oversee: conduct research on emerging data integration products, languages, and standards in support of procurement, development, security, and integration efforts in relation to the cloud, bi, and big data management.

  • Create reporting and/or data quality scorecards to enable collaboration with business data owners and stakeholders to provide visibility and drive decisions for ensuring data consistency and quality.

  • Advise on various projects and initiatives to ensure that any data related changes and dependencies are identified, communicated and managed to ensure adherence with the Enterprise Data Governance established standards.

  • Confirm your organization participates in technology development and improvement efforts to incorporate data governance consistency across systems and ensure that diverse data and data information systems users needs are accounted for as systems are developed.

  • Manage the customer data governance framework that establishes the mechanisms through which people, process, and technology elements are synthesized to effectively manage customer data.

  • Lead: preparation of etl technical specifications and identification of gaps and get it reviewed by data architects, business smes and proper sign off and developer handover.

  • Identify areas for data quality improvements and help to resolve data quality problems through the appropriate choice of error detection and correction, process control and improvement, or process design strategies.

  • Ensure you assess; lead testing phase of data integration development in order to identify and remedy potential problem areas through collaboration with analysts, data stewards, developers, and system owners.

  • Facilitate timely and quality release of data and analytic products to external partners for appropriate purposes, without compromising privacy and confidentiality concerns.

  • Ensure you enhance; understand the upstream and downstream data impact and directs the development, implementation, and management of control structures and business rules used to govern data transformations.

  • Establish that your organization executes with excellence is action oriented, drive for results, sets clear expectations and milestones, review progress, acts decisively, solves problems, can be counted on to consistently meet or exceed goals.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Data Steward 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 994 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 Steward improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. What are your concrete action plans for the worst case scenarios, including mitigation strategies to limit or remedy harms to others if your data stewardship plan goes wrong?

  2. Are there any performance measures applied at the individual role or business unit level for staff who are tasked with gathering, processing and using data and information?

  3. How many lines of business, functional areas, system areas, project teams, and other parts of your organization have committed stewardship resources or sponsorship?

  4. How will a manufacturer used to using spreadsheets to manage a handful of products adapt when the product portfolio and source systems double overnight?

  5. How can blockchain impact the finance functions role as an enterprise data steward, as well as the CFOs approach to innovation and investment?

  6. What internal data stewardship is in place and is your organization engaging the consumer with ongoing communication to track trust over time?

  7. Are users using datasets across multiple repositories or reuse data in new ways, is the gateway used to drive policy and management decisions?

  8. What security, backup, data stewardship and other processes are in place to protect your confidential and business critical information?

  9. Are there data stewards who are willing and able to work with you to facilitate proper access to and interpretation of any needed data?

  10. How to address the perception that stewardship is just additional work and time Is data stewardship – a role or profession?

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 Steward book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Data Steward 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 Steward Self-Assessment and Scorecard you will develop a clear picture of which Data Steward 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 Steward 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 Steward projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Responsibility Assignment Matrix: Evaluate the performance of operating organizations?

  2. Variance Analysis: Are there changes in the direct base to which overhead costs are allocated?

  3. Cost Management Plan: Cost estimate preparation – What cost estimates will be prepared during the Data Steward project phases?

  4. Communications Management Plan: Do you have members of your team responsible for certain stakeholders?

  5. Procurement Management Plan: Are internal Data Steward project status meetings held at reasonable intervals?

  6. Project Schedule: How can you minimize or control changes to Data Steward project schedules?

  7. Initiating Process Group: How well defined and documented were the Data Steward project management processes you chose to use?

  8. Activity Duration Estimates: Do an internet search on earning pmp certification. be sure to search for yahoo groups related to this topic. what are the options you found to help people prepare for the exam?

  9. Scope Management Plan: Are the schedule estimates reasonable given the Data Steward project?

  10. Schedule Management Plan: Are vendor contract reports, reviews and visits conducted periodically?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Data Steward 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 Steward 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 Steward 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 Steward 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 Steward 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 Steward project with this in-depth Data Steward Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Data Steward 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 Steward 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 Steward investments work better.

This Data Steward 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.