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šØ Alert : the newly Data Governance Council appointed asked you to give them some Data Governance best practicesā¦
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Setup foundations
Operationalisation
Embedding & automation
Setup foundations
The Data Governance Council needs advice first on where to start and how to lay strong foundations. Here is what I always say first to the Top Management :
1ļøā£ Align governance initiatives with business goals and organizational strategy
Clarify why Data Governance should exist in your company. How will it serve the business strategy? It should overall help to support better decisions, innovation and competitive advantage.
Keep in mind also that setting up Data Governance will have an impact on the organization.
š Tip : If youāre planning a massive reorganization, itās probably best to wait a bit before starting Data Governance.
2ļøā£ Consider data governance as a long term investment not a one time project
It will take time, but the reward is worth it : your company will stay afloat by using its data wisely and effectively. The consequence of this is that the ācentral Data Governance teamā is here to stay. Hence they need at least a super strong support from you (= Top Management).
If this is not acknowledged, no need to go further.
3ļøā£ Invest massively in change management and communication
If you have to choose between a tool and a global training : pick the training! We always underestimate how much time and energy it takes to have people changing their habits. Thatās what Data Governance is about. Itās about changing mindsets and the ways of working. 𤯠Which is so much more difficult than plugging a new tool.
š And youāll have to operate these changes at all levels within the company: from the executives to operational team members. Thatās a massive challenge.
Operationalisation
Now that buy-in is acquired, the framework is stabilized and validated by sponsors and key stakeholders. Letās dive into making governance operational :
4ļøā£ Prioritize quick wins and incremental improvements
You need to manage expectations. Be careful when you start receiving many new demands from business teams and/or many quality issues sent to your team. Prioritization is king. And more than that is having the prioritization result stamped by the Exec Committee.
š Tip : Select small battles with high impact. The most critical KPI of the company is still not defined? Gather the 3-4 people most affected and get them to come up with a common definition.
5ļøā£ Assign clear ownership and stewardship
Donāt hire outside of your company, but assign roles to business team members. Let them know that the tasks associated to the role are things that they actually already do now : clarifying a definition of a business concept, coming up with a calculation rule for a new metric, etc. They do it daily without thinking about it.
š What will change is how theyāll do these tasks, how often and with which tools.
š Tip : By clear ownership, I mean having the name of a person, not a teamās name. Thatās how people own stuff and become responsible. If the organization changes, the Data Governance team will make sure thereās a new name in the owner box.
6ļøā£ Start with lightweight policies
Iāve done a list of the first policies to start. Itās basically around the standardization of your naming conventions, data formats and ownership. You should also start looking at access management by doing a global audit to understand risks and next steps.
Remember that these simple policies should live in the long term, hence you need a clear validator and owner of policies to have them respected and audited regurlarly.
7ļøā£ Reuse existing tools
You donāt need AI-powered modern tools to start your Data Governance. You should reuse what you have :
a shared digital workspace to store your policies,
a Confluence to start documenting business concepts,
a Notion table to list your critical KPIs,
a dbt pipeline to do data quality checks, etc.
even an Excel file can do the trick to initialize a data catalog !
Embedding & automation
Great, youāre now thriving and going on run mode for your data governance initiatives. Whatās left is :
8ļøā£ Embed governance into existing project and business processes
Please donāt treat Data Governance as a separate track. You have to integrate it into project lifecycles, workflows, and decision-making routines. This ensures governance becomes second nature for teams, and avoids bureaucracy.
š Tip : Take your current project processes and add to them some simple governance tasks to each milestone like having a quality check performed during the framing phase, getting definitions of business terms involved in the data catalog before the development phase, etc.
9ļøā£ Automate data governance work where possible
By automating recurring governance tasks like metadata capture, quality checks, or policy enforcement, you free up valuable time from your Data Stewards and reduce human error.
š Automation makes governance scalable.
š Tip : You can start automation on small and simple tasks like the Data Stewardship inbox triage, with very simple tools. But you should also rely on your Data Engineers to automate the work.
š Data Governance means animating, repeating, re-explaining
Iāve spent many hours explaining concepts, simplifying them for various audiences. The more I did it, the more people would start understanding and getting involved. Add to that the creation of a fun community around Data and youāll see the organization changing.
š Donāt underestimate the time to animate a community in the long term though.
š Tip : Find your close soldiers, aka Data Ambassadors, and have them re-explain things and being actors of change for local business teams.
See you soon,
Charlotte
I'm Charlotte Ledoux, freelance in Data & AI Governance.
You can follow me on Linkedin !
This hits! Tip #1 especially resonates with my experience in large organizations: Reorgs are not the time to implement governance. Governance is about sustainability and strategy; reorgs are the implementation of the fact that prior strategy has failed, and so sustaining them doesnāt make sense. Really appreciate this work @Charlotte Ledoux!