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Home > Data > Data Governance > Data Governance Handbook
Data Governance Handbook
Data Governance Handbook

Data Governance Handbook: A practical approach to building trust in data

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Profile Icon Wendy S. Batchelder
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Data Governance Handbook

What Is Data Governance?

As a data professional, some of the most frustrating conversations you will have about data governance will be about data programs feeling like a series of constraints versus a strategic enabler and that you are slowing business down vs. enabling excellence. Having led data transformations in three Fortune 500 companies, I have heard my fair share of these same messages. In my humble opinion, this is feedback; feedback that we are speaking in “data speak” and have not created a business case that is centered on value generation from the lens of our stakeholders. Rather, we have delivered a business case that is focused on data needs vs. business needs.

From a stakeholder’s perspective, there are a plethora of forces at stake in driving business: generating revenue through the sales teams, marketing to existing and potential customers, economic factors, and supply chain challenges. Data is a part of all of these critical business components, but it is not the first thing that comes to mind for our stakeholders. It is embedded in how business runs. It is a part of the day-to-day. It does not and should not feel like a standalone function.

Therefore, it’s our job to serve the business and to make it feel seamless to the business stakeholders we enable. When things feel like friction, it’s not necessarily because we’re not supported; it’s because we are one of many problems leaders are facing. Often, this comes in the form of a lack of buy-in or pushback, a seemingly endless number of questions, or simply a lack of engagement. For data professionals, conversations like this often end in frustration and the underfunding of the data governance program. I have seen this scenario over and over again in organizations firsthand and have heard it from data executives in every single industry. Far too often, it ultimately ends in the failure of a chief data & analytics officer to survive in the organization.

The question is, why?

Over the course of the next 17 chapters, I will explain why Chief Data and Analytics Officers fail to establish themselves as strategic business partners in their organizations and how you can overcome these common pitfalls and succeed. I will cover everything you need to know to build a case for data governance, rally your organization to support you, deploy a strong data governance program, leverage core data governance solutions, and apply all of this in a case study for a fictitious financial institution. Let’s dive in.

What you can expect to learn

Throughout this book, I promise to be transparent and direct about my experiences, and we’re going to start strong: governance programs fail because we have failed. We have failed to explain data governance in a way that makes sense to our business stakeholders. We have failed to deeply and intimately understand how our solutions will drive business success. In short, we have failed to explain in terms of business value. Conversely, the most successful data executives I have had the opportunity to work with have been successful because they deeply understand their company. They have spent the time to intimately understand the business, have crafted data solutions that enable business success and have successfully explained the benefits in terms of business results vs. data results.

As we go deep into these topics, I will not make assumptions about your experience implementing a successful data governance program. I will start with the basics by grounding you in definitions and the foundational capabilities and will build on how to launch a successful and impactful program, complete with the measures for success that will resonate with executive management and, ultimately, the board of directors for your organization. In the end, we will complete a case study to bring it all together. By the end of this book, you will have all you need to launch a program and deliver with excellence in your own organization. No longer will your organization be overwhelmed by data and underwhelmed by insight. We will change the narrative together.

In this chapter, we will ground ourselves in the basics of data governance and how it relates to adjacent capabilities. Then, we will define the components of a data governance program, why each component matters, and why we treat data governance as an enabler for business value. Subsequent chapters will dive deeper into the fundamental capabilities of a data governance program and how to implement them.

We will cover the following main topics:

  • What is data governance?
  • What’s driving the increasing need for data governance?
  • A brief overview of the data governance components
  • Data governance as a strategic enabler
  • Building a business case for your company
  • When and why to launch a data governance program
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Page 1 of 11

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Key benefits

  • Develop a solid foundation in data governance and increase your confidence in data solutions
  • Align data governance solutions with measurable business results and apply practical knowledge from real-world projects
  • Learn from a three-time chief data officer who has worked in leading Fortune 500 companies
  • Purchase of the print or Kindle book includes a free PDF eBook

Description

2.5 quintillion bytes! This is the amount of data being generated every single day across the globe. As this number continues to grow, understanding and managing data becomes more complex. Data professionals know that it’s their responsibility to navigate this complexity and ensure effective governance, empowering businesses with the right data, at the right time, and with the right controls. If you are a data professional, this book will equip you with valuable guidance to conquer data governance complexities with ease. Written by a three-time chief data officer in global Fortune 500 companies, the Data Governance Handbook is an exhaustive guide to understanding data governance, its key components, and how to successfully position solutions in a way that translates into tangible business outcomes. By the end, you’ll be able to successfully pitch and gain support for your data governance program, demonstrating tangible outcomes that resonate with key stakeholders.

Who is this book for?

Chief data officers, data governance leaders, data stewards, and engineers who want to understand the business value of their work, and IT professionals seeking further understanding of data management, will find this book useful. You need a basic understanding of working with data, business needs, and how to meet those needs with data solutions. Prior coding experience or skills in selling data solutions to executives are not required.

What you will learn

  • Comprehend data governance from ideation to delivery and beyond
  • Position data governance to obtain executive buy-in
  • Launch a governance program at scale with a measurable impact
  • Understand real-world use cases to drive swift and effective action
  • Obtain support for data governance-led digital transformation
  • Launch your data governance program with confidence

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Publication date : May 31, 2024
Length: 394 pages
Edition : 1st
Language : English
ISBN-13 : 9781803242477
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Languages :
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Data Governance

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Publication date : May 31, 2024
Length: 394 pages
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Language : English
ISBN-13 : 9781803242477
Category :
Data
Languages :
Python
Concepts :
Data Governance

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Table of Contents

23 Chapters
Part 1:Designing the Path to Trusted Data Chevron down icon Chevron up icon
Part 1:Designing the Path to Trusted Data
Chapter 1: What Is Data Governance? Chevron down icon Chevron up icon
Chapter 1: What Is Data Governance?
What you can expect to learn
What’s driving the increasing need for data governance?
What is data governance?
A brief overview of the data governance components
Defining value
Data governance as a strategic enabler
Building a business case for your company
When and why to launch a data governance program
Conclusion
References
Chapter 2: How to Build a Coalition of Advocates Chevron down icon Chevron up icon
Chapter 2: How to Build a Coalition of Advocates
Building relationships with impact
Landing an executive sponsor
Establishing feedback loops
Key roles to support you
How to gain the support of the masses
Conclusion
References
Chapter 3: Building a High-Performing Team Chevron down icon Chevron up icon
Chapter 3: Building a High-Performing Team
Optimizing for outcomes
Three common data organization models
What roles are needed
AI considerations
How to structure the team for results (and why)
Building the rhythm of the business of data
Functional roles
Talent development
Conclusion
References
Chapter 4: Baseline Your Organization Chevron down icon Chevron up icon
Chapter 4: Baseline Your Organization
What is a data management maturity model?
Overview of process
Why you should baseline data management maturity
Executing a data management maturity assessment
Alignment and agreement
Measuring success
Conclusion
Chapter 5: Defining Success and Aligning on Outcomes Chevron down icon Chevron up icon
Chapter 5: Defining Success and Aligning on Outcomes
Capabilities versus outcomes
Business outcomes and data capabilities
What is success?
Aligning on outcomes
Barriers to achieving business value
Building value measures into your stakeholder map
Conclusion
Part 2:Data Governance Capabilities Deep Dive Chevron down icon Chevron up icon
Part 2:Data Governance Capabilities Deep Dive
Chapter 6: Metadata Management Chevron down icon Chevron up icon
Chapter 6: Metadata Management
Metadata management defined
The value of metadata management
Core metadata capabilities
Building optimal metadata management capability
Setting up metadata management for success
Conclusion
References
Chapter 7: Technical Metadata and Data Lineage Chevron down icon Chevron up icon
Chapter 7: Technical Metadata and Data Lineage
Technical Metadata
Data Lineage
Building an optimal Data Lineage capability
Conclusion
Chapter 8: Data Quality Chevron down icon Chevron up icon
Chapter 8: Data Quality
Data quality defined
The value of measuring data quality
Core capabilities
Building an optimal data quality capability
Setting up data quality for success
Conclusion
Chapter 9: Data Architecture Chevron down icon Chevron up icon
Chapter 9: Data Architecture
Data architecture defined
The value of data architecture
Core capabilities
Building an optimal data architecture capability
Setting up data architecture for success
Conclusion
Chapter 10: Primary Data Management Chevron down icon Chevron up icon
Chapter 10: Primary Data Management
Defining Primary Data Management
Types of Primary Data
Building an Optimal Primary Data Management Capability: Core Capabilities for Success
CRM vs. PDM
The Value of Primary Data Management
Conclusion
References
Chapter 11: Data Operations Chevron down icon Chevron up icon
Chapter 11: Data Operations
Defining data operations
Data operations capabilities
The value of data operations
Building an optimal data operations capability and setting up for success
Conclusion
Part 3:Building Trust through Value-Based Delivery Chevron down icon Chevron up icon
Part 3:Building Trust through Value-Based Delivery
Chapter 12: Launch Powerfully Chevron down icon Chevron up icon
Chapter 12: Launch Powerfully
Assessing readiness for launch
Simple and strong core messaging
Creating a repeatable process
Designing feedback loops
Setting and meeting expectations in the program launch
Conclusion
Chapter 13: Delivering Quick Wins with Impact Chevron down icon Chevron up icon
Chapter 13: Delivering Quick Wins with Impact
Finding quick wins
Why policies, standards, and procedures can generate buzz
Data ownership
Applying a product mindset to data capabilities
Building momentum through a continuous delivery model
Conclusion
Further reading
Chapter 14: Data Automation for Impact and More Powerful Results Chevron down icon Chevron up icon
Chapter 14: Data Automation for Impact and More Powerful Results
What is automation?
What is data automation?
Benefits of data automation
How to determine which type of automation to use
Third-party enrichment
Data solution examples powered by data automation
Conclusion
Chapter 15: Adoption That Drives Business Success Chevron down icon Chevron up icon
Chapter 15: Adoption That Drives Business Success
Why adoption matters – getting started
Low adoption is costly
Why does adoption fail?
How to succeed at driving exceptional adoption
Recovering from failed launches
Post-deployment
Conclusion
Chapter 16: Delivering Trusted Results with Outcomes That Matter Chevron down icon Chevron up icon
Chapter 16: Delivering Trusted Results with Outcomes That Matter
How to message stakeholders
How to communicate unexpected results and variances from commitments
How to deliver results to build trust
Capability review
Conclusion
Part 4:Case Study Chevron down icon Chevron up icon
Part 4:Case Study
Chapter 17: Case Study – Financial Institution Chevron down icon Chevron up icon
Chapter 17: Case Study – Financial Institution
Scenario - highly regulated entity – banking institution
Identifying quick wins
Messaging long-term solutions to the executive team
Messaging to the regulators
How to design for iterative delivery with impact
Results
Conclusion
Index Chevron down icon Chevron up icon
Index
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Customer reviews

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(5 Ratings)
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Johnnie Sep 15, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Just finished another “data centric” book. A big part of managing data across an enterprise includes establishing an effective data governance practice. I was excited about being asked to review this book.The author identifies the book’s audience as Chief data officer (CDO), data governance leaders, data stewards, and engineers. I found it to be a good reference for anyone who works with data (especially data engineers, data scientists, database professionals and data analysts) - I’m still wondering when we will see an increase in “Data Protection” books by Cybersecurity professionals.The book opens with a practical definition for data governance - Once the reader begins to understand the significance of data governance, the book transitions to getting “buy in” for data governance policies.Data governance models are discussed (example: federated, semi-federated, and hub spoke model) - as well as data governance roles and responsibilities.How do you define a successful Data Governance program? What is Metadata, Data lineage and Data quality? What is the Relationship between data management (Data Operations) and data architecture?How do you implement automation in a data governance practice and how do you communicate data governance insights and concerns to multiple audiences (tech and business)?
Amazon Verified review Amazon
aubrey Sep 15, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This is a standout resource for anyone involved in data, technology, or business strategy. What really sets this book apart is how it breaks down complex governance concepts into clear, actionable steps. Wendy provides practical frameworks that show how data governance directly ties to business outcomes, making the material relevant for both experienced data professionals as well as those newer to the field.If you're looking to build trust in data and gain a solid understanding of effective governance practices, this book is an invaluable guide.
Amazon Verified review Amazon
Alberto Vicente Sep 02, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book effectively covers data modern challenges, such as stakeholders buy-in, from advocates to team structure, communication, data management, and data-driven decision-making, providing practical case studies and frameworks. Batchelder’s insights offer a strategic roadmap for enhancing data governance to support organizational growth and innovation. This guide is a must-read for anyone looking to strengthen their data governance practices.
Amazon Verified review Amazon
Eli Sep 24, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Before I start, the techniques in this book can be used to pitch almost anything to management. Having a clear, concise, and simple vision, having a readiness model, how to refine the readiness model: This can be applied to AI, Software, Hardware, etc. I think the author went above and beyond in not only going from start to finish on how to craft a data governance strategy; but also how to deal with the various challenges that come from starting one at a large organization. I used a few techniques in the book when crafting my own data governance strategy and they have worked well so far. I'd highly recommend the book to anyone that wants a high level overview of how to pitch and manage a data governance effort. Note that this is not a technical book and as such doesn't come with
Amazon Verified review Amazon
Gideon Kory Feb 07, 2025
Full star icon Full star icon Full star icon Full star icon Full star icon 5
What are the charecteristics of a great sponsor to support us in leading the Data Goveernance program? They push us to build the business case that would resonate with the executives, engage stakeholders and ask for resources to deliver the desired outcomes. It's all about building Trust in Data and it's more mportant that ever before. Not just a handbook, a true desk reference book. Read more
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About the author

Profile icon Wendy S. Batchelder
Wendy S. Batchelder
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Wendy S. Batchelder is a three-time chief data officer with a wide understanding of how to take highly technical aspects of data and analytics and translate them into simple, concise business-valued solutions that are practical and easy to understand. Her background has led her to lead global data and analytics organizations at four Fortune 500 companies, including Wells Fargo, VMware, Salesforce, and now, Centene. She approaches situations with curiosity and humility, which has led to applying innovative data solutions to challenges with increased complexity to deliver value that companies can measure. A lifelong learner, Wendy graduated from Miami University with a BS in accounting with a minor in information systems, from Drake University with a master's in accountancy, and from the University of Iowa with an executive MBA, and she has completed ongoing professional education at Harvard Business School. Wendy resides in West Des Moines, Iowa, with her husband and six children.
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  5. Proceed with the checkout process (payment to be made using Credit Card, Debit Cart, or PayPal)
Where can I access support around an eBook? Chevron down icon Chevron up icon
  • If you experience a problem with using or installing Adobe Reader, the contact Adobe directly.
  • To view the errata for the book, see www.packtpub.com/support and view the pages for the title you have.
  • To view your account details or to download a new copy of the book go to www.packtpub.com/account
  • To contact us directly if a problem is not resolved, use www.packtpub.com/contact-us
What eBook formats do Packt support? Chevron down icon Chevron up icon

Our eBooks are currently available in a variety of formats such as PDF and ePubs. In the future, this may well change with trends and development in technology, but please note that our PDFs are not Adobe eBook Reader format, which has greater restrictions on security.

You will need to use Adobe Reader v9 or later in order to read Packt's PDF eBooks.

What are the benefits of eBooks? Chevron down icon Chevron up icon
  • You can get the information you need immediately
  • You can easily take them with you on a laptop
  • You can download them an unlimited number of times
  • You can print them out
  • They are copy-paste enabled
  • They are searchable
  • There is no password protection
  • They are lower price than print
  • They save resources and space
What is an eBook? Chevron down icon Chevron up icon

Packt eBooks are a complete electronic version of the print edition, available in PDF and ePub formats. Every piece of content down to the page numbering is the same. Because we save the costs of printing and shipping the book to you, we are able to offer eBooks at a lower cost than print editions.

When you have purchased an eBook, simply login to your account and click on the link in Your Download Area. We recommend you saving the file to your hard drive before opening it.

For optimal viewing of our eBooks, we recommend you download and install the free Adobe Reader version 9.