Key Roles in Successful Teams

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1 Key Roles in Successful Teams General Manager Coach Assistant Coach Trainer Team Captain KEY ROLES IN A PROFESSIONAL SPORTS TEAM Executive Sponsor Primary Executive Stakeholder Program Owner Domo Master Analyst & Domo Expert KEY ROLES IN A DOMO PROGRAM Data Specialist Data System SME Team Champion Advocate & Power User

2 Domo Program: Key Roles Executive Sponsor Domo Master Team Champion Data Specialist Primary Executive Stakeholder Program Owner Analyst & Product Expert Advocate & Power User Data System SME Extended Core Extended DOMO TEAM Strategic Tactical

3 Domo Program: 3 Core Areas of Focus Strategy Technical

4 Three Essential Domo Roles Executive Sponsor Strategy Technical Tactical Data Specialist

5 Fourth Role Appears With Growth Executive Sponsor Domo Master Strategy Technical Tactical Data Specialist

6 Domo Program: Key Roles Executive Sponsor Domo Master Data Specialist Senior executive who provides strategic guidance and support as well as championing Domo throughout your organization. Leader who owns the overall success of the Domo program and leads the strategic use, adoption, and best practices of Domo within your company. Analytical individual who executes the business & technical strategy of the Domo program and is a tactical expert on the Domo platform (cards, alerts, data sources, transformations). The subject matter expert for any particular data system who can provide guidance and clarity about how data is captured, where it is stored, and how to access it. Extended Strategic Core DOMO TEAM Extended Tactical

7 Domo Program: Key Roles Executive Sponsor Domo Master Data Specialist Primary Executive Stakeholder Program Owner Analyst & Domo Expert Data System SME Extended Strategic Core DOMO TEAM Extended Tactical

8 Profile: Executive Sponsor Executive Sponsor Description Senior executive who provides strategic guidance and support as well as championing Domo throughout your organization. Importance Ensures Domo receives sufficient executive support to succeed. Responsibilities! Champions the program at the executive level to secure buy-in! Works with to build a compelling business case for Domo! Helps with strategic direction & prioritizing the program s focus! Establishes key milestones & reviews progress on a regular basis! Addresses various roadblocks such as resource availability, budget constraints, competing priorities, & internal politics Key Attributes! leader! Primary beneficiary of the program & committed to its success! Ample organizational clout & authority! Sufficient bandwidth & availability to be involved! Engaged Domo user

9 Profile: Description Leader who owns the overall success of the Domo program and leads the strategic use, adoption, and best practices of Domo within your company. Importance Ensures Domo consistently delivers value to your company. Responsibilities! Clarifies the business strategy! Aligns initiatives with key business objectives! Develops relationships with executives & teams across functional groups! Coordinates & prioritizes key projects! Establishes standards & shares best practices! Manages overall Domo program performance & evangelizes its successes Key Attributes! manager! Connected with business strategy & key priorities! Strong relationships with key stakeholders! Good interpersonal & communication skills! Aptitude to use Domo

10 Profile: Domo Master Domo Master Description Analytical individual who executes the business & technical strategy of the Domo program and is a tactical expert on the Domo platform (cards, alerts, data sources, transformations). Importance Enables Domo to scale and meet business needs. Responsibilities! Gathers & translates business requirements into deliverables! Works with data specialists to acquire and prepare data! Partners with business to create actionable data visualizations & dashboards! Develops & delivers training! Supports end users & resolves data or product issues! Handles user administration! Audits data, dashboards, & usage Key Attributes! Expertise with Domo! Proficiency with using & analyzing data! Familiarity with SQL (or aptitude to learn)! Exposure to data warehouses & other large, complex data structures! Project management skills

11 Profile: Data Specialist Data Specialist Description The subject matter expert for any particular data system who can provide guidance and clarity about how data is captured, where it is stored, and how to access it. Importance Ensures useful, relevant data is made available in Domo. Responsibilities! Provides user access & privileges needed to push & pull data from the respective system! Helps resolve any data quality or availability issues! Provides information about the data definitions, schemas, & lineage! Collaborates on adhering to data security policies & best practices Key Attributes! Technical knowledge of data system (ERP, EDW, CRM, SCM, SFA, etc.)! Admin-level or power user of system! Familiarity with exporting data from system

12 Core Team Evolution Cycle Strategy Technical Domo Master (Hybrid) Domo Master (Hybrid) Domo Master (Hybrid) Strategy Strategy Strategy Technical Technical Technical Initial Demand Growing Demand High Demand

13 vs. Domo Master Role Function Focus Expertise Quantity Manager / Leader Domo Owner Program Oversight Intermediate Typically one Domo Master Analyst Domo Expert Tactical execution Advanced Potentially multiple

14 Where The Team Champions Fit Executive Sponsor Domo Master Team Champion Data Specialist Strategy Technical Tactical

15 Profile: Team Champion Team Champion Description A power user who is designated to evangelize the platform, coach users, and help generate business value for the team. Importance Highlights the potential of the platform to fellow co-workers. Responsibilities! Leads by example in using Domo! Seeks opportunities to leverage the platform across team activities! Answers questions from team members about data or platform! Provides informal coaching to team members! Makes team aware of standards & best practices! Works with Domo Master to resolve data & tool-related issues Key Attributes! Enthusiasm for Domo platform! team member! Proficiency with using & analyzing data! Expertise with Domo in building & editing cards! Willingness to learn & develop deeper technical expertise with Domo

16 Domo Master vs. Team Champion Ownership Location Commitment Expertise Training Domo Master Hard: Core Team* Dotted: Core Team or Embedded % Advanced Domo U & certification Team Champion Hard: Embedded 5-20% Basic- Intermediate Internal training (Domo U as needed) *Variation: A Domo Master could also be hard line into the business unit and dotted line into the core team.

17 Discover & Define Domo Initiatives Objective(s) The strategic goals & initiatives to fix the business problem & achieve the desired outcome. A key business issue that must be addressed to improve business efficiency or effectiveness. Problem Outcome The desired end result or expected difference that is created by the proposed changes or strategic actions. Measure(s) The metrics & other data used to monitor the performance & achievement of the strategic goals.

18 Leverage 4D to Clarify Domo Initiatives BUSINESS PROBLEM Our online marketing efforts are struggling. BUSINESS OBJECTIVE We ve launched a major initiative to optimize our social media campaigns. BUSINESS OUTCOME We need to reduce marketing costs by $2.5M this year. BUSINESS MEASURES We want to monitor ROAS, orders, conv. rate & revenue.

19 Starting Dimension: Problem Our online marketing efforts are struggling. What goals or strategic initiatives do you have in place to address this problem? What does success look like for your online marketing efforts? How are you currently measuring your online marketing s effectiveness? BUSINESS OBJECTIVE We ve launched a major initiative to optimize our social media campaigns. BUSINESS OUTCOME We need to reduce marketing costs by $2.5M this year. BUSINESS MEASURES We want to monitor ROAS, orders, conv. rate & revenue.

20 Starting Dimension: Objective BUSINESS PROBLEM Our online marketing efforts are struggling. Why are you focusing on social media so heavily? How will you measure the effectiveness of your social media efforts? We ve launched a major initiative to optimize our social media campaigns. What are you hoping to achieve with these social media campaigns? BUSINESS OUTCOME We need to reduce marketing costs by $2.5M this year. BUSINESS MEASURES We want to monitor ROAS, orders, conv. rate & revenue.

21 Starting Dimension: Outcome BUSINESS PROBLEM Our online marketing efforts are struggling. BUSINESS OBJECTIVE We ve launched a major initiative to optimize our social media campaigns. What strategic initiatives do you have in place to hit this target? Tell me more about why you need to reduce the marketing costs by this amount? We need to reduce marketing costs by $2.5M this year. How are you currently measuring marketing costs? BUSINESS MEASURES We want to monitor ROAS, orders, conv. rate & revenue.

22 Starting Dimension: Measures BUSINESS PROBLEM Our online marketing efforts are struggling. BUSINESS OBJECTIVE We ve launched a major initiative to optimize our social media campaigns. BUSINESS OUTCOME We need to reduce marketing costs by $2.5M this year. What s driving the need to measure these metrics? We want to monitor ROAS, orders, conv. rate & revenue. What are you looking to optimize with these metrics? What outcomes do you want to drive with these metrics?

23 Why Each Dimension is Important Problem Objective(s) Outcome Measure(s) Our online marketing efforts are struggling. We ve launched a major We need to reduce marketing initiative to optimize our social costs by $2.5M this year. media campaigns. We want to monitor ROAS, orders, conv. rate & revenue. FIT: Ensures the final solution is appropriate and addresses a specific business issue ALIGNMENT: Creates alignment with key business priorities & stakeholders PURPOSE: Provides a target or destination to drive towards CLARITY: Defines what data & metrics are needed to answer key business questions ROBUSTNESS: Informs how comprehensive & robust the solution must be INTEREST: Ties into activities that people care about & are accountable for BENEFIT: Clarifies the potential value that can be generated AVAILABILITY: Highlights potential data gaps & dependencies ACTIONABILITY: Increases likelihood of actions due to greater relevance & specificity PROGRESS: Influences how the solution can be designed to convey progress WELL-DEFINED DOMO INITIATIVE