When Adopting DM My Data becomes Our Data Is Everyone Ready?

Transcription

1 When Adopting DM My Data becomes Our Data Is Everyone Ready? Jim Jameson Noah Consulting PPDM Workshops Denver and Oklahoma City June 2013

2 Agenda What Changes are introduced by a Data Management program? What People Objectives are needed to ensure adoption? What s the secret to Success for Data Management projects? Got Data Management? Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 2

3 What Changes are introduced by a Data Management program? Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 3

4 What s the expected impact of DM? Will DM get in the way of doing my daily job? What data policies are best for the company? I want good data not more work! Operations Making Data Management work in all parts of the organization Will new DM solution add more complexity? Business IT Group Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 4

5 What kinds of changes will people see? New tools, processes, standards(?) A new Vision and Mindset about Data We see Data as a company asset that delivers expected value, with expected quality, throughout its expected life cycle. A new definition of Success -- Meet ALL Objectives: Cost, Schedule, Technical, Business, and People People Objectives: Ensure people fully embrace and adopt new solutions and mindset Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 5

6 What mindset changes will be required? People will need to adopt three distinct new ways of thinking: Philosophies (principles, strategies, beliefs) Methods (tools, processes, standards) Behaviors (roles, choices, actions) WHY HOW WHAT Strategic Tactical Operational Achieving new Behaviors is the objective but it never comes first. Either HOW or WHY can drive new Behaviors. Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 6

7 Alternative approaches: HOW vs. WHY Driven by HOW HOW WHAT WHY (Solution push) Driven by WHY WHY WHAT HOW (Business pull) Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 7

8 Balance the WHY and HOW WHY HOW Align Behaviors with valid business Philosophies Define specific actions that people must do differently: The People Objectives WHY HOW WHAT Philosophies Methods Behaviors Align Behaviors with viable and proven Methods Explore what s feasible with a pilot or Proof of Concept for realistic expectations Behaviors defined by Realistic WHYs enabled by Feasible HOWs Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 8

9 What People Objectives are needed to ensure adoption? Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 9

10 Define specific Behaviors - driven by WHY/HOW Philosophies and Methods are only observable as Behaviors. Behaviors are the only viable measure for People Objectives. Define specific actions with measurable outcomes. Typical themes include: Using the new solutions / Following the new standards Participating in Governance and Quality Sharing data and expertise (transparency) WHY Cleaning up after using data HOW Trusting the data (not revalidating/recreating) WHAT Philosophies Methods Behaviors Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 10

11 Define a DM Framework for key decisions Fundamental Organizational Capabilities: Governance, Data Management, Data Quality Management Collective Decisions (via Governance): People! Data Scope (what to manage) Organizational Roles (ownership, stewardship) Standards (naming, attributes, quality measures) Methods (Tools and Processes) Fit (within existing environment) Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 11

12 People Objectives Drive Competencies Collective Agreement -- through consensus Decisions in the What/How/Why of DM Collective Trust -- through Participation and Transparency Everyone either participates in standards/execution/quality, and/or They can fully see how it is being done, and by whom. These are Critical Success Factors for adopting and sustaining DM! Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 12

13 What s the secret to Success for Data Management projects? Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 13

14 Communication Communication is progressive: Ignorance Awareness Understanding Trust Annoyance Achieving Trust requires dialog and variety Focus the purpose of each message! A - Awareness Consider PROSCI s ADKAR change model D - Desire K - Knowledge A - Ability R - Reinforcement Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 14

15 Leadership engagement Participate actively and visibly to model new philosophies and behaviors. Build coalitions and communicate directly with those affected by changes. Empower change agents to help everyone adopt new behaviors and new roles -- including leaders. Many leaders don t understand their role in fostering change -- They believe they can just tell people to change. Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 15

16 New roles introduced by Data Governance People should understand how all roles work together and how to shift between roles: Business Council member Represent data interests of constituents Steward Act on data quality reports, coach/support users, care for data Owners Accountable for DM / Stewardship done on their behalf Producer / Consumer Learn to use and share data responsibly Stewardship = taking care of important resources to ensure they achieve their potential value Data Stewardship is probably the most important DM role! Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 16

17 What lives on beyond the DM project? WHY Philosophies Collective Competence - with new Tools / Tasks (Not just WHAT to do, but also HOW it works) HOW Methods WHAT Behaviors (An elevated mindset) Collective Competence - in new Processes / Decisions (Not just HOW data flows, but also WHY it s important) Teamwork and Trust - with colleagues across disciplines and organizational boundaries (A collaborative spirit) Data Quality - as a more intrinsic characteristic (built in), rather than an activity (bolted on) Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 17

18 Summary People Objectives: Behaviors Roles: Stewardship Communications: Dialog Collective Agreement & Trust: Participation + Transparency Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 18

19 Closing / Discussion Data Management is not just something I do to data to make it better. It s also what we do collectively to get better value from better data. That s when MY data becomes OUR data -- a true shared asset! Questions? Links to reference information included below. Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 19

20 Contact Information Jim Jameson M: (1) Noah Consulting, LLC Two Allen Center 1200 Smith Street, 16 th Floor Houston, Texas Noah Information Management Consulting Banker's Hall 888 3rd St SW Ste Calgary, AB T2P 5C5 Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 20

21 Additional Resources / Links PROSCI Change Management Methodology IMA Change Management Methodology Golden Circle Video (Sinek) What/How/Why [TED Talk] more Info DRIVE (Pink) Motivation [RSA Video] more info SWITCH (Heath & Heath) Change [Chapter 1] more info Most of these were not referenced in this presentation, but should be quite relevant and interesting to those involved in leading transformational change initiatives. For those unfamiliar with the last three resources, the table below may pique your curiosity! Golden Circle DRIVE SWITCH WHY Purpose Elephant! HOW Autonomy Path WHAT Mastery Rider Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 21

22 BACKUP INFORMATION ADKAR Change/Communications Model A - Awareness - Why generally are we changing? WIIFU? (us) D - Desire - Why specifically do I care? WIIFM? (me) K - Knowledge A - Ability - What will change? What do I need to learn? - What new perspectives do I need to gain? - How do I use the new tools or do new tasks? - How do I think about my job differently? R - Reinforcement - Why should I keep on doing this? Who can help? From PROSCI Copyright 2012 Noah Consulting LLC. All Rights Reserved. Page 22