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Information Management Plan

Improve roadmap planning process with David Bowman’s guidelines information management plan

This site is designed for management consultants who need to improve roadmap planning process and want guidelines for  information management planning.

It provides a checklist of information management guidelines for information management roadmap planning.

What is a Management Plan?

Successful implementation of a information management strategy or data warehousing initiative requires an information management plan that defines recommendations, goals, business outcomes, scope, cost estimates, risks and assumptions, and program governance required to achieve business objectives.

Roadmap Planning Process

Information Management Roadmap Planning


What are Typical Information Management Objectives?

Organizations who create an information management plan usually  create a roadmap to achieve the following management objectives:
  • Improve effectiveness, and they require expertise to ensure establishment of centers of excellence that provide guidance and direction to help teams avert mistakes and consistently produce error free deliverables;
  • Improve efficiency, and they require a methodology that describes data centric roles, responsibilities, tasks and deliverables and provides a complete set of deliverable templates, sample deliverables and quality assurance checklists that prevent errors and omissions and re-work;
  • Improve quality, and they require expertise to ensure implementation of data governance programs that involve business users with minimal business disruptions;
  • Improve service, and they require expertise to ensure successful implementation of master data management processes that provide a  “Single View” of data; and
  • Improve accountability, and they require expertise to ensure successful implementation of a framework of roles and responsibilities that establish accountability for information required for management and business intelligence.
Information Management Plan Guidelines

Information Management Framework

Should provide emphasis on information management, which will define projects and activities required to ensure successful implementation of policies, standards and best practices required to ensure accountability for the quality of information used for management and business intelligence purposes
Data Warehouse Architecture
  • Should provide focus on data architecture opportunities and the rationale for recommendations to improve service;
  • Should provide focus on data integration opportunities and the rationale for recommendations to improve service;
  • Should provide focus on information delivery opportunities and the rationale for investment to improve service;
  • Should include focus on tools and the rationale for investment to improve service; and
  • Should include focus on infrastructure and the rationale for investment to improve service.
Information Management Methodology
  • Should provide emphasis on delivery solution development methodology, which will define projects and activities required to improve efficiency;
  • Should provide emphasis on quality assurance methodology, which will define projects and activities to improve quality; and
  • Should provide emphasis on change management methodology, which will define projects and activities to provide a disciplined process for introducing changes into the production environment with minimal disruption to ongoing operations.
Roles and Responsibilities
  • Should provide guidance on operations and support roles and skill sets required to build and maintain an effective data administration function required to support Data Warehousing solutions, while maintaining a level of on-going development work, and maintain operations, implement break-fixes, and respond to enhancement requests;
  • Might recommend an enterprise information management center of excellence organization structure and expected resource levels to support Information Management and Data Warehouse programs so that the organization can be prepared to staff accordingly. Organizational recommendations may include both business and Information Technology roles and functions;
  • Should consider the establishment of a structure and design i.e. Data Architecture, center of excellence to provide focus on  data modeling and project deliverables that flow from data modeling activities;
  • Should consider the establishment of a database management  discipline to provide  focus on the management of persistent data stores;
  • Should consider the establishment of a data integration discipline to provide focus on the movement of data between systems; and
  • Should consider the establishment of an information delivery discipline to provide direction on business intelligence and analytics including business intelligence architecture, data analysis, end-user customizable reports, online analytic processing and data mining.
Data Governance
  • Should identify Information Technology and business area representation e.g. data guardians or owners, and data stewards, by operational function and recommend an organization that can bring them together to properly address data governance issues;
  • Should provide emphasis on data governance, which will define projects and activities required to ensure establish data governance and data stewardship processes required to ensure data quality; and
  • Should provide emphasis on metadata, which will define projects and activities required to ensure successful implementation of a metadata management process required to support information management and business intelligence.
Business Intelligence

Should provide emphasis on data warehouse and business intelligence requirements, which will establish projects and activities required to allow the organization to be successful in this critical area of delivering information to end-users.

Business Case Analysis
  • Should determine the business case for investing in a data warehouse or business intelligence solution;
  • Should identify high-level requirements and provide cost estimate based on identified assumptions, risks, and alternative solutions;
  • Should capture the current business processes and outputs, identify the “pain points”, and understand the data sources and their content;
  • Should define the main data warehousing and business intelligence opportunities and needs relating to Information Management and Business Intelligence program; and
  • Should determine return on investment for each initiative's and calculate capital and ongoing expenditures.
Recommendations
  • Should be the conclusion of an information management strategy study;
  • Should identify what, if any, changes are required to achieve business drivers objectives;
  • Should explain the rationale for change and should also include a proposed approach to achieve information management program or data warehousing initiatives;
  • Should provide a summary of required organizational and process changes;
  • Should include recommendations on a phased implementation including approximate timeliness and key dependencies and milestones;
  • Should provide detailed first phase costs, tasks, hours, and resource needs; and
  • Should provide summary costing of other phases.
Program Charter Development
  • Should build on the findings from the assessment efforts;
  • Should involve analysis of the data architecture, data integration architecture and information delivery opportunities;
  • Should involve analysis of the data warehouse management and information management methodology opportunities;
  • Should involve analysis of the information management; methodology and data governance strategy opportunities
  • Should involve analysis of the business case;
  • Should define Information Management vision;
  • Should define the plan to bridge the gap from the current state to the desired vision; and
  • Should focus on six key areas e.g. information management, data warehouse architecture, methodology, roles and responsibilities, data governance and business intelligence initiatives.
Project Charters
  • Should include project charters for agreed projects described in the Program Charter;
  • Should specify foundational initiative charters, which include activities such as organizational adjustments, training, data stewardship and data governance activities needed to support Information Management or Business Intelligence programs, yet may not fall into a traditional project scope;
  • Should specify strategic project charters, which include projects that provide solutions to one or more of the Information Management and/or Business Intelligence business needs identified in the Program Charter; and
  • Should specify tactical project charters, which define projects aimed at satisfying short term critical business needs that must be addressed immediately.
Summary...

Successful implementation of an information management strategy or data warehousing initiative requires an information management plan that defines recommendations, goals, business outcomes, scope, cost estimates, risks and assumptions, and program governance required to achieve business objectives.

This site provided a checklist of information management guidelines for information management plan.