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Activate Data Governance

Create the rules of engagement for trusted data with a decision-focused framework.

Data governance, like governance in general, is about making decisions that steer resources toward value while appropriately managing risk. But efforts often go off track because data leaders start with management mechanisms such as catalogs, glossaries, and quality, which don’t address the underlying problem: unanswered governance decisions. This comprehensive blueprint offers a step-by-step methodology that helps you define and activate a framework for establishing data governance as a decision-making system.

Data governance has become a critical lever as expanding AI initiatives increase the need for trustworthy data. Governance ensures the organization extracts maximum value from the use of data assets and capabilities, but many struggle to make this work in practice. Governance must first codify business judgmentclarifying who makes decisions, what tradeoffs define good enough for the purpose, and how shared ownership works across domainsso that management only executes where those decisions create measurable impact.

1. You already have governance – it’s just fragmented.

Most organizations don’t lack governance; it’s scattered across risk, privacy, finance, product, and legacy data management practices. The goal should be to align these efforts into a single, predictable framework for handling data decisions so that multiple teams are not solving the same problems differently.

2. Institutionalize governance, don’t isolate it.

Sustained data governance comes from embedding data governance into existing power structuresexecutive councils, risk, privacy, architecturewhere legitimacy, cadence, and organizational memory already exist. Making governance part of how the organization already runs is how governance becomes institutional rather than episodic.

3. Give leaders meaningful decisions to make.

Data governance activates when decision-makers are asked to make real decisions about how data should be used and what “trusted” means. Those decisions are surfaced, recorded, and reinforced until they become organizational norms.

Use this step-by-step research to activate data governance with a decision-first approach

This research helps you define and activate a data governance framework that will steer, influence, and determine how your organization manages its data. The framework follows four phases and includes multiple templates and tools, such as a decision log, governance handbook, data domains primer, catalog entries, and policy package.

  • Define the decisions you need your organization to make by identifying your governance drivers, understanding your organizational context, and developing the “why” behind your data governance program.
  • Define your decision-making framework by tailoring the governance structure to fit your context, articulating roles and responsibilities, defining membership, and establish decision-making processes.
  • Establish critical guardrails in the form of policies and processes, plan how you’ll measure success, and finalize the governance structure.

  • Activate data governance within your organization by preparing day-1 agendas, securing strategic approval, and initiating governance processes.

Activate Data Governance Research & Tools

1. Activate Data Governance Storyboard – A practical framework for creating a decision-focused governance model that drives outcomes that matter.

Use this research to:

  • Reframe governance as decision-making (not tooling or documentation) and clarify the difference between governance and management mechanisms.
  • Identify the decisions that change outcomes (definitions, acceptable use, “good enough” quality, trust expectations) and clarify who should decide.
  • Build an activation plan that puts real decisions on real agendas and turns outcomes into guardrails that guide execution.

2. Activate Data Governance Handbook – A library of templates, examples, and guides to rapidly stand up your data governance program.

Customize this handbook to:

  • Define your decision-making framework for how data governance will be structured within your organization, including responsibilities and membership.
  • Define critical initial guardrails in the form of principles, policies, and processes to support the operationalization of decision frameworks.
  • Articulate a framework to measure the success of your data governance framework and the health of your data.

3. Data Governance Charter Template – A comprehensive charter template to communicate your data governance program to the organization’s users.

Use this template to define and operationalize your data governance program:

  • Clarify the program’s vision, mission, purpose, goals, and objectives for managing data as a strategic asset.
  • Establish the governance structure (leadership, council, stewards, work groups), decision rights, and escalation paths.
  • Document policies, define governance and IT management metrics, and outline review/approval cycles for continuous alignment.

4. Data Governance Day 1 Agenda – A template for establishing effective meeting agendas for your governance structures in order to activate data governance in your organization.

This meeting agenda template is designed to help you activate data governance:

  • Use the Day 1 Agenda to keep governance meetings decision driven.
  • Ensure the right decision-makers are present and prepared.
  • Pair with the Decision Log to prioritize decisions, place them on the right committee agendas, and record outcomes immediately.

5. Activate Data Governance Workbook – An Excel-based tool to help understand your governance drivers and translate them into key decisions to guide your program.

This tool helps you identify your drivers, key decisions, and existing governance structures and build a roadmap to sustainably activating data governance across the organization.

  • Document key data problems impacting organizational objectives.
  • Differentiate governance and management decisions based off the drivers your organization is experiencing.
  • Document existing governance structures that may be leveraged for the data governance program.
  • Creates an actionable roadmap for your future governance initiatives and meetings to activate governance across your organization.

6. Activate Data Governance Decision Log – An essential template to document and prioritize the governance decisions that need to be made by your organization.

A decision log is one of the most critical tools for a data governance leader. This template can help you:

  • Support the organization and cataloging of key governance decisions that must be made in your organization.
  • Provide a clear structure to escalate decisions to the appropriate decision-making tiers.
  • Document the actions that must be made to implement the decisions.

7. Activate Data Governance Executive Communication Deck – A customizable presentation that enables executive-level communication of your governance model.

Use this template and example deck to build an executive-ready presentation for your data governance program:

  • Connect the growing importance of data to the need for clear rules of engagement around data trust and use.
  • Outline your risks and drivers and translate them into governance decisions relevant to your organization.
  • Communicate metrics, policies and principles, next steps, and more.

8. Data Domains, Metadata, Catalogs, and Lineage Primer – Valuable guidance, templates, and examples to understand what domains exist in your organization and where shared accountabilities exist.

Understand core management mechanisms and how they relate to data governance, including:

  • Getting guidance, templates, and examples on data domains.
  • Exploring data catalogs, dictionaries, and glossaries and their impact.
  • Learning the essentials of metadata and exploring data lineage concepts.

9. Business Data Catalog – A Word-based template to identify your organization’s data assets and document key information.

This template will help you to:

  • Build your business data catalog, an essential first step of any data governance program.
  • Document the key data assets that are to be governed, based on in-depth business unit interviews, data risk/value assessments, and a data flow diagram for the organization.
  • Record information about key data assets such as data definition, source system, possible values, data sensitivity, data steward, and usage of the data.

10. Data Governance Policies Package – A robust kit of templates, guides, and executive one pagers to establish effective, actionable data governance policies.

This ready-to-use policies package features templates, decision guides, and one pagers to help leaders define, approve, and operationalize data governance and guardrails.


Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

9.3/10


Overall Impact

$128,172


Average $ Saved

30


Average Days Saved

Client

Experience

Impact

$ Saved

Days Saved

Columbia Mutual Insurance Company

Guided Implementation

10/10

$2,584

2

RPC Inc.

Guided Implementation

10/10

$13,600

16

American Automobile Association, Inc.

Guided Implementation

10/10

$34,000

20

Infotech did a great job informing the staff, and arming them with practical knowledge.

Camico Mutual Insurance Company, Inc

Guided Implementation

10/10

$6,800

5

Expertise and ability to present us with tailored feedback and comprehensive material were great value adds

City of Atlanta / Atlanta Information Management (AIM)

Guided Implementation

10/10

$68,000

20

Arkansas Department of the Military

Guided Implementation

10/10

$544K

44

OU Health

Guided Implementation

10/10

$21,760

29

The most valuable part was being able to talk through real examples from our own organization and shaping the tools around what our audience actual... Read More

University of Southern Indiana

Guided Implementation

10/10

N/A

10

I had a very positive experience working with Crystal on data governance. While we do have a data governance model in place, I initially came in wi... Read More

Oregon Public Defense Services Commission

Guided Implementation

9/10

$13,600

20

I love how flexible InfoTech and the InfoTech consultants are with guided implementations and the advice and services they provide. This is the sec... Read More

PRIDE Industries

Guided Implementation

10/10

$68,000

10

Graebel Companies

Guided Implementation

8/10

N/A

N/A

Great insights, learnings, and methods/approaches to guide our journey. Content was a bit disconnect in various slides and decks, but overall work... Read More

Santa Clara County

Workshop

10/10

$1.22M

41

Milwaukee County Transit System

Guided Implementation

9/10

N/A

2

The first meeting was very good and established a framework for future meetings. Answers above are best guess on first meeting alone which had lim... Read More

Milwaukee County Department of Administrative Services – Information Management Division (DAS-IMSD)

Guided Implementation

8/10

$13,600

10

Best part of the experience was having the materials relatable to my current work situation and budget. Igor was extremely helpful and knowledge ab... Read More

Georgia Department Of Revenue

Guided Implementation

9/10

$27,880

20

Working with Crystal was the absolute best part of learning about Data Governance. I was extremely impressed with her product knowledge. Additional... Read More

Utah Transit Authority

Guided Implementation

9/10

$34,000

10

Greate discussion around governance and look forward continued help.

Natco Home Group

Guided Implementation

10/10

$37,400

5

University Of North Dakota

Workshop

9/10

$68,000

20

It was a productive workshop and we all felt that we have something to go by now to get started on our data governance journey. thnx!

Medcan

Guided Implementation

9/10

$5,000

5

Denver Water

Workshop

10/10

N/A

N/A

The workshop was great. We have a lot of work ahead of us and will probably require more assistance in the long term.

Workers Federal Credit Union

Guided Implementation

9/10

N/A

N/A

Our organization is in the early stages of implementing Data Governance, and the context and framework provided by InfoTech, especially the additio... Read More

Physicians Mutual Insurance Company

Guided Implementation

7/10

N/A

N/A

Usman was helpful and personable.

ANOH Gas Processing Company (AGPC)

Guided Implementation

10/10

$34,000

10

City of Eugene

Workshop

10/10

$31,960

50

Areez is an amazing facilitator and is able to gather a group of disparate people from different parts of the organization together and bring focus... Read More

Educational Computing Network of Ontario (ECNO)

Guided Implementation

9/10

N/A

N/A

The practical exercise at the end was very well received.

Natco Home Group

Guided Implementation

10/10

$15,640

5

Wayne appears to be a very strong resource in terms of data governance and data classification. I look forward to working with him more.

Feed The Children, Inc.

Workshop

10/10

N/A

N/A

The Data Governance workshop was exceptionally well-structured, offering a balanced approach that combined an overview of Data Governance principle... Read More

Bob Barker Company, Inc.

Guided Implementation

10/10

$13,600

3

Innovation Care Partners

Guided Implementation

10/10

N/A

95

Thank Usman Lakhani your experience, knowledge and open mind toward current status /use case help me and my team in how to move forward to impleme... Read More

University of Montana

Guided Implementation

8/10

N/A

2

Being able to hear experiences from other institutions the Info-Tech team has worked with was valuable.


Data Governance

At the end of this course, you will be able to build and sustain an effective data governance program.

  • Course Modules: 4
  • Estimated Completion Time: 2 hours

Now Playing:
Academy: Data Governance | Introduction

An active membership is required to access Info-Tech Academy

Workshop: Activate Data Governance

Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Define the Decisions You Need Your Organization to Make

The Purpose

  • Create a unified view of the data governance program.
  • Ensure the data governance program is rooted in real business drivers rather than abstract best practices or technology-first thinking.

Key Benefits Achieved

  • Gain clarity on why data governance is needed in your organization, including specific risks, issues, and objectives
  • Create a unified "why," establishing alignment and urgency that is meaningful to both IT and business stakeholders.

Activities

Outputs

1.1

Identify your governance drivers.

  • Documented data governance drivers (goals and objectives)
1.2

Develop your why.

  • Data governance vision, mission, and purpose statements

Module 2: Define Your Decision-Making Framework

The Purpose

  • Establish a formal structure to make data-related decisions across the organization
  • Clarify existing governance roles and responsibilities to align with organizational realities.

Key Benefits Achieved

  • Establish a right-sized governance structure aligned to existing bodies, preventing duplication and increasing long-term stability.
  • Define clear roles, responsibilities, and ownership, ensuring that the people with the authority and expertise are the ones making the decisions.
  • Create defined, repeatable processes for identifying and raising issues to enable consistent decision-making and faster resolution of cross-domain challenges.

Activities

Outputs

2.1

Tailor your data governance structure to your organization.

  • Defined data governance structure
2.2

Articulate roles and responsibilities.

  • Defined data governance roles and responsibilities
2.3

Define membership.

  • Defined data governance membership

Module 3: Identify Your Critical Guardrails

The Purpose

  • Translate governance decisions into the essential guardrails – principles, policies, standards, and supporting processes – that will guide how data is defined, managed, and used across the enterprise.
  • Create the practical rules that govern clarity, trust, and responsible use of data.

Key Benefits Achieved

  • The organization establishes foundational principles and policies that clarify what “good” looks like and set consistent expectations for how data is handled.
  • Create initial processes and standards to support policy execution, ensuring governance becomes operational rather than theoretical.
  • Create a measurable framework through governance and data quality metrics, allowing the organization to track its progress, identify gaps, and continuously improve.

Activities

Outputs

3.1

Define your initial guardrails.

  • Foundational data governance policies and supporting processes
3.2

Plan to measure success.

  • Data governance metrics
3.3

Finalize your governance structure.

  • Completed Activate Data Governance Decision Log

Module 4: Activate Data Governance Within Your Organization

The Purpose

  • Move governance from planning to execution by preparing agendas, securing executive support, hosting formal governance meetings, and operationalizing guardrails within day‑to‑day activities.
  • Transform governance into a living, decision‑driven practice.

Key Benefits Achieved

  • The Data Governance Charter is completed, consolidating all elements into one authoritative document that communicates purpose, structure, guardrails, and commitments.
  • Data governance leaders have clear pathways to resolve issues using structured agendas, demonstrating tangible value from day one.
  • Data governance leaders have a compelling presentation to secure executive approval and engagement, enabling resources, authority, and sustained support.
  • The foundations are set for governance to become an active operating rhythm with recurring meetings, documented decisions, and a transparent decision log

Activities

Outputs

4.1

Prepare your Day 1 Agenda.

  • Day 1 Agenda
4.2

Secure strategic approval for data governance.

  • Completed Executive Communication Deck
4.3

Activate data governance within your organization.

  • Completed Data Governance Charter

Activate Data Governance

Create the rules of engagement for trusted data with a decision-focused framework.

Activate Data Governance

Create the rules of engagement for trusted data with a decision-focused framework.

EXECUTIVE BRIEF

Analyst perspective

Focus on decisions.

Nysa Zaran

Nysa Zaran

Research Director, Data and Analytics
Info-Tech Research Group

Mia Scherba

Mia Scherba

Research Analyst, Data and Analytics
Info-Tech Research Group

Data governance, like governance in general, is about steering resources toward value while appropriately managing risk.

Governance in practice is about decision-makers, who have mandate and authority, making judgment calls about what is valuable and what is risky and assessing whether management layers are driving desired outcomes.

Data governance is no different.

Data leaders, though, start with management mechanisms – catalogs, glossaries, quality, lineage – because they appear to provide immediate control and visibility. However, they do not solve your underlying problems: unanswered data governance questions such as, “what data must we clearly define?”, “who should define it?”, “are we okay with using our data in this new way?”, and “what really helps us trust our data?” These are judgment calls made by people influenced by culture, purpose, and regulations.

This blueprint will help you define and activate a data governance framework that makes sense to your organization. This governance framework will steer, influence, and determine how your organization must manage its data. You will leverage this framework repeatedly – to make decisions, validate strategies, remove obstacles, and, ultimately, drive outcomes

Executive summary

Your Challenge

  • Data is an organizational asset, much like intellectual property, products, tangible assets, processes, employees, and reputation. It can either drive or erode organizational value, controlling risk or exposing the organization to it.
  • Many organizations understand the criticality of data and want to make data-driven decisions. Still, many struggle to do so as their data landscapes are unorganized, undefined, and operate without accountability, leading to misinformed decisions and misallocated resources.
  • As the importance of data continues to grow due to initiatives such as AI adoption, the pressure on IT and data leaders to fix these problems increases. However, they lack the expertise and influence to make organizationally relevant, implementable decisions alone.

Common Obstacles

  • Mistaking Governance for Management Leaders start with catalogs, lineage, and quality tooling without first defining who decides what and why, producing busywork instead of outcomes.
  • Oversimplifying Ownership Assigning a single owner seems like a quick fix, but critical data rarely lives in one domain. Its value and risk span multiple functions. Governance needs to establish how decisions on shared domains will be made.
  • Misinterpreting Activation Activation isn’t about asking business teams to take on tasks they don’t see as relevant. It’s about securing agreement on decisions tied to value, risk, and use. When the “why” is clear, leaders will resource and champion execution.

Info-Tech’s Approach

Data governance is activated when decisions translate into measurable impact.

  • Name the Deciders Identify cross‑domain decisions that change outcomes (e.g. truth definitions, acceptable use, “good enough” quality) and clarify who decides them.
  • Make Your Day 1 Agenda Put those decisions in a Day 1 Agenda and resolve them with documented guardrails (trade‑offs, thresholds, escalation) to impact your organization immediately.
  • Route Management Where It Matters Use the decisions’ guardrails to target management work (quality, standards, controls) where it moves the needle and track impact.

Info-Tech Insight

Well‑governed data enables the business to meet its objectives. Therefore, governance must first codify business judgment – clarifying who makes decisions, what trade‑offs define “good enough for purpose,” and how shared ownership works across domains – so management only executes where those decisions create measurable impact.

Your challenge

This research is designed to help organizations build and sustain an effective data governance program.

  • Your organization has recognized the need to treat data as a corporate asset for generating business value and/or managing and mitigating risk.
  • This has brought data governance to the forefront and highlighted the need to build a value-driven program that provides trusted data to users.
  • Accountability for data is often placed with IT or data teams, but they do not have the authority to make decisions that impact the business use for data.
  • An effective data governance program is one that defines decision-making, accountability, and responsibility related to data use and handling and escalates it to the right decision-makers. This decision-making structure materializes as principles, policies, and procedures, all of which help enable effective data management, innovation and risk mitigation.

As you embark on establishing data governance in your organization, it’s vital that you define the drivers and business context for the program from the get-go. Data governance should never be attempted without direction on how the program will yield measurable business value.

76%

of leading data and analytics professionals say data-driven decision-making is their #1 goal for data programs

(Precisely, 2025)

33%

Only 33% report that they fully trust the data their organization is using.

(Precisely, 2025)

Common obstacles

  • Misinterpretation or a lack of understanding about data governance, including the contrast between data governance and management
  • A perception that data governance is inhibiting or an added layer of bureaucracy or complication rather than an enabling and empowering framework to guide stakeholders in their use of data
  • Failure to align data governance with enterprise governance, including oversimplifying ownership and overcomplicating governance structures
  • A misunderstanding of what it means to activate data governance within the organization
  • Difficulty communicating the purpose and importance of data governance to realize value from data in an organization

72.5%

of CIO’s say they are currently invested in “data management solutions” and plan to increase that investment.

(Info-Tech’s Future of IT 2026 Survey data)

40%

Applying management solutions implies that data governance has been established, yet “improving data governance” is a top priority for 40% of respondents.

(Info-Tech’s Future of IT 2026 Survey data)

Info-Tech’s methodology to Activate Data Governance

Phase Steps

1. Define the Decisions You Need Your Organization to Make

  1. Identify your governance drivers.
  2. Develop your “why.”

2. Define Your Decision-Making Framework

  1. Align your data governance structure to your organization’s context.
  2. Articulate data governance roles and responsibilities.
  3. Define data governance membership.

3. Identify Your Critical Guardrails

  1. Define your initial guardrails.
  2. Plan to measure success.
  3. Finalize your governance structure.

4. Activate Data Governance Within Your Organization

  1. Prepare your Day 1 Agenda.
  2. Secure strategic approval for data governance.
  3. Activate data governance within your organization.

Phase Outcomes

  • A clear understanding of the business drivers, risks, and issues governance must address
  • A concise set of the critical data‑related decisions the organization must make
  • A unified, compelling “why” that anchors the governance program
  • A right‑sized governance structure with defined roles, responsibilities, and membership
  • Formalized decision paths and escalation processes for resolving data issues
  • Embedded governance aligned to existing organizational bodies for durability and legitimacy
  • Foundational principles, policies, and processes that operationalize governance decisions
  • Initial guardrails that drive clarity, trust, and responsible use of data
  • A completed Data Governance Charter consolidating all governance components.
  • Governance activated through a structured Day 1 Agenda and real decision‑making
  • Executive alignment and an ongoing meeting cadence that sustains governance over time
  • Validated guardrails and a repeatable cycle for measuring, improving, and maturing governance.

Insight summary

Decisions drive governance

Data governance is the reallocation of decision rights over enterprise data and deciding what is trustworthy and how it may be used. When done well, it prevents organizational risk and drives speed, value, and relevance. Technology can scale and enable governance decisions, but governance is not technology alone.

You already govern your data

What you call “no governance” is often fragmented governance, distributed across risk, privacy, finance, product, and legacy data management practices. Align them into one predictable, known framework for handling data decisions so teams stop solving the same problems differently.

Institutionalize governance, do not isolate it

Sustain data governance by integrating it into existing power structures (executive councils, risk, privacy, architecture) where legitimacy, cadence, and organizational memory already reside. This is how governance becomes institutional rather than episodic.

Give leaders meaningful decisions to make

Activate data governance by giving decision-makers real decisions to make – clarifying definition, trust, and use – and surfacing, recording, and reinforcing those decisions until they become organizational norms.

Ownership over critical domains is shared

Because valuable data spans functions and risk centers, it rarely belongs to a single team or owner. Sustainable governance gives the people who co-own value and risk a coherent way to resolve tensions quickly and keep the enterprise aligned.

Blueprint deliverables

Each step of this blueprint is accompanied by supporting deliverables to help you accomplish your goals.

Data Governance Day 1 Agenda

Establish effective, relevant, and productive meeting agendas for your governance structures to activate data governance in your organization.

Data Governance Charter Template

Communicate your data governance program to the organization’s users by compiling a comprehensive and actionable charter.

Key deliverable:

Activate Data Governance Executive Communication Deck

A customizable presentation that enables executive-level communication.

Blueprint deliverables

Each step of this blueprint is accompanied by supporting deliverables to help you accomplish your goals.

Activate Data Governance Workbook

Leverage Info-Tech’s guides to understand your governance drivers and translate them to key decisions to guide your program.

Activate Data Governance Decision Log

Document and prioritize the governance decisions that need to be made by your organization.

Activate Data Governance Handbook

Leverage a library of templates, examples, and guides to rapidly stand up your data governance program.

Data Domains, Metadata, Catalogs, and Lineage Primer

Use templates and examples to understand what domains exist in your organization and where shared accountabilities exist.

Business Data Catalog

Identify your organization’s data assets and document key information to guide governance.

Data Governance Policies Package

Leverage Info-Tech’s policy templates, decision guides and executive one pagers to establish effective, actionable data governance policies.

Measure the value of this blueprint

Leverage this blueprint’s methodology and tools to rapidly activate data governance and create a robust program that remains effective over time.

Outcome

Value

Faster time to impact

The Data Governance Handbook reduces the tactical workload of setting up governance, enabling teams to hit the ground running.

Reduced waste and frustration

Target the decisions and data domains that truly matter. Avoid spending on unnecessary technology, policies, or cataloging efforts that don’t move the needle.

Unblocked value-realization

Avoid disengagement and buy-in fatigue by formalizing accountability structures that make sense to your organization.

IT-enabled, business-driven data governance

Invest in technology with confidence knowing each solution is targeted at business priorities and backed by stakeholder buy-in, reducing waste and reinforcing your program’s reputation.

Governed data for AI

AI needs good data, and good data needs governance. Future-proof your organization by wrapping robust governance around your data so you’re ready to leverage AI when it matters most.

Info-Tech offers various levels of support to best suit your needs

DIY Toolkit

“Our team has already made this critical project a priority, and we have the time and capability, but some guidance along the way would be helpful.”

Guided Implementation

“Our team knows that we need to fix a process, but we need assistance to determine where to focus. Some check-ins along the way would help keep us on track.”

Workshop

“We need to hit the ground running and get this project kicked off immediately. Our team has the ability to take this over once we get a framework and strategy in place.”

Executive & Technical Counseling

“Our team and processes are maturing; however, to expedite the journey we’ll need a seasoned practitioner to coach and validate approaches, deliverables, and opportunities.”

Consulting

“Our team does not have the time or the knowledge to take this project on. We need assistance through the entirety of this project.”

Diagnostics and consistent frameworks are used throughout all five options.

Guided Implementation

What does a typical GI on this topic look like?

Phase 1

  • Call #1: Understand data governance drivers, goals, and objectives.
  • Call #2: Establish principles, vision, mission, and purpose.

Phase 2

  • Call #3: Document current structure and identify gaps.
  • Call #4: Assign roles, responsibilities, and membership.

Phase 3

  • Call #5: Create foundational policies and processes.
  • Call #6: Identify metrics and document decisions yet to be made.
  • Call #7: Finalize and confirm governance framework.

Phase 4

  • Call #8: Prepare your initial governance meetings and communication deck.
  • Call #9: Summarize results and plan next steps.

A Guided Implementation (GI) is a series of calls with an Info-Tech analyst to help implement our best practices in your organization.

A typical GI is 8 to 12 calls over the course of 4 to 6 months.

Workshop overview

Contact your account representative for more information.
workshops@infotech.com 1-888-670-8889

Activities

Session 1

Define the Decisions You Need Your Organization to Make

1.1 Identify your governance drivers.

1.2 Develop your “why.”

Session 2

Define Your Decision-Making Framework

2.1 Tailor your data governance structure to your organization.

2.2 Articulate roles and responsibilities.

2.3 Define membership.

Session 3

Establish Critical Guardrails

3.1 Define your initial guardrails.

3.2 Plan to measure success.

3.3 Finalize your governance structure.

Session 4

Activate Data Governance within your Organization

4.1 Prepare your Day 1 Agenda.

4.2 Secure strategic approval for data governance.

4.3 Activate data governance within your organization.

Post-Workshop

Next Steps and Wrap-Up (offsite)

5.1 Complete in-progress deliverables from previous four days.

5.2 Set up review time for workshop deliverables and to discuss next steps.

Deliverables

  • Documented data governance drivers (goals and objectives)
  • Data governance vision, mission, and purpose statements
  • Defined data governance structure
  • Defined data governance roles and responsibilities
  • Defined data governance membership
  • Foundational data governance policies and supporting processes
  • Data governance metrics
  • Activate Data Governance Decision Log
  • Data Governance Day 1 Agenda
  • Activate Data Governance Executive Communication Deck
  • Completed Data Governance Charter

The data value trinity

Delivery of Business Value and Strategic Needs

DATA STRATEGY

The identification of objectives and initiatives necessary to achieve business goals.

DATA OPERATING MODEL

The model for how data is organized to deliver on business needs and strategies.

GOVERNANCE

Ensures the organization and its customers extract maximum value from data assets and capabilities.

  • Data strategy tells you what you need to achieve to be successful.
  • The data operating model aligns resources, processes, measures, stakeholders, value streams, and decision rights to enable the delivery of your strategy and priorities.
  • Governance ensures the alignment of data initiatives and organizational outcomes.

A change in one necessitates a change in the others.

Info-Tech’s Data Governance Framework

Decision-Makers make decisions that materialize as guardrails.

Data Governance Decisions.

The Decision-Making Framework

The decision-making framework is a structured approach that defines how governance decisions are made and by whom. Decisions should be made by those who have the authority and expertise to make them.

Guardrails

Critical guardrails are clear boundaries that ensure decisions align with organizational objectives and risk management requirements. These guide data management activities.

Info-Tech’s activate data governance with a decision focused framework guide.

Is your data managed without governance?

  • Overall, 72.5% of organizations report that they are currently invested in data management solutions and plan to increase that investment.
  • Applying a data management solution implies that an organization has sorted out its data governance program. Where data governance addresses the creation of guardrails and a decision-making framework, data management is the execution of those guidelines.
  • Yet improving data governance is the top priority for organizations in 2026 – both when considering how to best support AI goals and considering data priorities outside of AI.
  • Do not waste resources on misguided management solutions. Clarify your governance decisions first.
Spending plans for data management solutions. Top 3 data priorities for supporting AI goals. And Top 3 data priorities outside AI for 2026.

Create the rules of engagement for trusted data with a decision-focused framework.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

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Overall Impact

$128,172
Average $ Saved

30
Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

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What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

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Get the help you need in this 4-phase advisory process. You'll receive 9 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Define the Decisions You Need Your Organization to Make
  • Call 1: Understand data governance drivers, goals, and objectives.
  • Call 2: Establish principles, vision, mission, and purpose.

Guided Implementation 2: Define Your Decision-Making Framework
  • Call 1: Document current structure and identify gaps.
  • Call 2: Assign roles, responsibilities, and membership.

Guided Implementation 3: Establish Critical Guardrails
  • Call 1: Create foundational policies and processes.
  • Call 2: Identify metrics and document decisions yet to be made.
  • Call 3: Finalize and confirm governance framework.

Guided Implementation 4: Activate Data Governance Within Your Organization
  • Call 1: Prepare your initial governance meetings and communication deck.
  • Call 2: Summarize results and plan next steps.

Authors

Mia Scherba

Nysa Zaran

Contributors

  • John Ladley, Principal, Sonrai Solutions LLC
  • Jennifer Quick, Chief Legal Officer & Corporate Secretary, CannaPiece Corp
  • Ishma Zahur, Executive Leader & Transformation Advisor
  • Andrea McKinney, Chief Corporate Services & Technology Officer
  • Liz Henderson, Board Advisor, Non-Executive Director, Speaker, Data Queen
  • Frank Schellenbach, Director, Enterprise Data Governance
  • Ayo Olayinka, President, Komayo Holdings LLC
  • Rosy Lopez Gross, Senior Global Subsidiary Management, CSC
  • Edison Pascascio, Director of Data Strategy, Utah Transit Authority
  • Danny Buie, Vice President – IT Strategy & Data, Tyler Technologies, Inc.
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