Template 3.1 Issue Capture Worksheet
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.). Basis of the Issue People/ Organization Tools/ Technology
No. 1 2 3 4 5 6 7 8 9 10
Issue
Data
Process
Comments
Template 3.3 Tracking Issues/Action Items
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Description
Owner
Status
Open Date
Due Date
Close Date
Comments/Resolution
Template 3.4 Requirements Gathering
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Requirement
Source of Requirement
Type of Requirement
Associated Information
Associated Processes
Associated Impact if Requirement Organizations Not Met
Template 3.5 Detailed Data List
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
Application/system database: Field Name Data Type Field Size/Length Mandatory or Optional Data Domain
Business Term or Data Category
Table
Description
Format
Other
Template 3.6 Data Mapping
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
Application/Database 1
Application/Database 2
Business Term
Table
Field Name
Description
Table
Field Name
Description
Notes (Differences, Initial Transformation Rules, Etc.)
Template 3.7 Data Specifications Scope
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.). Gather or Create for Other Data Quality Assessments? (Yes or No)
Specification Data Standards Data Models Business Rules Metadata Reference Data
Does Specification Exist? (Yes or No)
Evaluate Quality of Specification? (Yes or No)
Evaluate Quality of Documentation? (Yes or No)
Notes
Template 3.9 Direct Costs
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
Key Indicator: Event: Date: Prepared by: Include background or notes about the key indicator, performance measure, processes involved, time period in which the statistics were generated, and other information that puts the results into context. Note the time period being used (1 month, 1 quarter, 1 year). This template can also be used to calculate the cost of unusual cases such as the missed revenue due to an event where the company received bad publicity and the resulting costs.
1
2
3
4 Number of Instances per Time Period
5 3*4 Total Costs per Time Period
Type of Cost State applicable categories. For each category determine: Time Materials Other
Description
Cost per Instance
Totals
Template 3.10 Missed Revenue
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
1
2 From marketing statistics Drop date
3 From marketing statistics Total mailed
4 From marketing statistics Number of positive responses 10,000 15,000
5 4/3
6 From marketing statistics
7 6/3
8 6*5
9 10 From 8*9 sales and marketing
11 12 From cost 10 + 11 work-sheets
Mailing event
Percent positive responses 10.0% 7.5%
Number of Percent returned returns mail pieces 3,000 7,000 3.0% 3.5%
Number of missed opportunities
M1 M2 M3 M4 M5 M6 M7 M8 M9 M10
10/30/2007 12/2/2007
100,000 200,000
Average Total Total direct Total missed revenue missed costs revenue and per revenue direct costs response 300 $250 $75,000 $9,000 $84,000 525 $400 $210,000 $17,000 $227,000
Totals from all mailings
(sum column 6) Total number returned mail pieces: 10,000
(sum column 8) Total number missed opportunities: 825
(sum column 10) Total all missed revenue: $285,000
(sum column 11) Total all direct costs: $26,000
(sum column 12) Total all missed revenue and direct costs $311,000
Template 3.11 Recommendations for Action
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
No. 1 2 3 4 5 6 7 8 9 10
Recommendation
Priority
Notes
Template 3.12 Metrics and RACI
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
Reporting and Communication
Action Produce and distribute detailed report. Receive detailed reports. Summarize and create metric. Send metric for posting to dashboard. Post metric on business dashboard. Send communications.
Timing
Accountable
Responsible
Consult
Inform
Data Improvement
Analyze root cause of data errors and make recommendations for action. Correct data errors.
Template 3.13 Communication Plan
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™ , by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
Audience
Message and Desired Action
Trigger
Communication Vehicle
Development
Delivery
Preparation Action
Target Date
Complete Date
Status
Template 5.1 Table Approach (to the Information Life Cycle)
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
Title: Type of Information: Created By: Date: Manual or Automatic Employee / Contractor / Third-Party Vendor
No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Activity
Timing
Role
Notes/Deliverables
Template 5.2 Tracking Results
This template is from Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Category (e.g. One of The Ten Steps or a Type of Assessment)
Lessons Learned / Observations / Issues
Known / Probable Impact
Initial Recommendations
Comments / Follow-up
Table 5.2 Data to Be Captured
This template was created from a table in Executing Data Quality Projects: Ten Steps to Quality Data and Trusted Information™, by Danette McGilvray, published by Morgan Kaufmann Publishers, Copyright 2008 Elsevier Inc. All rights reserved. Use the template as a starting point for your work. See the book for additional information regarding the template (instructions, examples, how and when to use, etc.).
Population Description Selection Criteria Type of Access or Extract Additional Data Elements or Tables Responsibilities Sample Method Timing Estimated Number of Tables and Records