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CASE STUDY: Building an Effec6ve Data Stewardship Organiza6on MaBhew Hoying Director of Informa6on Delivery, Management, and Architecture Financial Management, Consul6ng, and Support November 20, 2014 Stanford University – not for use without wri4en consent 1

Building an effective data stewardship org 2014

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CASE  STUDY:  Building  an  Effec6ve  Data  Stewardship  Organiza6on  

MaBhew  Hoying  Director  of  Informa6on  Delivery,  Management,  and  Architecture  Financial  Management,  Consul6ng,  and  Support    November  20,  2014  

Stanford  University  –  not  for  use  without  wri4en  consent   1  

§  About  Stanford  §  Key  Factors  in  Effec6ve  Stewardship  §  Stewardship  Challenges  §  Stewardship  Solu6ons  §  Overall  Strategies  

Agenda  

Stanford  University  –  not  for  use  without  wri4en  consent   2  

§  One  of  the  world’s  leading  teaching  and  research  universi6es  

§  $4.8  billion  opera6ng  budget  

§  $18.7  billion  endowment  

§  2,000  faculty  

§  12,000  staff  

§  16,000  students  

About  Stanford  

Stanford  University  –  not  for  use  without  wri4en  consent   3  

Key  Factors  in  Effec6ve  Stewardship  

Par$cipa$on  •  Consistency  •  Breadth  

Coordina$on  •  Aligning  people,  projects,  and  content  

Resources  •  People  •  Capabili6es  

P   C   R  

Stanford  University  –  not  for  use  without  wri4en  consent   4  

Stewardship  Challenges  

Stanford  University  –  not  for  use  without  wri4en  consent   5  

Stewardship  Challenges  

A.    Over-­‐dependence  on  central  resources  

B.    Managing  metadata  where  ownership  is  complex  

P   C   R  

P   C   R  

Stanford  University  –  not  for  use  without  wri4en  consent   6  

C.    Lack  of  broad,  consistent  engagement  

D.    Integra6on  across  ini6a6ves  and  func6onal  areas  

Stewardship  Challenges  

P   C   R  

P   C   R  

Stanford  University  –  not  for  use  without  wri4en  consent   7  

Stewardship  Solu6ons  

Stanford  University  –  not  for  use  without  wri4en  consent   8  

Stewardship  Solu6ons  

1.  Scope  ini6a6ves  carefully  

•  Integrate  stewardship  into  funded  projects  •  Iden6fy  specific  deliverables  •  Be  realis6c  about  resource  requirements  

P   C   R  

Stanford  University  –  not  for  use  without  wri4en  consent   9  

Stewardship  Solu6ons  

2.  Reward  Engagement  

Thank  you!  

P   C   R  

Stanford  University  –  not  for  use  without  wri4en  consent   10  

Stewardship  Solu6ons  

3.  Demonstrate  Progress  

•  Iden6fy  key  metrics  

•  Set  specific  goals  •  Share  results  broadly  

P   C   R  

Stanford  University  –  not  for  use  without  wri4en  consent   11  

Stewardship  Solu6ons  

4.  Supplement  with  Side  Projects  

P   C   R  

Stanford  University  –  not  for  use  without  wri4en  consent   12  

Stewardship  Solu6ons  

5.  Upgrade  your  tooling  

P   C   R  

Stanford  University  –  not  for  use  without  wri4en  consent   13  

Overall  Strategies  

Start  with  available  technology  and  volunteers    

Embrace  opportuni6es  for  expansion  and  change    

Do  whatever  it  takes  to  increase  engagement  

Stanford  University  –  not  for  use  without  wri4en  consent   14  

Evolu6on  of  Focus  

Par$cipa$on   Coordina$on   Resources  

Stanford  University  –  not  for  use  without  wri4en  consent   15  

Discussion