Module 5 Data Management Guidance

1. Module 5Data Management Guidance

2. Module 5: DM Guidance • Learning Objectives: • Awareness of the Standards, instructions, handbooks, and other guidance available • Learning Outcomes: • Identification and location of applicable guidance on Data Management for both industry and government environments and practitioners

3. Data Management Guidance DoD • DoD-issued guidance • 5000 series • Defense Acquisition Guidebook (Chapters 4 & 5) • Paperwork Reduction Act • Sarbanes Oxley, Clinger Cohen • DoD-Instruction-5010.12-L • AMSDL – listing of Data Item Descriptions • This portion of the 5010.12 document has been cancelled • DoD-Instruction-5010.12-M • Policy and Guidance for Data Management • This portion of the 5010.12 document provides the vision for Data Management SOX

4. Data Management Guidance • GEIA Standard: Data Management, ANSI-859 • GEIA Handbook 859 • Other guidance • At the enterprise, service and/or agency level ISO STEP Records Management SOX

5. Amplifying Guidancefrom the Organization down to the Project Level • Enterprise Level Policies and Processes • Provides the strategic vision for organizational-wide data • Places into context the various projects within the organization, and how they fit into the DM strategy, overall • Project or Program DM Plan • Specifies the DM strategy for the project • Implementation Procedures • Contains the work instructions, practices, and processes for implementing all plans at the lower levels It’s all about context, traceability, planning, and strategy Over the life cycle of the program from the top down!

6. Data Management Requirements Enterprise-wide policy and processes Project requirements External influences Set of DM requirements To be satisfied DM Solutions are conditioned by a variety of internal and external factors

7. Intent of New 859 Guidance Documents • Prior lack of guidance from Acquisition Reform • Updating guidance for the digital environment • Addresses the purpose and the outcome of Data Management • Takes a life cycle perspective • Moves away from prescriptive guidance, and toward mutual understanding and best practices • Empowers DM to achieve its goals and objectives Performance-based DM from start to finish

8. Quiz Questions – Module 5 What DoD-issued guidance provides the corporate level perspective on a defense program need? a. ISO 9000 b. Sarbanes Oxley c. DoD 5000 d. Defense Acquisition Guidebook e. a and c d. c and d What guidance provides consensus-based principles for DM? a. ANSI-649 b. ANSI-859 What is DM’s purpose? a. Identify and provide data regardless of customer need b. Represent an overhead cost that is questionable c. Identify and provide data that is responsive to customer needs, in digital format if possible, with the acquisition of targeted, minimum essential data

9. Quiz Questions – Module 5 What international and national initiatives or standards are related to Data Management? a. STEP b. ISO c. Sarbanes Oxley d. All of the above e. None of the above Which of the following is not a new DM concept? a. Buy everything that is available b. Digital access when possible c. Recognition and protection of intellectual property d. Stewardship roles for organizational data e. Access can also equal acceptance of data DM’s perspective is acquisition to sustainment along the life cycle continuum. True or False?

10. Quiz Questions – Module 5 Enterprise level policies and processes, project requirementsand external influencesare the three areas of influence that make up the set of DM requirements to be satisfied in the DM solution. GEIA-859 is a principles based document that can be applied to: a. DoD and military environments b. Industry environments c. Commercial environments d. International environments e. a and b f. b, c and d g. All of the above