Module P2 Principle 2: Plan for, Acquire, and Provide Data Responsive to Customer Requirements

1. Module P2Principle 2: Plan for, Acquire, and Provide Data Responsive to Customer Requirements Learning Objectives: Understand that data is acquired by both government and industry Understand the differences between stewardship and ownership of data Understand the impact of data planning and data acquisition decisions on enterprise and program success Understand the elements to develop an effective data strategy and concept of operations Understand the need and importance for risk analysis

2. Module P2Principle 2: Plan for, Acquire, and Provide Data Responsive to Customer Requirements Learning Outcomes: Distinguish the differences in applying DM planning from an Industry view and a Government view Data meets the customer’s requirements An effective data strategy and concept of operations Risks are recognized and mitigated

3. Contemporary Data Management Model

4. Establish Develop data Determine general Authenticate Award strategy and specific data require- data contract for data concept require- ments for requirements data of operations ments data Perform data risk analysis Principle 2 Enablers

5. Enabler 2.1: Establish General Requirements for Data • Evaluate the scope of data needs based on context • Program oversight (traditional view) • Performance and design • Manufacturing and testing • Operations and maintenance • Business oversight (expanded GEIA 859 view) • Legal and tax • Internal or external audit • General business operations DM must consider both technical and business requirements!

6. Enabler 2.2: Develop Data Strategy and Data Concept of Operations

7. Sample Strategic Planning Process • Develop Vision and Mission • Analyze the environment • Perform gap analysis • Identify strategic issues • Develop the strategic plan • Monitor and continuously improve The DM Planning Process is not static; continually review and improve!

8. Develop Data Strategy • Data Strategy Defines • How much data to acquire • Internal development or external acquisition • Determine life cycle stage • Factors to Consider • Size and scope of the DM effort contemplated • Type of plan: New or Update • Resources available • Deadline DM must plan!

9. Data Strategy Plan • Provides a basis for all activities • Establishes a rational basis for developing and coordinating DM requirements • Provides the criteria to evaluate supplier proposals • Sends the message that the enterprise and program are serious about DM DM Strategy is the Foundation for Success!

10. Sample Questions for Determining Data Strategy • What is the appropriate placement model for the enterprise DM functions? • What data are needed and by whom? • Which views of data will be required? • When will the data be required? • What are the delivery mechanisms? • What organization design and staffing changes are needed?

11. Develop Concept of Operations • Concept of Operations defines: • Customer/user • Range and depth of data • Nature of the business over time • Generation of and delivery/access to data views • Provision for quality assurance • Provision for required resources DM must plan!

12. Develop Concept of Operations • Concept of Operations is developed with: • Customer and Supplier • Data Management • Information Technology • Data providers/users Participation by all stakeholders yields success!

13. CONOPS or DMP Sample Table of Contents • Introduction • Network for Enterprise Wide Data Management • Roles and Responsibilities for Managing Data • Standards and Procedures • Training • Data Sharing and Integration • MetaData • Appendix • List of Figures

14. Enabler 2.3: Determine Specific Data Requirements • Refine data requirements to specific • Data products • Tradeoff considerations for similar data requirements • Users of data • Multiple users of data validate requirements • Proposed use of the data • Frequency of data delivery • Users validate frequency requirements • Functional generation and review Data must be requirement specific!

15. Use Project Life Cycle to Determine Needs for Data

16. Enabler 2.4: Perform Risk Analysis • Risk Management for data • Multiple sources of risk • Under and over provisioning of data • Irretrievability of data • Data loss and Data Obsolescence • Intellectual Property compromise • Inappropriate Export Distribution marking • Risk Analysis method • Recognize and enumerate source • Determine occurrence probability and consequence severity DM must recognize and plan for multiple sources of risk!

17. Enabler 2.5: Authenticate Data Requirements • Data authentication • Data strategy and DM plan in place • Bill of information covers user requirements • Risk assessment performed • Requirements integrated • Quality assurance measures specified • Data rights issues addressed • Access and maintenance issues resolved DM assures requirements are valid, complete and make sense!

18. Enabler 2.6 Contract for Data • Multiple methods for contracting • Traditional contracting – prime and sub contracting • Partnership agreements – teaming • Work authorizations • Memorandum of Agreement • Multiple forms of contracted data • Data Access • Conventional Delivery • Deferred data ordering • Deferred data delivery • Third party escrow DM pertains to all types of contracting!

19. Quiz Questions – P2 Data is procured only by: • Government agencies • Defense industry companies • Commercial organizations • All of the above Ownership may or may not transfer, providing an environment of data stewardship. True or false? Why is a data strategy important? a. Provides basis of data related decisions b. Defines specific data requirements c. Changes ownership of data Once specific data requirements are defined, they never change. True or false?

20. Quiz Questions – P2 Which organizations should perform a risk assessment for data? • Only Government agency • Only Contractor • Buyer and seller • None of the above • All of the above Data strategies and plans are the same for every context of the organization. True or false?