This reflection paper examines the communication strategies employed during the implementation of a data governance project at a small financial firm. Written from the perspective of a project manager, the paper describes how regular face-to-face meetings with upper-level executives proved more effective than email or telephone alone. It discusses the importance of the planning stage, the value of involving clients in every phase of the project, and how proactive communication helped the team identify and address an instance of feature creep before it could derail the project timeline. The paper draws on project management principles to support its conclusions.
A couple of years ago I was brought on to manage the implementation of a data governance project at a small financial firm. Upper-level management was concerned about the threat posed by new regulations largely facilitated by the financial crisis of 2008, and recognized that it needed greater and more transparent access to data lineage. The problem was that, although a few executives had convinced management that a data governance project could substantially help the firm's situation, the concept of data governance was so new at the time that many top executives did not fully understand what it entailed.
In addition to communicating with the firm's liaison through traditional methods such as email and telephone, I made a point to arrange several meetings throughout various stages of the implementation process with upper-level management. The purpose of these meetings was both to inform them of the process required and to provide regular progress updates. These meetings proved to be the most effective form of communication because they gave my team and me direct contact with the executives, along with the opportunity to present visuals related to the governance hierarchy we were implementing, as well as the specific tools and software being used.
The first couple of meetings were the most critical because they allowed us to plan the individual stages of the project in a manner consistent with the client's comfort level. A number of sources confirm that the key to project management — and perhaps the stage in which the bulk of the work is done — is the planning stage (Haughey, 2013). My team and I therefore took the initiative to involve the client in every aspect of the planning stage by sitting down with them and strategically reviewing their needs. This primarily consisted of determining what value data provided to their organization.
Moreover, we conducted a non-invasive approach in which we emphasized that the firm already had the rudiments of data governance in place and simply needed assistance in formalizing the management of data accountability. The firm's principal need was a transparent method of data lineage, and we tailored our planning accordingly.
This communications process of meeting regularly with upper-level management proved successful in the long run, because we were able to address concerns as soon as they arose and keep executives updated on our progress. Despite our efforts to plan as conscientiously as possible, however, my team and I still encountered an instance or two of feature creep — defined as "unforeseen requests for additions and changes that are outside the project scope" (Gube, 2008). In this case, the circumstances were understandable: one of the top executives wanted to make a last-minute switch to a different data governance software that, in theory, would have still worked with the overarching governance hierarchy we were implementing.
However, this request only served to demonstrate the efficacy of our preferred communication method. Instead of hearing about this change through second-hand sources in a delayed manner that could have jeopardized the project timeline, we learned of the request promptly. We were able to veto it after explaining that, despite the potential economic benefits, the proposed software was not as effective a data lineage management tool as the one we had already planned to use. As a result, we were able to complete the project on time.
"How direct communication contained a last-minute scope change"
Haughey, D. (2013). "Project planning a step-by-step guide." ProjectSmart. Retrieved January 31 from
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