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What are the best practices for creating a data reporting governance program?

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Data reporting is a crucial function for any marketing operations team. It helps you measure your performance, identify opportunities, and communicate your value to stakeholders. But how do you ensure that your data reporting is consistent, accurate, and relevant? That's where a data reporting governance program comes in. In this article, we'll explain what a data reporting governance program is, why you need one, and how to create one following some best practices.

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1 Define your goals and scope

The first step to creating a data reporting governance program is to define your goals and scope. What are the objectives and outcomes that you want to achieve with your data reporting? Who are your target audiences and what are their information needs? What are the sources and types of data that you will use and report on? These questions will help you clarify the purpose, scope, and boundaries of your data reporting governance program. You should document your goals and scope in a clear and concise way, and align them with your overall marketing strategy and vision.

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Ran Yosef

VP of Marketing @Glassix ?? + ?? | The 'Glassix Spotlight' Podcast Host | B2B SaaS Growth Marketer | Demand Gen & Mops Leader | Foodie
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As I see it, it can be broken down as follows: Start with clear goals: Define your data reporting objectives and outcomes. What do you want to achieve through reporting? Align these goals with your overall marketing strategy. Know your audience: Identify who will use the reports and what information they need. Tailor your reports to meet their specific requirements. Data sources matter (more than you think): Understand the sources and types of data you'll use for reporting. Ensure data accuracy and relevance by regularly evaluating your sources. Stay adaptable: Marketing strategies evolve, so your governance program should too. Continuously review and refine it to keep pace with changing needs and goals.

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2 Establish roles and responsibilities

The next step is to establish roles and responsibilities for your data reporting governance program. Who will be involved in creating, managing, and using your data reports? What are their roles and responsibilities? How will they collaborate and communicate with each other? You should define the roles and responsibilities of your data reporting team, such as data analysts, data engineers, data stewards, data consumers, and data owners. You should also assign accountability and authority for data quality, data security, data access, and data compliance. You should document your roles and responsibilities in a data reporting governance charter, and communicate it to all the relevant stakeholders.

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Davina Novoselac

AI Operations Marketer | RevOps & Marketing Automation | CRM & Data Strategy | AI-Powered Growth | Founder @ WFO Media LLC
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In my experience, it is paramount to establish roles and responsibilities. I've employed Lean Six Sigma techniques before, such as using a RACI or a Stakeholder Analysis. I've used both of these in past projects when I was with a company a few years back. In my most current role, which was very, very fast paced, I didn't have a chance to employ those tools, but on various initiatives we did define the key roles and responsibilities. It is imperative to know who is accountable for the work, who your contributors are, and the approvers.

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3 Develop standards and processes

The third step is to develop standards and processes for your data reporting governance program. How will you ensure that your data reports are consistent, accurate, and relevant? What are the standards and processes that you will follow for data collection, data validation, data transformation, data analysis, data visualization, and data delivery? You should develop standards and processes for your data reporting lifecycle, such as data definitions, data naming conventions, data formats, data quality checks, data documentation, data analysis methods, data visualization guidelines, and data delivery channels. You should document your standards and processes in a data reporting governance manual, and train your data reporting team on how to follow them.

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4 Implement tools and systems

The fourth step is to implement tools and systems for your data reporting governance program. What are the tools and systems that you will use to support your data reporting activities? How will you integrate them with your existing data infrastructure and platforms? You should implement tools and systems that enable you to collect, store, process, analyze, visualize, and deliver your data reports efficiently and effectively. You should also consider the scalability, reliability, security, and usability of your tools and systems. You should document your tools and systems in a data reporting governance architecture, and test and monitor their performance and functionality.

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5 Monitor and evaluate

The fifth step is to monitor and evaluate your data reporting governance program. How will you measure the success and impact of your data reporting? How will you identify and resolve any issues or gaps in your data reporting governance program? You should monitor and evaluate your data reporting governance program using key performance indicators (KPIs), feedback mechanisms, audits, and reviews. You should also establish a continuous improvement process that allows you to update and refine your data reporting governance program based on your changing needs and expectations. You should document your monitor and evaluate activities in a data reporting governance dashboard, and report and share your results and insights with your stakeholders.

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Ran Yosef

VP of Marketing @Glassix ?? + ?? | The 'Glassix Spotlight' Podcast Host | B2B SaaS Growth Marketer | Demand Gen & Mops Leader | Foodie
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In practice, I monitor and evaluate my data reporting governance program through these steps: Define KPIs: Establish KPIs to measure program success, like data accuracy and report timeliness. Feedback mechanisms: Collect feedback from users regularly to pinpoint issues or areas needing improvement. Audits and reviews: Conduct periodic audits and reviews of the reporting process to identify gaps and enhance efficiency. Continuous improvement: Implement a dynamic process for continuous program enhancement. For instance, I use automated alerts to identify data discrepancies and promptly address them. Reporting dashboard/s: Maintain a centralized data reporting governance dashboard to track progress and share insights with stakeholders.

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6 Engage and educate

The sixth and final step is to engage and educate your data reporting governance program. How will you ensure that your data reports are used and valued by your target audiences? How will you promote a data-driven culture and mindset within your organization? You should engage and educate your data reporting governance program by creating and delivering data stories, data insights, and data recommendations that are relevant, actionable, and impactful. You should also provide training, guidance, and support to your data consumers and data owners on how to use and interpret your data reports. You should document your engage and educate activities in a data reporting governance communication plan, and measure and improve your data reporting engagement and education levels.

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7 Hereâ€™s what else to consider

This is a space to share examples, stories, or insights that donâ€™t fit into any of the previous sections. What else would you like to add?

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What are the best practices for creating a data reporting governance program?

1

2

3

4

5

6

7

1 Define your goals and scope

2 Establish roles and responsibilities

3 Develop standards and processes

4 Implement tools and systems

5 Monitor and evaluate

6 Engage and educate

7 Hereâ€™s what else to consider

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What are the best practices for creating a data reporting governance program?

1

2

3

4

5

6

7

1 Define your goals and scope

2 Establish roles and responsibilities

3 Develop standards and processes

4 Implement tools and systems

5 Monitor and evaluate

6 Engage and educate

7 Hereâ€™s what else to consider

Marketing Operations

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