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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	
  

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Building an effective data stewardship org 2014

  • 1. 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  
  • 2. §  About  Stanford   §  Key  Factors  in  Effec6ve  Stewardship   §  Stewardship  Challenges   §  Stewardship  Solu6ons   §  Overall  Strategies   Agenda   Stanford  University  –  not  for  use  without  wri4en  consent   2  
  • 3. §  One  of  the  world’s  leading  teaching   and  research  universi6es   §  $4.8  billion  opera6ng  budget   §  $18.7  billion  endowment   §  2,000  faculty   §  12,000  staff   §  16,000  students   About  Stanford   Stanford  University  –  not  for  use  without  wri4en  consent   3  
  • 4. Key  Factors  in  Effec6ve  Stewardship   Par$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  
  • 5. Stewardship   Challenges   Stanford  University  –  not  for  use  without  wri4en  consent   5  
  • 6. 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  
  • 7. 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  
  • 8. Stewardship   Solu6ons   Stanford  University  –  not  for  use  without  wri4en  consent   8  
  • 9. 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  
  • 10. Stewardship  Solu6ons   2.  Reward  Engagement   Thank   you!   P   C   R   Stanford  University  –  not  for  use  without  wri4en  consent   10  
  • 11. 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  
  • 12. Stewardship  Solu6ons   4.  Supplement  with  Side  Projects   P   C   R   Stanford  University  –  not  for  use  without  wri4en  consent   12  
  • 13. Stewardship  Solu6ons   5.  Upgrade  your  tooling   P   C   R   Stanford  University  –  not  for  use  without  wri4en  consent   13  
  • 14. 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  
  • 15. Evolu6on  of  Focus   Par$cipa$on   Coordina$on   Resources   Stanford  University  –  not  for  use  without  wri4en  consent   15