Planning
The planning stage involves defining objectives, forging partnerships, and designing an implementation strategy for the data collaborative.
54min to complete this step
Download full questionnaireIdentifying Value and Need
Have you defined and articulated the data collaborative’s intended and expected value (e.g., societal benefits, operational benefits, key benefactors, business value or corporate incentives, and harm that would occur in the absence of the data collaborative)?
Key Stakeholders:
- Partner
- Domain Experts
- Management
- Data Subjects
- Intended Beneficiaries
Keyword tags and Resources:
Engaging Beneficiaries
Have you identified and engaged intended beneficiary communities and other stakeholders to provide insight throughout the project?
Key Stakeholders:
- Partner
- Data Subjects
Keyword tags and Resources:
Reviewing Previous Work
Have you identified and studied previous efforts to address the problem?
Key Stakeholders:
- Partner
- Domain Experts
- Data Subjects
- Intended Beneficiaries
Keyword tags and Resources:
Researching the Problem Space
Have you analyzed the current ecosystem surrounding the problem — including key actors, historical context, political and cultural challenges?
Key Stakeholders:
- Partner
- Domain Experts
- Data Subjects
- Intended Beneficiaries
Keyword tags and Resources:
Agreeing on Expectations
Have you clarified internal roles, responsibilities, expectations, operational specifics, and a timeline?
Key Stakeholders:
- Operations/HR
- Management
- Partner
Keyword tags and Resources:
Cataloging Assumptions
Have you cataloged your assumptions about the problem and potential solution?
Key Stakeholders:
- Partner
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Defining Goals
Have all parties agreed to the goals and a definition of success for the data collaborative?
Key Stakeholders:
- Partner
- Management
- Data Subjects
- Intended Beneficiaries
Keyword tags and Resources:
Establishing Metrics
Have you established metrics and indicators of success for the effort?
Key Stakeholders:
- Partner
- Data Science/Analytics
- Data Subjects
- Intended Beneficiaries
Keyword tags and Resources:
Analyzing Costs and Benefits
Have you weighed financial costs and time investment against expected outcomes?
Key Stakeholders:
- Finance
- Management
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Securing Resources & Financing
Have you secured technical, monetary, time, and human resources?
Key Stakeholders:
- Finance
- Operations/HR
- Management
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Defining Scope and Limitations
Have all parties reached consensus on the scope and limitations of the data collaborative?
Key Stakeholders:
- Partner
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Confirming Actionability
Have you determined if there is institutional capacity and will to act on insights produced through the data collaborative?
Key Stakeholders:
- Partner
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Agreeing on Sharing Mechanisms
Have you determined which type of data collaborative will be implemented using which mechanisms for providing functional access to data?
Key Stakeholders:
- Partner
- Data Engineering
Keyword tags and Resources:
Determining Governance Model
Have all parties agreed to the governance model that will guide activities throughout the data lifecycle?
Key Stakeholders:
- Partner
- Legal
- Management
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Enshrining Legal Documentation
Have all parties produced and agreed to all necessary agreements and legal documentation (e.g. memoranda of understanding or data sharing agreements)?
Key Stakeholders:
- Legal
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Designing for Privacy and Security
Have you identified potential data privacy and security risks and articulated strategies for mitigating them?
Key Stakeholders:
- Legal
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Establishing Accountability
Have all parties come to agreement regarding who will be responsible and accountable for key decisions made across the data life cycle?
Key Stakeholders:
- Partner
- Legal
- Data Subjects
- Intended Beneficiaries
Keyword tags and Resources:
Planning for Dispute Resolution
Have all parties agreed to a dispute resolution strategy in case of any inter-party conflicts?
Key Stakeholders:
- Partner
- Management
Keyword tags and Resources:
Scheduling Quality Reviews
Have you established a plan for regular reviews of data quality, accuracy and relevance?
Key Stakeholders:
- Partner
- Data Engineering
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Including a Diversity of Thought
Have you sought out diverse perspectives, opinions, and expertise to inform the effort?
Key Stakeholders:
- Partner
- Data Subjects
- Intended Beneficiaries
Keyword tags and Resources:
Establishing Trust
Have you taken steps to build a trusted relationship with partners and intended beneficiaries?
Key Stakeholders:
- Partner
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Developing an Implementation Strategy
Have you created a detailed project plan outlining key actions and milestones across the data lifecycle and project’s lifespan?
Key Stakeholders:
- Partner
- Management
- Domain Expertss
- External Expert
- Data Subjects
- Intended Beneficiaries
Keyword tags and Resources:
Conducting a Data Audit
Have you audited and cataloged all relevant datasets that could responsibly be brought to bear on the problem?
Key Stakeholders:
- Partner
- Data Engineering
- Data Subjects
- Intended Beneficiaries
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Developing a Data Handling Strategy
Have you documented how data will be stored, managed, processed, and analyzed throughout the project?
Key Stakeholders:
- Partner
- Data Engineering
Keyword tags and Resources:
Creating a Shared Vocabulary
Have you created a glossary of important terms and concepts and shared it with partners?
Keyword tags and Resources:
Introducing Feedback Loops, Checks and Balances
Have you established feedback loops and mechanisms in the project workflow to ensure transparency of action, accountability, and surface emergent issues?
Key Stakeholders:
- Partner
- Management
- Data Subjects
- Intended Beneficiaries
Keyword tags and Resources:
Sharing Information
Have you created a communications strategy to inform the public and other stakeholders on progress made and any critical incidents that may occur?
Key Stakeholders:
- Partner
Keyword tags and Resources:
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