A Comprehensive and Effective Approach
to Developing Business Glossaries Agenda

Two-Day Seminar
Thursday, June 6 and Friday, June 7

Seminar Hours
Thursday, June 6: 8:30AM - 4:30PM
Friday, June 7: 8:30AM - 4:00PM

Course Outline
Day 1, Thursday, June 6

Day 1 Morning

Business glossary overview

  • The what, why and how of creating a shared business glossary
  • The challenge – why is this so difficult and what do you need to know to be successful
  • Greatest challenges regarding developing a business glossary from past experience
  • Various case studies - what has worked, what has not worked and why

Identifying critical data elements: listening for the most important needs for the business glossary

  • Approaches for gathering requirements for the business glossary
  • Understanding the key drivers
  • How to hone in on key business drivers
  • Identifying critical data items
  • Exercise: Identifying critical data elements in your organization

Setting guidelines and standards

  • 13 important guidelines for developing definitions within the business glossary
  • For each guideline, complete explanation and illustration/example
  • Exercise: Gotchas! Developing business glossary terms using standardized conventions and guidelines
Day 1 Afternoon

Domains: Providing practical categorization

  • Why categorization is a key to business glossary
  • Establishing domains and subdomains
  • Domain and subdomain examples
  • Listing and prioritizing terms within domains
  • Exercise: Developing a domain and subdomain model

Jump-starting the domain and subdomain process

  • Jump-starting domains and subdomains with Universal domain models
  • Exercise: Apply universal constructs to develop your business glossary 

Jump-starting the key concepts, terms, and models process

  • Jump-starting the process to identifying the key concepts, terms and models within domains
  • Exercise: Apply universal constructs to develop your key concepts, terms, and models

Jump-starting the data definitions Process

  • Jump-starting the data definitions process for terms
  • Exercise: Apply ‘universal’, re-usable constructs to develop your business glossary 

Day 2, Friday, June 7

Day 2 Morning

The science of linguistics as applicable to business glossary to understand how we can develop shared vocabulary and communicate using the glossary

  • Understanding linguistics in order to effectively develop the glossary
  • Explanation of key linguistic concepts useful for business glossary such as language form, meaning, and context
  • How to apply linguistic concepts to facilitate business glossary development
  • Exercise: Applying linguistics to a business glossary term and definition

Defining rules and other additional information in glossary

  • How to document rules for data items
  • Rules guidelines and templates since business glossary by definition encompasses rules
  • Documenting other information about the data item
  • Exercise: Defining rules and documenting other information for a data item

Developing a standard process for business glossary and types of tools

  • A 6 step workflow for developing the business glossary
  • Template process diagram showing a detailed flow for business glossary
  • Business glossary tools to capture terms and definitions (Types of tools available and what to look for in a tool)
  • Documenting other information about the data item
  • Exercise: Defining rules and documenting other information for a data item

Managing data governance issues within the business glossary

  • Identifying and managing issues that arise from business glossary
    • Types of business glossary  issues
    • Approaches to managing business glossary issues
  • A complete 5 stage process for working through data governance and business glossary issues

Day 2 Afternoon

Managing data governance Issues within the business glossary (Continued)

  • A template for the various fields needed to log the issue
  • A template for how to capture root cause, alternatives, recommendations, and resolution
  • Exercise: Resolving a common issue about definition. What are the steps? What are the root causes, alternatives, and suggestion(s)?

Practical application of glossary to create common vocabulary

  • Application to a common vocabulary within your org
  • Thinking outside the box regarding possible ways to gain consistency and common semantics
  • Exercise: Using creative ways to develop common vocabulary and consistent semantics

Business glossary and human factors

  • Inevitable scenarios when we are attempting to get people to agree on consistent terms
  • Various frameworks and methods to effectively address human factors issues
  • Exercise: Common scenarios dealing with human factors in business glossary and what are possible strategies and solutions

Wrap up

  • Summary
  • How to apply the materials learned in this class to your organization

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