Save time, empower your teams and effectively upgrade your processes with access to this practical Metadata Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Metadata related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Metadata specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Metadata Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 660 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Metadata improvements can be made.

Examples; 10 of the 660 standard requirements:

  1. In addition to the security of your own customer data, customers should also be concerned about what data the provider collects and how the CSP protects that data. Specifically with regard to your customer data, what metadata does the provider have about your data, how is it secured, and what access do you, the customer, have to that metadata?

  2. Who will do the classification (IAs, users, both etc.) Deliverables could be: approach for developing classification, controlled vocabularies, thesaurus, taxonomies, classification models including targeted audience descriptions; will there be any use of autocategorization or autosuggesting metadata?

  3. Specifically with regard to your customer data, what metadata does the provider have about your data, how is it secured, and what access do you, the customer, have to that metadata?

  4. As the data goes, so goes the metadata (the data about the data). How does one search, index and find answers in all that data, particularly across distributed repositories?

  5. How many years of experience do you have working with metadata (cataloging, indexing, other metadata activities) specifically for digital document-like objects?

  6. How much importance needs to be given to metadata modeling during data warehouse development and how can you standardize the metadata model in data warehousing?

  7. How important is it for an automatic metadata generation tool to support the creation of metadata records for non-textual digital resources (e.g. multimedia)?

  8. What are the DOTs technological strategies e.g. metadata, data dictionaries and data integration architecture for data sharing, integrating and interfacing?

  9. Is it necessary only to make the metadata discoverable, with links to the data files, or is deeper support for manipulating the data needed?

  10. What metadata/documentation will be submitted alongside the data or created on deposit/ transformation in order to make the data reusable?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Metadata book in PDF containing 660 requirements, which criteria correspond to the criteria in…

Your Metadata self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Metadata Self-Assessment and Scorecard you will develop a clear picture of which Metadata areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Metadata Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Metadata projects with the 62 implementation resources:

  • 62 step-by-step Metadata Project Management Form Templates covering over 6000 Metadata project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Probability and Impact Assessment: What new technologies are being explored in the same area?
  2. Procurement Audit: In case of time and material and labour hour contracts, does surveillance give an adequate and reasonable assurance that the contractor is using efficient methods and effective cost controls?
  3. Human Resource Management Plan: Is there a requirements change management processes in place?
  4. Scope Management Plan: Has a provision been made to reassess Metadata project risks at various Metadata project stages?
  5. Activity Duration Estimates: What is the organizations history in doing similar activities?
  6. Procurement Audit: Is free and fair (international) competition promoted by organizational policies and legislation, in line with legal, trade organizations and other policies?
  7. Human Resource Management Plan: Does the schedule include Metadata project management time and change request analysis time?
  8. Monitoring and Controlling Process Group: What resources (both financial and non-financial) are available/needed?
  9. Scope Management Plan: Are target dates established for each milestone deliverable?
  10. Probability and Impact Assessment: How solid is the Metadata projection of competitive reaction?

 
Step-by-step and complete Metadata Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Metadata project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Metadata project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Metadata project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Metadata project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Metadata project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Metadata project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Metadata project with this in-depth Metadata Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Metadata projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Metadata and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Metadata investments work better.

This Metadata All-Inclusive Toolkit enables You to be that person:

 

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Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

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