Transcript DAMA0707_MarkMosely_DMBOK - DAMA-MN

International
Foundation
Data Management Body of Knowledge
(DMBOK©) Guide
Introduction & Project Status
April 2007
Mark Mosley, Editor
2007/04/10
© DAMA International 2007 -- All Rights Reserved
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Mark Mosley
 Principal Consultant with EWSolutions
 25 years experience in data management
 Member of the Chicago DAMA chapter
 Certified Data Management Professional
 Editor for DAMA Data Management Body of
Knowledge (DMBOK©) Guide
2007/04/10
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Agenda
 Our Maturing Profession
 What is the DMBOK© Guide?
 Who’s Involved?
 What’s Been Done So Far?
 What’s Still to Come?
 How Can I Get Involved?
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Our Maturing Profession
Data and information are increasingly recognized as
enterprise assets.
Data management is the development, execution and
supervision of plans, policies, programs and practices
that control, protect, deliver and enhance the value of
data and information assets.
Data management is an important function for
enterprises in the Information Age.
Data management is a shared responsibility between
business data stewards and data management
professionals.
Data management is a new and maturing profession –
and DAMA is leading the way!
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Hallmarks of a Maturing Profession
 A professional community
 Continuing professional education
 Professional certification
 Higher education curriculum
 A recognized Body of Knowledge
 Standard terms and definitions
 Standard processes, roles and deliverables
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Guiding principles
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Best practices
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What Is a Body of Knowledge?
 The collective experience of the profession
 What is generally recognized as “true”
 Large and constantly growing
 Evolving
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Acceptance, Improvement, Innovation
 Summarized by a “Guide to the BOK”
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Primer and Starting Point
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What Is the DMBOK© Guide?
 A Guide to the Data Management Body of Knowledge
(DMBOK© Guide)
 A book to be published by DAMA International
 A project sponsored by The DAMA Foundation
 Written and edited by DAMA members
 An integrated view
 A “definitive introduction”
 Modeled after other BOK documents:
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PMBOK (Project Management Body of Knowledge)
SWEBOK (Software Engineering Body of Knowledge)
BABOK (Business Analysis Body of Knowledge)
CITBOK (Canadian IT Body of Knowledge)
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DMBOK © Guide Goals
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To develop, build consensus and foster adoption for a
generally accepted view of data management.
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To provide standard definitions for data management
functions, roles, deliverables and other common
terminology.
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To identify “guiding principles”.
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To introduce widely adopted practices, methods and
techniques, without references to products and vendors.
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To identify common organizational and cultural issues.
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To guide readers to additional resources.
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DMBOK © Guide Audiences
Data management professionals
IT professional colleagues
Data stewards
Managers and executives
Knowledge workers
Consultants
Educators
Researchers
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DMBOK © Guide Uses
Inform a diverse audience about data management
Build consensus across the data management community
Help all participants understand their responsibilities
Point readers to additional sources of knowledge
Help data management professionals prepare for
Certified Data Management Professional (CDMP) exams
Assist organizations in their enterprise data strategy
Basis for effectiveness & maturity assessments
Guide implementation & process improvement efforts
Guide development of higher education curriculum
Suggest academic research topics
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Data Management Functions
Meta Data
Management
Data Architecture,
Analysis &
Design
Document,
Record &
Content
Management
Database
Management
Data
Governance
Data Warehousing
& Business
Intelligence
Management
Reference &
Master Data
Management
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Data Security
Management
Data Quality
Management
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Function Scope Summary
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Data Governance & Stewardship
Data Architecture, Analysis and Design
Data Quality Management
Reference & Master
Data Management
Database
Management
Data Security
Management
Data Warehousing
& Business Intelligence
Management
Data Mgmt Services
Data Stewardship
Data Governance
Document, Record &
Content Management
Meta Data Management
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The DMBOK © Functional Framework
 9 Data Management Functions
 Decomposed into many Activities
 Planning Activities
 Control Activities
 Development Activities
 Operational Activities
 Activities result in Deliverables
 Activities performed by Roles
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DMBOK Activity Outline…
1. Data Governance
1. Data Management Planning
1.
2.
3.
4.
5.
6.
7.
8.
9.
2.
Identify Strategic Enterprise Data Needs (P)
Develop and Maintain the Data Strategy (P)
Establish the Data Management Professional Organizations (P)
Identify and Appoint Data Stewards (P)
Establish Data Governance & Stewardship Organizations (P)
Develop, Review and Approve Data Policies, Standards and Procedures (P)
Review and Approve Data Architecture (P)
Plan and Sponsor Data Management Projects and Services (P)
Estimate Data Asset Value and Associated Costs (P)
Data Management Supervision and Control
1.
2.
3.
4.
5.
Supervise the Data Management Professional Staff and Organizations (C)
Coordinate Data Governance Activities (C)
Manage and Resolve Data Related Issues (C)
Monitor and Ensure Regulatory Compliance (C)
Communicate, Monitor and Enforce Conformance with Data Policies, Standards,
Procedures and Architecture (C)
6. Oversee Data Management Projects and Services (C)
7. Communicate and Promote the Value of Data Assets (C)
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DMBOK Activity Outline…
2. Data Architecture, Analysis and Design
1. Enterprise Data Architecture
1.
2.
3.
4.
5.
6.
7.
Develop the Enterprise Data Model (P)
Align with Other Business Models (P)
Define the Database Architecture (P) (same as 3.3.2)
Define the Data Integration / MDM Architecture (P) (same as 6.2)
Define the Data Warehouse / BI Architecture (P) (same as 7.2)
Define the Metadata Architecture (P) (same as 9.2)
Define Enterprise Taxonomies and Namespaces (P)
2. Data Modeling and Specification
1. Define Information Needs (D)
2. Develop and Maintain Logical Data Models (D)
3. Develop and Maintain Physical Data Models (D)
3. Data Model Quality Management
1. Develop Data Modeling Standards (P)
2. Review Data Model Quality (C)
3. Manage Data Model Versioning and Integration (C)
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DMBOK Activity Outline…
3. Database Management
1. Database Development
1.
2.
3.
4.
5.
6.
7.
8.
9.
Define Database Design Standards (P)
Design Physical Databases (D)
Review Database Design Quality (C)
Develop Data Access Services (D)
Develop Information Products ((D)
Implement Development / Test Database Changes (C)
Create and Maintain Test Data (D)
Migrate and Convert Data (D)
Test and Validate Data Requirements (D)
2. Database Production Support
1.
2.
3.
4.
5.
6.
7.
8.
9.
Implement Production Database Changes (C)
Obtain Externally Sourced Data (O)
Plan for Data Recovery (P)
Backup and Recover Data (O)
Set Database Performance Service Levels (P)
Monitor & Tune Database Performance (O)
Plan for Data Retention (P)
Archive, Retrieve and Purge Data (O)
Manage Specialized Databases (O)
3. Data Technology Management
1.
2.
3.
4.
5.
6.
7.
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Understand Data Technology Requirements (P)
Define the Database Architecture (P) (same as 2.1.3)
Implement and Maintain Database Environments (C)
Evaluate Data Technology (P)
Install and Administer Data Technology (O)
Inventory & Track Data Technology Licenses (C)
Support Data Technology Usage & Issues (O)
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DMBOK Activity Outline…
4. Data Security Management
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Understand Data Privacy, Confidentiality and Security Needs (P)
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Define Data Privacy and Confidentiality Standards (P)
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Define Password Standards and Procedures (P)
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Implement Data Security Controls (D)
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Manage Users, Passwords and Group Membership (C)
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Manage Data Access Views (C)
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Manage Data Access Permissions (C)
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Monitor User Authentication and Access Behavior (C)
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Classify Information Confidentiality (C)
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Audit Data Security (C)
5. Data Quality Management
1.
Develop and Promote Data Quality Awareness (O)
2.
Define Data Quality Metrics (P)
3.
Define Data Quality Requirements and Business Rules (D)
4.
Analyze / Profile / Measure / Monitor Data Quality (C)
5.
Set Data Quality Service Levels (P)
6.
Certify Data Quality (C)
7.
Identify, Escalate and Resolve Data Quality Issues (C)
8.
Conduct Clean-up Campaigns (O)
9.
Design and Implement Operational DQM Procedures (D)
10.
Monitor Operational DQM Procedures (C)
11.
Test and Validate Data Quality Requirements (D)
12.
Audit Data Quality (C)
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DMBOK Activity Outline…
6. Reference and Master Data Management
 Understand Reference & Master Data Integration Needs (P)
 Define the Data Integration / MDM Architecture (P) (same as 2.1.4)
 Implement Reference and Master Data Management Solutions (D)
 Control Code Values and Other Reference Data (C)
 Integrate Master Data (O)
 Replicate Reference and Master Data (O)
 Maintain Dimensional Hierarchies (O)
7. Data Warehousing and Business Intelligence Management
1. Understand Business Intelligence Data Needs (P)
2. Define the Data Warehouse / BI Architecture (P) (same as 2.1.5)
3. Implement Data Warehouses and Data Marts (D)
4. Implement Business Intelligence Tools and User Interfaces (D)
5. Implement Enterprise Reporting (D)
6. Implement Management Dashboards and Scorecards (D)
7. Implement Analytic Applications (D)
8. Train Business Professionals (O)
9. Replicate and Transform Data for Business Intelligence (O)
10. Monitor and Tune Data Warehousing Processes (C)
11. Support Business Intelligence Activity (O)
12. Monitor and Tune BI Activity and Performance (C)
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… DMBOK Activity Outline
8. Document, Record and Content Management
1. Manage Electronic Documents (text, graphics, image, audio, video)
2. Manage Physical Records (paper, fiche)
3. Manage Information Content (search engine indexes, taxonomies,
XML namespaces, report and document format standards)
9. Meta Data Management
1. Understand Meta Data Requirements (P)
2. Define the Meta Data Architecture (P) (same as 2.1.6)
3. Develop and Maintain Meta Data Standards (P)
4. Implement a Managed Meta Data Environment (D)
5. Create, Capture, Store and Maintain Meta Data (O)
6. Maintain Meta Data Source Data Stores
7. Extract, Reconcile, Integrate and Share Meta Data (C)
8. Manage the Meta Data Repository (C)
9. Query, Report and Analyze Metadata (O)
10. Manage Meta Data Distribution and Delivery to
Glossaries, Directories and Other Meta Data Marts (C)
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The DMBOK© Functional Framework
Data Management
Functions
Meta Data
Management
Document,
Record &
Content
Management
Environmental
Elements
Organization &
Culture
Data
Architecture,
Analysis &
Design
Database
Management
Technology
Data
Governance
Data Warehousing
& Business
Intelligence
Management
Reference &
Master Data
Management
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Activities
Goals &
Principles
Data Security
Management
Data Quality
Management
Practices &
Techniques
Deliverables
Roles &
Responsibilities
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Environment Scope Summary
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DMBOK Functional Framework
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DMBOK Functional Framework
Framework Paper Written as Board Proposal
Available on DAMA Website Since July 2006
1000 Downloads Worldwide To Date
To 40 Countries
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USA
Unknown
Canada
Australia
UK
India
South Africa
Brazil
48%
18%
7%
6%
3%
3%
3%
1%
 Now Averaging 30 per Week
 Version 2 Soon To Be Posted
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Version 2 Framework Changes
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Renamed Functions
 Data Stewardship & Governance renamed to simply Data Governance
 Data Architecture & Design renamed to Data Architecture, Analysis & Design
 Database Administration renamed to Database Management
 Data Quality Improvement renamed to Data Quality Management
 Data Warehousing & Business Intelligence renamed to
Data Warehousing & Business Intelligence Mgmt
 Unstructured Data Management renamed to Document, Record & Content Management
 Metadata Management renamed to Meta Data Management
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Function Presentation Sequence Changes
 Data Quality Management moved before Reference & Master Data Management
 Reference & Master Data Management moved before
Data Warehousing & Business Intelligence Management
 Meta Data Management moved to the concluding position
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Renamed Environmental Elements
 Goals & Objectives renamed to Goals & Principles
 Process & Activities renamed to just Activities
 Principles & Practices renamed to Practices & Techniques
 Organizational & Cultural Issues renamed to Organization & Culture.
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DMBOK© Guide Chapters…
 Chapter 1: Introduction
 Chapter 2: Data Management Overview
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Activities, Deliverables, Roles, Technology
 Chapters 3 – 11: DM Functions
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3: Data Governance
4: Data Architecture, Analysis & Design
5: Database Management
6. Data Security Management
7. Data Quality Management
8. Reference & Master Data Management
9. Data Warehousing & Business Intelligence Management
10. Document, Record & Content Management
11. Meta Data Management
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…DMBOK© Guide Chapters
 Chapter 12: Professional Development
 Appendices
 A: Bibliography
 B: DMBOK Development History
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…Standard Chapter Format (3-11)
Introduction
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Defining Key Terms
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Goals
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Context Diagram
Concepts & Activities
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Key Concepts and Guiding Principles
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Roles Performing Activities to Create Deliverables
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Using Best Practices & Common Techniques
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Using Technology
Summary
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Guiding Principles Recap
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Process Summary – Activities, Deliverables, Roles
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Org & Cultural Issues
Recommended Reading
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Sample Context Diagram
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Dictionary of Data Management
 Vital Need for a DMBOK Glossary
 The Semantics of our own Profession
 Large Enough to Publish Separately…
 900 Terms
 100 Pages
 As DAMA Dictionary of Data Management
 Version 1.0
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DMBOK Development Roles
DAMA International and
DAMA Foundation
Executive Boards
DAMA Chapter
President’s Council
DAMA Professional Groups
Deborah Henderson
President, DAMA Foundation
Executive Sponsor
Mark Mosley
DMBOK Chief Editor
Administrative
Assistant
DMBOK Editorial Board
Contributors
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Reviewers
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Review Workshop
Participants
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DMBOK© Guide Editorial Board
 Mark Mosley, DMBOK editor
(Chicago)
 Deborah Henderson, sponsor
(Toronto)
 Bobbie Adderson (Chicago)
 Michael Brackett (Washington)
 Larry Burns (Washington)
 Mike Connor (Chicago)
 Patricia Cupoli (Philadelphia)
 Alex Friedgan (Chicago)
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Lowell Fryman (Chicago)
Mahesh Haryu (New York)
Gil Laware (Chicago)
Jim McQuade (Pittsburgh)
Mike Miller (Chicago)
Cathy Nolan (Chicago)
Kathy Sivier (Chicago)
Anne Marie Smith (Philadelphia)
Eva Smith (Washington)
The local DAMA chapter for each Editorial Board is shown in parentheses –
“Washington” (state) refers to the Puget Sound chapter
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Chapter Development Team Leaders
3 -- Data Governance
Mark Mosley
4 -- Data Architecture, Analysis & Design
Steve Hoberman
5 -- Database Management
Larry Burns
6 -- Data Security Mgmt:
Corinna Martinez
7 -- Data Quality Management:
David Loshin
8 -- Reference & Master Data Management: ????
9 -- DW / Business Intelligence Mgmt:
Mike Connor
10 – Records & Content Management:
Pat Cupoli
11 – Meta Data Management:
Mike Jennings
12 – Professional Development:
Pat Cupoli
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Collaboration Strategy
DMBOK Development Diary
News & Public Comments
Project Discussion
Chat Room
Chapter Team
Shared Documents
(wiki)
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What’s Been Done So Far?
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December 2005: Deborah Henderson Meets with
DAMA Chicago Chapter
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April 2006: DMBOK Framework Proposal Accepted
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June 2006: DMBOK Framework Paper Posted
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July 2006: Development Strategy Drafted
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August 2006: First Drafts of Chapters 1 & 2 & Glossary
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March 2007: Data Governance Focus Group Workshop
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March 2007: First Drafts of Chapters 3, 4, 5 and 12
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April 2007: DMBOK Blog: http://dmbok.blogspot.com
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April 2007: DAMA Dictionary of Data Management, V.1
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What’s Next in 2007?
 Publishing the Dictionary
 Drafts and Revisions of Each Chapter
 More Conference Calls & Focus Groups
 Publicity Articles
 DAMA Local Chapter Presentations
 Final Review by DAMA Executive Board
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Development Schedule
 Chapters 3, 12
1Q
 DMBOK Blog
1Q
 Chapters 4, 5, 6, 7, 9
2Q
 Chapters 8, 10, 11
3Q
 DAMA Executive Board Review
4Q
 General Availability / Published
1Q 2008
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How Can I Get Involved?
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Review and Comment on Current Drafts
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Review and Comment on the Dictionary of Data Management
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Participate in This Week’s Workshops
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Volunteer to Participate as a Chapter Reviewer / Contributor
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Volunteer to Participate as a Chapter Team Leader
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Participate on the DMBOK Blog
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Inform Your Local DAMA Chapter
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Invite a Speaker for a DAMA Chapter Intro/Update
Contact Mark Mosley at
[email protected]
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The DAMA Curriculum Framework
Green = completed
Yellow = underway
Brown = future
Job
Clusters &
Employment
- NWCET & others
Education
Delivery
Channels
Acceptance by
N.A. Accreditation
Bodies
Topics &
Clusters
Courses
DAMA
Curriculum
Framework
Career
Ladders
Certification/
Designation
CDMP
Body of
Knowledge
(DMBOK)
Detail/
texts
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