The Data Playbook
12 Steps to Excellence in Managing Data & Analytics
Book a Call to EnrollGet More InfoBenefits of the Program
Your Data & Analytics department has the potential to be the powerhouse that drives your organization to new heights. With our targeted improvement plan, you won’t just keep up – you’ll redefine the game. Let’s make Data & Analytics the catalyst for your organization’s next big success.
A Proven Methodology
A proven methodology to improve Data & Analytics delivery and management with supporting resources to make the journey easier.
A Structured Framework
A calendar with 12 actionable steps for core Data & Analytics functions.
High-Value Advisory Engagements
High-value advisory engagements that deliver tangible results and valuable experiences.
Clear Activities You Can Delegate
Clear activities you can delegate to your team with Guided Implementations and actionable best practices.
Customizable and Measurable
Customizable initiatives with measurable results that align with your organizational, departmental, and personal goals, with annual proof of improvement.
The Data Playbook
12 Steps to Excellence in Managing Data & Analytics
Our 12-step process has been proven across maturity levels, and each step comes with a matrix of methodologies, tools, and templates that’s right for you.

Structured, Actionable, 12-Step Framework
Clear activities to delegate to your team
Customizable initiatives with measurable results
Our highest-value advisory engagements
A proven path to excellence
Stakeholder Management
Aligning with and meeting key stakeholder expectations is a data leader’s most important job.
Core Data Processes
Formalizing core D&A processes is the only way to become truly data-driven.
Workforce Development
Grow your team's business and modern data skills so they can own key D&A processes.
Data Portfolio Management
Embed the planning and delivery fundamentals that will drive D&A initiative success.
Govern Data and Manage Risk
Right-size data governance and risk management to drive your data program success.
Optimize the Data Landscape
Progressively optimize the data landscape to adapt and scale to meet changing needs.
Analytical Insights & Data Quality
Deliver world-class insights by making data of known quality and provenance easy to access.
Transform Through Data
Use modern approaches to D&A to accelerate your digital transformation.
Data and Analytics Strategy
Budget & Capacity Management
Renewal & Reflection
Driving Data & Analytics:
Key Challenges
Many organizations face the following challenges as they try to drive Data & Analytics forward with the organization:
-
36%
Only between 36-51% Data Leaders meet Executive Expectations. Data leaders and their teams are not seen as successful and are seen to be underdelivering on expectations.
-
45%
of data leaders seeing increasing D&A budgets. -
90%
of data leaders who see data strategy as crucial for AI.
WaveStone, 2023 & 2024 and Deloitte, 2024
And innumerable challenges...
- Managing Exec Expectations of Data and Data Leaders.
- Immature Data Processes poorly or informally managed.
- Scarcity of skills & resources in modern data practices and tools.
- Data projects take too long and fail to deliver value.
- Governing Data is difficult and requires cross functional working.
- Legacy solutions & complexity make managing the data landscape hard.
- Data quality & under-leveraged data impedes business processes and insight.
- Data powered innovation is hard and requires new technologies to be adopted.
Focus on These 8 Core Secrets is Critical to Success as a Data Leader.
There is a constant stream of urgent tasks and projects, and the demand for IT work continues to escalate.








How Data & Analytics Systematic
Improvement Works:
Adopt the 12 Steps
- Contact your Counselor to learn more about the Data & Analytics Playbook.
- Become familiar with the 8 secrets of success.
Customize Your Playbook
- 91ÖÆÆ¬³§ your Data & Analytics scorecard based on your personal success metrics and targets.
- Identify key contributors to the 12 monthly steps (direct reports).
- Conduct Your Annual Data & Analytics Department Assessment.
- Work with your Counselor on developing your Key Initiative Plan.
Act & Delegate
- Use Info-Tech's research and advisory services to guide you through best practices and produce the deliverables that will help you systematically improve IT performance.
- Take advantage of our diagnostics and benchmarks, Guided Implementations, workshops, and other analyst services.
- Delegate delivery activities to your direct reports where applicable.
Be Future Ready. Get Your IT
Department Started Now.
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