Paid Course
Video/Text

Business Glossary

8 Modules 10 Chapters 61 Lessons

About this course

Discover all you need to know and do to implement an award-winning Business Glossary or improve the one you have. Welcome to the Business Glossary Course!

Course Structure

Customers Only
2 Chapters

The What - The Basic Concepts

Introduction to the Business Glossary, other artifacts such as the Data Dictionary and Data Catalog, and the relationship between them.

Intro 1 Lesson

Welcome & Common Questions

Welcome message and answers to common questions that students have about the course.

The Basic Concepts 8 Lessons

What is a Business Glossary?

Definition of a Business Glossary.

Common Synonyms

Common synonyms that the Business Glossary can also go by.

Business Glossary vs. Business Dictionary

How is a Business Glossary different from a Business Dictionary and why they are not the same thing.

What is a Data Dictionary?

Looking at and understanding what a  Data Dictionary is.

What is a Data Catalog?

Looking at and understanding what a  Data Catalog is along with its relationship to a Data Dictionary and Business Glossary.

The Main Differences Between the 3

Main difference between a Business Glossary, Data Dictionary, and a Data Catalog.

Key Takeaways

Summary of the basic concepts.

Customers Only
3 Lessons

The Why - The Reasons for Investing in a Business Glossary

The benefits, reasons, and advantages brought by implementing a business glossary or improving the one you have. We'll also go over the cost of misunderstanding (or not having a business glossary).

The Why

The need to find out why a Business Glossary is needed by the organization and tying in that "why" with the business needs and current challenges of its future users.

Advantages and Benefits of a Business Glossary

The main six advantages and benefits that a Business Glossary brings.

The business impact of misunderstanding

The cost to the organization by not investing in a Business Glossary. This is the business impact of misunderstanding, of not having a common business vocabulary. 

Customers Only
2 Chapters

The How - Step 1: Get Buy-in, Sponsor, and Resources

All you need to know about developing a business case, securing a sponsor, and potential funding models. These how-to's come in handy for any project, but especially if you need to develop a Business Glossary or improve the one you have.

The Business Case 10 Lessons

The Business Case: Intro (Templates Included)

What a Business Case is and why one is needed. Business Case document TEMPLATES included.

Project info

What information to fill out to kick-start the Business Glossary project.

Background Info

How to fill-out the problem and opportunity section and describe the current situation. 

Deliverables & Objectives

Deciding what the deliverables of the project are as well as the objectives & benefits.

Strategic Alignment & Scope

Showing how the Business Glossary project ties in to the company's strategy and outlining the scope of the project.

Project Team & High Level Project Plan

Outlining the project team and what to add to the project plan at a high level.

Financial Benefits & Costs

The cost & benefit analysis.

Evaluation & Recap

What quantitative and qualitative metrics you should add in the Business Case. Plus a quick recap of the filled out document.

BONUS: Business Case – Resources

Free online resources to learn even more about constructing a solid Business Case

BONUS: Business Case Presentation Template

A slide deck for your Business Case pitch.

Sponsorship and Resources 2 Lessons

Securing a Sponsor

What a sponsor is, what their roles and responsibilities are, how you select a sponsor and how you maximize your chances of getting their buy-in.

Funding Models

The 3 areas and ways you can get funding from.

Customers Only
4 Chapters

The How - Step 2: Determine and Adopt Best Practices

Determining the naming and definitions guidelines in order to secure state of the art content. Understand what attributes to include in your first iteration and then subsequent ones. Choose the life-cycle and workflow to follow and what metrics to track and report on. 

Best Practices on Naming and Defining Terms 9 Lessons

Naming & Definition Rules: Intro

The research that went into these best practices.

High Level Criteria

What your terms and definitions need to abide by at a high level.

Naming Rules: Things to Do

Best practices when naming a term

Naming Rules: Things to Avoid

Things to avoid when naming a term.

Rules for Definitions: Things to Do

Best practices on how to construct a definition.

Rules for Definitions: Things to Avoid

Things to avoid when defining a term.

Good vs. Bad Naming and Definitions (Exercise)

A quick exercise in identifying the issues with unpolished term names and definitions.

Understanding Class/ Restricted Words

The guides and standards for business terms with common denominators.

Naming & Definition Rules: Key Takeaways

A quick summary of best practices.

Attributes 3 Lessons

Attributes: Intro

The minimum requirements for a business glossary is to include the term name and its definition, but in order to have a productive glossary, make it easy to maintain and meet its users' needs, we need to include a few other attributes.

Foundational Attributes

A deep dive into the foundational attributes that are needed to have a stronger business glossary, with an increased usability and user adoption, and to make it easier to maintain.

Secondary Attributes

The list of attributes you can have for your Business Glossary can reach the lower hundred, making unmanageable. But, let's go over what other attributes, besides the foundational ones, you can consider adding to your Business Glossary.

Term Lifecycle 1 Lesson

Term Lifecycle

All the different stages a term goes through its lifecycle and how it progresses from one to another.

Metrics & KPIs 3 Lessons

Metrics: Intro

What metrics and KPIs are and why we need them.

Customers Only
5 Lessons

The How - Step 3: Identify Available and Future Content

It's time to put those best practices to good use and start filling your Business Glossary with content. Where do you start? Let's look at the potential sources for identifying the available and future content.

Reports as an Information Source

Recommendations on how to use out-of-the-box and custom developed reports to extract terms and definitions for your Business Glossary.

Logical and Industry Data Models

Recommendations on how and why to use data models to extract terms and definitions for your Business Glossary.

Data Dictionaries and Schemas

Recommendations on how to use data dictionaries and schemas to get content for your Business Glossary.

Authority Organizations

Advice and examples on how authority organizations and the content they offer could help you create better content.

Employees/ Colleagues

Recommendations on tapping into employees and colleagues to draw out content for your Business Glossary.

Customers Only
4 Lessons

The How - Step 4: Select and Deploy a Tool

Even though the course is tool agnostic, we'll look objectively at the criteria for selecting the right tool for your organization and also what low-budget options you can go for.

Select a Tool: Intro

Dispelling myths on how a tool is needed to start a Business Glossary, and the risks to avoid by getting a tool too early on in the project.

Tool Selection Criteria

Tool/vendor options and the selection criteria you should consider when evaluating any one of these tools.

Low-Budget Tool Alternatives

Looking at what we can utilize from our existing tool set and what low-budget options are available.

Templates for Excel and SharePoint

Here are templates that you can take and import into your own environment to use as low-budget tool alternatives.

Customers Only
3 Lessons

The How - Step 5: Apply Change Management Practices

In order to ensure a high adoption rate to your business glossary, change management initiatives are required. Let's find out about change management practices that work well.

Change Management: Intro

Change is inevitable, but unfortunately people tend to be resistant to change. What can we do about it?

What is Change Management?

Let's explore what change management is, why it is important, and what changes the business glossary brings.

Change Management Steps

The steps of a state-of-art change management process for a successful implementation and adoption of the business glossary.

Customers Only
2 Chapters

BONUS

Lessons learned from successful and failed implementations, operational models, and other key takeaways to increase the value of your business glossary.

Operating Models 6 Lessons

Operating Model: Intro

An intro into what the operating model is and the different options for one.

Operating Model: Centralized

Quick overview of the centralized operating model, its benefits and downsides. 

Operating Model: Decentralized

Quick overview of the decentralized operating model, its benefits and downsides. 

Operating Model: Hybrid/ Federated

Quick overview of the hybrid/ federated operating model, its benefits and downsides. 

Choosing a model

The things to consider when choosing an operating model.

Operating Model Case Study

A case study describing an operating model in action.

Lessons Learned 3 Lessons

Common Pitfalls & Recommendations

Lessons learned from successful and failed implementations of Business Glossaries.

Your Questions Answered (Recorded Live Session)

Your questions answered during a live/ recorded session.

Thank You

My thanks to you.

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