5 — Build the Charter, Scope Statement & Roadmap
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Create three distinct training-scale artifacts. They are related, but they are not interchangeable.
5.1 Mini Data Management Charter — mandate and intent
Capture:
- Vision: what should better-managed data enable?
- Business case: 2–3 concrete examples of value, waste, risk, or lost opportunity.
- Guiding principles: choose 4–6 Chapter 1 principles and translate them into Meridian behavior.
- Long-term direction: what capabilities should Meridian build?
- Measures of success: how will leadership know the program is improving outcomes?
- Leadership / operating intent: who sponsors and how do business + technical roles collaborate?
- Recognized risks: what could prevent success?
5.2 Scope Statement — planning-horizon boundaries and accountability
Capture:
- what is in scope;
- what is deliberately out of scope for this increment and why;
- 3–5 concrete goals/objectives;
- accountable roles/groups;
- important dependencies/assumptions.
5.3 Implementation Roadmap — prioritized work and milestones
Create 4–6 initiatives. Do not make the roadmap a software shopping list.
| Priority | Initiative | Business/data problem addressed | Lead + supporting DMBOK areas | Key dependency | Evidence of progress |
|---|---|---|---|---|---|
| 1 | |||||
| 2 | |||||
| 3 | |||||
| 4 | |||||
| 5 | optional |
🧠 Memory hook
- Charter = mandate / vision / business case / overall intent.
- Scope Statement = planning-horizon boundaries, goals, and accountability.
- Roadmap = programs/projects/assignments/milestones used to implement the direction.
Evidence
Save the combined package as CH01-E — Data Management Charter, Scope & Roadmap.