Using the Data Strategy Designguide Canvas you can plan and visualize the approach used within a data strategy or data product design workshop. Starting from an objective the tool helps you to define the required steps and to discuss these within your team if necessary.
The Data Strategy Designguide Canvas is a planning tool for data strategy and data product workshops. It divides a one- or two-day workshop into phases with two to four time slots of 45 minutes each and helps you to reach your objectives within the workshop’s time. The five phases are:
The Data Strategy Designguide Canvas is available for free under a Creative Commons license: you may use and modify the canvas as long as you cite Datentreiber in particular as the source.
The Data Strategy Design Method allows you to design and plan your company’s or your customer’s data strategy and data products:
For this, the Data Strategy Designkit provides you with the required tools to work jointly on your data strategy and analytics projects in interdisciplinary teams. Good practice is to do this in one- or two-day workshops.
With the Data Strategy Designguide Canvas you have another tool in your belt helping you to prepare the workshops and to illustrate the workshops’ process of data strategy design to the workshop’s participants. The design guide guides you and your team through the design phase to create successful data innovations.
A successful innovation has to meet three criteria:
Subsequently, the designguide divides the process into the phases business understanding, user understanding and data understanding. Doing so its oriented towards the Cross-Industry Standard Process for Data Mining (CRISP-DM), However, it extends the data understanding and the business understanding with the user understanding (this follows the Design Thinking view).
In the public project Datenstrategie-Designguide you can find different canvas for numerous recurring workshop formats.
Before starting to work with the canvas ask yourself the following questions:
I. What’s the workshop’s objective?
Place the objective (blue card) in the middle of the canvas.
II. Who are the workshop’s participants, respectively who should participate?
The Stakeholder Analysis canvas can help you to answer questions like these.
III. When does the workshop take place and how long does it last?
The canvas is designed for two-day workshops because speaking of experience one day is not sufficient. Other than that it’s not realistic that all participants can or want to leave their day-to-day job for three days. So a two-day workshop seems to be a good compromise. It might be also advisable to schedule several workshops.
Hence, the canvas is divided into two parts:
Furthermore, both parts representing the two days are divided into two more parts: morning (1. day upper-left and 2. day lower-right) and afternoon (1. day upper-right and 2. day lower-left). In between, a longer lunch break should be planned to get again to a clear mind.
As a result of the combination with the four phases (Overview, Viability, Desirability & Feasibility) there are two-time blocks with two time slots 45 minutes each. Those slots need to be filled with a concrete agenda. The boxes help you to respect the slots (timeboxing).
Breaks can be planned into the transition between the phases. Therefore the workshop participants can work 1.5 hours nonstop without any interruption (important!).
An exemplary agenda could look as follows:
Day #2: equivalent to day #1
The canvas can be adapted as follows in case there is only one day available:
Step 1 of 5
Start the first workshop day by introducing the participants and a general introduction:
The intro phase is used to bring all participants to the same level of knowledge, to get their focus on a common objective, and to lay out a joint way to reach it. Factor in enough time for questions and discussions. This is especially true if this is the first workshop of this kind. If you need less time though you’ve gained a buffer that you might need at the end of the workshop.
Place for example a blue card into the first box stating “introduce and discuss objectives, participants & agenda”. Write another one “introduce method & tools” and place it into the second box.
Step 1 of 5
During the workshop, as soon as you’ve finished working on one box, you can change the color of the card to green. This is to highlight the progress. By doing so you have also a fast and visual overview of how you are doing with respect to time.
It is recommended to use the Data Strategy Design card decks for the following steps (i.e. boxes). This card deck includes all pictograms of all canvas of the Data Strategy Designkit. Use the pictograms as cards to highlight which canvas you use in which step with which purpose. This you do by placing the card into the respective box and add a corresponding text for the purpose.
The Data Strategy Designkit canvas provides you with an overview of the canvas tools which are available as part of the Datentreiber data strategy designkit. The canvas also tells you how you can combine the canvas with each other. Equivalent to the phases (green, yellow, and blue) in the designguide, the designkit canvas differentiates the canvas tools into three areas which are viability (green), desirability (yellow), and feasibility (blue). This helps you to find the right tool at the right point in time.
However, please consider this classification only as a proposal: you might as well use a “blue tool” in the “green phase”. Furthermore, you are free to use other canvas tools as an alternative or even develop your own ones.
Step 2 of 5
You should start your data journey by asking questions like “why do we need data & analytics?”. What’s your company’s vision? Which are your business objectives? In which area should we invest in order to gain a benefit from data and analytics?
It’s crucial to align your data strategy with your corporate strategy. Hence, use the first phase of the data strategy design to get a clear view regarding the current economical situation as well as the future business strategy. The following canvas assists you in doing so:
At the beginning of the “green phase” it is important to develop a broad understanding of the business. Contrary, in the end, you should focus on a concrete field of application, application area, or use case in order to get to a detailed user understanding throughout the next phase.
Step 3 of 5
The second phase, which is the “yellow” one, needs to answer the question “how can data & analytics help us?”. For this, we need to understand who is driving the business respectively the business area and what’s driving this person or role. Who is making which decisions, taking which actions, is after which goals and is expecting which results? Which concrete problems are occurring and how can data and analytics help to solve those problems and add value for the user?
Many initiatives and projects in the data and analytics space fail because of lacking user acceptance. The designkit offers you the following tools to develop user-centric data strategies and data products:
At the end of the “yellow phase” there should be one or more concrete ideas for projects which can be made more concrete from an analytical and technical perspective in the following, the “blue phase”.
Step 4 of 5
Now that you know which direction you want to take (economical strategy) and how you want to get there (functional solution), it’s on you to answer the question of what you need to do so. Especially “what kind of data & analytics do we need?”. Many analytics projects are not feasible because the required data (the required amount, depth, and quality) is missing. Or the analytic’s complexity exceeds the analytical maturity of your company.
To overcome these hurdles on your way to a successful data strategy and successful data products you can for example use the following tools:
At the end of the “blue phase” you should know if your plan works out or where there are gaps which you need to close first.
Step 5 of 5
Reserve two time slots (i.e. about 1.5 hours) at the end of the second day. This is to reflect on your work and to summarize the results. As soon as your workshop ends your participants need to know what they have got to do next. Furthermore, it should be clear what are the mid- and long-term steps.
Speaking from experience it is advisable to do the following:
Most often the workshop is only the kickoff and not the end. Best case you and your team can for example start with a Data (Product Design) Sprint straight after the workshop. However, most probably you will meet for a second, third and so on workshop to further concretize the strategy or to think through further use cases. Hence, you can check throughout the “green phase” with the Business Model / Case canvas in a second iteration (workshop) if your data strategy is viable by thinking through your business cases with this canvas.
Here you can find further documentation:
Get to know our Data Strategy Design Method in our practical seminars:
Here you can find further canvas and information concerning Data Strategy Design:
You are free to:
Share — copy and redistribute the canvas in any medium or format
Adapt — remix, transform, and build upon the canvas
for any purpose, even commercially.
Under the following terms:
Wie das mit der von uns entwickelten Methode des Datenstrategie-Designs funktioniert, verrät Ihnen Martin Szugat im Fachartikel im iX-Magazin.
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