The Data Literacy Foundation
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Data Literacy Toolkit

What is the Toolkit?

This toolkit is designed to provide you with the methodologies, artifacts, and frameworks you need to create your own Enterprise Data Literacy Program.


Using our Discovery, Strategy, Design, Delivery methodology and the tools we provide, you will be able to craft a program that identifies, confronts, and solves the issues with data literacy that your organization faces. 


The toolkit includes:

  • The 5 Cs of Data Literacy
  • The Data Literacy Canvas
  • The Data Maturity Assessment
  • The Analytics Maturity Assessment
  • A complete approach to both strategy and execution


Please keep in mind that creating and implementing these programs is a lot of effort, typically spanning several months or years. We have found that approximately 1 full-time person is required per 500 people the program is being designed to serve, so if you have 2,500 people in your organization, a minimum of five people should be working on creating, implementing, and maintaining your data literacy program.

The 5 Cs of Data Literacy

Most of the buzz around data literacy is about data capabilities and skills development. Working in many enterprise-level data literacy programs, we realized there is MUCH more to data literacy. That's why we created the 5Cs of Data Literacy to make sure organizations invest in all aspects of Data Literacy, not just skill sets.

Culture

Without leadership support, a culture appreciative of failure, and flexibility, data literacy initiatives are doomed to fail.

Communication

Expressing thoughts clearly and being able to promote ideas and data literacy exercises as well as using the right media effectively is key to success of data literacy programs.

Collaboration

The value of data literacy is in breaking the silos and concrete solutions.

Competency

Organizations should create activities that develop data skills at all levels from data architects to executives and business users.

Creativity

The next best idea at your organization may come from someone who recently got enabled through your data literacy program.

Phase One: Discovery

Business Canvas

Porter's Five Forces

Porter's Five Forces

The Business Canvas will help you summarize your organization's business goals and gain insight into your value proposition, infrastructure, customers, and finances of your products and/or services. This exercise will help you tie your data literacy program to business goals and build credibility with your company's leadership.

Business Model Canvas

Porter's Five Forces

Porter's Five Forces

Porter's Five Forces

Every business has competitors. The proper use of data will help organizations find the right strategy to differentiate. Porter's Five Forces is a simple but powerful tool for understanding the competitiveness of your business environment and identifying your strategy's potential profitability and return on investment

Porter's Five Forces

MECE/MVM Method

Porter's Five Forces

Data Literacy Assessment

Mutually exclusive (ME) and collectively exhaustive (CE) is a way of breaking down business problems. With this tool, you can craft an issue tree for your case structure. When you create clean buckets of analysis, you can easily find results that will help you prioritize the solutions you are proposing with your data literacy program.

Video here: MECE Video

Data Literacy Assessment

Data Literacy Assessment

Data Literacy Assessment

It is imperative to know where your organization stands in terms of data literacy maturity so that you can plan for growth. There are many of data literacy assessments online, but the one we adopted and recommend is Helena Sterkopf's data literacy assessment. It is a self-assessment that ties back to a simple maturity model.
Take a Data Literacy Quiz

Innovation Management

Data Literacy Assessment

Innovation Management

As employees are improving their data literacy, they develop more curious minds and want to experiment. If they are not challenged properly, they will lose motivation. Start analyzing which tools you can use in your organization to manage ideas. Discover what innovative characteristics your teams lack. Dr. Kathryn Jablokow and her team have created different instruments to identify the cognitive characteristics of innovation.

Culture Assessment

Data Literacy Assessment

Innovation Management

There are many insecurities around data and without finding the right way to promote your program, employees will opt out because of a lack of motivation. Dr. Boris Groysberg's model considers 8 cultural elements that can be mapped into a framework. Organizational psychologists or management consultants can help you identify cultural elements within your organization.

Competency Matrix

Knowledge Management

Knowledge Management

The results of the Data Literacy Assessment should be captured in a talent management system (or a simple spreadsheet), so as to monitor progress of skills development and iterated on the program continuously in an analytical way.

Knowledge Management

Knowledge Management

Knowledge Management

Organizations need to manage knowledge properly in order to maintain their competitive advantage and stay connected. We believe in Social Learning, a concept that ensures that knowledge flows properly from individuals and teams to the rest of the organization. 

Analytics Landscape

Knowledge Management

Analytics Landscape

Understanding the analytics maturity of an organization helps you keep in mind the availability of your resources so that you can create a realistic enterprise-wide program. There are five areas that need to be evaluated: Organization, Infrastructure, Governance, Analytics, and Data Management

Empathy Map

Empathy Map

Analytics Landscape

All components of any program, whether individual or for the enterprise, should be designed with the needs of the user in mind. We conduct Design Thinking workshops to understand user personas and group them so that we can customize our solution effectively.

Download

Phase Two: Strategy

Assessment Results

Analytics Maturity Results

Analytics Maturity Results

Use the data literacy assessment results along with the personas that you have identified to group users based on Role-Function-Level of Data Literacy

Analytics Maturity Results

Analytics Maturity Results

Analytics Maturity Results

Use the results of the Analytics Maturity Assessment to identify gaps. Have conversations with IT and executives to bridge the gap as much as possible.

Mission & Vision Statement

Analytics Maturity Results

Mission & Vision Statement

Your program's mission and vision statement should be easy to understand, tie back to business outcomes and the individual's interests, and be both aspirational and inspirational.

Value Proposition Canvas

Decision-Making Framework

Mission & Vision Statement

Data literacy programs should be promoted in an organization as if the program is a business unit. When you own a business, you want to keep your existing customers and you want to attract new customers. The value model that you create should include Functional Values, Emotional Values, Life-Changing Values, and Social Values

Decision-Making Framework

Decision-Making Framework

Decision-Making Framework

Remember that data literacy is not just about building data capabilities. It is critical that you have governance around your technology assets and data infrastructure. Watch the video to understand the dependency between Enterprise Data Literacy Program (EDLP) and Centers of Excellence

Change Management

Decision-Making Framework

Decision-Making Framework

Culture eats strategy for breakfast. Whether you're considering a small change to one or two processes or a system-wide change to the whole organization, it's common for individuals and teams to feel uneasy and intimidated by the intensity of the change. Kotter's 8 step change model will help remove these barriers.

Phase Three: Design

Data Literacy Canvas

Data Literacy Canvas

Data Literacy Canvas

At this stage, you should be able to fill out the Data Literacy Canvas with Key Culture Elements. Key Personas, Value Proposition, Goals, and Metrics

Download the Canvas

Activity Catalog

Data Literacy Canvas

Data Literacy Canvas

Create a catalog of activities that are feasible to do and include in the program:-Select different workshops, lists of classes, Games, and Events that fit your culture and time commitments.

Platform Design

Program Launch Planning

Program Launch Planning

Use your available resources or acquire a new platform that can support knowledge management, social interactions, and eLearning modules or Wiki pages.

Program Launch Planning

Program Launch Planning

Program Launch Planning

Refer back to your change management plan. Make sure you have the highest level of leadership support you can get. Create an internal promotional campaign to explain "the Why", available resources, and expectations. Enterprise Data Literacy Programs should be accessible to every employee, so make sure you have a mechanism to manage the requests and level of support needed.

Phase Four: Delivery

Delivery Platform

Resources and Roles

Resources and Roles

Your data literacy program needs a platform strategy to focus on value creation and the demand side of the knowledge economy. Each platform must have an owner, a provider, producers, and consumers. In a data literacy program, your consumers are also your producers

Resources and Roles

Resources and Roles

Resources and Roles

Consider assigning someone to be the Chief Data Literacy Officer or Director of Data Literacy in your organization and promote Data Literacy Officers. This helps give the program weight in everyone's eyes and provides a sense of ownership. 

Measuring Success

Resources and Roles

Measuring Success

Create surveys to measure qualitative and quantitative success metrics. Include employee experience and engagement and make sure you can find links between user adoption and business outcomes.

Analytics Tools

Data Literacy Assessment 2

Measuring Success

Use log files from analytics tools, education systems, and your knowledge management system to measure adoption and utilization Make sure your adoption metric is not biased by just people logging in, it should be focused on how people are using your tools, and success should be defined for each role in your organization.

Data Literacy Assessment 2

Data Literacy Assessment 2

Data Literacy Assessment 2

Every six months, you should reassess everyone in your organization to help measure progress and ensure you're on track. Don't be discouraged if the results aren't tremendously different; this is a long process and will take time.

Competency Matrix

Data Literacy Assessment 2

Data Literacy Assessment 2

 Monitor your competency matrix to track progress. Use the results of the data literacy assessment to display the progress in a visualization tool. Show deviations from the goal and consult individuals on how they can achieve their goals.

Feedback & Iteration

Feedback & Iteration

Feedback & Iteration

Discuss the feedback that you gather from your users with your Chief Data Literacy Officer and steering committee. Iterate and co-create processes to constantly improve.

Artifact Downloads

Data Literacy Canvas - Blank (pdf)Download
Persona Empathy Map - Blank (pdf)Download

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