sustainable development 2.0 governance

Sustainable Development 2.0 Governance ModelIntroducing FISDEV (Framework for Integrated Sustainable Development)

Sean McClowry [email protected]

Framework for Integrated Sustainable Development

Delivered through a Collaborative Approach

Sets the new standard for Information Development through an Open Source Offering

Sustainable Development

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Access, Search and Content Delivery

Business Intelligence

InformationAsset Management

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Enterprise Data ManagementEnterprise Content Management

Information Strategy, Architecture and Governance

Solution Capabilities that provide a foundation for Suite Delivery

Supporting Assets

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Usage ModelOverall

Implementation Guide

Foundational Solutions

2FISDEV:A Methodology for Sustainable Development

This presentation covers the following

Introduction

─ About this presentation

─ Why Governance is important for Sustainability

Sustainability Governance

─ What is it

─ Where it fits in the Overall FISDEV Model

─ Guiding Principles

─ Key Activities

Getting Started: Sustainability QuickScan

Sustainability Governance Organisational Models

Advanced Techniques: Sustainability Governance 2.0

Contents


This presentation provides an introductory approach to the governance aspects of “Sustainability 2.0” using FISDEV (Framework for Integrated Sustainable Development).

FISDEV is an open source, collaborative methodology for Sustainable Development that can be found at www.open-sustainability.org.

FISDEV was launched in January 2008 and is in the very early stages of development.

FISDEV is mostly focused on development of a sustainability model for corporations, including their impact on all areas of Sustainable Development

Sustainability Governance 2.0 is about facilitating an open, transparent and common approach to Sustainability within these organizations

The “2.0” Techniques include:

─ Collaborative development of the FISDEV standard

─ Standards that could applied for information sharing and regulatory reporting

─ Mashups of the standard using Enterprise 2.0 techniques and technologies.

An introductory presentation to Sustainability 2.0 and FISDEV is also available.

About this Presentation


It’s an attitude, not only a technology

Share, Participate, Be transparent, Honest voice

It’s about people Communities of trust

The web as a platform Capacity to use the web as an Operating System

A “writeable web”

What is Web 2.0?

Provides new models for collaboration, governance and innovation for Sustainable Development

Applies across the public web (Web 2.0) and within the Enterprise (Enterprise 2.0)

Harnesses the brainpower of the global community in an open and transparent fashion

Uses an architecture and framework-based approach to develop and implement Sustainability Solutions

What is Sustainability 2.0?

A company applying Web 2.0 technology / techniques to deliver:

New Products / New Services

Increased Quality

Better use of “people talent”

Enabling corporate agility Flexible & Anticipative solutions

Works with SOA to focus on reuse and efficiency

What is Enterprise 2.0?

What is Sustainability 2.0?


Controls and Standards Common ways of doing things Best practices and architectural models Standards may be open or proprietary

It’s about people Having the right skills How people interact with one another

What is Governance?

Standards, policies, processes, architectural frameworks and target metrics to assist organisations in becoming more Sustainable

Used by smart companies to positively transform a business while meeting regulations

Uses an architecture and framework-based approach to develop and implement Sustainability Solutions

Helps fill a major gap in relation to the Sustainable Development

What is Sustainability Governance?

Collaboration and Agility Better harness informal networks through

technology

Enables flatter organisational models

Impacts Open Standards Use of common content through mashups

Global community contributes to content

Increased quality through perpetual delivery and re-factoring

What is Governance 2.0?

What is Governance 2.0/Sustainability Governance?


Key Drivers for Sustainability Governance Sustainability Governance is needed because issues related to poor quality, inefficient architecture

and incorrect process often lead to issues such as waste and pollution and constrain development.

Sustainability Governance can help provide guidelines, controls and frameworks for organizations to assist them on the path to better sustainability.

Governance is also important to encourage and open and transparent approach. As sustainability is such a broad and complex topic and has varying definitions, it is important to have common definitions as best as possible.

It is needed to keep companies, solution provides and solution implementers “honest” in an area that will receive a tremendous amount of capital investment and political attention. Its a complex so its easy to provide misleading results.

It is critical to understand the impacts of decisions and how they impact other areas of Sustainability (e.g. how a programme that helps reduce a retailer’s carbon footprint by stopping imports from Africa impacts other areas). The goal should be to capture and provide objective information for decisions.

As the transformation organizations must go through is so significant, companies will benefit from sharing lessons learned. This isn’t necessarily “trade secrets” but an open and transparent forum for them to share information.

Companies need to think of Sustainability as a competency, something that needs to be integrated into the way the run their business, deliver projects and measure success.

Fundamentally Sustainability Governance is about making sure that the architectures, policies and technology solutions that have been defined are effectively and efficiently implemented. While its focus may be for a specific area, it must be inclusive with a comprehensive approach to Sustainable Development.

Why Governance 2.0/Sustainability Governance?


Guiding Principles for Governance:

Common standards and structures can be useful, but need to be applied in the “right way”

Implemented the wrong way, governance can hamper innovation and agility.

Governance can involve “centralised” power, but traditional push-down models of architecture and standards only provide part of the solution.

Some standards are needed or we cannot be agile or innovative – we’re always fighting fires.

With a foundation of standards, we can distribute power and empower a community to be far more productive.

The scope should include best practice implementation methods, architectural patterns, organisational design guidelines and regulatory reporting. A well-defined governance programme should be active and support the evolution of policies over time.

We need standards because when we don’t account for what we produce, we may get unexpected issues. Information Quality issues are analogous to the pollutants we see from poor sustainability design.

Why Governance 2.0/Sustainability Governance?


Sustainability Framework An open and collaborative approach to Sustainable

Development Helping to shape new theories on Sustainability Core methodology with formal release cycle Governance council Based on a framework for any open method

Web / Enterprise 2.0 Developed as part of an open community Can be integrated to internally held and shared

content The goal is to develop a standard that everyone

can map to and help create

Open Source (software and content): All content is freely available under the Create

Commons (Attribution) License All software is open source and can be used by

others to build Enterprise “mashups” Goal is to provide an organizing framework for

open source Sustainability technologies

www.open-sustainability.org

FISDEV Approach: An Open Source Methodology

FISDEV (Framework for Integrated Sustainable Development)


FISDEV and Governance: An Open Governance Standard


Sustainable Development through the 5 Phases of FISDEV

Improved Governance and Operating Model

Phase 2Technology Assessment

Phase 1Business Assessment

Phase 3, 4, 5

Develop

Deploy

Design

Improve

Increment 1Increment 2

Increment 3

Roadmap & Foundation Activities

Begin Next Increment

Strategic Programme Blueprint is done once

Continuous Implementation Phases

FISDEV and Governance: Applies across all 5 Phases


Framework for Integrated Sustainable Development


Sets the new standard for Information Development through an Open Source Offering

Sustainable Development

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ial

& O

pe

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Pro

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So

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sAccess, Search and Content Delivery

Business IntelligenceInformation

Asset Management

Bu

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Enterprise Data ManagementEnterprise Content Management

Information Strategy, Architecture and Governance

Solution Capabilities that provide a foundation for Suite Delivery

Supporting Assets

Go

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ram

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ork

Arc

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Usage ModelOverall Implementation

Guide

Foundational Solutions

FISDEV and Governance: A Foundational Solution


Build an Sustainable Development Organisation

1. Accountability. Everyone has a role to play in sustainability. Specific roles should be filled by named executive staff, architects and Sustainability Stewards.

2. Efficient Operating Models. Common standards, methods, architecture and collaborative techniques provide a Governance model that can be implemented in a physically central, virtual or offshore model.

3. Senior Leadership. Senior Leaders must align and work towards a common goal of improved sustainability, while appreciating it is still immature as a discipline and be ready for challenges.

Sustainability Governance: Guiding Principles


Managing Sustainable Assets

4. Historical Quantification. Common architectural models and tools-based quantitative assessments of the existing environment are key aspects of establishing a known baseline to move forward.

5. Economic Value Assessment. Organizations should provide a mechanism to assign an economic value to their sustainability investments and measure the financial impacts of new practices.

6. A Common Methodology. An Governance programme should include a common set of activities, tasks and deliverables to build a competency

7. Standard Models A common foundation of processes, technologies and implementation techniques simplifies transformation and provides one of the fundamental building blocks of Sustainability Governance.

8. Governance Tools. Measuring the effectiveness of an Sustainability Governance program requires tools to capture assets and performance.



Be Pragmatic in a Strategic Context

9. Strategic Approach. Improvements will typically be measured over months and years, not days. This model must allow for tactical improvements.

10.Comprehensive Scope. An Sustainability Governance approach should be comprehensive in its scope, and not simplify focus on isolated issues.

11.Architecture. A Technology architecture should be defined for the current-state, transition points and target vision.

12.Continuous Improvement. It is not always cost-effective to fix all issues in a certain area, but to instead follow the “80/20 rule”. It should re-factor a baseline through audits, monitoring, technology re-factoring and personnel training.

13.Flexibility for Change. While an Sustainability Governance program involves putting standards in place, it must have an inbuilt pragmatism and flexibility for change.



Apply Web2.0/Enterprise.2.0 Principles for Better Governance

14. Collaborative Community. Collaborative technologies can streamline communications to capture content in informal network as well as build the formal.

15. Organizing the Informal Network. Build a content model that is easily populated through user-driven categorization, informal collaboration begins to take on more formal structures.

16. Aggregation of Ideas. Not all good ideas have to come from the inside. Social Computing techniques provide an easy way to bring linked content together.

17. Linking the Informal to Formal. The same principle of applying content categories can be applied to formal governance processes.

18. Searching the Knowledge Network. Enterprise Search techniques should be implemented to make this information easily accessible.

19. Collaborative Asset Management. The maturity of your business and technology assets should be a known quantity and this information easily shared across the organization.

20. Global Standards Bodies. Having an external perspective through a central authority can help to balance competing interests and work to a similar approach.



The FISDEV approach for improving Sustainability Governance goes across all 5 phases of the methodology. The most critical activities for improving Sustainability Governance are as follows:

Activity 1.4 Sustainability QuickScan

Activity 1.6 Sustainability Governance Sponsorship and Scope

Activity 1.7 Initial Sustainability Governance Organisation

Activity 2.7 Sustainability Governance Policies

Activity 2.8 Sustainability Standards

Activity 3.5 Business Scope for Improved Sustainability Governance

Activity 3.6 Enterprise Sustainability Architecture

Activity 3.7 Root Cause Analysis on Sustainability Governance Issues

Activity 3.8 Sustainability Governance Metrics

Activity 3.X – 5.X Collaborative Business Intelligence

Activity 3.12 System Re-Engineering

Activity 5.11 Continuous Improvement - Compliance Auditing

Activity 5.12 Continuous Improvement - Standards, Policies and Processes

Activity 5.13 Continuous Improvement - Quality

Activity 5.14 Continuous Improvement - Infrastructure

Activity 5.15 Continuous Improvement - Sustainable Development Organization

Activity 5.16 Continuous Improvement – Open Methodology

Key Governance Activities

Note these activities are in the early stages of development and expected to evolve over time


Phase 1. Business Assessment and Strategy Definition Blueprint

Quickly Understand Issues

Organisational QuickScan SG Sponsorship and Scope

Establish Leadership

Conduct Sustainability Maturity Assessment

Catalogue Inventory of Assets

Determine Economic Value of Sustainability

Assess organizational structure, people and their skills

Confirm scope of Sustainability Governance Program

Confirm in-scope business subject area

Assign Sustainability Stewards to each business subject area

An initial gap analysis is developed by assessing the organisation’s current-state issues and vision for the future-state. Sustainability Governance scope driven by high-level requirements and complemented by the definition of a strategic conceptual architecture.

Initial SG Organisation

Establish Team

Establishment Sustainability Governance Council

Assignment of roles and responsibilities

Definition of communications model and tracking mechanism

Re-alignment of Business and Technology Strategy



Phase 2. Technology Assessment and Selection Blueprint

Driven by guiding principles, a Policy Framework and common set of Sustainability Standards are created that will be used throughout the implementation program.

Deliver Policy Framework

Sustainability Governance Policies

Sustainability Governance Standards

Standards for Implementation

• Definition of Sustainability Governance Policy Requirements

• Definition of Sustainability Governance Policies

• Approval and Distribution of Sustainability Governance Policies

• Specification and Design Standards

• Implementation Standards

• Information Capture Standards

• Reporting Standards

• Quality Standards



Phase 3. Roadmap and Foundation Activities

Determine In Scope KPIs

Business Scope for Improved Sustainability Governance

Enterprise Sustainability Architecture

Root Cause Analysis of SG Issues

Overall Architecture Determine Process Issues

• Define Business Process Scope for Increment

• Determine KPIs and Prioritize by Business Impact

• Capture Recommend Business Process Changes

•Overlay Business Architecture on Enterprise Sustainability Architecture

• Overlay Technology Architecture on Enterprise Sustainability Architecture

• Overlay Information Architecture on Enterprise Sustainability Architecture

Prevent Issues related to Business Process

• Prevent Issues related to Technology Architecture

• Summarize Root Cause Issues and Recommend Changes

The FISDEV governance approach focused around Key Performance Indicators (KPIs). These are the subset of data elements that are used to make the most critical business decisions. The Enterprise Information Architecture is built out over time using these KPIs to guide the development of the architecture.



Phase 3. Roadmap and Foundation Activities (continued)

Assess issues with KPIs

Sustainability GovernanceMetrics

CollaborativeBusiness Intelligence System Re-Engineering

Make Evidence based decisions

Address Issues

Define Metric Categories and Measurement Techniques

• Gather Current-State Metrics on each KPIs

• Define Target Metrics on each KPIs

• Define a solution for making objective, fact-based decisions

• Define an approach to formulate and measure the success of policies

• Define reports against regulatory requirements

• Design the collaborative aspects of the solution to provide for a collective intelligence approach to Sustainability intelligence

• Implementation of common standards

• Correction of systemic issues

•Enhance systems and improve core capabilities

• Finalize Business Summary of Quality Impacts

Metrics are defined for how data will be measured initially as well as target measures. The Business Intelligence solution is implemented in the design and build phases of an Information Development work stream



Phase 5. Develop, Test, Deploy and Improve

Continuous Improvement

Compliance Auditing Standards, Policies and Processes Quality

Continuous Improvement Continuous Improvement

Attain Sponsorship of Sustainability Governance Board

• Define Compliance Auditing Processes

• Train Staff on Compliance Standards

• Conduct Auditing Processes •Present Auditing Results and Recommendations

• Review and Revise Sustainability Governance Policies

• Review and Revise Sustainability Governance Metrics

• Review and Revise Sustainability Governance Standards

• Review and Revise Sustainability Governance Processes

• Implement Changes as Required

• Conduct Ongoing Quality Monitoring

• Associate Quality Issues with Root Causes

• Execute Issue Prevention Process

The FISDEV Methodology is based around the Continuous Improvement. That means that we are continually re-factoring towards the strategic vision and there are planned activities to revisit the existing implementation.



Phase 5. Develop, Test, Deploy and Improve (continued)

Continuous Improvement

Infrastructure Sustainable Development Organization

Contribute to Open FISDEV Methodology

Continuous Improvement Continuous Improvement

• Re-factor Technology Infrastructure

• Progressively Automate Processes

• Review and Recommend Physical Infrastructure Changes

• Move to an Information-Driven Architecture

• Move to a Common Architecture and Delivery Model

• Develop Staff and their Skills

• Implement Sustainability Governance Incentives

• Review and Revise Communications Model

Help improve the overall approach to Sustainability Governance used by our community:

• Help complete wanted assets

• Assist with Peer reviews

• Propose new core supporting assets

• Recommend extensions to overall methodology

Be an active collaborator

Users of FISDEV encouraged to be part of an active community. The collaborative environment for FISDEV allows the core method to be improved over time, whilst within a release cycle and product roadmap for stability.



Sustainable Development through the 5 Phases of FISDEC

Improved Governance and Operating Model

Phase 2Technology Assessment

Phase 1Business Assessment

Phase 3, 4, 5

Develop

Deploy

Design

Improve

Increment 1Increment 2

Increment 3

Roadmap & Foundation Activities

Begin Next Increment

Strategic Programme Blueprint is done once

Phase 1 – Business Assessment and Strategy Definition Blueprint

1.1Strategic Mobilisation

1.2 Enterprise Information Management Awareness

1.3 Overall Business Strategy for Sustainable Development

1.4 Organisational QuickScan for Sustainable Development

1.5 Future State Vision for Information Management

1.6 Sustainability Governance Sponsorship and Scope

1.7 Initial Sustainability Governance Organisation

1.8 Business Blueprint Completion

1.9 Programme Review

Continuous Implementation Phases Activity 1.4 Organisational QuickScan for Sustainable Development

Responsible Status

1.4.1 Assess Current-State Application Portfolio

1.4.2 Assess Sustainability Maturity

1.4.3 Assess Economic Value of Sustainability

1.4.5 Assess Key Current-State Sustainability Processes

1.4.6 Define Current-State Conceptual Architecture

1.4.7 Assess Current-State People Skills

1.4.8 Assess Current-State Organisational Structure

1.4.9 Assemble Findings on People, Organization and its Capabilities

Getting Started: QuickScan Assessment


Organizational ConfidenceLow

High

Su

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atu

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High

ReactiveLevel 2

AwareLevel 1

ProactiveLevel 3

Managed

Level 4

OptimizedLevel 5

Sustainable Development is a strategic initiative, issues are either prevented or corrected at the source, and best-in-class solution architecture is implemented. Focus is on continuous improvement. Sustainability Development is treated as a core competency across strategy, people, process, organisation and technology.

Sustainability is measured at an enterprise level. Well-developed engineering processes and an organization structure exists.

Awareness and action occur in response to issues. Action is either system- or department-specific.

Sustainable Development is part of the organization’s charter and enterprise management processes exist.

There is awareness that problems exist but little action has been taken in addressing any issues.

META Group developed a 5-level Information Maturity Model (IMM) to use as an information maturity guideline. For MIKE2.0 this model has been extended with additional detail. It is similar to the Software Capability Maturity Model (CMM) and focuses initially on data quality.

FISDEV could use a similar model for conducting assessments.

FISDEV should provide an objective assessment of an organization’s current and desired sustainability maturity levels to construct a

program for improving Sustainability Governance.

Getting Started: QuickScan Assessment

A Sustainability Governance Assessment should contain an organizational maturity model (sample shown below)


Sustainability Governance Organisational Model Level 5 - Sustainable Development Centre of Excellence

Architecture Delivery

Leadership

In moving to the common model for corporate sustainability, Leadership, Architecture and Delivery must represented on the team.

The key team members across the areas must actively collaborate through formal and informal reporting relationships to guide a strategic idea to its realization. It is an organizational model that provides a “balance of power” whilst providing an enabler to:

• Align Business and Technology Strategy• Align Strategic and Tactical Objectives• Technology procurement efficiencies• Justify spend based on business case• Balance risk with speed of delivery• A common set of technology standards and policies• Reuse at an enterprise level

This model is focused on providing solutions for the Business, driven by the needs of the Business.

Organisation Framework: Balance of Power

Although leadership roles are recommended, Sustainability Governance is about a culture change across the organization in which everyone is a participant, not a single central team


SUSTAINABLE DEVELOPMENT

Leadership Team

Executive Sponsor s

C-Level

XBR Program Manager

Chief Architect

Sustainable Development Steering Committee (Representatives from Business

and Technology)

CSO

CSO Reporting and Communication Structure

Sustainability Stewardship and OwnershipSustainability Stewardship and Ownership

Delivery TeamDelivery Team

Sustainability StandardsManager

Sustainability Reporting and Analytics

Manager

Sustainability Process Development

Manager

Sustainability Technology

Manager

Sustainability Quality Development

Manager

Data Quality Lead

Architecture TeamArchitecture Team

Technology Backplane


Information Architect

Business DomainsBusiness Domains

Business Architects

Chief Architect

Business ArchitectsBusiness

Architects Infrastructure Architect

Enterprise ArchitectureEnterprise Architecture

Sustainability Governance Organizational Model Level 5 - Sustainable Development Centre of Excellence

Sustainability ArchitectSustainability Architect


Sustainability StandardsSustainability Standards

Information Integration / Standards Manager

Development and Menagement

Technical Modelling

Common St Standards

Business Modelling

Sustainability Governance Organizational Model Level 5 - Sustainable Development Centre of Excellence

SUSTAINABLE DEVELOPMENT

Leadership Team

Executive Sponsor s

C-Level

XBR Program Manager

Chief Architect

Sustainable Development Steering Committee (Representatives from Business

and Technology)

CSO

CSO Reporting and Communication Structure

Architecture TeamArchitecture Team



Information Architect

Business DomainsBusiness Domains

Business Architects

Chief Architect

Business ArchitectsBusiness

Architects Infrastructure Architect

Enterprise ArchitectureEnterprise Architecture

Sustainability ArchitectSustainability Architect

Delivery TeamDelivery Team

Sustainability StandardsManager

Sustainability Reporting and Analytics

Manager

Sustainability Process Development

Manager

Sustainability Technology

Manager

Sustainability Quality Development

Manager


Governance is a critical aspect of the FISDEV Sustainability Framework

A Networked Governance Model:

Provides a collaborative framework for the informal network

Makes it easier to work together across the Organisation

Enhances the informal network and brings it together into the formal approach



Strategy

Technology &Architecture

Investigation and Monitoring

Sustainability Governance Organisation

Sustainability Governance Processes


Policies


Strategy

Technology &Architecture

Investigation and Monitoring

Sustainability Governance Organisation

Sustainability Governance Processes

Networked Sustainability Governance: Sustainability Governance + Enterprise 2.0

Networked Sustainability Governance (Governance 2.0)


Policies


14. Collaborative Community. Collaborative technologies can streamline communications to capture content in informal network as well as build the formal.

15. Organising the Informal Network. Build a content model that is easily populated through user-driven categorization, informal collaboration begins to take on more formal structures.

16. Aggregation of Ideas. Not all good ideas have to come from the inside. Social Computing techniques provide an easy way to bring linked content together.

17. Linking the Informal to Formal. The same principle of applying content categories can be applied to formal governance processes.

18. Searching the Knowledge Network. Enterprise Search techniques should be implemented to make this information easily accessible.

19. Collaborative Asset Management. The maturity of your business and technology assets should be a known quantity and this information easily shared across the organization.

20. Global Standards Bodies. Having an external perspective through a central authority can help to balance competing interests and work to a similar approach.




To illustrate the concept of Advanced Sustainability Governance, the following slides show how Governance 2.0 is applied to Sustainability within an Organisation

FISDEV Methodology can be used for Governance 2.0 concepts, including the implementation of Sustainability mashups

This approach shows how Enterprise 2.0 mashups are created within an organization around a governance standard

The MIKE2.0 Methodology can be used with FISDEV to provide the technical detail around the implementing Enterprise 2.0 solutions

Content license under the Creative Commons (the license used by FISDEV) can be used directly by organisations without a need to re-publish their own content as open source



The Governance 2.0 model applied to Sustainability Governance


Open Content – Web 2.0

Integrated Approach

Governance 2.0: Sustainability Governance Example

Mashup Content – Enterprise 2.0

Social Networking

A collaborative community across the organisation


You can write in any tags you want

You can use categories as tags

You can select from popular tags

Categories are linked to tags in FISDEV through the Bookmarking component

Organising the Informal Network: Categories link articles together and to mike2.0

Governance 2.0: Sustainability Governance Example


The same principle of applying content categories to the informal network can be applied to more traditional governance processes

This approach is used to link formal and informal assets together.

Formal Sustainability Governance processes are used to define this taxonomy.

Governance 2.0: Information Governance Example

Categories are linked to tags in FISDEV through the Bookmarking component

Link the Formally Developed Content to Informal Networks


Governance 2.0: Information Governance Example

FISDEV is an Open and Collaborative Global Standards Body for the Industry

Information Governance 2.0 model can be applied to Sustainability Governance

sustainable development 2.0 governance

Technology

sustainability solutions

better sustainability

governance model

fisdev framework

collaborative development

open standards

enterprise enterprise

fisdev standard standards