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Data Strategy Worksheet: Component Typical Questions

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Data Strategy Worksheet

This worksheet contains a set of questions that can be used to build and review your data strategy to align with your organization’s key
performance metrics or a family of measures for a specific improvement effort. Not all questions need to be answered for each data point or
measure; use this as a guide to highlight potential data integrity and data management issues.

Component Typical Questions


Data • What core data elements do you need to start with?
Requirements • Which ones will you need in the future?
• What are the sources of that data?
Current State: Plan of Action:

Data Governance • Who owns the data element(s)?


• Who defines meanings and valid values?
• What is the division of responsibilities between admin, clinical, and IT?
Current State: Plan of Action:

Data Quality • What validity issues are there with the required data?
• Availability, accuracy, consistency, timeliness?
• What data fixes are required?
Current State: Plan of Action:

Granularity • What level of detail do you need?


• Does the data need to be at different levels of detail for different uses?
Current State: Plan of Action:

Integration • How do you get the data?


• Does it need to be reformatted for consistency?
• Does it need to feed back to other systems?
Current State: Plan of Action:

CCI | Center for Care Innovations 1


Component Typical Questions
Stage and Store • What is your data architecture - specifically where is the data held?
• Will you have a central repository or data warehouse?
Current State: Plan of Action:

Analysis • What information and tools are required to perform the analysis?
• What skills are required to understand the data?
• What actions will result from the analysis? What are the criteria for those actions?
Current State: Plan of Action:

Privacy • Are there any sensitive data elements?


• What are the HIPAA compliance requirements?
• Will this data be shared with third-parties and what risks does that create?
Current State: Plan of Action:

Reporting • Do you have a need to report your data to others?


• Do you need to alter the data to properly graph/report it?
• Do you have the appropriate reporting tools?
• Who needs access and how will they get it?
Current State: Plan of Action:

Access • What are the requirements to make the right data available to the right people at the right time?
• Who are the data stakeholders and what are their data and reporting needs?
Current State: Plan of Action:

Versioning and • If data is regularly updated, what data changes do you need to capture?
Retention • How do you track what version you are using?
• How long do you keep data? When do you archive it?
Current State: Plan of Action:

CCI | Center for Care Innovations 2

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