Procedures & Playbooks¶

Overview¶

Procedures & Playbooks provide step-by-step guidance for executing data governance activities across Nissan North America (NNA).
They ensure that governance is repeatable, consistent, and auditable, reducing risk and enabling operational efficiency.

Purpose¶

Define standardized procedures for governance tasks, such as data quality checks, MDM operations, and compliance audits.
Provide playbooks for recurring scenarios, including incidents, onboarding, and data sharing requests.
Ensure consistency, accountability, and traceability across all governance processes.
Support training, adoption, and continuous improvement by providing clear instructions.

Key Components¶

Component	Description
Standard Operating Procedures (SOPs)	Detailed step-by-step instructions for recurring governance activities
Playbooks	Scenario-based guides for specific events or challenges (e.g., data breach, duplicate record resolution)
Checklists	Quick-reference items to ensure compliance and quality in routine tasks
Templates	Predefined forms or documents for common governance activities (e.g., data request forms, approval forms)
Roles & Responsibilities	Clearly define who performs each task, approves actions, and monitors outcomes
Escalation Paths	Guidelines for reporting issues, exceptions, or compliance violations

Common Procedures & Playbooks¶

Procedure / Playbook	Purpose
Data Quality Issue Resolution	Steps to identify, investigate, and resolve data quality anomalies
Duplicate Record Management	Process for detecting, merging, or purging duplicates in MDM systems
Data Sharing Request	Standardized workflow for internal/external data access requests
Compliance Audit Playbook	Steps to prepare for, execute, and document compliance audits
System Onboarding	Guidelines for integrating new systems, data sources, or APIs into governance framework
Incident Response	Steps for handling data breaches, privacy incidents, or security events

Roles & Responsibilities¶

Role	Responsibility
Data Owner	Approves procedures and ensures adherence within their domain
Data Steward	Executes SOPs, follows playbooks, and reports issues
IT / System Administrators	Implement technical steps, monitor systems, and enforce controls
Governance Council	Reviews procedures, approves exceptions, and monitors compliance adherence

Tools & Technologies¶

Workflow / Ticketing Systems: ServiceNow, Jira, or equivalent for procedural tracking
Collaboration Platforms: SharePoint, Confluence, Teams for playbooks, templates, and SOP documentation
Automation & Scripts: For recurring tasks such as data validation, duplicate detection, or report generation
Monitoring & Alerts: Track execution of SOPs and trigger notifications for exceptions

Visual Representation¶

flowchart TD
    A[Identify Task / Event] --> B[Select SOP or Playbook]
    B --> C[Execute Steps]
    C --> D[Monitor & Record Outcomes]
    D --> E[Escalation if Issues]
    D --> F[Feedback & Continuous Improvement]