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Free Checklist

The Executive Data Leadership Checklist

The core responsibilities of effective data leadership, laid out as a practical checklist for CDOs, CAOs, and the executives who hire them.

Format
Checklist (PDF)
Time
10 minutes
Best for
CDOs, CAOs, and their executive sponsors
The problem

The CDO seat is still one of the least standardized in the C-suite.

Without a shared definition of what the role should own, both new data leaders and the executives who hire them end up improvising — and disagreeing, quietly, about what success even looks like.

No consistent job description across companies for "Chief Data Officer"

New data leaders spend their first 90 days guessing at scope

Boards struggle to evaluate whether their data leader is succeeding

What's inside

Five areas of ownership, checked off honestly.

A practical checklist covering the areas effective data leadership should own — useful for both self-assessment and hiring conversations.

Strategy Ownership

Setting and defending the data agenda, not just executing someone else's.

Governance & Trust

Owning data quality and access standards across the organization.

Team & Talent

Building and retaining a data organization capable of delivering the strategy.

Value Reporting

Communicating impact in terms the rest of the C-suite actually cares about.

Stakeholder Alignment

Operating credibly across finance, operations, product, and the board.

Sample checklist viewPreview

Data strategy is explicitly owned, not inherited by default

Governance and trust standards are defined and enforced

The data team has a clear plan for talent and retention

Impact is reported in business terms, not technical ones

Relationships across the C-suite are active, not occasional

Who it's for

Built for the people who own this problem

Sitting CDOs / CAOs

Using it as a periodic self-check against the full scope of the role.

Newly Appointed Data Leaders

Scoping the role clearly in their first 90 days.

CEOs & Boards

Hiring for the role and needing a shared definition of what to expect.

Fractional Data Leadership Candidates

Setting expectations with a new client from day one.

How to use it

Three steps to put it to work

Step 01

Check what's owned

Mark what's already clearly owned within your organization today.

Step 02

Flag what's undefined

Note anything that's undefined, contested, or quietly nobody's job.

Step 03

Scope the conversation

Use it to structure a 90-day scoping conversation with your CEO or board.

Clarify what data leadership should actually own.

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