Delivering Digital Excellence with Global

Compliance and Integrity

Kristiname@kpodnar.com | @kpodnar

Who am I?

Who are you?

HELLOmy name is

You

Today 1. Digital opportunities & risks

2. Policies, standards, procedures, guidelines

4. Accountabilities & governing models

3. Exercise: You are the boss

5. Back at the office

Digital opportunities

Obvious risks

Not-so-obvious risks

Children’s Online Privacy Protection

Risks: monetary fines, brand loss

AccessibilityRisks: monetary fines, lawsuits, brand loss

SpamRisks: monetary fines, legal lawsuits, possible brand loss

Data collection & privacyRisks: regulatory sanctions

LocalizationRisks: market loss due to regulatory shut downs, brand loss

IdentityRisks: customer trust and loyalty

Developing guidance

Policies

ProceduresStandards

Guidelines

How they fit together

Risks

Laws &regulations

Businessobjectives POLICIES STANDARDS PROCEDURES

VALIDATION & REMEDIATION

GUIDELINES

A high level statement of beliefs, goals, and objectives in order to

comply with laws, manage risk, or drive competitive advantage.

What is…

POLICY

How to tell a policy

It… Sets direction (high level) Approved/signed by an official

management authority Few in number (15 – 30)

Policy range Accessibility (W3C) Cookies and Tracking Devices Children's Online Privacy Data Breach Notification Data Hosting/Localization (E.U. –U.S.

Data Shield) Digital Records Management / E-

Discovery Donation, Advertising and Fundraising E-Detailing Email/SPAM Health Insurance Portability and

Accountability Act (HIPAA) Privacy & Personally Identifiable

Information (including The California Online Privacy Protection Act – CalOPPA)

Shareholder Notification

Appropriate Linking and Links Appropriate/Prohibited Content Branding Content Quality Disaster Recovery Domain Names and Email Addresses Endorsements/Testimonials/Behavioral

Advertising Information Quality/Integrity Intellectual Property Protection Non-Discrimination Statement Payments and Currencies Security Social Media (personal and official) Systems Development (web/mobile) Technology Identification and

Selection Use and Display of Organizations Logo

What is…

STANDARDFormal specification that tells content creators and digital workers what is

to be done in regards to an aspect of digital.

How to tell a standard

It is… The rule for a specific way to

execute an aspect of digital Measurable (quality/quantity) Created by a domain

specialist One of many (50-200)

Standards range

Source: Lisa Welchman, Managing Chaos: Digital Governance by Design, Rosenfeld Media, 2015.

Design Editorial

Network &Infrastructure

Publishing &Development

Established and documented steps to on implementing policies and

standards in the operating environment.

Not the same as…

PROCEDURE

How to tell a procedure

It is… “Workhorse” of an organization Purposely tight and restrictive A cookbook for how you who should

execute the action, what step to take, when to take it, how to do it, and how not to get it wrong

Numerous, mirroring standards (50-200)

Not the same as…

GUIDELINESystematically developed statement

to assist digital professionals to decide about appropriate actions for

specific circumstances.

How to tell a guideline

It is… Subjective by nature Based on the best available

evidence Essentially are “recommendations” Can vary in number (from few to

many)

How they fit together

Risks

Laws &regulations

Businessobjectives POLICIES STANDARDS PROCEDURES

VALIDATION & REMEDIATION

GUIDELINES

Exercise

Instructions:

Discuss your individual priorities / goalsDetermine group priorities (legal & regulatory, versus digital quality) and allocate funding

Exercise regroupShare your prioritized list

Who should be accountable in your org?

– What you should consider

– What others are doing

Steward

an official appointed to supervise identification and development, manage and look after the policy and/or standards set.

stew·ard/’st(y)o͞oər

d/

Author

a subject matter expert officially charged with intake and processing of information, to formulate the organization’s stance on a policy or standard.

au·thor/’ôTHər/

Global pharma

Digital Governance Council

(Executive

s)

CONTENT STANDARDS STEWARD

(Global Marketing)

CONTENT POLICY STEWARD

(Legal)

Consumer Healthcare (Legal Rep)

Pharmaceuticals (Legal Rep)

Vaccines (Legal Rep)

APAC (Locale marketing)

AMER (Locale marketing)

LATAM (Locale marketing)

EMEA (Locale marketing)

Multinational tech

Business Unit 1

DIGITAL GOVERNANCE

(HQ MARCOM)

Legal(policies

only)IT

Business Unit 2

Business Unit 1

Geography B

Geography A

Geography A

Geography A

Geography B

Geography B

Professional association (policies)

COMPLIANCE

Chapters &

Membership

Publications

Events & Conferenc

es

Education

Human Resources

ITFinance

Marketing

Legal

Business Systems

Digital Team

Professional association (standards)

Purposefully excluded

KEYMESSAGE

DIGITALTEAM

(standards)

Education

Chapters & Membershi

p

Publications

Events & Conferenc

es

Finance Legal

Marketing

Business Systems

IT Human Resource

s

Any approach

Must be… Appropriately sponsored The organization’s prioritized

response to risk and opportunity Culturally tailored Socialized, validated, and

remediated

Back at the office

Identify digital risks & quality goals

Seek guidanceon legal and regulatory risks

Collaboratearound digital integrity

When you go back…

Kristiname@kpodnar.com| @kpodnar

Keep in touch

Thanks!