CoE Charter — template¶
The Center of Excellence charter is the durable artifact a customer keeps after the workshop. It records how the team governs, names, secures, sizes, funds, and operates CSA Loom. Fill each section during the Day 5 charter workshop.
How to use
Copy this page into the customer's repo/wiki and replace every <…> placeholder. The facilitator co-authors Section headers live; the customer owns the content.
1. Mission & scope¶
- CoE mission statement:
<one paragraph — why this analytics platform exists> - In scope:
<workloads, domains, agencies/business units> - Out of scope (v1):
<deferred items, e.g., IL5 content if v1.1> - Success metrics:
<e.g., time-to-onboard a domain, # workloads live, cost per workload>
2. Governance model¶
- Decision rights:
<who approves new DLZs, capacity changes, catalog policy> - Domain ownership:
<domain steward responsibilities> - Federation policy:
<cross-domain data-product sharing rules> - Catalog policy:
<Purview-primary (Gov) | UC-managed primary (Commercial); classification scheme> - Review cadence:
<architecture review board frequency>
3. Naming & tagging standards¶
| Object | Convention | Example |
|---|---|---|
| DLZ / workspace | <convention> | dlz-<domain>-<env> |
| Storage account | <convention> | <…> |
| Delta table (medallion) | <bronze\|silver\|gold>.<entity> | gold.device_hourly |
| Tags (required) | <domain, classification, owner, cost-center> | <…> |
4. RBAC & identity¶
- Loom Admins group:
<Entra group object ID> - Domain steward role mapping:
<role → group> - Workspace identity model:
<managed identities; identity passthrough> - Privileged-access policy:
<JIT, approval workflow>
5. Capacity & sizing¶
- Boundary:
<Commercial | GCC | GCC-High | IL5 (v1.1)> - Capacity SKU baseline:
<e.g., F8>(see cost breakdown and the Bicep-derived sample on the solution-store page) - Scale triggers:
<when to scale up/down compute, warehouse, ADX> - Warehouse backend:
<Synapse dedicated pool | Databricks SQL (Photon)>
6. Cost management¶
- Subscription / cost-center mapping:
<per-DLZ billing> - Budgets + alerts:
<thresholds per DLZ> - Showback/chargeback model:
<how cost is allocated to domains> - Cost-review cadence:
<monthly via Monitor → Cost rollup>
7. Operations runbook references¶
- Monitoring:
<dashboards, on-call, alert routing to Teams> - DR posture:
<RTO/RPO from the Day-5 drill; redundancy settings> - Patching/upgrade:
<Loom version policy; image-tag roll process> - Incident response:
<sev definitions, escalation>
8. Compliance mapping¶
- Framework(s):
<FedRAMP/IL | HIPAA/SOC 2/PCI/GDPR/FDA Part 11> - Control evidence sources:
<diagnostics, resource inventory, catalog tags> - ATO / audit owner:
<name/role> - v1.1-gated items:
<e.g., CNSSI 1253 mapping when IL5 ships>
9. Forward-migration plan¶
- Target:
<Fabric Gov (Forecasted — planning) | Fabric Commercial (GA — live)> - Table inventory:
<from fiab-migrate snapshot> - Shortcut/port strategy:
<OneLake shortcuts; dbt + KQL port unchanged> - Trigger:
<when the boundary GAs / business decision to migrate>
10. Sign-off¶
| Role | Name | Date |
|---|---|---|
| Exec sponsor | <…> | <…> |
| Platform lead | <…> | <…> |
| Security/compliance | <…> | <…> |