When launching a data academy, it's easy to focus on the technical aspects like spreadsheet formulas or dashboard navigation. This ignores the reality that a lot of people are still scared of data and don't yet understand its value.
Phil Boon, interim Chief Data Officer and Head of Digital and Kate Jones, Head of Data Product and Strategy from Coventry Building Society have gained hard-won experience how to build an academy that drives business outcomes (and even won an award!). Their academy doesn't just train people on tools. It transformed an entire organisation's relationship with data, creating confident, curious teams that actually use what they learn.
In just over a year, they've launched seven different academies, with their Data Academy leading the charge. Here's their proven playbook for success.
Why most organisations get data training wrong
Here's where most companies go wrong: they start with advanced analytics and complex tools, forgetting that 80% of their people have never confidently asked a data question in their lives.
Organisations often skip the basics, missing the 80% who are starting from scratch. Coventry did the opposite. They met people where they actually were.
Phil experienced this fear firsthand as a stakeholder: "People shy away from data when they're not confident. That nervousness drove me to move to the data office. The academy fixed this gap."
When Kate joined Coventry in September 2023, she recognised the challenging situation they were in. She saw there was a strong desire to work with data, but low ability to do so effectively. They lacked platforms, skills, and confidence.
Most leaders would wait for better conditions. Kate and Phil used this chaos as fuel.
Creating curiosity before capability
The first challenge wasn't technical. It was cultural. How do you create curiosity about data in an organisation where people feel nervous about asking the wrong questions?
Kate's approach was collaborative from day one: "Data Literacy Academy ran a session with our data leadership and key stakeholders to co-design a plan. We worked with internal partners like communications and L&D to plan launch comms and engagement."
They knew that building momentum and creating demand were key to a successful programme deployment.
How to select your first cohort
The next step might seem counterintuitive to some, but Coventry didn't handpick their most data-savvy people for the first cohort. They invited everyone.
"Everyone wanted their teams involved," Kate explains. "We used persona surveys to identify data skeptics, dreamers, knights, and wizards, then tailored learning for each type."
They used proportional representation based on team size. Every department got spots. This meant they could build influence networks across the entire organisation, not just within data-friendly teams.
How to sell an 8-month programme to busy executives
An 8-month Academy programme is a massive investment of time and money. Getting leadership buy-in required more than enthusiasm.
Kate and her team highlighted three pain points executives already felt:
- Operational inefficiencies caused by poor data use
- Trust issues with existing data
- Missed opportunities for innovation
The pitch was simple: "If you want transformation, nominate your teams."
The results proved the strategy worked. The Data Academy was their first. They now run seven different academies covering software engineering, UX/UI, and other future skills.
Your secret weapon: Partner with L&D early
While data teams understand data, they've not been in the L&D world for years so miss out on key tricks to make learning stick. For Learning and Development, that's their whole reason of being. They understand learner engagement, cohort management, and measuring outcomes.
"L&D brought valuable expertise that we simply didn't have," Kate notes. "We've had strong engagement rates thanks to their support."
This partnership also helped them offer the right intervention for each person. Some people needed the full Academy. Others suited data apprenticeships better.
The perfect conditions don't exist
We hear this all the time: "we need to wait until we deploy Tool X or have right Team Z."
But we know from experience that there's never a perfect time, and so did Coventry Building Society.
Phil cuts through the excuses: "You can sideline these programmes forever or make token efforts. Strategic change requires commitment. There's never a perfect time."
Kate agrees: "Waiting for perfect data tools delays action you need today. Starting creates momentum."
So what happens when you want to launch data training, but your infrastructure is still a mess. How do you train people on tools that are still in development?
Kate's approach focuses on managing expectations upfront: "We told people exactly what was and wasn't available. Even without perfect data, they could still improve their skills in data quality, governance, and communication."
Phil adds: "Sometimes you have to say no, but with complete transparency. We've streamlined our roadmap to build strong foundations first."
This honesty builds trust rather than destroying it. People appreciate knowing the current limitations when they're investing time in development.
Trust and Governance: Build this foundation first
Making data a principal risk category created urgency at Coventry Building Society. Kate explains: "Training is the carrot, but managing risk is the stick."
They implemented Informatica for data governance and formed a steward and owner network focused on governance and risk.
"We trained stewards and owners under the Academy umbrella," Kate notes. "Training clarifies expectations. We also cover governance and quality in Academy training. You can't do advanced analytics if you don't trust your data."
Phil emphasises the human element: "Stewards and owners wear multiple hats. They need crystal-clear expectations. When people are unclear, they avoid responsibility."
How to evolve your Academy based on real results
Coventry Building Society's academy changed dramatically after the first cohort. Instead of broad representation, they now target specific departments.
"In the second cohort, we focused on Commercial and Risk teams rather than having everyone represented," Kate explains.
Why the shift? "As people's data skills improve, demand on the Data Office increases. That's a great problem to have, but still a challenge."
Their 2025 strategy focuses on strategic delivery. They won't train people unless they can deliver solutions that add genuine value.
Align training with what people can actually use
The move toward targeted cohorts came from their data roadmap. "We identify key data products and common datasets coming online. From that, we can see who will be primary users and who needs training most."
This alignment means training has immediate practical application. Kate puts it simply: "To embed learning, people need to put it into practice immediately."
Kate explains their roadmap approach:
- Business-led projects (driven outside the data office)
- Platform investments like Informatica and Azure
- Strategic culture-shifting initiatives
"The roadmap changes constantly, but stays rooted in value and built to adapt."
Phil adds: "We use a staged approach like our digital roadmap: solid foundations, then scale, then future readiness. You can't automate if the data isn't trusted or governed."
What actually makes Data Academies work
Based on Coventry Building Society's experience, here are the elements that separate successful academies from failed training programmes:
Culture First, tools second: Build curiosity and confidence before diving into technical capabilities. People need psychological safety to ask data questions.
Partner with L&D from day one: Learning professionals understand engagement, cohort management, and measuring outcomes. Data teams typically don't.
Show leaders clear value: Don't just ask for support. Show executives how the academy solves specific business problems they already recognise.
Create networks, not just skills: Use your academy to build steward and owner networks that drive cultural change throughout the organization.
Match training to delivery capacity: Align your training roadmap with your data delivery roadmap so people can immediately apply what they learn.
Be brutally honest about limitations: Transparency about current gaps in tooling or data builds trust and manages expectations effectively.
Phil's advice cuts to the core: "Be curious. Start small, test and learn. Build relationships and ask questions."
Kate adds: "Step into the unknown. If something scares you, that's probably worth doing. Every organisation should improve it's team's data skills. Start where the impact matters most."
For those just beginning, both leaders stress simplicity. Phil explains: "If you understand something, you should explain it simply to someone else. Start small and build curiosity. Technical depth comes later."
Progress beats perfection
Building a successful data academy requires abandoning perfectionism. You don't need flawless data or the latest tools. You need to meet people where they are, build confidence alongside capability, and create cultural foundations for long-term success.
Coventry Building Society's approach proves that with the right strategy, partnerships, and commitment, you can transform how people think about data. The result goes beyond better dashboards or cleaner spreadsheets. You create a more curious, confident, and genuinely data-driven organisation.
[00:00:37.840] Dani: Thank you everyone for joining today's webinar where we're going to be discussing how to build a transformative data academy. We’ve got Phil, Interim CDO and Head of Digital, and Kate, Head of Data Product and Strategy.
[00:01:02.079] Dani: Phil and Kate, over to you for introductions.
[00:01:05.519] Phil: Yeah, can do. I need to update my picture. I've grown old since then. I lead the data office at Coventry. I've been doing that for about 15 months. Prior to that, I was Head of Digital at the society.
[00:01:38.720] Kate: Hi everyone. I’m the Head of Data Product and Strategy. I ensure we deliver brilliant data products that provide insight. I’m also responsible for data culture and the data academy. I joined in September 2023 after over 20 years at Royal Mail.
[00:02:12.879] Dani: Perfect. Great. So we'll start with just framing the session outcomes today. You'll have learned how to build a strategic data culture engine that delivers high business impact. Understand how to align data education with trust, governance and digital transformation. And walk away with some proven approaches to cohort design, stakeholder engagement and measurement. Before we go in, we just want to do a bit of a pulse check on who currently has a data academy set up. I'm always curious with this because you don't know before you come in.
[00:03:15.800] Dani: Great. So we've got some yeses, and a good mix actually. 14% in development. Hopefully today helps you move into yes or at least feel inspired.
Before we get into the real juice, I want to briefly cover the data and AI literacy curve.
It’s Data Literacy Academy’s approach to people maturity.
Organisations often start at the middle or top of the curve, missing out on the 80% starting from scratch. Coventry embraced the foundation—meeting people where they are, with frameworks alongside tools. So let’s really get going. Phil, what did the early landscape look like at Coventry?
[00:05:02.639] Phil: I wasn’t in the data team at that time. I was a stakeholder, leading the digital department. We were struggling to get insights, and there was nervousness about what questions to ask. People shy away from data when they’re not confident. That’s why I moved to the data office. The academy targeted that gap directly. But Kate can speak more to the drivers.
[00:06:08.800] Kate: When I joined, the data office had just been formed in July 2023. The data strategy included an empowerment pillar, with the Data Academy as a key delivery mechanism. There was strong desire to improve working with data but limited ability. We lacked platforms and skills.
[00:07:19.840] Dani: How did you go about creating curiosity in the first place?
[00:07:24.160] Kate: Data Literacy Academy ran a session with our data leadership and key stakeholders to co-design a plan. We worked with internal partners—communications and L&D—to plan launch comms and engagement. The aim was to drive people to sign up for the first cohort.
[00:08:14.879] Dani: That segues nicely to the next question—what was the thinking behind casting a wide net for the first cohort?
[00:08:33.599] Kate: Everyone wanted their teams involved. We launched with a persona survey to classify learners. We identified personas: data skeptic, dreamer, knight, and wizard, and tailored learning. We promoted the Academy during the CBS Big Picture event, which created a lot of interest. Data was a hot topic. We engaged the exec team to nominate senior leaders in each function. They assessed where data would support their function and identified staff for the cohort. Data Literacy Academy met with those leaders to understand where opportunity lay. We used a data-driven, proportional approach to assign places based on team size. So every team was represented in that first cohort.
[00:10:18.320] Dani: You engaged early influencers using a hub-and-spoke model. Can you unpack how you did that?
[00:10:33.120] Kate: The 8-month Academy program is a significant investment, so we had to sell the vision. We highlighted inefficiencies, need for trust, and innovation with data. We set the vision: ‘If you want to be part of this, nominate your teams to the Academy.’ The Data Academy was our first. Now, we’ve launched 7 academies around future skills. So for example, we now have academies for software engineering, UX/UI, etc.
[00:12:00.640] Dani: That cohesiveness pulls through from a development perspective. Now let’s talk business champions. You’ve mentioned L&D. How did you bring other leaders on board and what role did L&D play?
[00:12:37.360] Kate: Other than senior leads nominating team members, we also encouraged senior leaders to join. In cohort 2, a senior leader joined alongside their whole team. Encouraging participation across all levels is key. L&D brought valuable expertise on learner engagement and cohort management. We’ve had strong engagement rates thanks to support from Lamia and Abby in L&D.
[00:13:51.839] Dani: That’s contributing to long-term culture change. Is L&D helping drive high completion rates?
[00:14:12.079] Kate: I don’t know how the other academies are performing, but we’ve had great feedback. It’s crucial people feel they can develop their skills at CBS. Besides the Data Academy, we offer data apprenticeships. We work with L&D to match people to the right intervention—be it Academy or apprenticeship. This includes upskilling the data office itself so they’re equipped for new technologies.
[00:15:28.800] Dani: Let’s move on. There’s never a right time for these programmes, so how did you navigate that? Phil, do you want to start? Then we’ll hand to Kate.
[00:15:56.199] Phil: It’s easy to sideline these things or make token efforts. If you want to make strategic change, you have to commit. There’s never a perfect time. Kate and the L&D team showed passion and confidence. They drove it. Initially I was skeptical, but I saw the need for curiosity—the lack of which drove risk. If people avoid asking questions due to fear, they’ll never get value or insight. That drove me to support the Academy fully. The confidence shift has been visible.
[00:18:15.120] Dani: Kate, your turn.
[00:18:16.720] Kate: There would never have been a perfect time. Waiting for perfect data tools delays needed action. Starting creates momentum. Frustration arises when trained people lack the tools, but that drives demand. Training people also drives the data office to deliver faster.
[00:19:24.559] Dani: How did you manage practical realities when tooling wasn’t aligned yet?
[00:19:34.240] Kate: We set clear expectations on what was and wasn’t available. People want ‘all the data’, but even without that, they can still improve skills. Data quality, governance, and communication improve even before full dashboards exist. It’s about clarity and showing future capability. We’ve received great feedback on how the programme has boosted confidence.
[00:20:50.240] Phil: Sometimes, you have to say no—but with transparency. We’ve slimmed the roadmap to build strong foundations, and we’ll accelerate after.
[00:21:31.679] Dani: Transparency is key when asking people to develop. Has this helped team relationships?
[00:21:42.799] Phil: Yes, sentiment is positive. We’re clear with stakeholders and invite constructive feedback. That transparency is crucial to cultural success.
[00:22:19.360] Dani: Kate, any advice for someone not quite ready to start an academy?
[00:22:30.760] Kate: Step into the unknown. If it’s scary, it’s probably something worth doing. Improving data skills is something every organisation should do. Start where it matters.
[00:23:06.720] Dani: Phil, any words of wisdom to add?
[00:23:10.400] Phil: Be curious. Start small, test and learn. Build relationships and ask questions.
[00:23:43.640] Dani: That moves us on to the next question—how did trust and governance shape your strategy?
[00:24:06.559] Kate: Making data a principal risk category helped create urgency. Enablement is the carrot, but managing risk is the stick. We implemented Informatica for data governance.That helped articulate our data governance and quality goals. We also formed a steward and owner network focused on governance and risk. They also contribute to identifying opportunities, not just risks. As we build common data sets, they help determine what’s needed.
[00:26:12.320] Dani: Has the Academy helped clarify governance roles and responsibilities?
[00:26:28.880] Kate: Yes. We provided training for stewards and owners under the Academy umbrella. It’s a business-standard role, not unique to Coventry. Training clarifies what’s expected. We also cover governance and quality in Academy training. You can’t do advanced things with data if you don’t trust the data.
[00:27:31.600] Phil: Stewards and owners often wear other hats—they need clear expectations. When people are unclear, they avoid responsibility. Clarity sets everyone up for success. Trust is a core part of the strategy. Without it, there’s no point.
We are a risk-averse organisation typically, and therefore that sort of risk aversion will come and be known and have to report back to senior people on the board and through the executive teams, rightly so because we need to have our data safe, secure, trusted, etc.
But we also talk about the play into a defensive strategy versus a proactive strategy and offensive strategy. That's where we need to get better. We're quite often in a defensive position, but I think data can be used in terms of curiosity, in terms of advancing and being proactive with it.
Dani: You've leaned into what was almost community-led development with the owners themselves. How are you finding they're changing that culture of responsibility, trust, and overall reliance on the data?
Phil: I think they're leading that through their teams. Having people in a central data office is useful, but the networks only go so far. Often those data folk have got similar networks to each other, whereas if you've got those stewards embedded in the business and the data owners at a senior level, then your network grows.
Your confidence and your conversation can start and that's where those communities start to come in. Kate referenced the data owner guilds and communities, and that's where the narrative and the conversation really has to happen. When people are talking about it more, the comfort and confidence level increases. That's part of the objective.
(00:30:43.440) Dani:
Yeah, there's your culture change overnight, isn't it? When you're starting to get momentum in those kinds of side-desk support. Brilliant.
So, taking us into some of the learnings and evolution: how has the academy evolved since its first cohort and what are you applying to the next cohorts and planning going forward?
(00:31:02.960) Kate:
We found that there were some people in the first cohort who were really keen to further develop their data skills. We've seen a number of people move on to data apprenticeships, which is really good.
In the second cohort, rather than having representation from all the different functions, we focused on a couple of areas—commercial and risk. So we had greater representation from those teams.
Further cohorts will similarly target other areas. As different data products come online that will be useful to different parts of the organisation, we’ll focus on those areas.
There's also an exciting opportunity to offer the Data Academy to colleagues at the Cooperative Bank, which is now part of Coventry Building Society. We’re looking at how we can broaden the Academy offering to everybody in the organisation.
(00:32:28.640) Dani:
So is your approach led by what you’re offering from a data perspective and enabling cohorts from that, or is it cohort demand-led first? Where would you say the shift is?
(00:32:41.360) Kate:
We've got our roadmap that identifies the key data products—the common datasets that will be available. From that, we can identify who will be the primary users for each dataset and who’s going to benefit most from training.
It's about linking back to the roadmap and targeting training so there is alignment.
We launched the Academy at the right time, but we all know that to embed learning, the best thing you can do is put it into practice. That’s what we want to implement now for future cohorts.
There’s a nice balance between value and being prepared. We've talked about the quantity of change at the society, and we can see things coming down the track. Part of my job and Phil’s job is to lay the foundations ahead of when teams get there—both technical and educational foundations—so that teams feel prepared for change and then implement it.
We can’t forget the balance with value—sometimes you need to go where the highest return on investment is.
Your strategy informs your change and your change informs your capability. That shifts you from the reactive mode you mentioned earlier.
Dani:
What lessons do you think you’ve learned from cohort one that shaped those later cohorts?
(00:34:04.320) Kate:
One big learning is that as people’s data skills improve, it increases demand on the data office—which is a great problem, but a challenge too.
In 2025 we’re consciously focusing on strategic delivery. We don’t want to train people and then be unable to deliver a solution that adds value.
In the first cohort, we created appetite and understanding. Now, we’re targeting training in areas where people will get value. The roadmap is helping us focus.
(00:34:43.600) Dani:
Have you had an example where the roadmap helped shift or adapt your delivery for a cohort?
(00:34:48.080) Kate:
Yes. In the second cohort, we focused on the commercial team because the common datasets we were delivering were going to benefit them.
We’re now seeing strong use cases from commercial—some with clear efficiency improvements and others that are giving better insights.
(00:35:12.880) Dani:
We're going to switch to some audience questions now.
First one: how did you build your roadmap? Did you start with tech, foundations, or people?
(00:35:36.280) Kate:
We’re doing all of those things in parallel. We've built the roadmap with three lenses: business-led projects (which are led outside the data office), platform investments like Informatica and Azure, and strategic enablers for shifting culture.
The roadmap changes often, but it’s rooted in value and built to flex.
(00:36:12.880) Phil:
We built it similarly to our digital roadmap: solid foundations, then scale, then readiness for the future.
You can’t automate or bring in new tooling if the data isn’t trusted or governed.
That staged approach helps the business manage change and understand the path.
(00:36:52.320) Dani:
Second question: who fills in your Data Change Impact Assessment?
(00:37:03.640) Phil:
The form comes from the data office, but we expect the business project sponsor or business analyst to complete it.
We don’t leave them alone with it—the data team supports the process and gives guidance.
(00:37:25.200) Kate:
Usually, it's a business analyst outside the data office. We meet with them, explain what needs to be filled in, and help them understand the sections.
It’s collaborative. It’s not meant to be a gate; it’s about enabling the right conversations.
(00:37:49.480) Dani:
Brilliant. Anything to add, Kate? Or did Phil smash that?
(00:37:54.960) Kate:
He did a great job! Just to say, the process works best when there's support and shared understanding.
(00:38:04.360) Dani:
Last question—and a nice reflection: what’s one thing you wish you’d known earlier in your journey, and what advice would you give a leader just starting an academy?
(00:38:17.640) Phil:
Simplicity. If you understand something, you should be able to explain it simply to someone else.
Start small and build curiosity. The depth and technical understanding will come later. Don’t try to do it all at once.
(00:38:45.960) Kate:
In hindsight, I wish I’d known that more explicitly. You can have a vision, but you also need to be flexible. Expect curveballs. Change never goes entirely as planned, but if you’re clear on your outcome and adaptable, you’ll succeed.
Dani:
Amazing. Thank you both for such an honest, insightful conversation.
And thank you to everyone joining us live or watching on-demand. If you’re thinking about building your own Data Academy and want support, reach out—we’d love to help.
That’s a wrap. Goodbye for now!
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