This analytics playbook template was built for enterprise analytics and business intelligence leaders and teams. This template is designed for cross industry application and can be customized to fit your specific organization.
Author – Ryan Goodman | DataToolsPro.com
- Inventory and Rank: A top to bottom inventory of your organization’s strategy components. You can use the included assessment template to rank the “Level of Existence” for each component
- Document Playbook - Use the Playbook Wiki to document each component of your analytics strategy. Link to other documents, portals, applications allowing the wiki to serve as a hub.
- Survey and Re-Assess - On a quarterly or bi-annual basis, survey your business information consumers and re-assess both existence and execution of your analytics strategy.
1. Objectives
1.1 Analytics Purpose and Goals
To succeed, we will define our analytics playbook based on "people, data, process, technology". Here is an example how I define purpose and goals:
PEOPLE
- Advance and level-set skills for data influenced decision making
- Facilitate accountability across lines of business with reporting and analytics
- Perpetuate hard work / great attitude (reaching our goal is going to be tough work!)
DATA
- Data that is “just in time”, and readily available
- Information assets that are discoverable and deployed to the right information consumers
PROCESS
- Predictable, fast decision support
- Set actionable goals and KPIs
- Prioritize data quality and completeness
- Standardization for scoping and knowledge retention.
TECHNOLOGY
- Drive best practices for information management on top of our proprietary platform
- Minimize existing technical debt while building a technology platform ready to scale
AI
- Apply practical and impactful use of AI in the form of traditional machine learning
- Data and analytics are driving innovation and supporting AI augmentation
1.2 Current Analytics Goals and History
What are the top goals for advancing analytics initiatives?
1.3 Analytics Playbook Objectives
Without a strategy in place, it is extremely difficult to scale your analytics effort. How will you measure success? How do you recognize the analytics is having a positive impact on your business. These are the tough questions to answer in this section.
1.4 Inventory Analytics Content
Your inventory should point to resources that support your analytics objective. A metric / KPI dictionary, portals where analytics are delivered to the business. Data warehouse docs, knowledge base, project management, source control, etc.
1.5 Team and Roles
Who owns the playbook, who are business leaders, regional teams and leads, key strategic vendors
1.6 Business Anecdotes / Personas