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

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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

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