Analytics Maturity Scorecard & Action Plan (Interactive Audit)

{ "Title": "Analytics Maturity Scorecard & Action Plan", "IntroductionHtml": "

Use this structured audit to evaluate your organization's analytics capabilities across six core categories. Score diagnostic statements on a 1–5 maturity scale, attach sample evidence and remediation items, and record owners and estimated effort. The form is designed to be repeatable so you can benchmark progress, produce a one-page executive summary, and prioritize the highest-impact actions.

Scoring guidance: 1 = Ad hoc; 2 = Emerging; 3 = Defined; 4 = Managed; 5 = Optimized. For each category, provide brief evidence and select remediation items that would move you forward. At the end, capture the top three priorities and an initial timeline.

", "SubmitLabel": "Save Assessment", "SuccessMessage": "Assessment saved. You can return later to update scores, download the worksheet, or generate an executive summary.", "DataType": "AnalyticsMaturityAudit", "SchemaVersion": "1.0", "Fields": [ {"Key": "org_name", "FieldType": "text", "Label": "Organization / Unit", "HelpText": "Team, site, or business unit being assessed", "Required": true}, {"Key": "assessor_name", "FieldType": "text", "Label": "Assessor name", "HelpText": "Person completing this assessment", "Required": true}, {"Key": "assessment_date", "FieldType": "text", "Label": "Assessment date", "HelpText": "YYYY-MM-DD", "Required": true}, {"Key": "dq_q1", "FieldType": "scale", "Label": "Data Quality: Known data owners and data definitions exist for critical datasets.", "HelpText": "Score how well critical datasets are defined and owned.", "Min": 1, "Max": 5, "MinLabel": "Ad hoc (1)", "MaxLabel": "Optimized (5)", "Required": true}, {"Key": "dq_q2", "FieldType": "scale", "Label": "Observability: Data pipelines have automated monitoring and alerts for failures and anomalies.", "HelpText": "Score the maturity of pipeline observability.", "Min": 1, "Max": 5, "MinLabel": "Ad hoc (1)", "MaxLabel": "Optimized (5)", "Required": true}, {"Key": "dq_q3", "FieldType": "scale", "Label": "Quality Practices: There are repeatable processes for data validation, reconciliation, and correction.", "HelpText": "Score process maturity around detecting and fixing data issues.", "Min": 1, "Max": 5, "MinLabel": "Ad hoc (1)", "MaxLabel": "Optimized (5)", "Required": true}, {"Key": "dq_evidence", "FieldType": "textarea", "Label": "Sample evidence (data quality & observability)", "HelpText": "List datasets, reports, logs, or examples that demonstrate current state (links or brief notes).", "Required": false}, {"Key": "dq_remediation", "FieldType": "checkbox", "Label": "Priority remediation checklist (data quality & observability)", "HelpText": "Select remediation actions to prioritize.", "Options": [ {"Value": "dq_r_1", "Label": "Define critical datasets and assign owners"}, {"Value": "dq_r_2", "Label": "Implement pipeline monitoring and alerting"}, {"Value": "dq_r_3", "Label": "Create automated data validation tests"}, {"Value": "dq_r_4", "Label": "Establish SLAs for data freshness and accuracy"}, {"Value": "dq_r_5", "Label": "Run a root-cause analysis for recurring data errors"} ]}, {"Key": "dq_effort", "FieldType": "select", "Label": "Estimated effort (data quality)", "Options": [ {"Value": "low", "Label": "Low (days-weeks)"}, {"Value": "medium", "Label": "Medium (weeks-2 months)"}, {"Value": "high", "Label": "High (2-6 months)"}, {"Value": "very_high", "Label": "Very high (6+ months)"} ]}, {"Key": "dq_owner", "FieldType": "text", "Label": "Suggested owner for remediation (data quality)", "HelpText": "Person or role responsible for leading remediation."}, {"Key": "pp_q1", "FieldType": "scale", "Label": "Platform & Pipelines: A documented pipeline architecture exists and is accessible to stakeholders.", "HelpText": "Score maturity of pipeline architecture and documentation.", "Min": 1, "Max": 5, "MinLabel": "Ad hoc (1)", "MaxLabel": "Optimized (5)", "Required": true}, {"Key": "pp_q2", "FieldType": "scale", "Label": "Scalability & Reliability: Pipelines can scale reliably under variable load and have rollback strategies.", "HelpText": "Score operational robustness and scalability.", "Min": 1, "Max": 5, "Required": true}, {"Key": "pp_q3", "FieldType": "scale", "Label": "Reproducibility: Environments and pipeline runs are reproducible for debugging and compliance.", "HelpText": "Score reproducibility and deployment practices.", "Min": 1, "Max": 5, "Required": true}, {"Key": "pp_evidence", "FieldType": "textarea", "Label": "Sample evidence (platform & pipelines)", "HelpText": "Provide logs, architecture docs, runbooks, or examples.", "Required": false}, {"Key": "pp_remediation", "FieldType": "checkbox", "Label": "Priority remediation checklist (platform & pipelines)", "Options": [ {"Value": "pp_r_1", "Label": "Document pipeline architecture and dependencies"}, {"Value": "pp_r_2", "Label": "Introduce automated CI/CD for pipelines"}, {"Value": "pp_r_3", "Label": "Add capacity testing and load plans"}, {"Value": "pp_r_4", "Label": "Create rollback and recovery runbooks"} ]}, {"Key": "pp_effort", "FieldType": "select", "Label": "Estimated effort (platform)", "Options": [ {"Value": "low", "Label": "Low (days-weeks)"}, {"Value": "medium", "Label": "Medium (weeks-2 months)"}, {"Value": "high", "Label": "High (2-6 months)"}, {"Value": "very_high", "Label": "Very high (6+ months)"} ]}, {"Key": "pp_owner", "FieldType": "text", "Label": "Suggested owner for remediation (platform)", "HelpText": "Person or role."}, {"Key": "gov_q1", "FieldType": "scale", "Label": "Governance & Roles: Clear governance policies and decision rights exist for analytics and data use.", "HelpText": "Score clarity of governance and decision-making.", "Min": 1, "Max": 5, "Required": true}, {"Key": "gov_q2", "FieldType": "scale", "Label": "Access & Security: Access controls and data privacy practices are in place and enforced.", "HelpText": "Score maturity of access management and privacy controls.", "Min": 1, "Max": 5, "Required": true}, {"Key": "gov_q3", "FieldType": "scale", "Label": "Ownership & Accountability: There are named data/product owners and accountability for analytics outcomes.", "HelpText": "Score presence of ownership and accountability structures.", "Min": 1, "Max": 5, "Required": true}, {"Key": "gov_evidence", "FieldType": "textarea", "Label": "Sample evidence (governance & roles)", "HelpText": "Policies, role descriptions, access logs, or examples.", "Required": false}, {"Key": "gov_remediation", "FieldType": "checkbox", "Label": "Priority remediation checklist (governance & roles)", "Options": [ {"Value": "gov_r_1", "Label": "Document governance policy and publish roles"}, {"Value": "gov_r_2", "Label": "Implement role-based access controls"}, {"Value": "gov_r_3", "Label": "Run data stewardship training"}, {"Value": "gov_r_4", "Label": "Define decision rights for analytics investments"} ]}, {"Key": "gov_effort", "FieldType": "select", "Label": "Estimated effort (governance)", "Options": [ {"Value": "low", "Label": "Low (days-weeks)"}, {"Value": "medium", "Label": "Medium (weeks-2 months)"}, {"Value": "high", "Label": "High (2-6 months)"}, {"Value": "very_high", "Label": "Very high (6+ months)"} ]}, {"Key": "gov_owner", "FieldType": "text", "Label": "Suggested owner for remediation (governance)", "HelpText": "Person or role."}, {"Key": "ap_q1", "FieldType": "scale", "Label": "Analytics Practice: Analysts follow documented methodologies for exploration, validation, and productionization.", "HelpText": "Score maturity of analytics processes and best practices.", "Min": 1, "Max": 5, "Required": true}, {"Key": "ap_q2", "FieldType": "scale", "Label": "Collaboration: Analytics work is prioritized in collaboration with stakeholders and product owners.", "HelpText": "Score how well analysts collaborate with stakeholders.", "Min": 1, "Max": 5, "Required": true}, {"Key": "ap_q3", "FieldType": "scale", "Label": "Skill & Training: The team maintains documented competencies and ongoing training for analytics tools and methods.", "HelpText": "Score team skills and development practices.", "Min": 1, "Max": 5, "Required": true}, {"Key": "ap_evidence", "FieldType": "textarea", "Label": "Sample evidence (analytics practice)", "HelpText": "Playbooks, training records, project examples.", "Required": false}, {"Key": "ap_remediation", "FieldType": "checkbox", "Label": "Priority remediation checklist (analytics practice)", "Options": [ {"Value": "ap_r_1", "Label": "Create/analyze analytics playbooks and templates"}, {"Value": "ap_r_2", "Label": "Establish stakeholder intake and prioritization"}, {"Value": "ap_r_3", "Label": "Plan targeted training and mentoring"}, {"Value": "ap_r_4", "Label": "Run a pilot to demonstrate standardized lifecycle"} ]}, {"Key": "ap_effort", "FieldType": "select", "Label": "Estimated effort (analytics practice)", "Options": [ {"Value": "low", "Label": "Low (days-weeks)"}, {"Value": "medium", "Label": "Medium (weeks-2 months)"}, {"Value": "high", "Label": "High (2-6 months)"}, {"Value": "very_high", "Label": "Very high (6+ months)"} ]}, {"Key": "ap_owner", "FieldType": "text", "Label": "Suggested owner for remediation (analytics practice)", "HelpText": "Person or role."}, {"Key": "ml_q1", "FieldType": "scale", "Label": "Model Lifecycle: There are standards for model development, validation, staging, deployment, and monitoring.", "HelpText": "Score the maturity of model lifecycle processes.", "Min": 1, "Max": 5, "Required": true}, {"Key": "ml_q2", "FieldType": "scale", "Label": "Testing & Monitoring: Models in production are monitored for drift, and there are processes for retraining.", "HelpText": "Score model monitoring and retraining readiness.", "Min": 1, "Max": 5, "Required": true}, {"Key": "ml_q3", "FieldType": "scale", "Label": "Operationalization: Deployment includes performance, explainability, and rollback plans.", "HelpText": "Score deployment practices for models.", "Min": 1, "Max": 5, "Required": true}, {"Key": "ml_evidence", "FieldType": "textarea", "Label": "Sample evidence (model lifecycle)", "HelpText": "Model cards, validation reports, monitoring dashboards.", "Required": false}, {"Key": "ml_remediation", "FieldType": "checkbox", "Label": "Priority remediation checklist (model lifecycle)", "Options": [ {"Value": "ml_r_1", "Label": "Document model development and validation standards"}, {"Value": "ml_r_2", "Label": "Implement production monitoring and alerts"}, {"Value": "ml_r_3", "Label": "Create model registries and versioning"}, {"Value": "ml_r_4", "Label": "Establish retraining triggers and pipelines"} ]}, {"Key": "ml_effort", "FieldType": "select", "Label": "Estimated effort (model lifecycle)", "Options": [ {"Value": "low", "Label": "Low (days-weeks)"}, {"Value": "medium", "Label": "Medium (weeks-2 months)"}, {"Value": "high", "Label": "High (2-6 months)"}, {"Value": "very_high", "Label": "Very high (6+ months)"} ]}, {"Key": "ml_owner", "FieldType": "text", "Label": "Suggested owner for remediation (model lifecycle)", "HelpText": "Person or role."}, {"Key": "md_q1", "FieldType": "scale", "Label": "Measurement & Distribution: KPIs are clearly defined, measured consistently, and distributed to decision makers.", "HelpText": "Score KPI definition, measurement, and consumption.", "Min": 1, "Max": 5, "Required": true}, {"Key": "md_q2", "FieldType": "scale", "Label": "Reporting: Dashboards and reports are action-oriented and used in decision processes.", "HelpText": "Score usefulness and adoption of reporting.", "Min": 1, "Max": 5, "Required": true}, {"Key": "md_q3", "FieldType": "scale", "Label": "Distribution: The right metrics reach the right people at the right cadence.", "HelpText": "Score distribution and consumption practices.", "Min": 1, "Max": 5, "Required": true}, {"Key": "md_evidence", "FieldType": "textarea", "Label": "Sample evidence (measurement & distribution)", "HelpText": "Metrics catalog, dashboards, distribution lists, or examples.", "Required": false}, {"Key": "md_remediation", "FieldType": "checkbox", "Label": "Priority remediation checklist (measurement & distribution)", "Options": [ {"Value": "md_r_1", "Label": "Create a metrics catalog with definitions and owners"}, {"Value": "md_r_2", "Label": "Standardize dashboards with clear actions"}, {"Value": "md_r_3", "Label": "Establish distribution cadence and audiences"}, {"Value": "md_r_4", "Label": "Implement metric validation and alerting"} ]}, {"Key": "md_effort", "FieldType": "select", "Label": "Estimated effort (measurement)", "Options": [ {"Value": "low", "Label": "Low (days-weeks)"}, {"Value": "medium", "Label": "Medium (weeks-2 months)"}, {"Value": "high", "Label": "High (2-6 months)"}, {"Value": "very_high", "Label": "Very high (6+ months)"} ]}, {"Key": "md_owner", "FieldType": "text", "Label": "Suggested owner for remediation (measurement)", "HelpText": "Person or role."}, {"Key": "overall_comments", "FieldType": "textarea", "Label": "Overall observations and context", "HelpText": "Summarize standout strengths, risks, or context that shaped scoring.", "Required": false}, {"Key": "top_priority_1", "FieldType": "textarea", "Label": "Top priority 1 (describe action, owner, and expected outcome)", "HelpText": "Be specific about desired result and owner.", "Required": false}, {"Key": "top_priority_2", "FieldType": "textarea", "Label": "Top priority 2 (describe action, owner, and expected outcome)", "Required": false}, {"Key": "top_priority_3", "FieldType": "textarea", "Label": "Top priority 3 (describe action, owner, and expected outcome)", "Required": false}, {"Key": "initial_timeline", "FieldType": "select", "Label": "Initial timeline for top priorities", "Options": [ {"Value": "0-30d", "Label": "0-30 days"}, {"Value": "1-3m", "Label": "1-3 months"}, {"Value": "3-6m", "Label": "3-6 months"}, {"Value": "6m+", "Label": "6+ months"} ]}, {"Key": "next_steps_owner", "FieldType": "text", "Label": "Owner for next steps and follow-up", "HelpText": "Person or role responsible for driving the top priorities."} ] }