Analytics Practice Assessment & Roadmap Template

{ "Title": "Analytics Practice Assessment & Roadmap Template", "IntroductionHtml": "

Use this assessment to quickly evaluate the health of your analytics practice across roles, delivery workflows, governance, tooling, and training. Honest ratings and short examples create structured inputs that make it easier to produce a prioritized capability roadmap (impact vs. effort).

Save the assessment when finished. Responses are stored and may be used by your team, a librarian, or an agent to draft a recommended roadmap and suggested next steps.

", "SubmitLabel": "Save Assessment", "SuccessMessage": "Assessment saved. Use the stored responses to build a prioritized capability roadmap. If you want a draft roadmap, request one from your librarian or an analytics agent and reference this assessment entry.", "DataType": "AnalyticsPracticeAssessmentV1", "SchemaVersion": "1.0", "Fields": [ { "Key": "org_name", "Label": "Organization / Team", "FieldType": "text", "HelpText": "Which team, unit, plant, or enterprise area is this assessment for?", "Required": false }, { "Key": "assessment_date", "Label": "Assessment date", "FieldType": "text", "HelpText": "YYYY-MM-DD or natural date. Stored for tracking comparisons over time.", "Required": true }, { "Key": "role_clarity_analyst", "Label": "Role clarity — Analyst", "FieldType": "scale", "HelpText": "How clear are responsibilities, expected outputs, and career expectations for analysts? (1=Very unclear, 5=Very clear)", "Required": true, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "role_clarity_data_engineer", "Label": "Role clarity — Data Engineer", "FieldType": "scale", "HelpText": "Clarity of responsibilities for data engineering, pipelines, and data quality ownership.", "Required": true, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "role_clarity_data_scientist", "Label": "Role clarity — Data Scientist / ML", "FieldType": "scale", "HelpText": "Clarity of responsibilities for modeling, experimentation, and model lifecycle.", "Required": true, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "role_clarity_product_manager", "Label": "Role clarity — Analytics Product Manager / Owner", "FieldType": "scale", "HelpText": "Clarity of who defines requirements, prioritizes work, and measures outcomes.", "Required": true, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "role_clarity_notes", "Label": "Role clarity — notes / exceptions", "FieldType": "textarea", "HelpText": "List gaps, overlaps, or roles not listed above (e.g., site ops analyst, BI developer).", "Required": false }, { "Key": "workflow_defined", "Label": "Delivery workflows defined and documented", "FieldType": "yesno", "HelpText": "Do you have a mapped end-to-end workflow from request/prioritization to production deployment and maintenance?", "Required": true }, { "Key": "workflow_efficiency", "Label": "Workflow efficiency", "FieldType": "scale", "HelpText": "How efficient are delivery handoffs and cycle times for analytics work? (1=Very slow/confusing, 5=Fast and repeatable)", "Required": true, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "handoffs_main_pain", "Label": "Primary handoff pain points", "FieldType": "textarea", "HelpText": "Briefly describe where work stalls (e.g., ambiguous requirements, testing, deployment, data issues).", "Required": false }, { "Key": "governance_alignment", "Label": "Governance and alignment", "FieldType": "scale", "HelpText": "How well does analytics governance align with data ownership, security, and decision rights?", "Required": true, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "governance_owner", "Label": "Governance owner / committee", "FieldType": "text", "HelpText": "Who owns governance (name, role or group)? Leave blank if none.", "Required": false }, { "Key": "tooling_fit_rating", "Label": "Tooling fit", "FieldType": "scale", "HelpText": "Are your current tools well-suited to the work, integrated, and affordable? (includes BI, data platform, MLOps, notebooks)", "Required": true, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "tooling_issues", "Label": "Tooling — specific issues or missing capabilities", "FieldType": "textarea", "HelpText": "Short list of critical tool gaps (e.g., no model monitoring, fragmented BI tools, poor data catalog).", "Required": false }, { "Key": "training_needs", "Label": "Training needs (select all that apply)", "FieldType": "checkbox", "HelpText": "Select categories where additional training or onboarding would materially improve outcomes.", "Required": false, "Options": [ { "Value": "onboarding_analysts", "Label": "Analyst onboarding & methods" }, { "Value": "data_engineering", "Label": "Data engineering & pipeline best practices" }, { "Value": "data_science", "Label": "Data science / modeling / MLOps" }, { "Value": "analytics_product", "Label": "Analytics product & stakeholder management" }, { "Value": "data_literacy", "Label": "Data literacy for business users" }, { "Value": "governance_compliance", "Label": "Governance, privacy & compliance" }, { "Value": "other", "Label": "Other (describe below)" } ] }, { "Key": "training_other_notes", "Label": "Training — other notes", "FieldType": "textarea", "HelpText": "If you selected Other above or want to prioritize specific skill gaps, describe them here.", "Required": false }, { "Key": "current_metrics", "Label": "Current metrics / KPIs used to measure analytics impact", "FieldType": "textarea", "HelpText": "List 2–5 metrics (e.g., adoption rate, time-to-insight, cost savings, revenue influenced).", "Required": false }, { "Key": "adoption_challenges", "Label": "Adoption & change challenges", "FieldType": "textarea", "HelpText": "Describe common reasons analytics outputs are not used or trusted (e.g., no decision owner, low data quality).", "Required": false }, { "Key": "available_capacity_fte", "Label": "Estimated analytics capacity (FTEs available for improvements)", "FieldType": "number", "HelpText": "Approximate number of full-time-equivalent staff you can allocate to capability improvements in the next 6 months.", "Required": false }, { "Key": "opportunity_1_name", "Label": "Top opportunity #1 — short name", "FieldType": "text", "HelpText": "Name a specific capability or improvement (e.g., Data Catalog, Model Monitoring, Request Prioritization).", "Required": false }, { "Key": "opportunity_1_impact", "Label": "Top opportunity #1 — estimated impact", "FieldType": "scale", "HelpText": "How much business value would this deliver if implemented well? (1=Low, 5=High)", "Required": false, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "opportunity_1_effort", "Label": "Top opportunity #1 — estimated effort", "FieldType": "scale", "HelpText": "How much effort/complexity to implement? (1=Low effort, 5=Very high effort)", "Required": false, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "opportunity_2_name", "Label": "Top opportunity #2 — short name", "FieldType": "text", "HelpText": "Optional second opportunity.", "Required": false }, { "Key": "opportunity_2_impact", "Label": "Top opportunity #2 — estimated impact", "FieldType": "scale", "HelpText": "Impact rating (1-5).", "Required": false, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "opportunity_2_effort", "Label": "Top opportunity #2 — estimated effort", "FieldType": "scale", "HelpText": "Effort rating (1-5).", "Required": false, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "opportunity_3_name", "Label": "Top opportunity #3 — short name", "FieldType": "text", "HelpText": "Optional third opportunity.", "Required": false }, { "Key": "opportunity_3_impact", "Label": "Top opportunity #3 — estimated impact", "FieldType": "scale", "HelpText": "Impact rating (1-5).", "Required": false, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "opportunity_3_effort", "Label": "Top opportunity #3 — estimated effort", "FieldType": "scale", "HelpText": "Effort rating (1-5).", "Required": false, "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "next_steps_notes", "Label": "Immediate next steps (owner, timing)", "FieldType": "textarea", "HelpText": "Who should take the next step, and by when? Useful for converting assessment into action.", "Required": false }, { "Key": "request_roadmap_draft", "Label": "Request a draft roadmap from a librarian/agent", "FieldType": "yesno", "HelpText": "If Yes, include contact details below so the librarian or agent can follow up.", "Required": false }, { "Key": "contact_for_followup", "Label": "Contact for follow-up (name, email)", "FieldType": "text", "HelpText": "Optional: who should receive follow-up and a draft roadmap?", "Required": false } ] }