Analytics Maturity Assessment (Interactive Workbook)

{ "Title": "Analytics Maturity Assessment", "IntroductionHtml": "

Welcome

Use this interactive workbook to rapidly surface capability gaps, capture evidence, and produce a prioritized action register for analytics improvements. Answer each scored criterion using the supplied scale and capture supporting evidence, owners, and recommended actions. Use the built-in action slots to record the highest-value remediation steps.

How to use

• Work through each maturity dimension and score criteria 1–5 where 1 = No capability, 3 = Emerging, 5 = Best practice.
• Record concrete evidence and an owner for each dimension to make results actionable.
• Use the workshop agenda and interview questions below to gather evidence from stakeholders.

Recommended interview questions (use during interviews or the workshop)

• Who owns this data/process/output and how is that ownership exercised?
• How do you currently use analytics in decisions at your level?
• What tooling and data sources do you rely on, and how reliable are they?
• Describe a recent analytics-driven decision. What worked and what didn’t?
• What is the highest-impact analytics gap you would fix first and why?

60-minute workshop agenda to validate scores

1. 5 min — Objective and outcomes
2. 10 min — Quick results review and agreed scope
3. 30 min — Breakout by two dimensions each (evidence, score, owners)
4. 10 min — Consolidate top 3 gaps and draft actions
5. 5 min — Assign next steps and owners

", "SubmitLabel": "Save Assessment", "SuccessMessage": "Assessment saved. You can return to edit or export the results from the platform.", "DataType": "AnalyticsMaturityAssessment", "SchemaVersion": "1.0", "Fields": [ { "Key": "organization_name", "Label": "Organization / Unit", "FieldType": "text", "HelpText": "Team, department, plant, or enterprise unit assessed." }, { "Key": "assessment_date", "Label": "Assessment date", "FieldType": "text", "HelpText": "YYYY-MM-DD or free text if approximate." }, { "Key": "assessor_name", "Label": "Assessor name(s)", "FieldType": "text", "HelpText": "Person(s) completing the assessment." }, { "Key": "use_workshop", "Label": "Did you use the 60-minute workshop to collect evidence?", "FieldType": "yesno" }, { "Key": "people_analytics_literacy", "Label": "People — Analytics literacy and skills", "FieldType": "scale", "HelpText": "Ability of staff to interpret and use analytics (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "people_role_clarity", "Label": "People — Role clarity and accountability", "FieldType": "scale", "HelpText": "Clear roles for data owners, analysts, and decision owners (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "people_access_to_experts", "Label": "People — Access to analytics experts", "FieldType": "scale", "HelpText": "Availability of analysts, data engineers, and SMEs (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "people_training_programs", "Label": "People — Training and development", "FieldType": "scale", "HelpText": "Formal programs to build analytics skills (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "people_change_culture", "Label": "People — Decision culture and leadership support", "FieldType": "scale", "HelpText": "Leadership encourages data-driven decisions (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "people_evidence", "Label": "People — Evidence and owner for this dimension", "FieldType": "textarea", "HelpText": "Notes, interview snippets, documents, or examples supporting the scores. Include owner (name/role)." }, { "Key": "process_workflows", "Label": "Process — Analytics workflows and repeatability", "FieldType": "scale", "HelpText": "Defined analytics processes from request to delivery (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "process_decision_integration", "Label": "Process — Integration with decision processes", "FieldType": "scale", "HelpText": "Analytics outputs are embedded into routine decisions (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "process_experimentation", "Label": "Process — Experimentation & feedback loops", "FieldType": "scale", "HelpText": "Use of experiments and learning loops to validate insights (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "process_prioritization", "Label": "Process — Prioritization of analytics work", "FieldType": "scale", "HelpText": "Clear criteria for prioritizing analytics projects (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "process_handovers", "Label": "Process — Handover and operationalization", "FieldType": "scale", "HelpText": "Smooth handover from analytics into operations/products (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "process_evidence", "Label": "Process — Evidence and owner for this dimension", "FieldType": "textarea", "HelpText": "Supporting evidence and who owns process improvements." }, { "Key": "data_quality", "Label": "Data — Data quality and fitness for purpose", "FieldType": "scale", "HelpText": "Accuracy, completeness, timeliness of key data sources (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "data_metadata", "Label": "Data — Metadata and catalog", "FieldType": "scale", "HelpText": "Accessible data catalog, lineage, and definitions (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "data_integration", "Label": "Data — Integration and master data", "FieldType": "scale", "HelpText": "Stable master data and integrated sources (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "data_access_security", "Label": "Data — Access, privacy and security", "FieldType": "scale", "HelpText": "Controls for who can access and use data (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "data_measurement", "Label": "Data — Measurement and KPI definitions", "FieldType": "scale", "HelpText": "Consistent definitions for key measures (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "data_evidence", "Label": "Data — Evidence and owner for this dimension", "FieldType": "textarea", "HelpText": "Specific datasets, issues found, and data owners." }, { "Key": "tools_architecture_platforms", "Label": "Tools — Architecture and platform fit", "FieldType": "scale", "HelpText": "Appropriateness of platforms for current and foreseeable needs (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "tools_self_service", "Label": "Tools — Self-service capabilities", "FieldType": "scale", "HelpText": "Business users can access insights without central bottlenecks (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "tools_operationalization", "Label": "Tools — Operationalization and deployment", "FieldType": "scale", "HelpText": "Models and reports are productionized and monitored (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "tools_instrumentation", "Label": "Tools — Instrumentation and data capture", "FieldType": "scale", "HelpText": "Systems capture the signals needed for analytics (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "tools_costs_scaling", "Label": "Tools — Cost, scalability and vendor risks", "FieldType": "scale", "HelpText": "Platform costs, scalability and single-vendor risk considered (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "tools_evidence", "Label": "Tools — Evidence and owner for this dimension", "FieldType": "textarea", "HelpText": "List tools, owners, and known gaps." }, { "Key": "governance_policies", "Label": "Governance — Policies and standards", "FieldType": "scale", "HelpText": "Formal policies for data use, analytics development, and compliance (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "governance_ownership", "Label": "Governance — Clear ownership and RACI", "FieldType": "scale", "HelpText": "Documented owners for datasets, metrics and processes (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "governance_quality_controls", "Label": "Governance — Quality controls and validation", "FieldType": "scale", "HelpText": "Validation, testing and QA for analytics outputs (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "governance_change_management", "Label": "Governance — Change and release management", "FieldType": "scale", "HelpText": "Controlled rollout of new models and reports (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "governance_risk_privacy", "Label": "Governance — Regulatory, privacy and risk", "FieldType": "scale", "HelpText": "Compliance with relevant regulations and privacy obligations (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "governance_evidence", "Label": "Governance — Evidence and owner for this dimension", "FieldType": "textarea", "HelpText": "Policies, playbooks, and governance contacts." }, { "Key": "value_metrics_alignment", "Label": "Value Delivery — Alignment to business outcomes", "FieldType": "scale", "HelpText": "Analytics work is explicitly tied to measurable business outcomes (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "value_impact_tracking", "Label": "Value Delivery — Impact tracking and ROI", "FieldType": "scale", "HelpText": "Mechanisms exist to measure impact of analytics initiatives (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "value_stakeholder_engagement", "Label": "Value Delivery — Stakeholder engagement and adoption", "FieldType": "scale", "HelpText": "Stakeholders adopt analytics outputs and change behaviors (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "value_continuous_improvement", "Label": "Value Delivery — Continuous improvement and backlog", "FieldType": "scale", "HelpText": "Ongoing improvement and backlog management for analytics assets (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "value_communication", "Label": "Value Delivery — Communication of insights", "FieldType": "scale", "HelpText": "Effective storytelling and dissemination of results (1-5).", "ScaleMin": 1, "ScaleMax": 5 }, { "Key": "value_evidence", "Label": "Value Delivery — Evidence and owner for this dimension", "FieldType": "textarea", "HelpText": "Examples of solved problems, owners, and impact measurements." }, { "Key": "top_gaps", "Label": "Top gaps (select up to 3)", "FieldType": "checkbox", "HelpText": "Choose the highest-impact dimensions to address first.", "Options": [ { "Value": "people", "Label": "People & Skills" }, { "Value": "process", "Label": "Process & Workflows" }, { "Value": "data", "Label": "Data Quality & Metadata" }, { "Value": "tools", "Label": "Tools & Architecture" }, { "Value": "governance", "Label": "Governance & Ownership" }, { "Value": "value", "Label": "Value Delivery & Metrics" } ] }, { "Key": "dimension_scores_people", "Label": "Dimension average — People (optional)", "FieldType": "number", "HelpText": "Optional: enter the average score for People (automate externally if desired)." }, { "Key": "dimension_scores_process", "Label": "Dimension average — Process (optional)", "FieldType": "number" , "HelpText": "Optional: enter the average score for Process." }, { "Key": "dimension_scores_data", "Label": "Dimension average — Data (optional)", "FieldType": "number" }, { "Key": "dimension_scores_tools", "Label": "Dimension average — Tools (optional)", "FieldType": "number" }, { "Key": "dimension_scores_governance", "Label": "Dimension average — Governance (optional)", "FieldType": "number" }, { "Key": "dimension_scores_value", "Label": "Dimension average — Value Delivery (optional)", "FieldType": "number" }, { "Key": "action_1_description", "Label": "Priority action 1 — Description", "FieldType": "textarea", "HelpText": "Describe the remediation or improvement step." }, { "Key": "action_1_owner", "Label": "Priority action 1 — Owner (name/role)", "FieldType": "text" }, { "Key": "action_1_priority", "Label": "Priority action 1 — Priority", "FieldType": "select", "Options": [ { "Value": "high", "Label": "High" }, { "Value": "medium", "Label": "Medium" }, { "Value": "low", "Label": "Low" } ] }, { "Key": "action_1_estimated_effort", "Label": "Priority action 1 — Estimated effort (person-days)", "FieldType": "number" , "HelpText": "Optional estimate of effort." }, { "Key": "action_1_target_date", "Label": "Priority action 1 — Target date", "FieldType": "text", "HelpText": "Target date or quarter (free text)." }, { "Key": "action_2_description", "Label": "Priority action 2 — Description", "FieldType": "textarea" }, { "Key": "action_2_owner", "Label": "Priority action 2 — Owner (name/role)", "FieldType": "text" }, { "Key": "action_2_priority", "Label": "Priority action 2 — Priority", "FieldType": "select", "Options": [ { "Value": "high", "Label": "High" }, { "Value": "medium", "Label": "Medium" }, { "Value": "low", "Label": "Low" } ] }, { "Key": "action_2_estimated_effort", "Label": "Priority action 2 — Estimated effort (person-days)", "FieldType": "number" }, { "Key": "action_2_target_date", "Label": "Priority action 2 — Target date", "FieldType": "text" }, { "Key": "action_3_description", "Label": "Priority action 3 — Description", "FieldType": "textarea" }, { "Key": "action_3_owner", "Label": "Priority action 3 — Owner (name/role)", "FieldType": "text" }, { "Key": "action_3_priority", "Label": "Priority action 3 — Priority", "FieldType": "select", "Options": [ { "Value": "high", "Label": "High" }, { "Value": "medium", "Label": "Medium" }, { "Value": "low", "Label": "Low" } ] }, { "Key": "action_3_estimated_effort", "Label": "Priority action 3 — Estimated effort (person-days)", "FieldType": "number" }, { "Key": "action_3_target_date", "Label": "Priority action 3 — Target date", "FieldType": "text" }, { "Key": "action_4_description", "Label": "Priority action 4 — Description", "FieldType": "textarea" }, { "Key": "action_4_owner", "Label": "Priority action 4 — Owner (name/role)", "FieldType": "text" }, { "Key": "action_4_priority", "Label": "Priority action 4 — Priority", "FieldType": "select", "Options": [ { "Value": "high", "Label": "High" }, { "Value": "medium", "Label": "Medium" }, { "Value": "low", "Label": "Low" } ] }, { "Key": "action_4_estimated_effort", "Label": "Priority action 4 — Estimated effort (person-days)", "FieldType": "number" }, { "Key": "action_4_target_date", "Label": "Priority action 4 — Target date", "FieldType": "text" }, { "Key": "action_5_description", "Label": "Priority action 5 — Description", "FieldType": "textarea" }, { "Key": "action_5_owner", "Label": "Priority action 5 — Owner (name/role)", "FieldType": "text" }, { "Key": "action_5_priority", "Label": "Priority action 5 — Priority", "FieldType": "select", "Options": [ { "Value": "high", "Label": "High" }, { "Value": "medium", "Label": "Medium" }, { "Value": "low", "Label": "Low" } ] }, { "Key": "action_5_estimated_effort", "Label": "Priority action 5 — Estimated effort (person-days)", "FieldType": "number" }, { "Key": "action_5_target_date", "Label": "Priority action 5 — Target date", "FieldType": "text" }, { "Key": "stakeholder_impact_mapping", "Label": "Stakeholder impact mapping (brief)", "FieldType": "textarea", "HelpText": "List key stakeholders, the impact of addressing the gaps, and any adoption risks." }, { "Key": "additional_notes", "Label": "Additional notes and links", "FieldType": "textarea", "HelpText": "Links to assessment artifacts, dashboards, spreadsheets, or supporting documents." } ] }