Dashboard Actionability & Distribution Checklist

{ "Title": "Dashboard Actionability & Distribution Checklist", "IntroductionHtml": "

Use this quick assessment to evaluate whether a dashboard prompts clear actions for its audience. For each section, give a score, add short notes, and name an owner or next step. Saved responses allow teams to track improvements over time.

", "SubmitLabel": "Save Review", "SuccessMessage": "Thanks — your dashboard review has been saved.", "DataType": "dashboard_actionability_checklist", "SchemaVersion": "1.0", "Fields": [ { "Key": "reviewer_name", "FieldType": "text", "Label": "Reviewer name", "HelpText": "Who is completing this checklist?" }, { "Key": "review_date", "FieldType": "text", "Label": "Review date", "HelpText": "YYYY-MM-DD or free-format date" }, { "Key": "purpose_audience_score", "FieldType": "scale", "Label": "Purpose & audience clarity — score", "HelpText": "Does the dashboard have one or two clear purposes and a clearly defined audience? (1 = not at all, 5 = crystal clear)", "Min": 1, "Max": 5 }, { "Key": "purpose_audience_notes", "FieldType": "textarea", "Label": "Notes: purpose & audience", "HelpText": "If clarity is low, say what’s unclear and who should own clarification." }, { "Key": "single_page_anchors_score", "FieldType": "scale", "Label": "Single-page decision anchors — score", "HelpText": "Are the most important decisions visible without scrolling or hunting? (score 1-5)", "Min": 1, "Max": 5 }, { "Key": "single_page_anchors_notes", "FieldType": "textarea", "Label": "Notes: single-page anchors", "HelpText": "Identify which decision(s) the top of the page should support." }, { "Key": "signal_noise_score", "FieldType": "scale", "Label": "Signal-to-noise (top metrics & causes) — score", "HelpText": "Are the top-level metrics meaningful and free of vanity metrics? (1-5)", "Min": 1, "Max": 5 }, { "Key": "signal_noise_notes", "FieldType": "textarea", "Label": "Notes: signal-to-noise", "HelpText": "Which metrics are noisy or redundant? Which should be promoted or removed?" }, { "Key": "leading_indicators_score", "FieldType": "scale", "Label": "Leading indicators & thresholds — score", "HelpText": "Does the dashboard include leading indicators, thresholds, and clear trigger points for action? (1-5)", "Min": 1, "Max": 5 }, { "Key": "leading_indicators_notes", "FieldType": "textarea", "Label": "Notes: leading indicators", "HelpText": "List any missing leading indicators or threshold values that need definition." }, { "Key": "context_definitions_score", "FieldType": "scale", "Label": "Context & definitions — score", "HelpText": "Are metric definitions, time ranges, and comparisons clearly explained? (1-5)", "Min": 1, "Max": 5 }, { "Key": "context_definitions_notes", "FieldType": "textarea", "Label": "Notes: context & definitions", "HelpText": "List missing definitions or ambiguous terms." }, { "Key": "owner_action_score", "FieldType": "scale", "Label": "Owner & action linkages — score", "HelpText": "Is it clear who owns each metric and what specific action should follow an alert or change? (1-5)", "Min": 1, "Max": 5 }, { "Key": "owner_action_notes", "FieldType": "textarea", "Label": "Notes: owners & actions", "HelpText": "Name suggested owners and the immediate next step they should take." }, { "Key": "distribution_cadence", "FieldType": "select", "Label": "Distribution cadence", "HelpText": "How is this dashboard distributed or consumed? Choose the closest option.", "Options": [ { "Value": "real_time", "Label": "Real-time / live" }, { "Value": "daily", "Label": "Daily" }, { "Value": "weekly", "Label": "Weekly" }, { "Value": "monthly", "Label": "Monthly" }, { "Value": "on_demand", "Label": "On-demand (ad hoc)" }, { "Value": "role_based_email", "Label": "Role-based email summary" } ] }, { "Key": "distribution_recipients", "FieldType": "textarea", "Label": "Distribution: recipients / roles", "HelpText": "Which roles or people receive this dashboard or its summaries?" }, { "Key": "alerting_vs_passive", "FieldType": "radio", "Label": "Alerting vs passive views", "HelpText": "Is the dashboard intended for alerts, passive monitoring, or both?", "Options": [ { "Value": "alerting", "Label": "Alerting (requires immediate action)" }, { "Value": "passive", "Label": "Passive monitoring / trend watching" }, { "Value": "both", "Label": "Both" } ] }, { "Key": "accessibility_performance_score", "FieldType": "scale", "Label": "Accessibility & performance — score", "HelpText": "Is the dashboard fast, mobile-friendly, and accessible to people with disabilities? (1-5)", "Min": 1, "Max": 5 }, { "Key": "accessibility_performance_notes", "FieldType": "textarea", "Label": "Notes: accessibility & performance", "HelpText": "List performance issues, accessibility gaps, or rendering problems." }, { "Key": "maintenance_schedule_defined", "FieldType": "yesno", "Label": "Maintenance schedule & SLAs defined?", "HelpText": "Is there a documented cadence and SLA for dashboard updates and data quality?" }, { "Key": "maintenance_sla_notes", "FieldType": "textarea", "Label": "Notes: maintenance schedule / SLAs", "HelpText": "If not defined, suggest a reasonable cadence and responsible team." }, { "Key": "overall_confidence", "FieldType": "scale", "Label": "Overall confidence that this dashboard drives action", "HelpText": "Your overall judgment after completing the checklist (1-5).", "Min": 1, "Max": 5 }, { "Key": "recommended_actions", "FieldType": "textarea", "Label": "Recommended actions", "HelpText": "List the top 3 fixes or experiments to improve actionability." }, { "Key": "estimated_time_to_fix_days", "FieldType": "number", "Label": "Estimated time to fix (days)", "HelpText": "Approximate calendar days to address the top recommended action." }, { "Key": "owner_for_followup", "FieldType": "text", "Label": "Owner for follow-up", "HelpText": "Who will be assigned to implement the recommended actions?" } ] }