Analytics Maturity Self-Audit (compact)

{"Title":"Analytics Maturity Self-Audit (compact)","IntroductionHtml":"

Use this compact audit in a 60–90 minute workshop to quickly identify top gaps across people, process, data, and tooling. For each checklist item select Red (needs immediate attention), Amber (work in progress), or Green (good). Capture observations and enter up to three prioritized recommendations mapped to your Analytics Roadmap (short description, owner, timeframe).

Scoring guidance: be conservative—if unsure, choose Amber. The facilitator should capture short evidence/examples in section observations. Save the audit to record results and support follow-up planning.

","SubmitLabel":"Save audit","SuccessMessage":"Audit saved. Use captured recommendations to populate your Analytics Roadmap.","DataType":"AnalyticsMaturityAuditCompact","SchemaVersion":1,"Fields":[{"Key":"organization","FieldType":"text","Label":"Organization or Team","Required":true},{"Key":"date","FieldType":"text","Label":"Date","HelpText":"YYYY-MM-DD or workshop date","Required":true},{"Key":"facilitator","FieldType":"text","Label":"Facilitator / Lead"},{"Key":"participants","FieldType":"textarea","Label":"Participants","HelpText":"List names and roles"},{"Key":"section_instructions","FieldType":"textarea","Label":"How to use this audit","HelpText":"Select Red/Amber/Green for each item; capture brief observations; enter up to 3 prioritized recommendations at the end."},{"Key":"dq_completeness","FieldType":"radio","Label":"Data completeness — Are key data elements collected consistently where needed?","Options":[{"Value":"red","Label":"Red — major gaps or missing sources"},{"Value":"amber","Label":"Amber — partial coverage or manual workarounds"},{"Value":"green","Label":"Green — consistently collected and accessible"}],"Required":true},{"Key":"dq_accuracy","FieldType":"radio","Label":"Data accuracy & validation — Are checks and validation in place to ensure data is reliable?","Options":[{"Value":"red","Label":"Red — frequent errors or no validation"},{"Value":"amber","Label":"Amber — some checks but gaps exist"},{"Value":"green","Label":"Green — automated validation and monitoring"}],"Required":true},{"Key":"dq_lineage","FieldType":"radio","Label":"Data lineage & provenance — Can you trace where data came from and how it was transformed?","Options":[{"Value":"red","Label":"Red — lineage not documented"},{"Value":"amber","Label":"Amber — partial lineage or manual mapping"},{"Value":"green","Label":"Green — lineage captured and discoverable"}],"Required":true},{"Key":"dq_master","FieldType":"radio","Label":"Master data & reference management — Are core entities (customers, products, locations) governed and synchronized?","Options":[{"Value":"red","Label":"Red — duplicate / inconsistent master data"},{"Value":"amber","Label":"Amber — informal controls or local masters"},{"Value":"green","Label":"Green — managed MDM / clear references"}],"Required":true},{"Key":"dq_observations","FieldType":"textarea","Label":"Data quality & lineage — Observations and quick wins","HelpText":"Capture evidence, examples, and suggested quick improvements"},{"Key":"gov_ownership","FieldType":"radio","Label":"Governance & stewardship — Clear data ownership and stewardship roles?","Options":[{"Value":"red","Label":"Red — no clear owners"},{"Value":"amber","Label":"Amber — owners unclear or shared informally"},{"Value":"green","Label":"Green — defined owners and stewards"}],"Required":true},{"Key":"gov_policies","FieldType":"radio","Label":"Policies, standards & access controls — Are policies documented and enforced?","Options":[{"Value":"red","Label":"Red — policies missing or not enforced"},{"Value":"amber","Label":"Amber — policies exist but uneven adoption"},{"Value":"green","Label":"Green — policies documented and enforced"}],"Required":true},{"Key":"gov_catalog","FieldType":"radio","Label":"Metadata & catalog — Is a data/catalog available and used?","Options":[{"Value":"red","Label":"Red — no catalog or discoverability"},{"Value":"amber","Label":"Amber — catalog exists but incomplete"},{"Value":"green","Label":"Green — catalog used for discovery and governance"}],"Required":true},{"Key":"gov_observations","FieldType":"textarea","Label":"Governance & stewardship — Observations and quick wins"},{"Key":"tools_stack","FieldType":"radio","Label":"Tooling & platforms — Is the analytics stack fit-for-purpose and integrated?","Options":[{"Value":"red","Label":"Red — fragmented or outdated tooling"},{"Value":"amber","Label":"Amber — partial integration or missing capabilities"},{"Value":"green","Label":"Green — modern, integrated stack"}],"Required":true},{"Key":"tools_platform_reliability","FieldType":"radio","Label":"Platform reliability & performance — Are pipelines reliable and performant?","Options":[{"Value":"red","Label":"Red — frequent failures or long downtimes"},{"Value":"amber","Label":"Amber — occasional issues requiring manual fixes"},{"Value":"green","Label":"Green — stable, monitored pipelines"}],"Required":true},{"Key":"tools_metadata","FieldType":"radio","Label":"Metadata & observability — Are metadata, lineage, and monitoring available?","Options":[{"Value":"red","Label":"Red — poor observability"},{"Value":"amber","Label":"Amber — partial monitoring"},{"Value":"green","Label":"Green — comprehensive metadata and monitoring"}],"Required":true},{"Key":"tools_observations","FieldType":"textarea","Label":"Tooling & platforms — Observations and quick wins"},{"Key":"org_roles","FieldType":"radio","Label":"Skills & organization — Are roles and responsibilities for analytics defined?","Options":[{"Value":"red","Label":"Red — roles unclear or missing"},{"Value":"amber","Label":"Amber — some roles defined but gaps remain"},{"Value":"green","Label":"Green — clear roles and career paths"}],"Required":true},{"Key":"org_skills","FieldType":"radio","Label":"Skills & training — Is there an active upskilling program and knowledge sharing?","Options":[{"Value":"red","Label":"Red — little or no training"},{"Value":"amber","Label":"Amber — ad-hoc training"},{"Value":"green","Label":"Green — systematic training and mentoring"}],"Required":true},{"Key":"org_collab","FieldType":"radio","Label":"Cross-functional collaboration — Do analytics, product, ops, and business teams work together?","Options":[{"Value":"red","Label":"Red — siloed teams"},{"Value":"amber","Label":"Amber — collaboration exists but inconsistent"},{"Value":"green","Label":"Green — effective cross-functional workflows"}],"Required":true},{"Key":"org_observations","FieldType":"textarea","Label":"Skills & organization — Observations and quick wins"},{"Key":"metrics_definition","FieldType":"radio","Label":"Metrics & measurement — Are KPIs clearly defined with authoritative definitions?","Options":[{"Value":"red","Label":"Red — KPIs poorly defined or inconsistent"},{"Value":"amber","Label":"Amber — some KPIs defined but not standardized"},{"Value":"green","Label":"Green — authoritative KPI definitions and documentation"}],"Required":true},{"Key":"metrics_calculation","FieldType":"radio","Label":"Metric calculation & lineage — Are metric calculations reproducible and documented?","Options":[{"Value":"red","Label":"Red — calculations unclear or inconsistent"},{"Value":"amber","Label":"Amber — partial documentation"},{"Value":"green","Label":"Green — documented, reproducible metrics"}],"Required":true},{"Key":"metrics_ownership","FieldType":"radio","Label":"Metric ownership & SLAs — Is there ownership and agreed SLAs for key metrics?","Options":[{"Value":"red","Label":"Red — no ownership or SLAs"},{"Value":"amber","Label":"Amber — informal ownership"},{"Value":"green","Label":"Green — owners and SLAs defined"}],"Required":true},{"Key":"metrics_observations","FieldType":"textarea","Label":"Metrics & measurement — Observations and quick wins"},{"Key":"prod_ci","FieldType":"radio","Label":"Productionization — Are analytics assets (models, reports) deployed via controlled processes?","Options":[{"Value":"red","Label":"Red — ad-hoc deployments"},{"Value":"amber","Label":"Amber — some controls but manual steps"},{"Value":"green","Label":"Green — automated CI/CD and release controls"}],"Required":true},{"Key":"prod_monitoring","FieldType":"radio","Label":"Monitoring & alerting — Are production assets monitored for drift, freshness, and errors?","Options":[{"Value":"red","Label":"Red — little or no monitoring"},{"Value":"amber","Label":"Amber — basic alerts but gaps"},{"Value":"green","Label":"Green — comprehensive monitoring and alerts"}],"Required":true},{"Key":"prod_reproducibility","FieldType":"radio","Label":"Reproducibility — Are pipelines and artifacts reproducible and versioned?","Options":[{"Value":"red","Label":"Red — poor versioning or reproducibility"},{"Value":"amber","Label":"Amber — partial versioning"},{"Value":"green","Label":"Green — reproducible, versioned artifacts"}],"Required":true},{"Key":"prod_observations","FieldType":"textarea","Label":"Productionization practices — Observations and quick wins"},{"Key":"overall_maturity","FieldType":"select","Label":"Overall maturity level (subjective) ","Options":[{"Value":"nascent","Label":"Nascent — ad-hoc, limited capability"},{"Value":"emerging","Label":"Emerging — some processes, inconsistent"},{"Value":"defined","Label":"Defined — repeatable practices and standards"},{"Value":"managed","Label":"Managed — measured and governed"},{"Value":"optimizing","Label":"Optimizing — continuous improvement and automation"}]},{"Key":"priority_rec_1_desc","FieldType":"textarea","Label":"Recommendation 1 — Short description","HelpText":"Describe the recommended improvement (what)"},{"Key":"priority_rec_1_owner","FieldType":"text","Label":"Recommendation 1 — Owner"},{"Key":"priority_rec_1_timeframe","FieldType":"text","Label":"Recommendation 1 — Target timeframe","HelpText":"e.g., 30/60/90 days or specific date"},{"Key":"priority_rec_1_priority","FieldType":"select","Label":"Recommendation 1 — Priority","Options":[{"Value":"high","Label":"High"},{"Value":"medium","Label":"Medium"},{"Value":"low","Label":"Low"}]},{"Key":"priority_rec_2_desc","FieldType":"textarea","Label":"Recommendation 2 — Short description"},{"Key":"priority_rec_2_owner","FieldType":"text","Label":"Recommendation 2 — Owner"},{"Key":"priority_rec_2_timeframe","FieldType":"text","Label":"Recommendation 2 — Target timeframe"},{"Key":"priority_rec_2_priority","FieldType":"select","Label":"Recommendation 2 — Priority","Options":[{"Value":"high","Label":"High"},{"Value":"medium","Label":"Medium"},{"Value":"low","Label":"Low"}]},{"Key":"priority_rec_3_desc","FieldType":"textarea","Label":"Recommendation 3 — Short description"},{"Key":"priority_rec_3_owner","FieldType":"text","Label":"Recommendation 3 — Owner"},{"Key":"priority_rec_3_timeframe","FieldType":"text","Label":"Recommendation 3 — Target timeframe"},{"Key":"priority_rec_3_priority","FieldType":"select","Label":"Recommendation 3 — Priority","Options":[{"Value":"high","Label":"High"},{"Value":"medium","Label":"Medium"},{"Value":"low","Label":"Low"}]},{"Key":"final_notes","FieldType":"textarea","Label":"Final notes and next steps","HelpText":"Use this to capture agreements, owners, follow-up meetings and links to your Analytics Roadmap"}],"Validation":{}}