Tools, Templates & Checklists

A curated collection of reusable analytic templates, checklists, code snippets and runbooks to speed workflows and reduce rework.


Toolbox

General Analytics Toolbox Index — Curated Templates & Quick Aids

A curated, practical index of ready-to-use analytics templates, checklists, code patterns, and runbooks to speed routine work, standardize handoffs, and make analytic practices repeatable. Each item includes when to use it, expected outputs, suggested file formats, adaptation tips, and quick examples to help teams copy-and-tailor safely.

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Template

Decision Workshop Facilitation Kit (Agenda, Slides, Templates)

A ready-to-run facilitation kit for a focused 2-hour decision workshop that turns data and evidence into a clear decision, owner commitments, and measurable next steps. Includes a timed agenda with facilitator notes, slide structure and speaker cues, an evidence checklist, a one-page decision memo template, and an action tracker table you can copy and adapt.

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Toolbox

General Analytics Toolbox — Templates, Prioritization & Diagnostics

A practical, ready-to-copy set of analytic templates: prioritization matrix (with example scoring), quick-problem diagnostic worksheet, stakeholder mapping + communication plan, and a delivery tracker with an acceptance checklist. Each template includes clear instructions, example values, and guidance for adapting to local governance and handoffs.

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Checklist

Analytics Delivery CI/CD & Release Checklist

A practical, gate-oriented checklist to ensure analytics assets (data transforms, models, queries, dashboards) pass reproducible build, validation, and operational readiness gates before and after deployment.

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Tool

Analytics Project Prioritization Matrix (ICE & Value-of-Information)

A practical spreadsheet-ready tool and clear how-to for scoring analytics projects using Impact, Confidence and Effort plus a Value-of-Information worksheet to compare analysis versus automation investments. Includes scoring rubric, worked examples, visualization guidance, and a template for capturing assumptions and acceptance criteria.

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Audit

Analytics Maturity Self-Assessment (Lean Audit)

A guided, scored self-assessment that collects structured ratings and evidence across 8 maturity dimensions, stores responses for later review, and creates an exportable one-page leadership summary and prioritized next steps.

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Toolbox

General Analytics Toolbox (Assessments, Templates, Checklists)

A compact, practical collection of reusable analytics artifacts — intake form, prioritization matrix, impact/ROI calculator, stakeholder map, retrospective checklist, and a 'what good looks like' one‑pager — with examples, usage guidance, and adaptation notes so teams can apply them reliably.

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Template

Analytics Delivery & Handoff Template

A practical, fillable handoff template and runbook to move analytics outputs (models, reports, data products, pipelines) into production reliably. The template captures ownership, data contracts, validation and test artifacts, deployment and rollback instructions, monitoring and alerting, training, and a clear acceptance and sign-off checklist.

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Runbook

Data Product Runbook & SLA Template

A practical, copyable runbook template that helps data product teams define ownership, SLAs/SLOs, health metrics, monitoring queries, incident playbooks, deployment checks, communication templates, and a repeatable post-incident review process. Includes concrete examples and tailoring notes so teams can copy, test, and adapt the runbook to their environment.

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Handbook

Citizen Data Scientist Handbook & Guardrails

Practical, role-focused guidance that helps non-expert analysts run safe, reproducible, and decision-focused analyses. Includes quick-check guardrails, reusable analysis templates, experiment limits, a lightweight approval flow for publishing dashboards, documentation standards, and suggested training paths.

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Code Snippets

Reusable SQL, Python & R Snippet Library

A curated, practical collection of ready-to-use SQL, Python (pandas) and R (dplyr/data.table) patterns for common data cleaning, transformation, sampling, aggregation, cohorting, and reporting tasks. Each snippet includes a short description, required inputs, expected outputs, and a minimal example to adapt to your schema and dialect.

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Code Bundle

Reusable SQL / Python Snippets Starter Pack

A practical, opinionated starter library of vetted SQL, Python, and R snippets for common analytics tasks (ETL patterns, dedupe, windowing, metric templates, feature engineering, model evaluation) with usage notes, simple tests, and packaging/versioning guidance so teams can adapt, review, and safely reuse code.

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Checklist

Analytics Delivery CI/CD & Production Handoff Checklist

Interactive checklist and handoff form to move analytic code, models, and data products from prototype into production with CI/CD gates, validation steps, observability, and clear operational ownership. Stores structured handoff records to support accountability, audits, and post-deploy reviews.

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Code Repository

Reusable SQL, Python & R Snippets Index

A curated, practical library of vetted SQL, Python, and R snippets for common data tasks (cleaning, validation, transformation, aggregation, sampling, and reporting). Each snippet includes usage notes, inputs/outputs, performance cautions, and adaptation guidance so analysts produce reliable, reproducible results faster.

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