Assessment

Analytics Practice Assessment & Roadmap Template

Interactive assessment to evaluate analytics operating model, role clarity, workflows, governance, tooling, and training. Captured responses produce structured inputs for a prioritized capability roadmap (impact vs. effort) and can be saved for later review, comparison, or librarian-assisted roadmap drafting.

Interactive Tool

Analytics Practice Assessment & Roadmap Template

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.

Which team, unit, plant, or enterprise area is this assessment for?
YYYY-MM-DD or natural date. Stored for tracking comparisons over time.
How clear are responsibilities, expected outputs, and career expectations for analysts? (1=Very unclear, 5=Very clear)
1.0 10.0
Clarity of responsibilities for data engineering, pipelines, and data quality ownership.
1.0 10.0
Clarity of responsibilities for modeling, experimentation, and model lifecycle.
1.0 10.0
Clarity of who defines requirements, prioritizes work, and measures outcomes.
1.0 10.0
List gaps, overlaps, or roles not listed above (e.g., site ops analyst, BI developer).
Do you have a mapped end-to-end workflow from request/prioritization to production deployment and maintenance?
How efficient are delivery handoffs and cycle times for analytics work? (1=Very slow/confusing, 5=Fast and repeatable)
1.0 10.0
Briefly describe where work stalls (e.g., ambiguous requirements, testing, deployment, data issues).
How well does analytics governance align with data ownership, security, and decision rights?
1.0 10.0
Who owns governance (name, role or group)? Leave blank if none.
Are your current tools well-suited to the work, integrated, and affordable? (includes BI, data platform, MLOps, notebooks)
1.0 10.0
Short list of critical tool gaps (e.g., no model monitoring, fragmented BI tools, poor data catalog).
Select categories where additional training or onboarding would materially improve outcomes.
If you selected Other above or want to prioritize specific skill gaps, describe them here.
List 2–5 metrics (e.g., adoption rate, time-to-insight, cost savings, revenue influenced).
Describe common reasons analytics outputs are not used or trusted (e.g., no decision owner, low data quality).
Approximate number of full-time-equivalent staff you can allocate to capability improvements in the next 6 months.
Name a specific capability or improvement (e.g., Data Catalog, Model Monitoring, Request Prioritization).
How much business value would this deliver if implemented well? (1=Low, 5=High)
1.0 10.0
How much effort/complexity to implement? (1=Low effort, 5=Very high effort)
1.0 10.0
Optional second opportunity.
Impact rating (1-5).
1.0 10.0
Effort rating (1-5).
1.0 10.0
Optional third opportunity.
Impact rating (1-5).
1.0 10.0
Effort rating (1-5).
1.0 10.0
Who should take the next step, and by when? Useful for converting assessment into action.
If Yes, include contact details below so the librarian or agent can follow up.
Optional: who should receive follow-up and a draft roadmap?
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