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Analytics Maturity Assessment (Interactive Workbook)

An interactive, evidence-focused assessment that evaluates people, process, data, tools, governance, and value delivery. Includes guided scoring, evidence fields, a prioritized action register (up to five actions), stakeholder impact mapping, recommended interview questions, and a 60-minute workshop agenda to validate scores.

Interactive Tool

Analytics Maturity Assessment

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
Team, department, plant, or enterprise unit assessed.
YYYY-MM-DD or free text if approximate.
Person(s) completing the assessment.
Ability of staff to interpret and use analytics (1-5).
1.0 10.0
Clear roles for data owners, analysts, and decision owners (1-5).
1.0 10.0
Availability of analysts, data engineers, and SMEs (1-5).
1.0 10.0
Formal programs to build analytics skills (1-5).
1.0 10.0
Leadership encourages data-driven decisions (1-5).
1.0 10.0
Notes, interview snippets, documents, or examples supporting the scores. Include owner (name/role).
Defined analytics processes from request to delivery (1-5).
1.0 10.0
Analytics outputs are embedded into routine decisions (1-5).
1.0 10.0
Use of experiments and learning loops to validate insights (1-5).
1.0 10.0
Clear criteria for prioritizing analytics projects (1-5).
1.0 10.0
Smooth handover from analytics into operations/products (1-5).
1.0 10.0
Supporting evidence and who owns process improvements.
Accuracy, completeness, timeliness of key data sources (1-5).
1.0 10.0
Accessible data catalog, lineage, and definitions (1-5).
1.0 10.0
Stable master data and integrated sources (1-5).
1.0 10.0
Controls for who can access and use data (1-5).
1.0 10.0
Consistent definitions for key measures (1-5).
1.0 10.0
Specific datasets, issues found, and data owners.
Appropriateness of platforms for current and foreseeable needs (1-5).
1.0 10.0
Business users can access insights without central bottlenecks (1-5).
1.0 10.0
Models and reports are productionized and monitored (1-5).
1.0 10.0
Systems capture the signals needed for analytics (1-5).
1.0 10.0
Platform costs, scalability and single-vendor risk considered (1-5).
1.0 10.0
List tools, owners, and known gaps.
Formal policies for data use, analytics development, and compliance (1-5).
1.0 10.0
Documented owners for datasets, metrics and processes (1-5).
1.0 10.0
Validation, testing and QA for analytics outputs (1-5).
1.0 10.0
Controlled rollout of new models and reports (1-5).
1.0 10.0
Compliance with relevant regulations and privacy obligations (1-5).
1.0 10.0
Policies, playbooks, and governance contacts.
Analytics work is explicitly tied to measurable business outcomes (1-5).
1.0 10.0
Mechanisms exist to measure impact of analytics initiatives (1-5).
1.0 10.0
Stakeholders adopt analytics outputs and change behaviors (1-5).
1.0 10.0
Ongoing improvement and backlog management for analytics assets (1-5).
1.0 10.0
Effective storytelling and dissemination of results (1-5).
1.0 10.0
Examples of solved problems, owners, and impact measurements.
Choose the highest-impact dimensions to address first.
Optional: enter the average score for People (automate externally if desired).
Optional: enter the average score for Process.
Describe the remediation or improvement step.
Optional estimate of effort.
Target date or quarter (free text).
List key stakeholders, the impact of addressing the gaps, and any adoption risks.
Links to assessment artifacts, dashboards, spreadsheets, or supporting documents.
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