Exploratory Analysis & Strategic Assessment

A set of work and learn sessions focused on assessing strategic data gaps, setting achievable timelines, analyzing low-hanging questions, and enabling a data champion within the organization. I meet your organization where it’s at. This is highly customized based on initial scoping and revised throughout the duration.

The takeaways are built around what your organization needs and center quick wins along with long-term data enablement.

Timeline: usually 8-12 weeks depending on stakeholder availability.

Sample Goals:
+ Define meaningful, actionable data questions.
+ Assess value of existing data, and match data to questions.
+ Diagram data inventory and locations along with potential improvements.
+ Enable and impart basic data literacy to primary audience.

Sample approach:
1. Three 45-minute assessment interviews with up to five stakeholders. Focus is identifying the “why” behind data related questions. What actions do we hope to take and why are they important?
2. Question identification and platform access. Outlines several key questions, based on the assessment interviews, that the exploratory analysis phase seeks to answer. Consultant gains access to relevant systems.
3. Four one-hour data exploration sessions with analytics primary
4. Midpoint pre-meeting, report, & presentation. A halfway mark report identifying progress made, technical and procedural gaps, and paths forward.
5. Four one-hour meetings with primary. Question revision, additional data exploration, & visualization for presentation.
6. Final report and recommendations. Includes recommendations for proper data tools, timelines for implementation, and training plans. Includes pre-meetings, and feedback session.