Resources / Data & Analytics Strategy Checklist

Complimentary checklist · Data Strategy

See exactly where your data foundation has gaps.

A 50-point diagnostic for founders and business leaders. Score your company across seven areas, from strategy to AI readiness, and know which gaps to fix first.

Complimentary. We'll email you the download.

PDF

Data & Analytics Strategy Checklist

A 50-point diagnostic that scores your company across seven areas, from strategy to AI readiness.

  • 50 essentials across seven areas
  • A score out of 50, with five maturity levels
  • Section scores that show your biggest bottleneck
  • What to do next, based on where you scored lowest
FormatPDF checklist
IncludesScoring guide

Sound familiar?

You bought the tool. Nothing changed.

This checklist is for companies where at least one of these is true.

  1. Dashboards exist, and nobody trusts them.
  2. Your analyst spends most of their time cleaning data instead of analyzing it.
  3. Three spreadsheets show three different revenue numbers.
  4. An AI tool sits unused because the data feeding it is incomplete.
  5. Nobody can explain the data strategy in two minutes, because it isn't written down.

What's inside

Seven areas, 50 essentials

01

Strategy and foundation

Whether your data strategy is clear, written down and tied to business goals. 8 items.

02

Data quality

Ownership, standards and the processes that keep data accurate. 7 items.

03

People and skills

Who owns analytics, and whether your team asks the right questions. 7 items.

04

Process and governance

Reporting cadence, definitions, access and documentation. 7 items.

05

Technology and tools

Whether your tools fit your stage and can grow with you. 7 items.

06

Analytics and reporting

Whether reports and dashboards are changing decisions. 7 items.

07

AI readiness

Whether your data can support the AI you're planning. 7 items.

08

Scoring guide

A total out of 50, a score for each area and next steps for your lowest areas.

A look inside

Scored, not just ticked

Check an item only if it's true today. Then use your score to decide where to start.

  • 42 to 50Advanced

    Strong foundation. Ready to scale analytics and adopt AI.

  • 33 to 41Solid

    Good progress, with gaps that will slow you down.

  • 22 to 32Developing

    Basics partly in place. Focus on strategy, quality and people first.

  • 11 to 21Early stage

    Work to do, and you're not starting from zero.

  • 0 to 10Starting out

    Every item on the list is fixable.

Item 7 of 50

"You have a single source of truth for each key metric."

Means
Not three spreadsheets with three different revenue numbers.

Who it's for

Who this is for

  • Founders and business leaders who want a clear picture before investing in tools or hires
  • Teams whose reports and dashboards aren't changing decisions
  • Companies planning for AI that want to check the foundation first

Complimentary

Get the Data & Analytics Strategy Checklist

  1. Enter your first name and email.
  2. Check your inbox. The checklist arrives within a few minutes.
  3. Work through the 50 items, then add up your score.