Analysis Plan
Project: [name]
Analyst: [name]
Requestor: [name and team]
Date created: [YYYY-MM-DD]
Target delivery date: [YYYY-MM-DD]
Status: Draft / In progress / Complete
Business Question
[The single specific question this analysis will answer]
Sub-Questions and Sequencing
| # | Sub-question | Dependencies | Est. hours | Status |
|---|---|---|---|---|
| 1 | [e.g. What is the overall churn trend for the last 12 months?] | None | 2h | Pending |
| 2 | [e.g. Which segments have the highest churn rate?] | Step 1 | 3h | Pending |
| 3 | [e.g. What differentiates churned vs. retained customers?] | Step 2 | 4h | Pending |
Total estimated effort: [X hours / days]
Buffer (15%): [Y hours]
Revised estimate: [Z hours]
Data Plan
| Data needed | Source | Availability | Confirmed by |
|---|---|---|---|
| [e.g. Customer subscription history] | [prod.subscriptions] | Yes | [date] |
| [e.g. Product usage events] | [prod.events] | TBC | [follow up with] |
Approach Summary
[2–4 sentences describing the overall method — what type of analysis, what technique, what the output will look like.]
Risks and Dependencies
| Risk / Dependency | Probability | Timeline impact | Mitigation |
|---|---|---|---|
| [e.g. events table access not confirmed] | Medium | +1 day | [Raise access request today] |
Milestones
| Milestone | Target date | Status |
|---|---|---|
| Requirements confirmed | [date] | |
| Data access confirmed | [date] | |
| Initial results ready for review | [date] | |
| Stakeholder feedback incorporated | [date] | |
| Final delivery | [date] |
Out of Scope
- [Explicitly excluded item 1]
- [Explicitly excluded item 2]
Scope changes require requestor sign-off and a revised delivery date.