Analysis Kickoff Document
Share this with the requestor before or at the kickoff meeting. Keeps the meeting focused and creates an immediate written record.
Project: [name]
Analyst: [name]
Requestor: [name and team]
Kickoff date: [YYYY-MM-DD]
Delivery target: [YYYY-MM-DD]
Purpose of This Analysis
[1–2 sentences: what question are we answering and what decision will it support?]
Proposed Approach
[3–5 sentences: what data, what method, what the output will look like, and any key choices made.]
What I Need From You
| Item | Why I need it | Deadline |
|---|---|---|
| Confirm scope (see below) | So I don't build the wrong thing | [date] |
| [e.g. Confirm definition of "active customer"] | [Drives the core metric] | [date] |
| [e.g. Confirm Salesforce data access] | [Needed for segment data] | [date] |
Scope
Included:
- [Item 1]
- [Item 2]
Not included in this iteration:
- [Item 1 — can be a follow-up]
- [Item 2]
Timeline
| Date | What happens |
|---|---|
| [date] | Requirements confirmed |
| [date] | Data access confirmed |
| [date] | Draft results shared for review |
| [date] | Feedback due |
| [date] | Final delivery |
Open Questions
| # | Question | Owner |
|---|---|---|
| 1 | [Question to resolve at kickoff] | [Requestor / Analyst] |
How to Give Feedback
When I share the draft, I'll ask for feedback on:
- Are these the right questions?
- Does the scope match what you need?
- Are there any data sources I should also use?
Please respond within [X] business days so the timeline stays on track.