Analyst playbook

From a question to a useful recommendation.

Use this short workflow whenever you need to answer a business question with data.

  1. Define the decision

    Who needs an answer? What will they decide? Write one question and define what success means.

  2. Check the evidence

    Identify the source, time period, missing values, and limits. Confirm what each row represents.

  3. Analyze and verify

    Start with a simple comparison. Recalculate a sample and check whether another explanation fits.

  4. Explain the action

    State the finding, recommendation, uncertainty, and next check in plain language.

Open the full playbook

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