| Role and skills plan | Required data roles, seniority, skills, tools, responsibilities and reporting lines | Skills matrix and role brief | Scope definition | Current team structure, roadmap and tool stack |
| Data access and onboarding plan | Access needs, onboarding tasks, security rules, communication channels and first priorities | Onboarding checklist | Setup | Credential process, policies and technical owner |
| Data-source and KPI map | Source systems, KPI definitions, data owners, transformation logic and reporting dependencies | Data map and metric dictionary | Discovery and baseline | Existing reports, business rules and data samples |
| Backlog assessment | Current report, dashboard, data quality and pipeline requests with priority and effort assumptions | Prioritised backlog | Planning | Open tickets, stakeholder needs and constraints |
| Dashboards and BI reports | Visual reports, filters, measures, refresh logic, notes and usage guidance | Power BI, Tableau, Looker Studio or agreed format | Production | Data access, design requirements and approvals |
| Data extracts and analysis packs | Cleaned datasets, recurring reports, variance analysis, segment views and decision notes | Spreadsheet, BI export or analysis memo | Production | Question, timeframe, definitions and data sources |
| Pipeline and transformation support | Data ingestion tasks, transformation logic, test output and deployment documentation | Scripts, models, logs and documentation | Implementation | Architecture standards, access and review owner |
| Data-quality checklist | Validation rules, anomaly checks, reconciliation notes, known issues and owner actions | QA checklist and issue log | Quality assurance | Thresholds, rules and source-system context |
| Operating workflow documentation | Work intake, ownership, service cadence, review process, escalation and handover rules | Workflow guide and templates | Managed delivery | Stakeholders, service expectations and decision rights |
| Performance and service reporting | Throughput, backlog movement, QA outcomes, SLA observations, risks and next actions | Weekly or monthly service report | Ongoing support | Delivery data, feedback and priority updates |
| Training and handover notes | Usage guidance, dashboard documentation, data definitions and maintenance instructions | Knowledge base, walkthrough and recordings where agreed | Handover | Attendance, internal owner and operating standards |