| Analysis brief | Business questions, scope, assumptions, evidence sources, definitions, decision owners, and success criteria. | Working document | Discovery | Goals, stakeholders, context, constraints |
| Measurement framework | Product goals, metrics, formulas, segments, data owners, reporting logic, and interpretation notes. | Framework and data dictionary | Assessment | Existing metrics, data access, business definitions |
| Instrumentation review | Event coverage, taxonomy, naming, gaps, duplication, data-quality risks, and tracking recommendations. | Audit report and issue log | Assessment | Analytics access, implementation documentation |
| Product performance dashboard | Agreed indicators, filters, trends, segments, annotations, and supporting definitions. | BI or analytics dashboard | Analysis and reporting | Platform access, data validation, metric approval |
| Journey and funnel analysis | Stage performance, drop-offs, transitions, segments, friction hypotheses, and investigation priorities. | Report, dashboard, or journey map | Analysis | Journey definition, event data, customer context |
| Customer insight synthesis | Research themes, evidence coding, frequency and severity, customer needs, quotations where consented, and implications. | Insight report and repository | Research and synthesis | Research access, consent basis, participant support |
| Opportunity register | Problems, evidence strength, affected users, business impact, dependencies, risks, and suggested next action. | Prioritised register | Synthesis | Stakeholder review and feasibility input |
| Roadmap decision support | Prioritisation criteria, options, sequencing considerations, trade-offs, and recommendation rationale. | Matrix, workshop, and decision record | Recommendation | Leadership decisions, effort estimates, constraints |
| Executive summary | Key findings, implications, decisions required, risks, and recommended actions. | Presentation or written brief | Final delivery | Executive audience and decision context |
| Handover and training | Metric explanation, dashboard guidance, evidence repository use, review cadence, and ownership plan. | Workshop and documentation | Handover | Named owners and operating process |