| Performance analysis brief | Decision questions, scope, stakeholders, data sources, assumptions and exclusions | Approved brief | Discovery | Business goals, accountable sponsor and known constraints |
| KPI inventory and dictionary | Metric name, definition, formula, source, owner, frequency, threshold and limitation | Controlled spreadsheet or knowledge-base document | Framework design | Existing reports and stakeholder definitions |
| Data-source and lineage map | Systems, datasets, refresh cadence, identifiers, joins, ownership and access dependencies | Architecture diagram and source register | Readiness assessment | Platform information and technical contacts |
| Data-quality assessment | Completeness, consistency, duplication, validity, timeliness and reconciliation findings | Quality report and remediation backlog | Baseline review | Representative data and known issue history |
| Baseline performance report | Historical trends, segments, benchmarks, variances and relevant contextual events | Analysis report or dashboard | Diagnostic analysis | Adequate historical coverage and validated definitions |
| Root-cause analysis pack | Problem statement, hypotheses, driver analysis, evidence, limitations and recommended next steps | Decision document and supporting tables | Investigation | Subject-matter input and access to relevant dimensions |
| Dashboard design or implementation | Information hierarchy, filters, calculations, visual standards, access and refresh logic | Wireframe, BI dashboard or reporting workbook | Implementation | Approved tool, permissions and source connectivity |
| Management performance pack | Executive summary, KPI commentary, exceptions, risks, actions and ownership | Recurring presentation or document | Reporting | Review cadence and accountable action owners |
| Improvement and experiment backlog | Prioritised opportunities, rationale, expected mechanism, owner, measure and review point | Action register | Optimisation | Feasibility, implementation capacity and decision criteria |
| Training and handover | Metric definitions, dashboard use, interpretation guidance, QA steps and governance responsibilities | Live session and documentation | Handover | Relevant users and process owners |
| Ongoing analysis support | Recurring data review, commentary, investigation, action follow-up and framework maintenance | Monthly or agreed-cycle service pack | Managed service | Reliable access, timely context and agreed service boundaries |