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Develop (and agree) your analytics plan

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Start by reviewing the results of your audit.  Use the audit to help you to create an analytics/metrics plan that addresses the difference between your current and the required analytics practice.

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Your plan should detail:

  1. What the primary objective is,
  2. What the MPIs (or KPIs) are,
  3. How the ‘right’ metrics will be analysed,
  4. When and how often the analysis should take place,
  5. How testing should be built into the plan,
  6. What measures should be prioritised,
  7. Where the data will come from,
  8. How Sales and Marketing metrics will be aligned,
  9. How the analysis will be implemented, and by whom,
  10. How the metrics will be presented (Spreadsheet, dashboard, marketing automation),
  11. Who will see the resulting report,
  12. What decision/actions should happen as a result.

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The identification of all of these elements will, in turn, highlight what staff training and knowledge is required to ensure that the plan can be implemented successfully.