Analytics Instrumentation Standards Skill

When to Use

• Planning event tracking for product, marketing, or revenue analytics.
• Auditing existing tracking plans before model refreshes.
• Coordinating engineering, product, and RevOps on data contracts.

Framework

1. Event Naming & Structure – action-oriented names, consistent casing, required properties.
2. Identity Management – user/account IDs, anonymous IDs, device IDs, cross-system mapping.
3. Consent & Privacy – capture consent status, honor suppression, regional storage rules.
4. Versioning – change logs, backward compatibility, deprecation timelines.
5. Observability – sampling dashboards, schema change alerts, volume anomaly detection.

Templates

• Tracking plan sheet (event, description, properties, source, owner, status).
• Data contract checklist (fields, types, validation rules, SLA).
• Observability runbook (metrics, thresholds, notification channels).

Tips

• Pair each event with QA instructions and sample payloads.
• Store tracking plans in version control to align with code releases.
• Review instrumentation quarterly with stakeholders.

Analytics Quality Gates Skill

When to Use

• Designing validation steps for new models or dashboards.
• Setting up automated data quality monitoring.
• Running incident reviews after data breaks.

Framework

1. Test Coverage – schema, freshness, unique, referential, accepted values, volume thresholds.
2. Alerting – severity tiers, alert channels, on-call rotation, escalation policies.
3. Incident Response – triage checklist, communication templates, resolution targets.
4. Change Management – approval workflow, rollback plan, audit logging.
5. Postmortems – root cause analysis, remediation tasks, knowledge base updates.

Templates

Templates

• QA Checklist: See assets/qa_checklist.md for validation steps.
• Quality matrix (model/table → tests → owner → SLA).
• Incident playbook (trigger, response steps, communication log).
• Change request form with risk assessment.

Tips

• Tie quality gates to CI/CD or dbt Cloud jobs to block bad deploys.
• Keep alert fatigue low by tuning thresholds.
• Document every incident for future prevention.

Analytics Visualization Patterns Skill

When to Use

• Planning a new dashboard or updating existing visualizations.
• Coaching teams on self-serve analytics adoption.
• Auditing visual design, accessibility, and narrative clarity.

Framework

1. Audience & Story – clarify persona, decision cadence, and key questions.
2. Layout & Hierarchy – organize tiles by funnel (overview → drill-down → diagnostic), highlight KPIs.
3. Chart Selection – match metric type to chart (trend, composition, comparison, distribution).
4. Accessibility – color contrast, labels, tooltips, mobile/responsive considerations.
5. Narrative & Actions – annotate insights, embed CTA buttons or playbook links.

Templates

• Dashboard wireframe grid with KPI slots.
• Metric dictionary (definition, source, owner, refresh schedule).
• Adoption checklist (stakeholder review, enablement session, feedback form).

Tips

• Keep hero KPIs at top-left with trend vs target.
• Use consistent color palettes for good/bad variance.
• Embed documentation or Loom walkthroughs directly in BI tool when possible.