Back to Planning With Files

Task Plan: [Analytics Project Description]

.codebuddy/skills/planning-with-files/templates/analytics_task_plan.md

3.12.02.3 KB
Original Source

Task Plan: [Analytics Project Description]

Use this file as the durable roadmap for a data analytics or exploration session. Keep phase status current as the analysis advances.

Goal

State the analytical question or intended deliverable in one clear sentence.

[One sentence describing the analytical objective]

Current Phase

Name the phase currently being worked on.

Phase 1

Phases

Use only pending, in_progress, or complete for each status.

Phase 1: Data Discovery

  • Identify and connect to data sources
  • Document schemas and field descriptions in findings.md
  • Assess data quality (nulls, duplicates, outliers, date ranges)
  • Estimate dataset size and query performance
  • Status: in_progress

Phase 2: Exploratory Analysis

  • Compute summary statistics for key variables
  • Visualize distributions and relationships
  • Identify outliers and anomalies
  • Document initial patterns in findings.md
  • Status: pending

Phase 3: Hypothesis Testing

  • Formalize hypotheses from exploratory phase
  • Select appropriate statistical tests
  • Run tests and record results in findings.md
  • Validate findings against holdout data or alternative methods
  • Status: pending

Phase 4: Synthesis & Reporting

  • Summarize key findings with supporting evidence
  • Create final visualizations
  • Document conclusions and recommendations
  • Note limitations and areas for further investigation
  • Status: pending

Hypotheses

Record the questions under investigation as testable hypotheses.

  1. [Hypothesis to test]
  2. [Hypothesis to test]

Decisions Made

Record analytical choices, including tests, filters, exclusions, and their rationale.

DecisionRationale

Errors Encountered

Record each distinct error, the attempt number, and the resolution. Change the approach before retrying a failed action.

ErrorAttemptResolution
1

Notes

  • Update phase status as work progresses: pending to in_progress to complete.
  • Re-read the goal and current phase before major analytical decisions.
  • Log errors promptly so failed approaches are not repeated.
  • Record query results and visual evidence in findings.md.