Free Resources & Templates
Practical templates, guides, and tools to help you improve analytics, implement AI, and make data-driven decisions. All free to download.
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KPI Framework Template
Structured framework for defining, tracking, and reviewing business KPIs. Includes worksheets for goal-setting, metric selection, and dashboard design.
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Analytics Readiness Assessment
Self-assessment checklist to evaluate your organization's analytics maturity. Identify gaps and prioritize improvements across data, tools, people, and processes.
Guide
Dashboard Design Best Practices
Comprehensive guide to designing effective dashboards. Covers layout principles, chart selection, color usage, and common pitfalls to avoid.
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GA4 Migration Checklist
Step-by-step checklist for migrating from Universal Analytics to GA4. Includes event mapping, custom dimensions, and reporting setup.
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Metrics Dictionary Template
Standardized template for documenting metric definitions, calculation logic, data sources, and ownership. Eliminate confusion and ensure consistency.
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Data Quality Checklist
Systematic checklist for auditing data quality across completeness, accuracy, consistency, and timeliness. Includes remediation strategies.
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AI Readiness Assessment
Evaluate your organization's readiness for AI implementation. Assess data maturity, technical capabilities, use case clarity, and organizational readiness.
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AI Use Case Prioritization Framework
Framework for evaluating and prioritizing AI opportunities based on impact, feasibility, and strategic fit. Includes scoring rubric and decision matrix.
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AI ROI Calculator
Calculate expected ROI for AI projects by estimating time savings, cost reductions, and revenue impact. Includes sensitivity analysis and payback period.
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Prompt Engineering Cheat Sheet
Quick reference guide for writing effective AI prompts. Covers prompt patterns, few-shot examples, chain-of-thought reasoning, and common pitfalls.
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AI Vendor Comparison Matrix
Compare leading AI providers (OpenAI, Anthropic, Google, etc.) across capabilities, pricing, security, and use case fit. Updated quarterly.
Guide
AI Implementation Playbook
End-to-end guide for implementing AI solutions. Covers scoping, vendor selection, integration, testing, and rollout strategies.
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Consultant Selection Guide
Framework for evaluating and selecting consulting partners. Includes RFP templates, evaluation criteria, and interview questions.
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Analytics Project RFP Template
Comprehensive RFP template for analytics and BI projects. Includes scope definition, requirements gathering, and vendor evaluation criteria.
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Data Strategy One-Pager Template
Simple template for articulating your data strategy on a single page. Covers vision, priorities, roadmap, and success metrics.
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Analytics Team Hiring Guide
Guide to building and scaling analytics teams. Includes role definitions, interview questions, take-home assignments, and onboarding checklists.
Need Customized Help?
While these resources are a great starting point, every organization has unique needs. Let's discuss how we can help you specifically.