Field Notes · 2026-07-01
What to prepare before an analytics assessment
A short checklist so assessment weeks produce findings instead of access delays.
Assessments move fastest when the product owner, one engineer who knows the tracking layer, and one growth lead share the kickoff call. Missing any of those roles usually means a second call and a week of delay.
Export a recent event sample, the current naming doc if you have one, and a screen recording of the onboarding path a new account sees. Screenshots help; a recording is better.
Write down what “activated” means in your product before we arrive. Disagreement about that definition is the most common source of rework.
Decide which platforms matter for this cycle — iOS, Android, web, or a subset. Trying to assess everything at once stretches the report thin.
Finally, protect time for the findings walkthrough. Reports that sit unread do not change onboarding, engagement, or account growth work.