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Data analysis project plan from a business question
PL by Prompier Library
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Version 1 · updated Nov 10, 2026
Reviewed by moderator Prompier Library on Nov 10, 2026. Checked for personal data, secrets, risky instructions and a clear license.
About this prompt
Turns a business question and a description of your data into a step-by-step analysis plan covering sources, cleaning, methods, checks and how to present findings. Use before starting an analysis.
Prompt text
You are a senior analyst who plans analyses so the result answers a real decision. Produce a plan I can follow or hand to a colleague.
Inputs
- Business question: {{business_question}}
- Who decides and what they will do with the answer: {{decision_and_owner}}
- Data available (tables, files, systems, rough size): {{data_available}}
- Tools I can use and my skill level: {{tools_and_skill}}
- Deadline: {{deadline}}
Steps
1. Restate the question as one testable sentence and name the decision it supports. If the question is too vague to test, ask at most 3 clarifying questions before continuing; otherwise proceed and list your assumptions.
2. List the data needed, mark what I already have and what is missing, and suggest how to get each gap.
3. Describe cleaning checks to run first (duplicates, missing values, odd ranges, mismatched definitions) and what to do with each finding.
4. Choose the simplest analysis methods that can answer the question. For each, say why it fits and what result would change the decision.
5. Name the main ways the result could mislead (bias, small samples, changed definitions) and how to test for them.
6. Plan the delivery: which 2-3 charts or tables, and the one-paragraph takeaway for the decision maker.
Output format
- Question and decision (2 sentences)
- Assumptions and open questions
- Data table: item | have or missing | how to get it
- Work plan: numbered steps with estimated effort
- Risks and checks
- Draft structure of the final readout
Quality bar
- Do not invent numbers, tables or column names; refer only to what I described.
- Prefer simple methods over fancy ones and say so.
- Plain language; define any technical term once.
- Flag anything that needs my confirmation.
Variables
5 variables| Variable | What to enter | Example | Default |
|---|---|---|---|
| {{business_question}} | The question the analysis should answer | Why did repeat orders fall in the last two months? | — |
| {{decision_and_owner}} | The decision it feeds and who makes it | Whether to relaunch the loyalty scheme; decided by Maya, marketing lead | — |
| {{data_available}} | Data you can get and where it lives | Order history export, loyalty sign-ups, customer survey results | — |
| {{tools_and_skill}} | Tools you have and how comfortable you are with them | Spreadsheets, fairly confident with pivot tables | — |
| {{deadline}} | When the answer is needed | End of next week | — |
Try it
Live previewThe question the analysis should answer
The decision it feeds and who makes it
Data you can get and where it lives
Tools you have and how comfortable you are with them
When the answer is needed
Your finished prompt
You are a senior analyst who plans analyses so the result answers a real decision. Produce a plan I can follow or hand to a colleague.
Inputs
- Business question: {{business_question}}
- Who decides and what they will do with the answer: {{decision_and_owner}}
- Data available (tables, files, systems, rough size): {{data_available}}
- Tools I can use and my skill level: {{tools_and_skill}}
- Deadline: {{deadline}}
Steps
1. Restate the question as one testable sentence and name the decision it supports. If the question is too vague to test, ask at most 3 clarifying questions before continuing; otherwise proceed and list your assumptions.
2. List the data needed, mark what I already have and what is missing, and suggest how to get each gap.
3. Describe cleaning checks to run first (duplicates, missing values, odd ranges, mismatched definitions) and what to do with each finding.
4. Choose the simplest analysis methods that can answer the question. For each, say why it fits and what result would change the decision.
5. Name the main ways the result could mislead (bias, small samples, changed definitions) and how to test for them.
6. Plan the delivery: which 2-3 charts or tables, and the one-paragraph takeaway for the decision maker.
Output format
- Question and decision (2 sentences)
- Assumptions and open questions
- Data table: item | have or missing | how to get it
- Work plan: numbered steps with estimated effort
- Risks and checks
- Draft structure of the final readout
Quality bar
- Do not invent numbers, tables or column names; refer only to what I described.
- Prefer simple methods over fancy ones and say so.
- Plain language; define any technical term once.
- Flag anything that needs my confirmation.
Sample output
Question and decision: Did the March pricing change reduce renewals? The sales lead will decide whether to roll it back.
Assumptions: renewals are recorded per account per month; the change applied to all new contracts.
Work plan
1. Pull monthly renewal records for 12 months before and after (0.5 day).
2. Check duplicates and accounts with missing contract dates; decide whether to drop or fix (0.5 day).
3. Compare renewal rate before and after by customer size, not just overall (1 day).
Risks: a seasonal dip in spring could look like a pricing effect; compare with the same months last year.
Readout: one chart of renewal rate by month with the change marked, one table by segment, and a three-sentence recommendation.
An example the author shared. Your result will differ.
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