AoF 35: Why you should Create an Analytics Strategy Playbook w/ Ryan Goodman

Re-Edited_Template_Podcast Artwork (2019)
Share on facebook
Share on twitter
Share on linkedin
Share on email
Share on whatsapp

Today’s guest is no stranger to most of you. Ryan Goodman is a BI rock star and my former AoF co-host. Currently, he’s the Head of Analytics at a super cool startup turned ongoing profitable and growing financial services company.

Ryan’s going to teach us how to create an analytics playbook using the BI Dashboard Formula (BIDF) methodology. An analytics strategy playbook encapsulates and executes all the elements of people, technology, and process. Stay tuned to get Ryan’s playbook template!

"Play to your strengths, know your weaknesses, and put people around you who complement your weaknesses.” [12:10]



This exciting season of AoF is sponsored by our BI Data Storytelling Mastery Accelerator 3-Day Live workshop. Our next workshop on January 28-30, 2020 is now open for registration at a special early bird rate! Consider upgrading to the VIP option for extras including access to our online course. Many BI teams are still struggling to deliver consistent, high-engaging analytics their users love. At the end of three days, you’ll leave with a clear BI delivery action plan. Register today!

3 Knowledge Bombs

  • Ryan on Anecdotes vs. Personas - "Plan strategies, stories, and reactions of ideal person."
  • Ryan on Measurements - "Difference between a playbook and strategy involves current state and maturity level.”
  • Ryan on Data Driven - "Allow data to make a decision; don’t only trust your gut instinct."

In this episode, you'll learn:

  • [06:40]  - BI Whisperer: Bridging the gap between technology and business analysts.
  • [08:20]  - Disconnecting from being a business owner back into driving customer analytics.
  • [09:16]  - Key Quote: Everyone is data driven...what that means, and what it should mean. - Ryan Goodman
  • [09:40]  - Ryan leaving AoF felt like a divorce, but he’ll always be a part of BI Brainz family!
  • [12:43]  - What is an analytics strategy playbook? Existing strategies, plans, stories, and more used to organize a strategy, plan execution, and measure performance.
  • [14:54]  - How do you know if you need a playbook? Vendors and consultants use internal playbooks of repeatable processes for large-scale implementations.
  • [16:40]  - Analytics Strategy Playbook: Who is doing the work, what are they doing, and what are the tools, techniques, and processes that need to be in place and measured?
  • [17:45]  - Where’s the meat? How and where to start a playbook: People, process, and technology to govern, steer, and retain knowledge.
  • [19:37]  - Anecdotes vs. Personas: Planning strategies, stories, and reactions of ideal person.
  • [22:20]  - 5 Pillars of Analytics Strategy Playbook:
  • Who sets purpose and goals?
  • What’s the current state via summary/review of objectives for analytics needs?
  • What’s the envisioned formula for influence (i.e. education to raise awareness)?
  • How is information categorized and organized?
  • How to govern and manage technology and process?
  • [27:22]  - Difference between a playbook and strategy involves two measurements: What’s the current state and maturity level of existence?
  • [32:13]  - BIDF Storyboarding: Implement, socialize, and prioritize analytics initiatives.
  • [36:32]  - Data Confidence Score and Governance of Garbage: Are we realistically data-driven or making a decision based on our gut feeling?
  • [41:43]  - Constant Change and Momentum: When something doesn’t go as planned, don’t be fearful, but accept failures and learn from them.
  • Right-click here and save-as to download this episode to your computer.

“An (Analytics) playbook is simply a step-by-step organized collection of tactics, strategies, and processes...where you’re able to measure the progress.” - @RyanGoodman [13:36]

Links and Resources mentioned in this episode:

Enjoyed the Show?

  • Reviews on iTunes are extremely helpful and greatly appreciated! We read each and every one of them!
  • Join the conversation by leaving a comment below!

BI Data Storytelling Online Live Accelerator​

3-Day 100% Virtual Workshops with Mico & team! Oct 20-22, 2020 | Feb 16-18, 2021 

Mico Yuk

Mico Yuk

As the Co-founder and CEO of BI Brainz, I've been in the Business Intelligence/Analytics industry since 2009. Trained 10K+ using our methodologies and frameworks! I love our amazing team and community! I share my passion for data to 20,000+ followers via the Analytics on Fire Podcast, our BI Brainz academy, blog, social media, global keynotes, training, and workshops. Our model is simple. We take what is successful for our customers and teach it! I'm a bonafide beach bum on days off!
Share on facebook
Share on twitter
Share on linkedin
Share on email
Share on whatsapp

Real customers. Real stories. Real success.

Analytics on Fire is your BI masterclass. By learning from people like you, who have done extraordinary things, you will leave excited, inspired and with a plan. You’ll learn about business intelligence, analytics, design, data visualization, data storytelling, artificial intelligence, and much more. Tune in for the latest stories!


Ask us a question, or lets arrange a time to talk!

  • We respect your privacy. We will never share your information.
Share on linkedin
Share on facebook
Share on twitter
Share on email


The BI Dashboard Formula Course will re-open for you to join soon! Get on the waiting list and secure your spot to be notified about the next opening

  • We respect your privacy and will never share your information.