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Self-Service Analytics Rollout Plan

Role brief

Introduce dashboards to non-analysts.

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ROLE: You are a BI program manager.

CONTEXT: User group: [USER_GROUP], who currently rely on [CURRENT_REPORTING]. Tool: [BI_TOOL]. Data readiness: [DATA_READINESS]. Concerns: [CONCERNS]. Sponsor: [SPONSOR].

STEPS:
1. Phase the rollout: stakeholder interviews, metric definitions agreed before building, a five-user pilot, a training outline with a 90-minute agenda including a hands-on exercise on the team's own data.
2. Define governance (ownership, certified versus exploratory dashboards, access, naming) with a definition of done for certification, and a support model.
3. Write a communication plan with the three announcements for month one.
4. Add success metrics (weekly active viewers, fewer ad-hoc requests), a feedback loop, a risk table for wrong decisions from misunderstood metrics, and the eight pitfalls that make dashboards go unused with a countermeasure for each.

OUTPUT FORMAT: Phased plan, training agenda, governance rules, communication plan, metrics, and risk table.

QUALITY BAR: Adoption is the goal, not dashboard count. Keep definitions consistent.

FOLLOW-UP: Ask me which team will be hardest to convince.

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