Analytics Project Brief Template — Plan Your Next BI Project Like a Pro

For over 5 years, my team at Valiotti Analytics has used this Google Sheets-based Analytics Project Brief Template to kick off data projects. Now you can use the same proven framework. It’s an approachable yet comprehensive template that helps turn a vague project idea into a clear, actionable plan – without any fluff or jargon.

Designed for business managers, this template makes it easy to organize your thinking and get everyone on the same page before implementation begins. We’ve refined it through years of analytics consulting, so it asks the right questions and ensures nothing important falls through the cracks. The result? You save time, avoid miscommunication, and set your project up for success from day one.

🧐 How This Template Helps

• Organize your thoughts – break down your BI dashboard project into clear sections (objectives, KPIs, data sources, etc.) so you have a complete picture.
• Clarify your goals – define what success looks like and what business questions your dashboard should answer, ensuring you focus on the right outcomes.
• Align with data teams or vendors – ensure everyone understands the scope and requirements before any development work starts, avoiding costly miscommunications or rework.
• Kick off with confidence – leverage a field-tested template that’s been the starting point for successful analytics projects over the past five years, giving you peace of mind that you’re following best practices.

Stay focused on value and clarity from the very start of your project. With this template, you’ll feel confident heading into implementation, knowing all stakeholders are aligned and your goals are crystal clear.

📦 What’s inside:

• Ready-to-use Google Sheets template
• 26 smart questions across 6 sections:
  • Goals & business problems
  • Data sources & tools
  • Metrics & KPIs
  • Dashboard needs
• Real examples from past client projects
• Works across marketing, sales, product, finance

📩 How to Get Access:

1. Click “I want this”
2. Set the price to $0 (or add a tip if you'd like)
3. Enter your email
4. Get instant access to the Google Sheets file
5. Follow the instructions inside:
   → Make a copy of the file
   → Start filling in the sections
   → Use the progress bar at the top to track your completion
   → Share it with your data team, freelance data analysts or