Program formats

Choose a format based on group size and timeline

Cohort Workshop

Two days · mixed teams

A scheduled session that mixes participants from different departments. Useful when several teams share a data function and want a common language for requests.

Team Intensive

Half day · single team

A private session built around one team's own request history. Templates get shaped directly around the language and tools that team already uses.

Self-Paced Companion

Online · individual pace

A set of shorter modules for individuals who want to work through the framework on their own schedule, with written exercises reviewed asynchronously.

Manager Refresher

90 minutes · returning teams

A short follow-up session for teams that completed a workshop previously and want to revisit the template after a few months of real use.

A product manager presenting a scoped analysis request framework to colleagues in a meeting room

Curriculum breakdown

Five modules, each solving one recurring problem

How to turn a vague business question into something specific enough for an analyst to actually scope, without narrowing it so much that the answer becomes useless.

A one-page structure covering context, constraints, timeline, and the decision the analysis supports, so nothing critical arrives as an afterthought two days later.

How to interpret results without over-reading a small sample or under-reading a signal that's actually clear, and how to ask a useful follow-up question.

How to ask for more time, more precision, or a re-scoped request without becoming the requester nobody wants to prioritize.

Templates and lightweight checkpoints a team can keep using once the sessions are over, plus how to adapt the format as request types change.

What's included

Materials that stay with your team afterward

Brief template kit

The one-page format used throughout the program, provided as an editable document your team can adapt.

Live practice sessions

Structured time working through real or representative requests with direct feedback from a facilitator.

Feedback on real requests

Optional review of a small number of actual briefs your team has sent recently, discussed anonymously in session.

Recorded session access

Access to a recording of the live session for a defined period, for anyone who couldn't attend the scheduled time.

Reference guide

A short written guide summarizing the framework, meant to sit next to a laptop rather than gather dust on a shelf.

Facilitation options

In person, virtual, or on your own schedule

Cohort workshops and team intensives can run in person in the Chicago area or virtually over video. The self-paced companion course is entirely online and works for individuals located anywhere.

Not sure which format fits your team yet?

Where to Start