Skip to content

Getting Started Checklist

What It Is: A simple diagnostic technique to ensure that the analyst has a clear understanding of the problem and the requirements of the analysis before they begin.

When to Use It: At the very beginning of any analytical project.

Step-by-Step Guide:

  1. STEP 1: What prompted the analysis? Is it a report, development, or customer request? (Beebe and Pherson, 2015, p. 110)
  2. STEP 2: What is the key question that needs to be answered? (Beebe and Pherson, 2015, p. 110)
  3. STEP 3: Why is the issue important, and how will analysis make a difference? (Beebe and Pherson, 2015, p. 110)
  4. STEP 4: Has the question been answered before? What has changed? (Beebe and Pherson, 2015, p. 110-111)
  5. STEP 5: Who are the primary customers? Are their needs clear? (Beebe and Pherson, 2015, p. 111)
  6. STEP 6: Are there other stakeholders with differing perspectives? (Beebe and Pherson, 2015, p. 111)