Day 69 β BI Strategy and Stakeholders
Day 69 extends the BI Analyst roadmap by pairing strategic constructs with the humans who bring them to life. The lesson gives participants a toolkit for translating the roadmap nodes into facilitation plans, stakeholder engagement tactics, and action-oriented guidance.
Learning goals
- Differentiate operating model topics such as BI operations, stakeholder identification, and key business functions.
- Contrast operational, tactical, and strategic BI activities to align expectations and investment.
- Practice mapping stakeholder personas to the BI operating model that best reflects their needs.
- Capture facilitation notes and coaching prompts you can re-use across client engagements.
Classroom flow
- Operating model orientation β Facilitate a discussion on how BI teams structure the work, using the roadmap topics as anchors.
- Stakeholder mapping exercise β Break cohorts into pairs to match stakeholder personas with the BI operations that unlock their outcomes.
- Strategy tier decisions β Lead a dialogue about when to apply operational vs tactical vs strategic BI and what artifacts each requires.
- Action planning β Summarize the commitments and metrics each stakeholder group should own after the session.
Stakeholder mapping exercise
Use the following prompts during the exercise:
- Marketing director: Which BI operation clarifies campaign performance? Why?
- Finance controller: Which BI function keeps recurring reporting accurate and compliant?
- Operations manager: How does BI support day-to-day execution and exception handling?
- Executive sponsor: What strategic BI questions keep them focused on long-term growth?
Encourage learners to map each persona to the operating model and strategy tier that best serves their needs, then capture one actionable insight per persona.
Facilitation tips
- Reinforce that operating models exist to keep stakeholders coordinated, not to create bureaucracy.
- Encourage participants to co-design escalation paths for when insights conflict with intuition.
- Close the session with a commitment from each stakeholder persona: what decision will they make differently because of the BI strategy?
Additional Topic: BI Skill Stack & Professional Identity
This lesson is part of the Phase 5 Business Intelligence specialization. Use the Phase 5 overview to see how the developer-roadmap topics align across Days 68β84.
Why it matters
Define the personal capabilities you will cultivate throughout Phase 5.
Developer-roadmap alignment
- Skills
- Soft Skills
- Professional Development
- Communication & Storytelling
Next steps
- Draft case studies and notebooks that exercise these roadmap nodes.
- Update the Phase 5 cheat sheet with the insights you capture here.
Previous: Day 68 β Day 68 β BI Analyst Foundations β’ Next: Day 70 β Day 70 β BI Metrics and Data Literacy
You are on lesson 69 of 108.
Additional Materials
lesson.py
# %%
"""Day 69 β BI Strategy and Stakeholders classroom script."""
# %%
from __future__ import annotations
import pandas as pd
from Day_69_BI_Strategy_and_Stakeholders import build_topic_dataframe, load_topics
# %%
STRATEGY_GROUPS = load_topics()
STRATEGY_FRAME = build_topic_dataframe()
# %%
def display_strategy_clusters(groups: dict[str, list]) -> None:
"""Print the topic groupings used to facilitate the session."""
print("\nBI strategy facilitation clusters:\n")
for section, topics in groups.items():
titles = ", ".join(topic.title for topic in topics)
print(f"- {section}: {titles}")
# %%
def preview_topic_matrix(frame: pd.DataFrame) -> None:
"""Show the strategy dataframe as a markdown table for planning."""
print("\nRoadmap alignment matrix:\n")
print(frame.to_markdown(index=False))
# %%
def stakeholder_prompt() -> None:
"""Provide prompts that pair stakeholder personas with BI operations."""
personas = {
"Marketing director": "Connect campaign pacing dashboards to tactical BI cadences.",
"Finance controller": "Tie compliance reporting to the key business functions node.",
"Operations manager": "Map frontline alerts to operational BI service levels.",
"Executive sponsor": "Use strategic BI discussions to prioritize long-term bets.",
}
print("\nStakeholder pairing prompts:\n")
for persona, guidance in personas.items():
print(f"- {persona}: {guidance}")
# %%
def main() -> None:
"""Run the classroom demo for Day 69."""
display_strategy_clusters(STRATEGY_GROUPS)
preview_topic_matrix(STRATEGY_FRAME)
stakeholder_prompt()
# %%
if __name__ == "__main__":
main()
solutions.py
"""Topic helpers for the Day 69 BI Strategy and Stakeholders lesson."""
from __future__ import annotations
from typing import Dict, List, Mapping, Sequence
import pandas as pd
from mypackage.bi_curriculum import BiTopic, group_topics_by_titles
OPERATING_MODEL_SECTION = "Operating models"
STRATEGY_TIER_SECTION = "Strategy tiers"
TOPIC_GROUPS: Mapping[str, Sequence[str]] = {
OPERATING_MODEL_SECTION: [
"Types of BI Operations",
"Stakeholder Identification",
"Key Business Functions",
],
STRATEGY_TIER_SECTION: [
"Operational BI",
"Tactical BI",
"Strategic BI",
],
}
TOPIC_DESCRIPTIONS: Mapping[str, str] = {
"Types of BI Operations": (
"Frame how BI teams deliver value across centralized, federated, and hybrid "
"operating models."
),
"Stakeholder Identification": (
"Coach analysts to document personas, influence levels, and decision rights "
"before building artifacts."
),
"Key Business Functions": (
"Highlight finance, marketing, operations, and executive rhythms that rely "
"on BI insights."
),
"Operational BI": (
"Align dashboards and alerts with frontline managers who need real-time "
"support."
),
"Tactical BI": (
"Equip business partners with weekly and monthly reviews that translate "
"performance into initiatives."
),
"Strategic BI": (
"Focus leadership on long-range bets, portfolio management, and scenario "
"planning."
),
}
def load_topics(
*, groups: Mapping[str, Sequence[str]] = TOPIC_GROUPS
) -> Dict[str, List[BiTopic]]:
"""Return roadmap topics grouped into BI operating and strategy tiers."""
return {group: topics for group, topics in group_topics_by_titles(groups).items()}
def build_topic_dataframe(
*,
groups: Mapping[str, Sequence[str]] = TOPIC_GROUPS,
descriptions: Mapping[str, str] = TOPIC_DESCRIPTIONS,
) -> pd.DataFrame:
"""Create a DataFrame summarizing Day 69 BI strategy topics."""
grouped_topics = load_topics(groups=groups)
records: list[dict[str, str]] = []
for section, topics in grouped_topics.items():
for topic in topics:
records.append(
{
"section": section,
"title": topic.title,
"description": descriptions.get(topic.title, ""),
}
)
return pd.DataFrame(records, columns=["section", "title", "description"])
__all__ = ["build_topic_dataframe", "load_topics"]