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Day 69 – 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

  1. Operating model orientation – Facilitate a discussion on how BI teams structure the work, using the roadmap topics as anchors.
  2. Stakeholder mapping exercise – Break cohorts into pairs to match stakeholder personas with the BI operations that unlock their outcomes.
  3. Strategy tier decisions – Lead a dialogue about when to apply operational vs tactical vs strategic BI and what artifacts each requires.
  4. Action planning – 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 68–84.

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 – Day 68 – BI Analyst Foundations β€’ Next: Day 70 – Day 70 – BI Metrics and Data Literacy

You are on lesson 69 of 108.

Additional Materials

lesson.py

View on GitHub

lesson.py
# %%
"""Day 69 – 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

View on GitHub

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"]