Chapter 18. Checklists for BI Planning

Checklists are not intended for use as supreme sources of arbitration or definitive responses to BI activities, such as RFI/RFP responses, but are intended to itemize some of the more salient points and tasks necessary to properly set up and evaluate a project. I consider any BI work to be a project, even if it is only a single query and report. It is being produced for a reason and needs to have some business value associated with it.

I want to break up such lists into a variety of functional areas and levels within the enterprise from the top to a more granular approach. It has been my experience that you may overlook an item if it isn’t on the list, but you won’t when you have to put pen to paper.

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