Following the Driver Tree Workshop, the organization should secure the data necessary to validate the P2P driver tree, report on progress, and perform necessary analytics and predictive modeling. Key activities during this phase include:
- Finalizing a data dictionary (see example below), with metric definitions and authoritative source data
- Securing appropriate data access for analysts
- Validating cause-and-effect relationships of drivers to outcome metrics
- Developing a baseline of historical trends and current performance
- Creating a forward-looking view of performance, with key levers to improve future trends