{
  "schema": "yarn-pack/2",
  "id": "reporting",
  "version": "2.0.0",
  "name": "Reporting Assessment",
  "engagement": "Data & reporting assessment — pre-workshop / in-session conversation",
  "intro": "Conversational pre-read for a reporting/data assessment. Questions are open by design — they map to the session-report structure (Business Context · Current Reports · Shadow Reporting · Definitions · Governance · Future State · Maturity). Most apply per business unit; the Group Picture applies to the whole entity.",
  "tone_default": "professional",
  "prefill_fields": {
    "sow": [
      "client name",
      "business units in scope",
      "primary objective",
      "sector / commercial model"
    ],
    "handover": [
      "BU contacts & roles",
      "known key metric names (e.g. fill rate, placements, headcount)",
      "multi-entity? (parent + brands)"
    ]
  },
  "scales": [],
  "categories": [],
  "audiences": [
    {
      "id": "business",
      "name": "Business / BU lead",
      "desc": "Runs or reports for a business unit",
      "deep_dive_sections": []
    },
    {
      "id": "technical",
      "name": "IT / Data team",
      "desc": "Runs the systems, warehouse and pipelines",
      "deep_dive_sections": [
        "tech"
      ]
    }
  ],
  "sections": [
    {
      "id": "business",
      "title": "1 · Your Business & What It Needs",
      "blurb": "Commercial context before systems — what data needs to DO here.",
      "optional": false,
      "questions": [
        {
          "id": "business_1_in_your_own_words",
          "type": "verbatim",
          "text": "In your own words — what does this team do, and what makes it genuinely different from a competitor?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "business_2_the_three_most_important",
          "type": "verbatim",
          "text": "The three most important decisions in your area each week/month — who makes them, on what information?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "business_3_who_are_your_most",
          "type": "verbatim",
          "text": "Who are your most important 'clients' (internal or external) and what do they expect from your data & reporting?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "business_4_what_would_have_to",
          "type": "verbatim",
          "text": "What would have to be true about your data for your team to feel genuinely confident in the numbers?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "business_5_is_there_a_business",
          "type": "verbatim",
          "text": "Is there a business question you're asked that you can't answer — or that takes too long?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "business_6_questions_referencing",
          "type": "verbatim",
          "text": "[BU-specific] 1–2 questions referencing this business's market / commercial model / known challenges",
          "scored": false,
          "star": false,
          "prefill": "handover.bu_context",
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "reports",
      "title": "2 · Your Reports, Day to Day",
      "blurb": "Map the current reporting environment — what exists, who uses it, what it costs, what fails.",
      "optional": false,
      "questions": [
        {
          "id": "reports_1_the_report_you",
          "type": "verbatim",
          "text": "The report you couldn't do your job without — what does it tell you, who else depends on it?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "reports_2_which_report_takes_the",
          "type": "verbatim",
          "text": "Which report takes the most manual effort each week/month? Walk me through the steps — what can't be automated?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "reports_3_is_anyone_the_only",
          "type": "verbatim",
          "text": "Is anyone the only person who knows how to run a particular report? What happens when they're away?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "reports_4_how_do_reports_reach",
          "type": "verbatim",
          "text": "How do reports reach the people who use them — email, shared drive, dashboard? Is that working?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "reports_5_any_reports_you_run",
          "type": "verbatim",
          "text": "Any reports you run out of habit that probably nobody looks at anymore?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "reports_6_how_long_from_data",
          "type": "verbatim",
          "text": "How long from 'data exists' to 'report in the right hands'? Where does the time go?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "shadow",
      "title": "3 · Data You Can't See",
      "blurb": "Surface shadow reporting without putting anyone on the defensive — it's normal, we just need the scale.",
      "optional": false,
      "questions": [
        {
          "id": "shadow_1_reports_or_extracts_produced",
          "type": "verbatim",
          "text": "Reports or extracts produced in Excel / outside the main systems that IT may not see? (very common)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "shadow_2_decisions_made_on_data",
          "type": "verbatim",
          "text": "Decisions made on data that isn't from the official reporting system — where's that data from?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "shadow_3_when_someone_needs_a",
          "type": "verbatim",
          "text": "When someone needs a number quickly and the standard report isn't fast enough, what do they do?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "definitions",
      "title": "4 · Definitions & Consistency",
      "blurb": "Get people to name the inconsistencies rather than discover them mid-engagement.",
      "optional": false,
      "questions": [
        {
          "id": "definitions_1_when_you_say",
          "type": "verbatim",
          "text": "When you say [key metric], what does it actually mean here? How is it calculated?",
          "scored": false,
          "star": false,
          "prefill": "handover.key_metric",
          "ai_drafted": false
        },
        {
          "id": "definitions_2_if_another_reported",
          "type": "verbatim",
          "text": "If another team/brand reported the same metric, would it be calculated the same way? Do you know if it is?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "definitions_3_that_mean_something",
          "type": "verbatim",
          "text": "Terms/metrics that mean something specific to your team but differ for finance or another part of the business?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "definitions_4_when_a_report_shows",
          "type": "verbatim",
          "text": "When a report shows a surprising number, how is it resolved? Who decides which number is 'right'?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "definitions_5_how_do_you_handle",
          "type": "verbatim",
          "text": "How do you handle two reports showing different numbers for the same thing?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "govern",
      "title": "5 · Data Governance",
      "blurb": "Probe whether governance actually happens or just exists on paper — directly, without judgement.",
      "optional": false,
      "questions": [
        {
          "id": "govern_1_who_owns_the_key",
          "type": "verbatim",
          "text": "Who owns the key metrics in your area — a named person/team for definitions, quality, accuracy?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "govern_2_when_data_quality_goes",
          "type": "verbatim",
          "text": "When data quality goes wrong (wrong figures, broken feed), how is it caught? By whom? How long?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "govern_3_how_are_access_controls",
          "type": "verbatim",
          "text": "How are access controls managed for your reports — who sees what, is it maintained?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "govern_4_for",
          "type": "verbatim",
          "text": "For client-facing data: what's the process if a client disputes a figure?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "govern_5_any_regulatory_contractual_or",
          "type": "verbatim",
          "text": "Any regulatory, contractual or privacy obligations affecting storage/access/reporting? (APRA, Privacy Act, client contracts)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "forward",
      "title": "6 · Looking Forward",
      "blurb": "Future-state aspirations — and a non-salesy way into the AI/Copilot conversation.",
      "optional": false,
      "questions": [
        {
          "id": "forward_1_if_you_could_type",
          "type": "verbatim",
          "text": "If you could type a question in plain English and get an immediate answer from your data — what's the first question?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "forward_2_if_you_could_redesign",
          "type": "verbatim",
          "text": "If you could redesign how report output reaches people from scratch, what would it look like?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "forward_3_a_scenario_where_the",
          "type": "verbatim",
          "text": "A scenario where the system could flag something automatically before a human looks — what would it flag?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "forward_4_what_would_reporting",
          "type": "verbatim",
          "text": "What would 'self-service reporting' need to look like for your team to actually use it?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "forward_5_with_trusted_current",
          "type": "verbatim",
          "text": "With trusted, current, easy-to-get data — what's the first thing you'd do differently?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "forward_6_any_ai_tools_your",
          "type": "verbatim",
          "text": "Any AI tools your team already experiments with (Copilot, ChatGPT)? Reaction to AI for data questions?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "group",
      "title": "7 · The Group Picture",
      "blurb": "Multi-entity only — ask at a cross-brand session or add per BU and compare.",
      "optional": true,
      "condition_note": "multi_entity",
      "questions": [
        {
          "id": "group_1_compared_to_another",
          "type": "verbatim",
          "text": "Compared to another brand's numbers (headcount, placements, revenue) — do the definitions match? What conversations would need to happen first?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "group_2_what_does_the",
          "type": "verbatim",
          "text": "What does the parent/group ask you to report up — format, frequency, detail?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "group_3_if_the_group_could",
          "type": "verbatim",
          "text": "If the group could see one consistent metric meaning the same thing everywhere, what should it be?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "group_4_cases_where_brand_figures",
          "type": "verbatim",
          "text": "Cases where brand figures don't quite make sense together — what's usually the explanation?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "group_5_a_consolidated_view_across",
          "type": "verbatim",
          "text": "A consolidated view across all brands on one screen — what's the first thing you'd want to know?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "tech",
      "title": "Technical / Architecture session",
      "blurb": "IT/data team audience (Pedro-led). Maps current state: systems, integrations, infrastructure, pain points, future state.",
      "audience": [
        "technical"
      ],
      "optional": true,
      "condition_note": "technical_session",
      "questions": [
        {
          "id": "tech_1_full_list_of_source",
          "type": "verbatim",
          "text": "Full list of source systems feeding the warehouse — and how the data actually gets there?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "tech_2_per_integration_method",
          "type": "verbatim",
          "text": "Per source: integration method (API/DMS/SSIS/flat file), who controls it, refresh frequency?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "tech_3_source_systems_you_lack",
          "type": "verbatim",
          "text": "Source systems you lack good visibility of — fragile or poorly documented?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "tech_4_walk_me_through_the",
          "type": "verbatim",
          "text": "Walk me through the warehouse architecture — layers and what happens at each?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "tech_5_how_many_etl_jobs",
          "type": "verbatim",
          "text": "How many ETL jobs, roughly? How monitored & maintained? Where does ETL fail most, and recovery time?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "tech_6_reporting_stack_tools",
          "type": "verbatim",
          "text": "Reporting stack — tools, who uses each, how connected to data? Report inventory & subscriptions management?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "tech_7_hosting_cloud",
          "type": "verbatim",
          "text": "Hosting — cloud / on-prem / hybrid? Separate dev environment? Source control & change management?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "tech_8_access_control_compliance_obliga",
          "type": "verbatim",
          "text": "Access control, compliance obligations, and any data quality / lineage gaps you're not confident about?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "tech_9_if_you_could_redesign",
          "type": "verbatim",
          "text": "If you could redesign the platform from scratch — keep / throw out / add? Discussions about Fabric or self-service?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        }
      ]
    }
  ],
  "grids": {},
  "outputs": [
    "Per-BU reporting picture",
    "Shadow reporting & manual workarounds surfaced",
    "Metric-definition inconsistencies named",
    "Governance reality vs paper",
    "Future-state & AI aspirations",
    "Feeds session reports + the final assessment report"
  ],
  "report_defaults": []
}