Data Collection Plan

A data collection plan is where you house all your information about where you got your data and details about it.

When working on a project that has a data element you should make sure to include this artifact.


Benefits:

  • Everyone involved with the project can read the plan and collect the data to run their own analysis

  • Can capture baseline data location, source, and frequency and compare it to after-implementation data.


Included in the Data Collection Plan


Workbook information:

Report Name:

What is the specific name of the report you are getting your information from?

Sheet/Tab:
Which specific excel sheet or tab is the information on?

Description of Report:
What is the report for? What information does it contain?


Data Source

Where does the data live:

What system(s)?


Collection Method

Who will collect the data:

How often do you collect the data?


When

What is the timespan you are looking at:

What is the date range of the report needed?


Measurement System

How do you confirm the data is accurate:

Verify data with another report. Check the data against another source.

Example of what a plan can look like.










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