Data & Business Intelligence Analysis — P1

Goal templates — Data & Business Intelligence Analysis — P1

Data Science & Analytics · Data & Business Intelligence Analysis · P1 — Entry-Level Professional

These are canon-derived frames, not advice: every line is either verbatim JobFrame canon text or a fixed template wrapping it. ⟨target⟩ / ⟨baseline⟩ / ⟨date⟩ are placeholders for the manager to fill in. Nothing here is generated by AI — rows are omitted, never invented, when the canon lacks the underlying field.

SMART goals

One row per canon core output / responsibility this level owns.

JFM responsibility (P1)

Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasks

Specific
Deliver: "Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasks"
Measurable
Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable
Scoped to this level's jfm complexity/problem-solving rubric: "Solves routine data-quality and report-formatting problems with standard, established answers."
Relevant
Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P1 — Entry-Level Professional.
Time-bound
⟨date⟩

JFM responsibility (P1)

Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined procedures

Specific
Deliver: "Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined procedures"
Measurable
Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable
Scoped to this level's jfm complexity/problem-solving rubric: "Solves routine data-quality and report-formatting problems with standard, established answers."
Relevant
Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P1 — Entry-Level Professional.
Time-bound
⟨date⟩

JFM responsibility (P1)

Performs data cleansing to remove inconsistencies, errors, and duplications from source datasets

Specific
Deliver: "Performs data cleansing to remove inconsistencies, errors, and duplications from source datasets"
Measurable
Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable
Scoped to this level's jfm complexity/problem-solving rubric: "Solves routine data-quality and report-formatting problems with standard, established answers."
Relevant
Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P1 — Entry-Level Professional.
Time-bound
⟨date⟩

JFM responsibility (P1)

Transforms data into a consistent, standardized format suitable for downstream analysis

Specific
Deliver: "Transforms data into a consistent, standardized format suitable for downstream analysis"
Measurable
Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable
Scoped to this level's jfm complexity/problem-solving rubric: "Solves routine data-quality and report-formatting problems with standard, established answers."
Relevant
Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P1 — Entry-Level Professional.
Time-bound
⟨date⟩

JFM responsibility (P1)

Builds basic reports and chart visualizations using BI tools under detailed instruction

Specific
Deliver: "Builds basic reports and chart visualizations using BI tools under detailed instruction"
Measurable
Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable
Scoped to this level's jfm complexity/problem-solving rubric: "Solves routine data-quality and report-formatting problems with standard, established answers."
Relevant
Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P1 — Entry-Level Professional.
Time-bound
⟨date⟩
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1. Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasks  [source: JFM responsibility (P1)]
   Specific:    Deliver: "Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasks"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Solves routine data-quality and report-formatting problems with standard, established answers."
   Relevant:    Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P1 — Entry-Level Professional.
   Time-bound:  ⟨date⟩

2. Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined procedures  [source: JFM responsibility (P1)]
   Specific:    Deliver: "Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined procedures"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Solves routine data-quality and report-formatting problems with standard, established answers."
   Relevant:    Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P1 — Entry-Level Professional.
   Time-bound:  ⟨date⟩

3. Performs data cleansing to remove inconsistencies, errors, and duplications from source datasets  [source: JFM responsibility (P1)]
   Specific:    Deliver: "Performs data cleansing to remove inconsistencies, errors, and duplications from source datasets"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Solves routine data-quality and report-formatting problems with standard, established answers."
   Relevant:    Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P1 — Entry-Level Professional.
   Time-bound:  ⟨date⟩

4. Transforms data into a consistent, standardized format suitable for downstream analysis  [source: JFM responsibility (P1)]
   Specific:    Deliver: "Transforms data into a consistent, standardized format suitable for downstream analysis"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Solves routine data-quality and report-formatting problems with standard, established answers."
   Relevant:    Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P1 — Entry-Level Professional.
   Time-bound:  ⟨date⟩

5. Builds basic reports and chart visualizations using BI tools under detailed instruction  [source: JFM responsibility (P1)]
   Specific:    Deliver: "Builds basic reports and chart visualizations using BI tools under detailed instruction"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Solves routine data-quality and report-formatting problems with standard, established answers."
   Relevant:    Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P1 — Entry-Level Professional.
   Time-bound:  ⟨date⟩

OKRs

Objectives from this level's core outputs; key results only where a real dimension or capability backs them.

JFM responsibility (P1)

Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasks

  • From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasks"
  • Evidence at this level's scope bar: "Own tasks within a defined component" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P1)

Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined procedures

  • From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined procedures"
  • Evidence at this level's autonomy bar: "Close supervision; work reviewed frequently" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P1)

Performs data cleansing to remove inconsistencies, errors, and duplications from source datasets

  • From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Performs data cleansing to remove inconsistencies, errors, and duplications from source datasets"
  • Evidence at this level's complexity bar: "Routine problems with known solutions" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P1)

Transforms data into a consistent, standardized format suitable for downstream analysis

  • From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Transforms data into a consistent, standardized format suitable for downstream analysis"
  • Evidence at this level's impact bar: "Own deliverables" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P1)

Builds basic reports and chart visualizations using BI tools under detailed instruction

  • From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Builds basic reports and chart visualizations using BI tools under detailed instruction"
  • Evidence at this level's decision rights bar: "Few independent decisions; escalates the rest" — ⟨target⟩ by ⟨date⟩
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Objective 1: Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasks  [source: JFM responsibility (P1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasks"
  KR2. Evidence at this level's scope bar: "Own tasks within a defined component" — ⟨target⟩ by ⟨date⟩

Objective 2: Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined procedures  [source: JFM responsibility (P1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined procedures"
  KR2. Evidence at this level's autonomy bar: "Close supervision; work reviewed frequently" — ⟨target⟩ by ⟨date⟩

Objective 3: Performs data cleansing to remove inconsistencies, errors, and duplications from source datasets  [source: JFM responsibility (P1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Performs data cleansing to remove inconsistencies, errors, and duplications from source datasets"
  KR2. Evidence at this level's complexity bar: "Routine problems with known solutions" — ⟨target⟩ by ⟨date⟩

Objective 4: Transforms data into a consistent, standardized format suitable for downstream analysis  [source: JFM responsibility (P1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Transforms data into a consistent, standardized format suitable for downstream analysis"
  KR2. Evidence at this level's impact bar: "Own deliverables" — ⟨target⟩ by ⟨date⟩

Objective 5: Builds basic reports and chart visualizations using BI tools under detailed instruction  [source: JFM responsibility (P1)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Builds basic reports and chart visualizations using BI tools under detailed instruction"
  KR2. Evidence at this level's decision rights bar: "Few independent decisions; escalates the rest" — ⟨target⟩ by ⟨date⟩

MBO areas

Key result areas from this level's responsibilities, each with a standard grounded in the canon leveling rubric where one exists.

AreaStandardTargetDue
Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasksConsistent with this level's jfm knowledge-application rubric: "Applies foundational SQL, data cleansing, and basic reporting skills to routine, developmental tasks under detailed instruction."⟨target⟩⟨date⟩
Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined proceduresConsistent with this level's jfm knowledge-application rubric: "Applies foundational SQL, data cleansing, and basic reporting skills to routine, developmental tasks under detailed instruction."⟨target⟩⟨date⟩
Performs data cleansing to remove inconsistencies, errors, and duplications from source datasetsConsistent with this level's jfm knowledge-application rubric: "Applies foundational SQL, data cleansing, and basic reporting skills to routine, developmental tasks under detailed instruction."⟨target⟩⟨date⟩
Transforms data into a consistent, standardized format suitable for downstream analysisConsistent with this level's jfm knowledge-application rubric: "Applies foundational SQL, data cleansing, and basic reporting skills to routine, developmental tasks under detailed instruction."⟨target⟩⟨date⟩
Builds basic reports and chart visualizations using BI tools under detailed instructionConsistent with this level's jfm knowledge-application rubric: "Applies foundational SQL, data cleansing, and basic reporting skills to routine, developmental tasks under detailed instruction."⟨target⟩⟨date⟩
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1. Area: Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasks  [source: JFM responsibility (P1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies foundational SQL, data cleansing, and basic reporting skills to routine, developmental tasks under detailed instruction."
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined procedures  [source: JFM responsibility (P1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies foundational SQL, data cleansing, and basic reporting skills to routine, developmental tasks under detailed instruction."
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Performs data cleansing to remove inconsistencies, errors, and duplications from source datasets  [source: JFM responsibility (P1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies foundational SQL, data cleansing, and basic reporting skills to routine, developmental tasks under detailed instruction."
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Transforms data into a consistent, standardized format suitable for downstream analysis  [source: JFM responsibility (P1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies foundational SQL, data cleansing, and basic reporting skills to routine, developmental tasks under detailed instruction."
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Builds basic reports and chart visualizations using BI tools under detailed instruction  [source: JFM responsibility (P1) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies foundational SQL, data cleansing, and basic reporting skills to routine, developmental tasks under detailed instruction."
   Target:   ⟨target⟩   Due: ⟨date⟩

Scorecard

Only perspectives with real canon backing are shown — no Financial or Customer perspective, since nothing in the canon grounds business-financial or customer measures for a role alone.

Internal process

  • "Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasks"⟨target⟩ by ⟨date⟩
  • "Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined procedures"⟨target⟩ by ⟨date⟩
  • "Performs data cleansing to remove inconsistencies, errors, and duplications from source datasets"⟨target⟩ by ⟨date⟩
  • "Transforms data into a consistent, standardized format suitable for downstream analysis"⟨target⟩ by ⟨date⟩
  • "Builds basic reports and chart visualizations using BI tools under detailed instruction"⟨target⟩ by ⟨date⟩

Role calibration

  • Meets the scope bar: "Own tasks within a defined component"⟨target⟩ by ⟨date⟩
  • Meets the autonomy bar: "Close supervision; work reviewed frequently"⟨target⟩ by ⟨date⟩
  • Meets the complexity bar: "Routine problems with known solutions"⟨target⟩ by ⟨date⟩
  • Meets the impact bar: "Own deliverables"⟨target⟩ by ⟨date⟩
  • Meets the decision rights bar: "Few independent decisions; escalates the rest"⟨target⟩ by ⟨date⟩
  • Meets the leadership bar: "None — building the craft"⟨target⟩ by ⟨date⟩
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Internal process
  - "Works under the supervision of senior analysts to assist with data cleaning, report generation, and basic data analysis tasks"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P1)]
  - "Gathers data from diverse sources such as databases, spreadsheets, and external APIs following defined procedures"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P1)]
  - "Performs data cleansing to remove inconsistencies, errors, and duplications from source datasets"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P1)]
  - "Transforms data into a consistent, standardized format suitable for downstream analysis"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P1)]
  - "Builds basic reports and chart visualizations using BI tools under detailed instruction"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P1)]

Role calibration
  - Meets the scope bar: "Own tasks within a defined component"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Scope)]
  - Meets the autonomy bar: "Close supervision; work reviewed frequently"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Autonomy)]
  - Meets the complexity bar: "Routine problems with known solutions"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Complexity)]
  - Meets the impact bar: "Own deliverables"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Impact)]
  - Meets the decision rights bar: "Few independent decisions; escalates the rest"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Decision rights)]
  - Meets the leadership bar: "None — building the craft"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Leadership)]