← Data & Business Intelligence Analysis — P2

Goal templates — Data & Business Intelligence Analysis — P2

Data Science & Analytics · Data & Business Intelligence Analysis · P2 — Developing 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 (P2)

Takes on independent data analysis, report creation, and dashboard development for defined business areas

Specific: Deliver: "Takes on independent data analysis, report creation, and dashboard development for defined business areas"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Handles moderately complex problems—identifying trends and correlations—using defined procedures and some routine independence."
Relevant: Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P2 — Developing Professional.
Time-bound: ⟨date⟩

JFM responsibility (P2)

Writes SQL queries to collect, process, and analyze datasets from various sources

Specific: Deliver: "Writes SQL queries to collect, process, and analyze datasets from various sources"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Handles moderately complex problems—identifying trends and correlations—using defined procedures and some routine independence."
Relevant: Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P2 — Developing Professional.
Time-bound: ⟨date⟩

JFM responsibility (P2)

Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau

Specific: Deliver: "Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Handles moderately complex problems—identifying trends and correlations—using defined procedures and some routine independence."
Relevant: Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P2 — Developing Professional.
Time-bound: ⟨date⟩

JFM responsibility (P2)

Works with business stakeholders to gather requirements and track KPIs

Specific: Deliver: "Works with business stakeholders to gather requirements and track KPIs"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Handles moderately complex problems—identifying trends and correlations—using defined procedures and some routine independence."
Relevant: Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P2 — Developing Professional.
Time-bound: ⟨date⟩

JFM responsibility (P2)

Identifies trends, patterns, and correlations and creates visualizations that communicate findings

Specific: Deliver: "Identifies trends, patterns, and correlations and creates visualizations that communicate findings"
Measurable: Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
Achievable: Scoped to this level's jfm complexity/problem-solving rubric: "Handles moderately complex problems—identifying trends and correlations—using defined procedures and some routine independence."
Relevant: Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P2 — Developing Professional.
Time-bound: ⟨date⟩

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1. Takes on independent data analysis, report creation, and dashboard development for defined business areas  [source: JFM responsibility (P2)]
   Specific:    Deliver: "Takes on independent data analysis, report creation, and dashboard development for defined business areas"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Handles moderately complex problems—identifying trends and correlations—using defined procedures and some routine independence."
   Relevant:    Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P2 — Developing Professional.
   Time-bound:  ⟨date⟩

2. Writes SQL queries to collect, process, and analyze datasets from various sources  [source: JFM responsibility (P2)]
   Specific:    Deliver: "Writes SQL queries to collect, process, and analyze datasets from various sources"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Handles moderately complex problems—identifying trends and correlations—using defined procedures and some routine independence."
   Relevant:    Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P2 — Developing Professional.
   Time-bound:  ⟨date⟩

3. Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau  [source: JFM responsibility (P2)]
   Specific:    Deliver: "Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Handles moderately complex problems—identifying trends and correlations—using defined procedures and some routine independence."
   Relevant:    Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P2 — Developing Professional.
   Time-bound:  ⟨date⟩

4. Works with business stakeholders to gather requirements and track KPIs  [source: JFM responsibility (P2)]
   Specific:    Deliver: "Works with business stakeholders to gather requirements and track KPIs"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Handles moderately complex problems—identifying trends and correlations—using defined procedures and some routine independence."
   Relevant:    Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P2 — Developing Professional.
   Time-bound:  ⟨date⟩

5. Identifies trends, patterns, and correlations and creates visualizations that communicate findings  [source: JFM responsibility (P2)]
   Specific:    Deliver: "Identifies trends, patterns, and correlations and creates visualizations that communicate findings"
   Measurable:  Move the metric this drives from ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩.
   Achievable:  Scoped to this level's jfm complexity/problem-solving rubric: "Handles moderately complex problems—identifying trends and correlations—using defined procedures and some routine independence."
   Relevant:    Advances the Data Science & Analytics · Data & Business Intelligence Analysis mandate for a P2 — Developing 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 (P2)

Takes on independent data analysis, report creation, and dashboard development for defined business areas

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Takes on independent data analysis, report creation, and dashboard development for defined business areas"
Evidence at this level's scope bar: "Defined deliverables / small features" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P2)

Writes SQL queries to collect, process, and analyze datasets from various sources

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Writes SQL queries to collect, process, and analyze datasets from various sources"
Evidence at this level's autonomy bar: "General supervision; reviewed at milestones" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P2)

Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau"
Evidence at this level's complexity bar: "Some non-routine problems; applies established patterns" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P2)

Works with business stakeholders to gather requirements and track KPIs

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Works with business stakeholders to gather requirements and track KPIs"
Evidence at this level's impact bar: "Own and immediate-team deliverables" — ⟨target⟩ by ⟨date⟩

JFM responsibility (P2)

Identifies trends, patterns, and correlations and creates visualizations that communicate findings

From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Identifies trends, patterns, and correlations and creates visualizations that communicate findings"
Evidence at this level's decision rights bar: "Routine technical choices within guidance" — ⟨target⟩ by ⟨date⟩

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Objective 1: Takes on independent data analysis, report creation, and dashboard development for defined business areas  [source: JFM responsibility (P2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Takes on independent data analysis, report creation, and dashboard development for defined business areas"
  KR2. Evidence at this level's scope bar: "Defined deliverables / small features" — ⟨target⟩ by ⟨date⟩

Objective 2: Writes SQL queries to collect, process, and analyze datasets from various sources  [source: JFM responsibility (P2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Writes SQL queries to collect, process, and analyze datasets from various sources"
  KR2. Evidence at this level's autonomy bar: "General supervision; reviewed at milestones" — ⟨target⟩ by ⟨date⟩

Objective 3: Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau  [source: JFM responsibility (P2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau"
  KR2. Evidence at this level's complexity bar: "Some non-routine problems; applies established patterns" — ⟨target⟩ by ⟨date⟩

Objective 4: Works with business stakeholders to gather requirements and track KPIs  [source: JFM responsibility (P2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Works with business stakeholders to gather requirements and track KPIs"
  KR2. Evidence at this level's impact bar: "Own and immediate-team deliverables" — ⟨target⟩ by ⟨date⟩

Objective 5: Identifies trends, patterns, and correlations and creates visualizations that communicate findings  [source: JFM responsibility (P2)]
  KR1. From ⟨baseline⟩ to ⟨target⟩ by ⟨date⟩ — tied to: "Identifies trends, patterns, and correlations and creates visualizations that communicate findings"
  KR2. Evidence at this level's decision rights bar: "Routine technical choices within guidance" — ⟨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.

Area	Standard	Target	Due
Takes on independent data analysis, report creation, and dashboard development for defined business areas	Consistent with this level's jfm knowledge-application rubric: "Applies SQL querying, data modeling, and BI tooling to conventional analysis and dashboard tasks with judgment in familiar contexts."	⟨target⟩	⟨date⟩
Writes SQL queries to collect, process, and analyze datasets from various sources	Consistent with this level's jfm knowledge-application rubric: "Applies SQL querying, data modeling, and BI tooling to conventional analysis and dashboard tasks with judgment in familiar contexts."	⟨target⟩	⟨date⟩
Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau	Consistent with this level's jfm knowledge-application rubric: "Applies SQL querying, data modeling, and BI tooling to conventional analysis and dashboard tasks with judgment in familiar contexts."	⟨target⟩	⟨date⟩
Works with business stakeholders to gather requirements and track KPIs	Consistent with this level's jfm knowledge-application rubric: "Applies SQL querying, data modeling, and BI tooling to conventional analysis and dashboard tasks with judgment in familiar contexts."	⟨target⟩	⟨date⟩
Identifies trends, patterns, and correlations and creates visualizations that communicate findings	Consistent with this level's jfm knowledge-application rubric: "Applies SQL querying, data modeling, and BI tooling to conventional analysis and dashboard tasks with judgment in familiar contexts."	⟨target⟩	⟨date⟩

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1. Area: Takes on independent data analysis, report creation, and dashboard development for defined business areas  [source: JFM responsibility (P2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies SQL querying, data modeling, and BI tooling to conventional analysis and dashboard tasks with judgment in familiar contexts."
   Target:   ⟨target⟩   Due: ⟨date⟩

2. Area: Writes SQL queries to collect, process, and analyze datasets from various sources  [source: JFM responsibility (P2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies SQL querying, data modeling, and BI tooling to conventional analysis and dashboard tasks with judgment in familiar contexts."
   Target:   ⟨target⟩   Due: ⟨date⟩

3. Area: Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau  [source: JFM responsibility (P2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies SQL querying, data modeling, and BI tooling to conventional analysis and dashboard tasks with judgment in familiar contexts."
   Target:   ⟨target⟩   Due: ⟨date⟩

4. Area: Works with business stakeholders to gather requirements and track KPIs  [source: JFM responsibility (P2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies SQL querying, data modeling, and BI tooling to conventional analysis and dashboard tasks with judgment in familiar contexts."
   Target:   ⟨target⟩   Due: ⟨date⟩

5. Area: Identifies trends, patterns, and correlations and creates visualizations that communicate findings  [source: JFM responsibility (P2) — reused, no distinct responsibility content]
   Standard: Consistent with this level's jfm knowledge-application rubric: "Applies SQL querying, data modeling, and BI tooling to conventional analysis and dashboard tasks with judgment in familiar contexts."
   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

"Takes on independent data analysis, report creation, and dashboard development for defined business areas"→ ⟨target⟩ by ⟨date⟩
"Writes SQL queries to collect, process, and analyze datasets from various sources"→ ⟨target⟩ by ⟨date⟩
"Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau"→ ⟨target⟩ by ⟨date⟩
"Works with business stakeholders to gather requirements and track KPIs"→ ⟨target⟩ by ⟨date⟩
"Identifies trends, patterns, and correlations and creates visualizations that communicate findings"→ ⟨target⟩ by ⟨date⟩

Role calibration

Meets the scope bar: "Defined deliverables / small features"→ ⟨target⟩ by ⟨date⟩
Meets the autonomy bar: "General supervision; reviewed at milestones"→ ⟨target⟩ by ⟨date⟩
Meets the complexity bar: "Some non-routine problems; applies established patterns"→ ⟨target⟩ by ⟨date⟩
Meets the impact bar: "Own and immediate-team deliverables"→ ⟨target⟩ by ⟨date⟩
Meets the decision rights bar: "Routine technical choices within guidance"→ ⟨target⟩ by ⟨date⟩
Meets the leadership bar: "May guide interns"→ ⟨target⟩ by ⟨date⟩

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Internal process
  - "Takes on independent data analysis, report creation, and dashboard development for defined business areas"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P2)]
  - "Writes SQL queries to collect, process, and analyze datasets from various sources"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P2)]
  - "Develops and maintains data models, reports, and dashboards using BI tools such as Power BI or Tableau"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P2)]
  - "Works with business stakeholders to gather requirements and track KPIs"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P2)]
  - "Identifies trends, patterns, and correlations and creates visualizations that communicate findings"  →  ⟨target⟩ by ⟨date⟩   [source: JFM responsibility (P2)]

Role calibration
  - Meets the scope bar: "Defined deliverables / small features"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Scope)]
  - Meets the autonomy bar: "General supervision; reviewed at milestones"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Autonomy)]
  - Meets the complexity bar: "Some non-routine problems; applies established patterns"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Complexity)]
  - Meets the impact bar: "Own and immediate-team deliverables"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Impact)]
  - Meets the decision rights bar: "Routine technical choices within guidance"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Decision rights)]
  - Meets the leadership bar: "May guide interns"  →  ⟨target⟩ by ⟨date⟩   [source: level dimension (Leadership)]