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Ad-hoc Analysis Plan

Structure how to approach an analysis question before diving in.

The prompt
I need to answer: [analysis question]. Help me plan the approach:
- The sub-questions to break it into
- Data needed and likely sources
- Comparisons/segments worth examining
- Pitfalls to watch (bias, confounders, small samples)

This is an analysis plan for me to execute and validate — not the analysis itself.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Data Analyst, Business Analyst, Data Scientist