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Made small fixes and proofed analytical_lifecycle.qmd
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valentine-scroll authored Dec 19, 2024
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This version of the AQuA book is a preliminary ALPHA draft. It is still in development, and we are still working to ensure that it meets user needs.
This version of the AQuA Book is a preliminary ALPHA draft. It is still in development, and we are still working to ensure that it meets user needs.

The draft currently has no official status. It is a work in train and is subject to further revision and reconfiguration (possibly substantial change) before it is finalised.
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## Roles and responsibilities <a name="roles_and_responsibilities"></a>


Organisations may have their own titles for the main functional roles involved in analysis that are set out here.

Each role may be fulfilled by a team or committee of people. However, a single individual (for example, the chair of a committee) will have overall accountability for each role.
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Analytical projects typically start with customer engagement although other events may trigger analytical projects. Scoping ensures that an appropriate, common understanding of the problem is defined and that expectations are aligned with what can be produced. During this phase the commissioner plays an important role in communicating the questions to be addressed and working with the analyst to ensure the requirements and scope are defined and understood.

Where analysis requires multiple cycles, for example to develop, use and update analytical models, this phase may follow on from the delivery and communication phase. In these cases, the phase will concentrate on the scope of the questions to be addressed in the next stage of the analytical project.
Where analysis requires multiple cycles (for example to develop, use and update analytical models), this phase may follow on from the delivery and communication phase. In these cases, the phase will concentrate on the scope of the questions to be addressed in the next stage of the analytical project.

In this phase more effort may be needed to define the requirements and scope in this phase for research, evaluation or other projects that may need to seek a wider range of perspectives or for which subsequent phases and work may be provided through a product or service.

### Design

During the design phase, the analyst will convert the commission into an analytical plan. This will include the assurance required and ensuring the analysis is sufficient to answer the questions posed. This phase includes the communication and approval of plans produced, and some iteration between the commissioner and the analyst is to be expected as the analytical solution is developed and limitations understood.
During the design phase, the analyst will convert the commission into an analytical plan. This will include the assurance required and ensuring the analysis is sufficient to answer the questions posed. This phase includes the communication and approval of plans. Some iteration between the commissioner and the analyst is to be expected as the analytical solution is developed and limitations understood.

For larger projects or those that require multiple cycles, the design phase may include consideration of the staging of work over the whole scope of the project as well as the work required in each stage. Analysis plans for work that is dependent on insights from earlier stages may be high-level and necessitate a return to the design phase at a later date.

### Analysis

The analysis phase is where planned analysis is undertaken, and progress and relevance are monitored. During work, the design and plan may be amended to account for changing circumstances, emerging information or unexpected difficulties or limitations encountered. This phase also includes maintaining appropriate records of the analysis conducted, changes, decisions and assumptions made. In some cases the changes or limitations encountered may necessitate a return to either the scoping or design phase.
The analysis phase is where planned analysis is undertaken and progress and relevance are monitored. The design and plan may be amended to account for changing circumstances, emerging information or unexpected difficulties or limitations encountered. This phase also includes maintaining appropriate records of the analysis conducted, changes, decisions and assumptions made. In some cases the changes or limitations encountered may mean the scoping or design phase needes to be revisited.

Throughout this phase traceable documentation of the assurance activities undertaken shall also be produced.
Throughout this phase traceable documentation of the assurance activities that have been undertaken shall also be produced.

In larger analytical projects, some outputs of the analysis may be completed at different times as work develops and aspects of other phases may therefore take place concurrently.

### Delivery, communication and sign-off

During the delivery stage, insights and analytical assurances are communicated to the approver and the commissioner, These should be sufficiently understood in order for the approver and commissioner to determine whether the work has been appropriately assured and meets their requirements. Additional analysis and further assurance may be required as analytical projects frequently need further iteration or extension to satisfy the commissioner's needs.
During the delivery stage, insights and analytical assurances are communicated to the approver and the commissioner. These should be sufficiently understood for the approver and commissioner to determine whether the work has been appropriately assured and meets their requirements. Additional analysis and further assurance may be required as analytical projects frequently need further iteration or extension to satisfy the commissioner's needs.

Work in this stage can vary considerably depending on the commission, impact, approval processes and the nature of the project. Delivery and communication activities may include producing summary packs and reports, launching dashboards or websites and presentations.

After analysis results have been determined to meet the requirements, they are formally approved for dissemination during sign-off. Sign-off includes confirmation that the commission was met, documentation and evidence was captured and appropriate assurance was conducted. This approval may be phased as work develops and insights are produced.


## Maintenance and continuous review
The analytical lifecycle is not a linear process. Where analysis is used on an ongoing basis, all aspects of the lifecycle should be regularly updated. For example, consideration should be made as to whether:
The analytical lifecycle is not a linear process. Where analysis is used on an ongoing basis all aspects of the lifecycle should be regularly updated. For example, consideration should be made as to whether:

* the inputs used remain appropriate
* the initial communication methods remain the best way to deliver the information
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@valentine-scroll - looks good

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