ROLE-BASED LEARNING

Roles

Learning built around the job you do, from a first job with data to data leadership.

WHY ROLE-BASED

Why Learning Is Organised by Role

Most data training teaches the subject. Insyt teaches the job, because that is what decides whether any of it gets used on Monday.

Training only counts if it transfers1

Decades of research on training transfer find that what people do differently at work, not what they scored in the course, is the real measure. The closer the training is to the job, the more of it survives contact with real work.

Relevance is a design choice1

Transfer depends on three things: the learner, the workplace, and how the training is designed. Job relevance and chances to practise are the parts a course can control, so Insyt builds both in from the start.

The same word means different things

Churn is a warning sign to a manager, a definition question to an analyst and a valuation risk to a director. One generic explanation serves none of them well, so every glossary term is written for each role.

Nobody has time for the whole subject

Very few people need all of data. They need the part their job touches, in the order their job needs it, which is what a role programme gives you.

Sources: 1Baldwin, T. T. and Ford, J. K. (1988), ‘Transfer of Training: A Review and Directions for Future Research’, Personnel Psychology 41(1), 63–105, which sets out training design, trainee characteristics and the work environment as the determinants of transfer, and names job relevance and opportunities to practise among the design factors. 2Thorndike, E. L. and Woodworth, R. S. (1901) on identical elements: transfer improves as training conditions resemble the setting the skill will be used in.

SEVENTEEN ROLES

Find the Role Closest to Your Job

Every programme on Insyt is written for one role, so you learn what your job actually needs and skip what it does not. Pick the role closest to yours, and the lessons, practice and glossary terms all follow from it. More roles are being written, including data engineering, data science and AI.Tell us which to write next

What the levels mean

1 Awaremet the word, cannot use it yet 2 Workingread and question what others produce 3 Buildingmake things others use, with guidance 4 Fluentwork unaided and make trade-offs 5 Leadingset the approach others follow

Each card shows where a role starts and where it takes you, for example Level 1 → 2. Roles are grouped by area, and within each area the gentlest starting point comes first. Five start at Level 1, assuming nothing, and several carry on to Level 5, including Senior Leaders, Data Architects and Data Governance Leads.How the levels work

New to Business

Level 1 → 2 · Aware to Working

Learn the fundamentals so the numbers you see at work make sense from your first day in the job.

Business

Finance & Commercial Teams

Level 1 → 4 · Aware to Fluent

Plan, forecast and explain the numbers behind budgets, margins and investment decisions.

Business

Operations Teams

Level 1 → 4 · Aware to Fluent

Plan and run day-to-day operations using service, stock, capacity and quality measures.

Business

Business Analysts

Level 2 → 4 · Working to Fluent

Turn business needs into clear requirements, and use data to show what should change.

Business

People Managers

Level 1 → 3 · Aware to Building

Read team reports with confidence, set clear goals and use data in everyday decisions.

Leadership

Senior Leaders

Level 3 → 5 · Building to Leading

Set direction with trusted data, challenge the numbers and build a data-confident organisation.

Leadership

Report Builders

Level 1 → 3 · Aware to Building

Build the reports and dashboards your team relies on, in Excel or Power BI, and make them easy to trust.

Analytics

Data & BI Analysts

Level 2 → 4 · Working to Fluent

Turn raw data into reports and dashboards that answer real business questions.

Analytics

Marketing & Growth Analysts

Level 2 → 4 · Working to Fluent

Measure campaigns, channels and customer value to show what really drives growth.

Analytics

Analytics Engineers

Level 3 → 5 · Building to Leading

Clean and organise data so reports are accurate and everyone trusts the numbers.

Analytics

Product Owners

Level 2 → 3 · Working to Building

Turn priorities into a clear backlog and make sure what the team delivers creates value.

Product

Product Managers

Level 2 → 4 · Working to Fluent

Set product direction and use data to decide what gets built next and why.

Product

Information Architects

Level 3 → 5 · Building to Leading

Organise information and content so people and systems can find, understand and trust it.

Architecture

Data Architects

Level 4 → 5 · Fluent to Leading

Plan how an organisation’s data is stored, connected and kept secure.

Architecture

Risk & Compliance Analysts

Level 3 → 4 · Building to Fluent

Monitor risks, controls and regulations, and show the evidence that they are working.

Governance & Risk

Data Governance Leads

Level 3 → 5 · Building to Leading

Set ownership, standards and quality rules so data can be trusted across the organisation.

Governance & Risk

Data Privacy Officers

Level 3 → 5 · Building to Leading

Protect personal data, handle rights requests and keep the organisation on the right side of privacy law.

Governance & Risk
NOT SURE YET

New to Working with Data?

Start with Data Basics

The first skill path: eight lessons on the ideas behind every report, for anyone at Level 1.

Open Data Basics

Data & Business Glossary

657 terms, each with an explanation written for every one of the seventeen roles.

Open the glossary
WHAT ROLE-BASED MEANS

The Same Idea, Told for Your Role

Take churn, the share of customers who stop buying. The definition never changes. What you should do about it does.

New to BusinessChurn is the share of customers who stop buying. Track it monthly and look for the reason behind changes.Business
People ManagersAsk why customers leave, not just how many, so action targets the real causes.Leadership
Senior LeadersChurn is a direct threat to growth and valuation, so understand what drives it.Leadership
Data & BI AnalystsAgree whether churn counts customers or revenue before you report it.Analytics
Data ScientistsChurn is a classification problem. Check for data leakage before trusting the accuracy.Analytics
Open the glossary

Build Your Confidence with Data

Start where it helps most today, and come back for the rest.