Free Template

Data Maturity Assessment Template

Score your data maturity across 6 dimensions: Strategy, Infrastructure, Governance, Analytics, Culture, and Team. Same framework used in 50+ diagnostics

Used by 50+ companies
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Benchmark your organization’s data capabilities across 6 dimensions. Each dimension is scored 1-5. This is the same framework Valiotti Data uses in Phase 1 diagnostics with clients.

How to Use This Assessment

  1. Score each dimension honestly (1 = ad-hoc, 5 = optimized)
  2. Calculate your total and maturity level
  3. Identify the 2-3 lowest-scoring areas as priority focus
  4. Re-assess quarterly to track progress

Dimension 1: Data Strategy & Leadership

Score Description
1 No data strategy. Decisions made by gut. No data leadership role.
2 Informal data goals. Data managed by IT or engineering as side task.
3 Documented data strategy exists. Part-time data lead or fractional CDO.
4 Data strategy aligned with business OKRs. Dedicated data team with clear roadmap.
5 Data is a board-level topic. CDO reports to CEO. Data strategy reviewed quarterly.

Dimension 2: Data Infrastructure

Score Description
1 Data lives in spreadsheets and email. No centralized storage.
2 Basic database exists but no warehouse. Manual data exports.
3 Cloud data warehouse deployed. Automated ingestion for key sources.
4 Modern data stack (warehouse + ELT + transformation). All sources integrated.
5 Real-time and batch pipelines. Data mesh or federated architecture. Cost-optimized.

Dimension 3: Data Governance

Score Description
1 No documentation. No data ownership. No quality checks.
2 Some documentation exists but outdated. Ad-hoc quality fixes.
3 Data catalog started. PII classified. Basic quality monitoring.
4 Active data catalog. Automated quality checks. Clear ownership matrix.
5 Full data lineage. Automated compliance. Data contracts between teams.

Dimension 4: Analytics & BI

Score Description
1 No BI tool. Reports generated manually via spreadsheets.
2 BI tool exists but only analysts use it. Reports are request-based.
3 Self-serve dashboards available. Key metrics tracked consistently.
4 Embedded analytics in workflows. AB testing framework. Attribution model.
5 Predictive analytics and ML models in production. Real-time dashboards.

Dimension 5: Data Culture

Score Description
1 Decisions are opinion-based. “I think” dominates meetings.
2 Data referenced occasionally. Some people look at dashboards.
3 Key decisions require data backing. Exec team reviews metrics weekly.
4 Data literacy training for all teams. Data-driven OKRs at every level.
5 Experimentation culture. Everyone can query data. Data democratized.

Dimension 6: Data Team & Skills

Score Description
1 No data team. Engineering handles everything ad-hoc.
2 1 analyst or data engineer. No formal data team structure.
3 Small data team (2-4). Mix of analytics and engineering skills.
4 Structured data team with clear roles. Career paths defined.
5 Full data org with specializations. Data engineers, analysts, scientists, governance.

Maturity Levels

Total Score Level Recommendation
6-10 Ad-Hoc Start with a data diagnostic and strategy roadmap
11-15 Emerging Hire a Fractional CDO to accelerate foundation building
16-20 Defined Focus on governance, self-serve analytics, and team growth
21-25 Managed Optimize costs, implement advanced analytics and ML
26-30 Optimized Scale innovation, data mesh, real-time capabilities

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