Analytic Habits

Course details

Over the last 13+ years, I have identified a number of steps that elevate the quality of analytic work. When done habitually, these steps will professionalize the analysis, making it more error resistant, flexible and effective in answering the "question".

Most junior analysts have experienced the "oops" moments. My goal is to share with you what I wish someone taught me when I first started working as an analyst.

I have distilled the content into easy to remember sections to ensure that you gain a long lasting value from this course. Each section comes with supplemental material including poster for easy reminder and course reading that for reinforcements.

Course content:

1. Context
2. Preparations (filing system, inputs, model structure)
3. Building (calculations, testing/checking, documentation)
4. Output (results, presentation, iterations)

Why Habits? Habits drive your life, often subconsciously. Habits are actions that require little effort for you to do and are self-reinforcing.

Whether you decide to take this course, I'd like you to take away these four tips:

Take ownership and persevere.

Be self-aware.

Be curious, embrace change and have fun.

Make your mistakes fast, and be sure to learn from them.

In Summary

Goal - Help you learn and adopt good habits when doing analytic work.

Format - 40 mins of videos that introduce the principles and illustrate the principles through an example. Poster and Reading Materials for each section serves as cheat sheets for future reference and enforcement.

Target Audience - Beginner level analysts or Students who are about to enter the workforce (data, statistical, financial analyses)

This course is

not a training program on how to use MS Excel. We use Excel to illustrate the principles.

not hours on hours of lectures that are hard to remember. 40 minutes is all you need.