learn-data-literacy-with-phoebe / Session 1 of 8
Learn Data Literacy with Phoebe · Session 1 of 8

Think in data: from numbers to decisions

The mental model under this whole course: what data actually is, how it climbs the ladder to become a decision, and how real analytics projects run. No tools, no code - just the thinking that separates leaders who use data from leaders who get used by it.

🟢 Foundation Execs & business leaders No prep needed 45 min live + self-study
0-3 · Welcome 3-18 · Concepts 18-40 · Apply-along 40-45 · Q&A
Part 0

Why this course exists

Every week someone slides a dashboard across the table and asks you to decide. Data literacy is not learning to code - it is knowing what that dashboard can and cannot tell you, which question to ask next, and when to push back. Over 8 sessions you will learn the language of data, the machinery behind it, the metrics that run internet, SaaS and e-commerce businesses, and just enough machine learning to be dangerous in the right way. Each session uses a real company story and a hands-on interactive exercise - no code anywhere.

Live - presented in session Self-study - read after class ★ Apply-along - interactive, everyone plays Real cases: Moneyball, Amazon, Tesco & more
★ What you walk out with today Three lenses you will use every working day: the four data types (and why the distinction matters at the board table), the data-to-action ladder that turns numbers into decisions, and the 7-step lifecycle every analytics project follows - so you know exactly where yours is stuck.
Part 1 · the raw material

What data actually is 5 min live

"Data" covers your ERP tables, last quarter's NPS free-text, and the security camera feed in the warehouse. Those are wildly different materials, and they cost wildly different amounts to turn into decisions. Two carves matter: how structured it is, and what kind of measurement it holds.

Carve 1 · How structured? Structured rows & columns: orders, invoices, CRM fields - cheap to analyze Semi-structured JSON events, emails with fields, web logs - needs shaping first Unstructured review text, call audio, images - ~80% of company data, hardest Carve 2 · What kind of measurement? Nominal categories: region, channel Ordinal ranked: NPS 1-5, seat tier Interval even steps, no true zero: dates Ratio true zero: revenue, units, time Why you care: averaging NPS categories is bad math · "2x revenue" makes sense (ratio), "2x satisfaction" does not (ordinal) Rule of thumb: the less structure, the more cost between you and an answer. Budget accordingly.
🔍 Click to zoom - two carves that price every data request you will ever make
LiveStructured, semi-structured, unstructured3 min▶

Structure decides cost and speed. When you ask "can we analyze what customers complain about?", you are asking someone to turn unstructured text into structured categories first - that is real work, and knowing it buys you realistic timelines.

  • Structured - already rows and columns. Orders, payments, inventory. An analyst answers questions about it in hours.
  • Semi-structured - has labels but not a fixed table: app events, JSON payloads, emails. Days, not hours.
  • Unstructured - text, audio, images. Most of what a company stores, least of what it uses. Session 7 shows the basic trick (sentiment analysis); the fancy tricks are the AI literacy course.
Real world

Moneyball started as a structure advantage: the 2002 Oakland A's could not outspend the Yankees, so they out-analyzed them - decades of structured play-by-play stats revealed that on-base percentage, not batting average, predicted runs. The insight was sitting in tables everyone already had. Same data, better question, playoff run on one-third the payroll.

Self-studyThe four measurement levels, and the mistakes they prevent2 min read▶

Nominal, ordinal, interval, ratio - a 1946 psychology paper (Stevens) that still decides which math is legal on which column.

LevelExampleLegal mathClassic mistake
Nominalregion, payment methodcounts, mode"average region" - meaningless
OrdinalNPS bucket, support tiermedian, rankingaveraging 1-5 ratings as if the gaps were equal
Intervaldates, temperaturedifferences"March is twice February" - no true zero
Ratiorevenue, units, durationeverything incl. ratiosrare - this one is safe

The exec takeaway: when a slide averages an ordinal scale ("satisfaction is 3.7"), treat it as a rough signal, not arithmetic truth - and feel free to say so.

Part 2 · the climb that pays

Data → information → insight → action 5 min live

Data has zero value until it changes a decision. The ladder is the whole business case for analytics in four rungs - and the reason most dashboards disappoint: they stop at rung two.

Data 50,000 raw checkout events, one row each Information "cart abandonment was 71% last month" - summarized Insight "abandonment hits 84% when shipping cost appears late" Action show shipping on product page; re-measure in 4 weeks The test between every rung: "So what?" - if a slide cannot answer it, it has not climbed. Dashboards live on rung 2. Analysts earn salaries on rung 3. Leaders earn theirs on rung 4. Value only exists at the top: no action, no return - however pretty the chart.
🔍 Click to zoom - the ladder, walked by one e-commerce example
LiveClimbing the ladder (and where climbs stall)3 min▶
  • Data → information: aggregation. Counting, averaging, grouping. Machines do this well - it is the cheap rung.
  • Information → insight: comparison and surprise. An insight is information that changes what you believe: a segment that behaves differently, a trend that broke, a cause behind a number. This rung needs a human question.
  • Insight → action: a decision with an owner and a date. The most skipped rung in corporate life - meetings end at "interesting" instead of "therefore".
  • The loop-back: every action creates new data. Session 8 turns this into a management routine.
The exec move When shown any chart, ask the ladder question: "What does this change?" You will be amazed how often the honest answer is "nothing" - and how fast your meetings improve once that answer becomes unacceptable.
Self-studyWhen data climbs too far: the Target lesson2 min read▶

The ladder has a guardrail. In 2012, Target's statisticians built a pregnancy-prediction score from shopping patterns (unscented lotion, supplements, cotton balls) and mailed baby coupons - famously reaching a teenager before her father knew. The analytics worked perfectly; the action was the failure. Data literacy includes rung-4 judgment: just because data supports an action does not mean the action is wise, legal, or kind. Ask "how would this feel published on the front page?" before shipping the campaign.

Part 3 · how the work actually runs

The analytics project lifecycle 5 min live

Every analytics project - a churn study, a pricing review, an ML model - walks the same seven steps. Industry calls the formal version CRISP-DM; you just need the plain-language loop, because the step that fails is almost never the math.

1 · Business question "why did Q3 margin slip?" 2 · Get the data find it, request it, join it 3 · Clean & prepare ~60-80% of project time 4 · Analyze / model EDA, stats, maybe ML 5 · Insight the "therefore" sentence 6 · Act decision, owner, date 7 · Measure impact did the needle move? loop: new questions Where projects really die: step 1 (vague question), step 3 (dirty data nobody budgeted for), step 6 (insight lands, nobody owns the action). The math in step 4 is almost never the problem. Fund steps 1, 3 and 6 like the bottlenecks they are.
🔍 Click to zoom - seven steps, three classic failure points, one loop
LiveWhere to spend YOUR attention as a leader3 min▶
  • Step 1 is yours. "Look into churn" produces a wandering month. "Which customer segments churned most last quarter, and what did they have in common?" produces an answer. Sharp questions are the cheapest analytics investment that exists.
  • Step 3 explains the timeline. Cleaning and joining data is 60-80% of real project time - the famous, unglamorous truth. When an analyst says "two weeks", this is where it goes.
  • Step 6 is where ROI lives or dies. An insight without an owner and a date is a screensaver. End every readout by assigning both.
  • Step 7 closes the loop: the action you took becomes the next experiment. That habit - act, measure, adjust - IS a data culture; everything else is decoration.
Real world

The A's again, one level up: Moneyball was not one insight but a lifecycle on repeat - question (undervalued skills?), data (play-by-play history), analysis (OBP wins games), action (sign the walkers nobody wanted), measure (wins per dollar), new question. Twenty years later every major sports franchise runs this loop as a department.

Self-studyThe cast: who does what in a data team2 min read▶
RoleOwnsAsk them for
Data engineer (DE)pipelines, the plumbing (Session 2)"can we get this data flowing reliably?"
Data analyst (DA)steps 2-5: queries, EDA, dashboards"what happened, where, to whom?"
Data scientist (DS)step 4 heavy lifting: models, forecasts (Sessions 6-7)"what will happen? what drives it?"
BI / analytics engineermetrics layer, self-serve dashboards (Sessions 4-5)"one agreed number everyone trusts"

Small companies collapse all four into one heroic human. Knowing the hats exist keeps your requests fair - and tells you who is missing when everything feels slow.

Apply-along 1 of 3

Inventory your own data ★ 6 min · everyone lists

Two minutes solo: list 5 data assets your business touches every week (order table, support tickets, reviews, web traffic, payroll - anything).

Tag each one: structured, semi-structured, or unstructured. Then tag the measurement level of its key column (nominal / ordinal / interval / ratio).

Compare with a neighbor: which of your ten combined assets is the most valuable AND least used? (Almost every pair finds one - usually unstructured review or support text.)

Keep the list. Session 2 asks where each asset physically lives; Session 7 shows what basic ML squeezes out of the text ones.

Apply-along 2 of 3

Climb the ladder yourself ★ 8 min · everyone sorts

Six statements from one e-commerce company. Place each on its rung. The distinctions feel obvious until statement four.

The debrief question Look at your own weekly reports: how many lines are rung 2 (information) dressed as rung 3 (insight)? The fix is one added sentence: "which means we should...".
Apply-along 3 of 3

Autopsy one real decision ★ 8 min · everyone maps

Pick a decision your company made in the last quarter that involved data (a price change, a campaign, a hire, a kill).

Walk it through the 7 steps: what was the question? what data? who cleaned it? what analysis? what was the insight sentence? who owned the action? and the honest one - did anyone measure the impact afterward?

Mark where the walk broke down. In most rooms, 70%+ break at step 1 (no sharp question) or step 7 (no follow-up measurement).

Write one sentence you will say at the next such meeting to fix your broken step. That sentence is today's real deliverable.

Real world

Amazon institutionalized step 7 as the Weekly Business Review: every important action becomes a metric someone re-reads next week, out loud, against expectations. Session 8 builds you a lightweight version.

After the session

This week ◐ 25 min total

Check yourself

Three questions before you go 🎯 ◐ 90 seconds

1 · "Customer satisfaction averages 3.7 on our 1-5 survey." What should a data-literate leader flag?

Ordinal scales rank, they do not measure distance. The gap between "4" and "5" may be a chasm while "2" to "3" is a shrug. Medians and distributions tell the honest story.

2 · "Cart abandonment was 71% last month" is on which rung of the ladder?

Aggregation makes information. It becomes insight only when a comparison adds a "because" or a "which means" - like the shipping-cost finding.

3 · Your analyst says the churn study needs three weeks and you are surprised. Where is most of that time statistically going?

The unglamorous truth of the lifecycle: joining, deduplicating and fixing data dwarfs the analysis itself. Fund the plumbing (Session 2) and the three weeks becomes one.

Source material

Concepts covered & their origins

This course teaches the working 80% of each idea and credits the canon - the books and papers stay the deep end for anyone who wants more.

✓Data types: structure carvestructured / semi / unstructured - Part 1 + Apply-along 1
✓Measurement levels (Stevens, 1946)nominal / ordinal / interval / ratio + the legal-math table - Part 1
✓Data → information → insight → action (DIKW tradition)the ladder, the so-what test - Part 2 + Apply-along 2
✓Analytics lifecycle (CRISP-DM, 1996, plain-language)7 steps, 3 failure points - Part 3 + Apply-along 3
◐Data team rolesself-study card - DE returns in Session 2, DS in Sessions 6-7
◐Responsible use (the Target case)self-study guardrail - full ethics treatment deferred to the AI literacy course

Session 1 cheat sheet · pin this

Structure = costStructured answers in hours, semi-structured in days, unstructured needs real investment. ~80% of company data is unstructured and unused.
Measurement levelsNominal (categories) · ordinal (ranks - do not average!) · interval (no true zero) · ratio (safe for all math).
The ladderData → information → insight → action. Test every rung with "so what?". Value exists only at the top.
The exec question"What does this chart change?" - ask it of every slide. Information dressed as insight dies on contact with it.
7-step lifecycleQuestion → get data → clean (60-80% of time!) → analyze → insight → act (owner + date) → measure. Projects die at 1, 3 and 6.
Your rungsStep 1 (sharp questions) and step 6 (owned actions) belong to leaders, not analysts. Fund step 3 without complaining.