learn-marketing-analytics-with-phoebe / Partnership session 2 of 4
Learn Marketing Analytics with Phoebe · Partnership session 2 of 4

The ownership map: a request triage desk

Every week a data team serving marketing hears two complaints that sound opposite. "Why is data so slow?" and "Why won't data just do the market research?" They are the same complaint. Both come from asks that never had an owner written next to them. Tonight every ask gets three things: the knowledge it needs (the external market, internal evidence, or both), a RACI row, and, wherever data is consulted, a named deliverable with a date. Then 24 constructed asks from Kettle & Co's marketing lead, brand manager and BD lead land on a three-analyst month, and the bench shows what happens when the team says yes to all of them, no to all of the ones it does not own, or splits them by the map.

🔴 Bench Data analysts and data scientists who serve marketing, brand and BD Browser only, no code 45 min
0-3 · Welcome 3-14 · Three kinds of knowledge 14-40 · The triage desk, then the two models 40-45 · Q&A
Part 0

Where we start

Kettle & Co is a constructed direct-to-consumer tea brand: a marketing lead, a brand manager, a BD lead, and a data team of three. Every ask on this page is invented and so is every hour; what is real is the shape of the month, which anyone who has sat on a data team serving marketing will recognise. The stance argued here is that market research and market penetration strategy belong to marketing and BD, and that data is consulted on them with real deliverables. The reason is not tidiness. Whoever lives with the outcome owns the decision, and a data team that writes the strategy has quietly taken the decision away from the person who will be judged on it. The page also teaches the other model fairly, because some good teams run it.

🎫 Clear all three quiz questions to stamp your passport Live = presented in the 45 minutes Self-study = the full depth, after class ★ Bench = every number computed in your browser

★ What you walk out with tonight. A three-way tag you can put on any ask in ten seconds, a RACI matrix for 24 common marketing asks that you can print and adapt, the two failure modes named with their costs, and one sentence for the reason behind the split: data informs the bet; the business places it.

Part 1 · covers the three knowledge tags

External, internal, or both

8 min live

Before "who should do this", ask "what would somebody need to know to answer it". Some asks need knowledge of the market outside the company: what competitors charge, what a supermarket buyer wants, which tagline will land. Marketing and BD live in that world and own it. Some asks need evidence that exists only inside the company's own data: which search queries brought buyers, whether the newspaper feature moved branded search. Data owns those. And a third group needs both halves at once, which is where every ownership fight starts.

WHAT THE ASK NEEDS TO KNOW tag the knowledge first, then the owner follows from it · constructed Kettle & Co asks EXTERNAL MARKET marketing and BD own it competitor review the tagline brief agency rate deals research fieldwork INTERNAL EVIDENCE data owns it campaign readout query-to-revenue join churn dip by channel email holdout read BOTH split contract SPLIT ASKS: NEVER ONE OWNER, ALWAYS A WRITTEN SPLIT market sizing · ICP · channel readiness · creator sales · paid social lift · trade fair · brand tracker The tag is the knowledge the ask needs, not who asked loudest. The overlap is where most fights start.
🔍 Click to zoom - the saffron overlap is the only place where "who owns this" has no single answer, which is why it needs a contract instead
LiveThe ten-second tag, and what each tag implies4 min▶

External. The answer lives in the market: competitors, buyers, agencies, retailers, culture. Marketing or BD is accountable and usually responsible. Data is informed, or consulted for one narrow internal fact. "Review competitor X's new range" is external: the analyst has no privileged view of a competitor's shelf.

Internal. The answer lives in the company's own data: orders, sessions, sends, subscriptions, spend. Data is accountable and responsible; marketing is consulted on what decision the answer feeds. "Which search queries bring buyers?" is internal: only a join of search queries to orders can answer it, and marketing cannot easily build that join alone.

Both. The answer needs a market half and an evidence half. Market sizing needs a top-down figure from outside and a bottom-up figure from our own conversion and price data. An ideal customer profile needs BD's knowledge of who buys and our own retention by account type. These are the rows where a single owner is always wrong: give it all to BD and the evidence half is anecdote; give it all to data and the market half is guesswork by people who do not talk to buyers. How to build both halves of a sizing, and sign them separately, is the whole of Market Sizing for Data Teams, Business session 3 ↗.

Self-studyWhy tag the knowledge and not the requester3 min▶

A common shortcut is to route by who asked: everything from BD goes to the BD analyst, everything from brand goes to the survey person. It fails because the same requester sends all three kinds of ask in one week. Kettle & Co's BD lead sends an internal ask (why are office-tea trials not converting), a split ask (who is our ideal B2B customer) and an external ask dressed as a data request (write our supermarket penetration strategy) within ten working days. Routing by requester hides that; tagging by knowledge shows it.

The tag also survives reorganisations. People change roles; the fact that a competitor review needs knowledge of a competitor does not.

Real world

The penetration strategy that arrived as a data ticket. "Write our full UK supermarket penetration strategy" reaches the data team because it contains the words "data-driven" and a deadline. Tagged, it is external with one internal thread: the repeat rate, basket and price sensitivity of current UK online customers by region. Data delivers that thread in four modelled hours. Writing the whole strategy would take about forty, and would put the analyst in front of supermarket buyers they have never met. Constructed Kettle & Co example; the shape is common.

Build-along · the bench

The request triage desk

★ 20 min · the main event

Twenty-four asks land over one month of twenty working days. The team has three analysts and, after pipelines and maintenance, forty hours each for requests: 120 hours. Work the three rungs in order and say out loud what moved. Then change rows yourself: try owning the whole brand tracker, or redirecting the creator ask, and watch which column pays. Then press the break button.

Read it in this order. Hours against capacity first, then the data-owned asks that miss their date, then the decisions made on anecdote, then the match score. Every tile says "modelled" because the hours, due days and the queue rule are constructed. The rule is simple on purpose: the team works asks in the order they land, at six hours a working day, and nothing jumps the queue.

THE LADDER, AS THE ENGINE PRINTS IT DA hours asked of a 120-hour month · bar heights to scale · constructed asks, modelled hours 426 h 67 h 106 h capacity 120 h say yes to everything 9 data-owned asks late 0 decided on anecdote say no to anything not ours 0 data-owned asks late 9 decided on anecdote split by the RACI 0 late · 0 on anecdote 24 of 24 matched One analyst on leave, 80 hours: the rungs starve 10, 1 and 6 data-owned asks. The split needs re-planning, not abandoning.
🔍 Click to zoom - the two failure modes fail in different columns: one in hours, one in anecdote, and a dashboard that shows only hours will praise the second
LiveWhat the three rungs show, in the engine's own numbers5 min▶

Say yes to everything asks 426 hours of a 120-hour month. The team is not lazy and not slow; it is writing a penetration strategy (60 modelled hours), a market research study (40) and a brand tracker (28) while the campaign readout, the dashboard, the churn dip, the holdout read, the CAC table and the B2B funnel wait behind them. Nine of the twelve asks only data can do miss their date. Zero asks match the RACI, because taking all of an internal ask still means making the business decision that follows it.

Say no to anything not ours uses 67 hours and nothing is late. It looks like the best-run team in the building. It also leaves nine decisions to be made on anecdote: the creator budget, the Meta budget, the trade fair, the Japan research, the supermarket plan, the market size, the ICP, the Amazon launch and the brand tracker all go ahead without the internal half of their evidence. Fifteen of 24 asks match, because the internal and purely external rows are right and every split row is wrong.

Split by the RACI uses 106 hours, nothing is late, nothing is decided on anecdote, and all 24 match. It is not free: it costs 39 hours more than saying no, and those hours are the consulted deliverables. That is the price of "consulted" being a real job.

LiveThe break button: one analyst on leave4 min▶

Press it. Capacity drops by a third to 80 hours and the bench prints, for every rung, which data-owned asks now miss their date. Yes-to-everything starves ten. The split starves six: the campaign readout, the dashboard, the churn dip, the holdout read, the CAC table and the B2B funnel, all in the second half of the month, behind the consulted work. Say-no starves only one, the B2B funnel, and still leaves nine decisions on anecdote.

That result is the honest one and it is worth saying out loud: when capacity drops, the split does not survive unchanged. The answer is not to fall back to "no". It is to renegotiate the consulted deliverables in writing: the brand tracker read moves to next month, the Amazon evidence shrinks to the top five SKUs, and each requester hears it with a new date before the old date passes. Try it on the desk: set two of the split rows to a smaller scope by redirecting them, and read which column pays. Partnership session 4 writes the scripts for that conversation.

Part 2 · covers the two organisation models

Two honest models, and the reason for the split

6 min live

There are two defensible ways to organise this, and teams run both. In the first, a market insights function sits inside analytics: one team owns all the evidence, internal and external, and marketing and BD consume it. In the second, the split argued here, market knowledge stays with the people who work the market, internal evidence stays with data, and every split ask carries a written contract. Neither is universal law.

MODEL A · MARKET INSIGHTS INSIDE ANALYTICS MODEL B · THE SPLIT, WITH A CONTRACT marketing BD ANALYTICS OWNS ALL EVIDENCE BI and evidence market insights fixes: one owner for the evidence, split rows included and one place to ask, one method standard costs: analysts drift into owning strategy and research eats the capacity the internal asks needed marketing and BD market research strategy, decisions data internal evidence definitions, tests THE CONTRACT named deliverable + a date fixes: the decision stays with whoever lives with it and data capacity goes to what only data can do costs: a contract per split ask, and seams that somebody has to manage every quarter Both models are run by good teams. The argument for B is about who owns the outcome, not about who is cleverer.
🔍 Click to zoom - in model A the hatched box owns everything; in model B the saffron contract is the only thing the two sides share
LiveWhat model A fixes, and what it costs3 min▶

What it fixes. The split rows get one owner for the evidence, so market sizing does not arrive as two numbers from two teams that never met. Research method gets one standard: sample sizes, weighting and survey design are owned by people trained in them. Marketing and BD get one door to knock on.

What it costs. Two things, and the bench shows both. First, analysts drift from supplying evidence into owning the conclusion: the person who wrote the sizing model starts presenting the go or no-go, and the BD lead becomes an audience for their own strategy. Second, external research is expensive in hours and lands on the same capacity as the internal asks only data can do. The yes rung on the desk is model A without its own headcount.

Model A works best when the insights function is staffed separately from the analysts who own internal evidence, and when its remit is written as "evidence for the decision" rather than "the decision".

LiveThe reason for the split, in one line3 min▶

Data informs the bet; the business places it. The marketing lead will be judged on the Meta budget; the BD lead on the supermarket plan. If an analyst writes the plan, three things go wrong at once: the person accountable did not make the decision they are accountable for, the analyst is now defending a strategy instead of the evidence under it, and the next time the evidence disagrees with the plan, the analyst is marking their own homework.

Decision intelligence writers make a version of this point by separating the decision-maker's role from the analyst's; data mesh writers make another by treating ownership as a domain boundary that needs an explicit contract wherever two domains meet. Neither turns the split into a rule. The split is a choice, argued from who carries the outcome, and a team that chooses model A for good reasons is not wrong.

Part 3 · covers the RACI matrix and the real C

Consulted is a job with a deliverable

5 min live

RACI is the project manager's grid: responsible does the work, accountable owns the outcome and signs it off, consulted is asked before, informed is told after. Applied to the marketing and data boundary, its weak point is the C. An empty C, "data will be consulted", is how a split ask turns into either a forgotten ask or a full takeover three weeks later. A real C names the deliverable and the date.

THE SAME ASK, TWO RACI ROWS "Are we ready to launch on Amazon?" · Kettle & Co, constructed marketing ops data A / R C C an empty C: nothing named, no date it becomes a forgotten ask, or a takeover in week three A / R C C + deliverable SKU repeat rate and margin after marketplace fees, top 15 SKUs, by working day 18 the launch call stays with marketing Same letters, different job. The second row can be late, and so it can be managed; the first cannot even be late.
🔍 Click to zoom - the red cell is the empty C; the saffron cell is the same letter with a job attached
LiveThe matrix: 24 asks, tagged, with the C written out4 min▶

Print this block and adapt it to your own team. The hours are Kettle & Co's modelled hours; yours will differ. A is accountable, R responsible, C consulted, I informed. Where data is C, the deliverable column is the contract.

#AskTagRACIData's deliverableDA h
1Which search queries bring buyers?internalData A/R · Marketing CQuery-to-revenue join, top 20 by revenue6
2Followers up 40 percent: is TikTok working?internalData A/R · Brand CSocial-referred sessions and orders by month, next to followers4
3Which creators drove sales?bothMarketing A/R · Data C · Brand COrders and new customers by creator code and link5
4Did the newspaper feature move anything?internalData A/R · Brand CBranded search and direct sessions, before and after, against last year3
5Is paid brand search buying free clicks?internalData A/R · Marketing CBrand-term pause test, designed and read6
6Meta says ROAS 4.1: double the budget?bothMarketing A/R · Data C · Finance IHoldout design and incrementality read6
7Opens at 48 percent: is the subject line genius?internalData A/R · Marketing CClicks and orders per send; opens set aside2
8Which affiliates are coupon sites?internalData A/R · BD CNew vs returning and basket by affiliate5
9Was the trade fair worth it?bothBD A/R · Data CBadge scans matched to orders within 90 days3
10Negotiate the influencer agency's ratesexternalBrand A/R · Procurement C · Data INone0
11Market research on matcha drinkers in JapanexternalBD A/R · Agency R · Data CExisting Japan orders, repeat and search demand, one page3
12Write the UK supermarket penetration strategyexternalBD A/R · Data C · Marketing CRepeat, basket and price sensitivity by region4
13How big is the UK premium tea market for us?bothBD A · BD R top-down · Data R bottom-upBottom-up from our conversion, price and repeat5
14Who is our ideal B2B customer?bothBD A/R · Data R (evidence)Current B2B accounts by size, sector, 6-month retention5
15Are we ready to launch on Amazon?bothMarketing A/R · Data C · Ops CSKU repeat and margin after fees, top 154
16Autumn campaign results by FridayinternalData A/R · Marketing CReadout against the pre-agreed success metric6
17A weekly marketing dashboardinternalData A/R · Marketing COne decision per tile, definitions under each number10
18Subscriptions dipped in September: why?internalData A/R · Marketing CCancellations by channel and tenure against last year8
19Review competitor X's range and pricingexternalBrand A/R · Data INone0
20Run the brand tracking surveybothBrand A/R · Agency R · Data CWeighting and a significance read of the wave4
21Write the tagline brief for the rebrandexternalBrand A/R · Data INone0
22Read the email holdout testinternalData A/R · Marketing CTreated vs held-out orders with an interval4
23CAC and payback by channelinternalData A/R · Marketing C · Finance CCAC, 6-month margin and payback month by cohort8
24Why are office-tea trials not converting?internalData A/R · BD CTrial-to-paid funnel with the base under every stage5

  The RACI as a general project tool, including how to run the workshop that fills it, lives in Tech Project PMO, session 5 ↗. This page applies it to the marketing and data boundary only.

Self-studyThree rules for the matrix that are about behaviour, not letters3 min▶

One A per row. Two accountable owners is no accountable owner. On split rows, the A sits with the business side and data is R for its half, which is how market sizing reads "BD A, BD R top-down, data R bottom-up".

Every data C has a deliverable and a date. If you cannot name what data hands over, the C is decoration and should be an I.

Review the matrix when capacity changes. The break button showed that the right split at 120 hours starves six asks at 80. The matrix is a plan for a month, not a constitution.

Real world

The brand tracker nobody owned. A brand team commissions a tracking survey from an agency and asks the data team to "help with the analysis". Nobody writes down what help means. Three weeks later the analyst is rewriting the questionnaire, the agency is waiting, and the brand manager is reading a deck she did not shape. Written as a C with a deliverable, "weighting and a significance read of the wave, four modelled hours, by working day 19", the same ask is small, on time and still hers. Constructed example; the pattern is common.

Homework

Before Partnership session 3

30 min
  1. Tag your last ten asks from marketing, brand or BD as external, internal or both. Count each. If more than a third are "both", your team needs written contracts more than it needs headcount.
  2. Find one empty C in your own work: an ask where data was "consulted" with nothing named. Write the deliverable and the date it should have had.
  3. Run the desk with one change of your own: own the whole brand tracker (row 20) under the RACI rung and write down which column paid, and by how much.
  4. Bring one ask you are not sure how to tag. Partnership session 3 turns it into a scoped request with an intake template.
Check yourself

Three questions

Clear all three and Partnership session 2 gets stamped in your passport.

1 · BD asks the data team to "size the UK premium tea market for us". How should it be tagged and owned?

Sizing needs a market half and an evidence half. A single owner is wrong either way: all-BD leaves the evidence half to anecdote, all-data leaves the market half to people who do not talk to buyers.

2 · On the desk, "say no to anything not ours" uses 67 of 120 hours and nothing is late. Why is it still a failure?

The two failure modes fail in different columns. Yes-to-everything fails in hours and starves data-owned asks; no-to-everything fails in anecdote decisions, which no capacity view shows.

3 · With one analyst on leave, the RACI rung starves six data-owned asks and the say-no rung starves one. What is the right reading?

The engine reports what the queue does. The split was right at 120 hours and does not fit in 80; the fix is a renegotiated plan, which is Partnership session 4's pushback scripts, not a return to anecdote.

Sources covered

What this session teaches, and where it came from

✓The ladder: 426, 67 and 106 hours of 120; 9, 0 and 0 data-owned asks late; 0, 9 and 0 decisions on anecdote; 0, 15 and 24 of 24 matchedComputed by the bench engine on the constructed stream; a Python reference prints the same integers
✓The break button: at 80 hours the rungs starve 10, 1 and 6 data-owned asksComputed by the same engine; the queue rule and the hours are modelled
✓RACI: responsible, accountable, consulted, informed; one accountable per rowStandard project management practice; the general tool is taught in Tech Project PMO session 5
◐The decision-maker and analyst split; ownership as a domain boundary with a contractLenses from decision intelligence and data mesh writing, paraphrased, never quoted; the line "data informs the bet; the business places it" is this page's own phrasing
◐Model A, market insights inside analyticsTaught as a real alternative with its benefits and costs; no claim that either model is universal

Every fact on this page, and its verification tier, is recorded in the course's source map.

Partnership session 2 cheat sheet · pin this

Tag the knowledgeExternal market, internal evidence, or both. The owner follows from the tag, not from who asked.
Both means a contractSplit asks never have one owner. Business A, data R for the evidence half, written down.
A real CEvery data C names a deliverable and a date. A C you cannot name is an I.
Two failure modesYes to all: 426 of 120 hours, 9 owned asks late. No to all: 9 decisions on anecdote.
When capacity dropsRe-plan the consulted deliverables in writing. Do not fall back to "no".
The reasonData informs the bet; the business places it. Whoever lives with the outcome owns the decision.