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.trae/skills/planning-with-files/templates/analytics_task_plan.md

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+# Task Plan: [Analytics Project Description]
+<!--
+  WHAT: Roadmap for a data analytics or exploration session.
+  WHY: Analytics workflows have different phases than software development — hypothesis testing,
+       data quality checks, and statistical validation don't map to a generic build cycle.
+  WHEN: Create this FIRST before starting any data exploration. Update after each phase.
+-->
+
+## Goal
+<!--
+  WHAT: One clear sentence describing what you're trying to learn or produce.
+  EXAMPLE: "Determine which user segments have the highest churn risk using last 90 days of activity data."
+-->
+[One sentence describing the analytical objective]
+
+## Current Phase
+<!--
+  WHAT: Which phase you're currently working on (e.g., "Phase 1", "Phase 3").
+  WHY: Quick reference for where you are. Update this as you progress.
+-->
+Phase 1
+
+## Phases
+
+### Phase 1: Data Discovery
+<!--
+  WHAT: Connect to data sources, understand schemas, assess data quality.
+  WHY: Bad data produces bad analysis. This phase prevents wasted effort on unreliable inputs.
+-->
+- [ ] Identify and connect to data sources
+- [ ] Document schemas and field descriptions in findings.md
+- [ ] Assess data quality (nulls, duplicates, outliers, date ranges)
+- [ ] Estimate dataset size and query performance
+- **Status:** in_progress
+
+### Phase 2: Exploratory Analysis
+<!--
+  WHAT: Distributions, correlations, outliers, initial patterns.
+  WHY: Understanding the shape of your data before testing hypotheses prevents false conclusions.
+-->
+- [ ] Compute summary statistics for key variables
+- [ ] Visualize distributions and relationships
+- [ ] Identify outliers and anomalies
+- [ ] Document initial patterns in findings.md
+- **Status:** pending
+
+### Phase 3: Hypothesis Testing
+<!--
+  WHAT: Formalize hypotheses, run statistical tests, validate findings.
+  WHY: Moving from "it looks like X" to "we can confidently say X" requires structured testing.
+-->
+- [ ] Formalize hypotheses from exploratory phase
+- [ ] Select appropriate statistical tests
+- [ ] Run tests and record results in findings.md
+- [ ] Validate findings against holdout data or alternative methods
+- **Status:** pending
+
+### Phase 4: Synthesis & Reporting
+<!--
+  WHAT: Summarize findings, create visualizations, document conclusions.
+  WHY: Analysis without clear communication is wasted work. This phase produces the deliverable.
+-->
+- [ ] Summarize key findings with supporting evidence
+- [ ] Create final visualizations
+- [ ] Document conclusions and recommendations
+- [ ] Note limitations and areas for further investigation
+- **Status:** pending
+
+## Hypotheses
+<!--
+  WHAT: Questions you're investigating, stated as testable hypotheses.
+  WHY: Explicit hypotheses prevent fishing expeditions and keep analysis focused.
+  EXAMPLE:
+    1. Users who logged in < 3 times in the last 30 days have > 50% churn rate (H1)
+    2. Feature X adoption correlates with retention (r > 0.3) (H2)
+-->
+1. [Hypothesis to test]
+2. [Hypothesis to test]
+
+## Decisions Made
+<!--
+  WHAT: Analytical decisions with reasoning (e.g., choosing a test, filtering criteria).
+  EXAMPLE:
+    | Use median instead of mean | Revenue data is heavily right-skewed |
+    | Filter to last 90 days | Earlier data uses a different tracking schema |
+-->
+| Decision | Rationale |
+|----------|-----------|
+|          |           |
+
+## Errors Encountered
+<!--
+  WHAT: Every error you encounter, what attempt number it was, and how you resolved it.
+  EXAMPLE:
+    | Query timeout on raw table | 1 | Added date partition filter |
+    | Null join keys in user_events | 2 | Inner join instead of left join, documented data loss |
+-->
+| Error | Attempt | Resolution |
+|-------|---------|------------|
+|       | 1       |            |
+
+## Notes
+- Update phase status as you progress: pending -> in_progress -> complete
+- Re-read this plan before major analytical decisions
+- Log ALL errors - they help avoid repetition
+- Write query results and visual findings to findings.md immediately