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Analyst Competency Framework

We have researched our Analyst Competency Framework to ensure that our vision for our members is aligned to industry standards in engineering and business fields. It creates a clear pathway through the field of analytics, with multiple entry points depending on educational levels.

Our training provision for members is fully aligned to this framework and will allow all stakeholders to have a better understanding of what they can expect of members at different levels of training, and the support needed.

What skills do data professionals need?

About the Framework

Our Framework covers the core competencies needed to take an end-to-end approach to data solutions. We assume our professionals will input into every stage of the data cycle.

Our members who qualify for one of our competency designations are interdisciplinary. They have appropriate training to be able to carry out mathematical calculations, using technology and applying that skill to a real world domain.

The competencies are divided into four areas of specialisation: Knowledge and Analytics; Governance and Professionalism; Communication and Leadership.

KNOWLEDGE AND ANALYTICS

Manipulating data and producing purposeful data products.

Learn how to do analytics, from spreadsheets to Transformers and deep learning.

GOVERNANCE AND PROFESSIONALISM

Identifying risk and working within regulations and best practices.

Learn whether to use analytics, and how to work within the sector ethically.

COMMUNICATION

Translating technical insights into actionable business terms.

Learn to share complex data insights and processes with everyone.

LEADERSHIP

Growing in trust, responsibility, and influence in your career.

Learn the tricks of personal effectiveness from the management world.

Go to the Framework

  • Can describe a problem in data terms

  • Manipulates data in a table or data set

  • Aggregates data for insights

  • Manipulates data structures in preparation for use in advanced analytics

  • Introduces efficiencies in data processing.

  • Describes data and data quality in some detail

  • Identifies and acts on relevant laws

  • Sources data responsibly promoting data reuse

  • Works within a quality framework

  • Describes choices made by a friendly enquirer

  • Seeks and responds well to guidance from others.

  • Reports on own work or contributes to a wider report

  • Produces simple visuals to communicate data insights

  • Can justify some choices made in visualisation design

  • Communicates to a diverse audience

  • Defines a problem in business terms

  • Applies effective time management skills to achieve project deadlines

  • Demonstrates collaborative skills

  • Describes risks of own practice

  • Can self reflect and work with support to identify next professional development goals

Technical Requirements of our Affiliate members on entry:

Typically, in the early stages, Affiliate members will be working towards or be able to perform the following data tasks:

  • Uses a preferred analytics tool efficiently (spreadsheet, coding environment, software etc.)

  • Carries out exploratory analysis, producing and analysing the 5 number summary.

  • Makes use of mean, mode, and standard deviation to understand data trends.

  • Produces and makes use of boxplots, histograms and scatter plots, as well as other charts.

  • Can explain normally distributed data and skewness.

  • Can explain outliers and a strategy to identify outliers.

  • Understands the terminology in data privacy rules.

  • Describes data using common official terminology (numerical, ordinal, categorical etc.)

  • Cleans data set manually, removing duplicates.

  • Carries out simple linear regression.

  • Documents work to prioritise readability.

  • Creates some simple visualisations making choices beyond the default in software or libraries, such as financial and sales reporting.

  • Can structure a report on own work to facilitate contestability.

  • Plans and executes simple projects.

  • Makes connections between own work and the business operations.

  • Can explain some risks of own work.

Please see below for a breakdown of competencies at Affiliate (late stage) level.

  • Cleans complex data sets and joins efficiently

  • Systematically approaches exploratory data analysis

  • Creates new data features

  • Identifies appropriate solutions from a range of options

  • Critically evaluates results

  • Identifies and applies data controls

  • Synthesises data from different sources

  • Identifies erroneous data risks

  • Applies appropriate evaluation metrics

  • Explains known benefits and issues with technical approaches

  • Confidently presents orally and in writing

  • Embeds visuals in data narratives or stories

  • Produces work aligned to a recognised accessibility standard

  • Shares lessons learnt within own team

  • Identifies how data adds value to own sector

  • Identifies or elicits project requirements

  • Manages risk in own work, including timely project deadlines

  • Manages expectations of a range of colleagues

  • Critically evaluates own work and learn from experience

Technical requirements of our Affiliate (Late stage) members on leaving the level:

Typically, in the later stages, Affiliate members will be able to perform the following tasks and be working towards the Associate criteria to move up a membership grade:

  • Produces visualisations with some flexibility in terms of labelling, colour and chart choice, and drawing attention to core features

  • Intentionally joins data sets on key variables

  • Creates new features of data (e.g. one hot encoding or dummy variables, mathematical summations and data filtering)

  • Produces interactive visualisations and work with map data

  • Works on both downloaded data tables and cloud data sets

  • Manages data version control

  • Works independently within a data privacy regulations framework

  • Can produce a schema to promote data reuse and with respect to copyright laws

  • Carries out simple hypothesis testing

  • Separates data into a train and test split intentionally

  • Creates surveys for data collection

Please see below for a breakdown of competencies at Associate level.

  • Analyses data fluently, manipulating data depending on characteristics

  • Works with tabular and non-tabular data on data sets n > 2 million.

  • Updates own practice in response to improvements in the field

  • Ensures safe and secure management of data.

  • Recognises, describes and quantifies bias

  • Can make connections across data sets.

  • Documents processes systematically

  • Mitigates sources of uncertainty and error in data processes.

  • Negotiates success criteria across stakeholders

  • Takes a leading role in project evaluations

  • Produces impactful visuals that avoid deception

  • Can identify learning opportunities to improve communication and collaboration

  • Designs and delivers data products that are aligned to business strategy

  • Independently defines the workflow and timescale of a project

  • Identifies and mitigates some risks

  • Manages effective business relationships

  • Has a strategy to stay ahead of business developments

Technical requirements of our Associate members:

Some Associates may be working towards the technical requirements for full Members if they wish to pursue a data career.

For those in non-data professions, Associate Member grade evidences advanced data literacy for non-technical specialists.

Typically, all our Associates will be able to perform the following tasks.

  • Plans and executes a manual and automated data cleaning strategy

  • Explains the benefits and disadvantages of methods for dealing with missing data (e.g. listwise deletion)

  • Explains risks of data collection and data bias

  • Embeds visualisations in data stories, making intentional choices and avoiding deception

  • Uses a mix of automation and manual work to create new features of data

  • Gets a data set ready for the machine learning pipeline

  • Reports confidence intervals and risk factors for all results

  • Plans, implements and reports on a strategy to normalise the data for machine learning

  • Works with the output of common machine learning models (regression, clustering, categorisation, anomaly detection, tree based models and association mining)

  • Explains analysis of unstructured data even if they don’t carry out the analysis

  • Identifies black boxed techniques and name some unintended consequences

  • Can explain key AI architecture (e.g. transformers) and name potential risks

  • Writes functions

  • Breaks down a complex problem using computational thinking

  • Protects data sets and the data within them

  • Links data work to business strategy and outcomes

Please see below for a breakdown of competencies at Affiliate (late stage) level.

  • Cleans complex data sets and joins efficiently

  • Systematically approaches exploratory data analysis

  • Creates new data features

  • Identifies appropriate solutions from a range of options

  • Critically evaluates results

  • Identifies and applies data controls

  • Synthesises data from different sources

  • Identifies erroneous data risks

  • Applies appropriate evaluation metrics

  • Explains known benefits and issues with technical approaches

  • Confidently presents orally and in writing

  • Embeds visuals in data narratives or stories

  • Produces work aligned to a recognised accessibility standard

  • Shares lessons learnt within own team

  • Identifies how data adds value to own sector

  • Identifies or elicits project requirements

  • Manages risk in own work, including timely project deadlines

  • Manages expectations of a range of colleagues

  • Critically evaluates own work and learn from experience

Technical requirements of our Affiliate (Late stage) members on leaving the level:

Typically, in the later stages, Affiliate members will be able to perform the following tasks and be working towards the Associate criteria to move up a membership grade:

  • Produces visualisations with some flexibility in terms of labelling, colour and chart choice, and drawing attention to core features

  • Intentionally joins data sets on key variables

  • Creates new features of data (e.g. one hot encoding or dummy variables, mathematical summations and data filtering)

  • Produces interactive visualisations and work with map data

  • Works on both downloaded data tables and cloud data sets

  • Manages data version control

  • Works independently within a data privacy regulations framework

  • Can produce a schema to promote data reuse and with respect to copyright laws

  • Carries out simple hypothesis testing

  • Separates data into a train and test split intentionally

  • Creates surveys for data collection

Please see below for a breakdown of competencies at Member level.

  • Sources and acquires data sets responsibly

  • Demonstrates competence in programming

  • Applies machine learning to novel problems

  • Flexibly produces both static and interactive data products, or work with API access to data

  • Manages version control effectively and aspects of data architecture

  • Acts with integrity and respect to complex legal and regulatory environments

  • Acts consistently within best practice frameworks

  • Takes a systematic approach to reproducibility

  • Handles missing data appropriately

  • Evidences sustainability of practices in the organisation

  • Builds appropriate and effective business relationships internally

  • Engages with ideas of others including outside own organisation

  • Can produce interim reports that promote agile development of data work

  • Applies automation to promote reproducibility

  • Implements data provenance procedures

  • Produces data solutions that provide value

  • Critically evaluates a situation, problem and proposed solution

  • Determines strategic success criteria, including time frames to market and business outcomes

  • Maintains an ongoing risk management strategy

  • Supports the empowerment of others on the team or beyond

Technical requirements of our Members:

Our full Members will begin to specialise, and may have advanced knowledge of specific aspects of data analysis. The following skills, however, will be common to all Members:

  • Chooses imputation methods intentionally

  • Makes connections across data sets efficiently and effectively

  • Carries out machine learning processes in a coded environment (R or Python)

  • Works with feature engineering to improve outputs

  • Demonstrates thorough understanding of deep learning frameworks and architectures either through practice or technical knowledge

  • Demonstrates advanced understanding of mathematics, statistics, probability, pattern detection and algorithm construction relevant to the analytical process

  • Uses SQL flexibly

  • Works within emerging and sometimes complex data and AI regulatory frameworks

Our Senior Members may be highly specialised and may be working in more leadership roles, possibly with less time carrying out hands-on analytics.

The following competencies will be common to all Senior Members:

  • Works with a range of data structures on solutions to complex problems

  • Flexibly identifies environments to host solutions

  • Takes a systematic approach to data pipelines

  • Identifies strategies to work with new technology

  • Sets standards in the organisation for ethical data practices

  • Acts with integrity above and beyond own regulatory and legal jurisdictions

  • Constructively evaluates own work and peer work

  • Consistently operates within industry standards of interoperability

  • Actively promotes and implements sustainable product design

  • Negotiates effectively to improve standards

  • Produces engaging visual tools without compromising integrity

  • Works to open science research standards

  • Aligns to international standards of accessibility and inclusion

  • Builds effective external business relationships

  • Reliably contributes to company risk strategy

  • Identifies and critically evaluates assumptions/p>

  • Empowers others across the organisation and beyond

  • Contributes in a significant way to the organisation

  • Can stay ahead of the latest developments or lead developments in the field

Technical requirements of our Senior Members:

There are no additional technical requirements for Senior Members. We would expect our Senior Members to have considerable influence within their organisation, and typically, they will hold a Chief Data Officer or research role.

Our senior members will consolidate the technical skills already mastered, demonstrating increasing understanding of the nuance of the tools they are using. They will also demonstrate their leadership skills through increased responsibility and influence within their organisation.

Our Fellow Members will be able to demonstrate an outstanding contribution to the data professions.

  • Has a record of solving complex and intractable problems and / or novel problems using innovative techniques

  • Directs policy and leads the way in improving standards outside of own organisation

  • Is a respected expert in the field evidenced through a body of work

  • Influences policy and best practice beyond their own organisation

Technical requirements of our Fellow Members:

There are no additional technical requirements for Fellow Members and application to Fellow status is either by invitation or individual application and panel review. Please see the Membership Page for more information on how to nominate yourself or others for fellow status.

How to use the framework

People new to the IoA can use the framework to identify how their existing skills map to our membership levels.

For our existing members, these criteria can be used to decide what evidence on your experience to add to your Portfolio to build your reputation in the field.

It is common for data analysts to develop depth of skills in certain areas, but not always breadth. If you have any gaps in your skills, we have training resources to support.

You may find that some of these skills are already part of your daily practice, but the framework provides the language to discuss your practices with fellow practitioners and future employers.

Employers should refer to the framework to manage their realistic expectations of what new data hires can and cannot achieve at their current level of training and experience.

Learning the Practie of the data science community


You may need to learn new data science and apply them in your work to imporve you employability and promotion aspects.

Learning the languate of the data science community


You may already carry out some analytics in your work but need the language of the data science community to describe your employability skills.

How does membership align to the framework?

Our membership levels reflect the growing competence of our members, and support discussions around expectations of responsibility and progression at the different career stages.

Our core professional designations are:

Associate Member (AIoA) - A person with considerable sector or role knowledge and experience outside of the data professions and able to take responsibility for basic analytics work and making sensible decisions around data processes or a junior data scientist with foundational data skills.

Member (MIoA) - Our data professionals. These members can take responsibility building more complex projects and flexibly create data solutions.

Senior Member (SIoA) - Our data leaders and Chief Data Officers. They innovate and lead their teams through strategic data projects.

Fellow (FIoA) - Fellow (FIoA) - Our innovators and global leaders.

How does IoA Training align to the Framework?

We have level-appropriate training to ensure that members can access support in developing all of the technical skills and competencies to progress through our membership levels. Just check the course number to see how training aligns.

In the early years, there is a greater emphasis on developing a range of new, foundational skills.

Later career professionals will typically then begin to specialise and develop deeper understanding and practice within their areas of expertise, and there is more scope to tailor our training to their unique profile.

All our later career professionals will be able to contribute professionally beyond their data expertise and take growing responsibility for their own work and the work of others.

For more on training and how you can evidence progression through the Analyst Competency Framework levels, why not consider joining the Institute of Analytics?

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