Why this matters
As a Data Scientist, your analysis only creates value when someone can act on it. Actionable recommendations bridge the gap between insight and impact.
- Prioritize features that move a KPI, not just what looks interesting.
- Guide A/B tests with clear hypotheses, owners, and timelines.
- Help non-technical stakeholders decide quickly with quantified trade-offs.
- Prevent analysis paralysis by proposing the next best step.
Concept explained simply
An actionable recommendation is a specific, realistic next step linked to a metric, an owner, and a time window. It tells a busy team exactly what to do, why, and how to know it worked.
Mental model: PIER-DO
- Problem: The business problem in one sentence.
- Insight: The key finding that matters to the problem.
- Evidence: The minimal data/analysis supporting the insight.
- Recommendation: One clear action (verb-first).
- Decision owner: Who is responsible.
- Outcome metric: How success will be measured and when.
Use this Action Card template
Context/Problem: ...
Insight: ...
Evidence: ...
Recommendation: [Action], [Owner], [Timeline]
Expected impact: [Metric + rough estimate], measurement plan
Risks/Assumptions: ...
Next step: ...
Worked examples
Example 1: Checkout drop-off
Problem: Checkout completion rate fell from 52% to 45% week-over-week.
Insight: 63% of drop-offs occur on the address step; mobile users are 2.1x more likely to abandon.
Evidence: Funnel analysis + session replay tags show repeated errors on “Apartment/Suite” field; 18% of sessions show keyboard overlap on smaller screens.
Recommendation: Enable guest checkout and collapse optional address fields on mobile for 50% of traffic for 2 weeks; Owner: Product/Engineering.
Outcome metric: +3–5 pp checkout completion; measure via A/B test; guardrail: refund rate unchanged.
See quick impact math
Baseline 45% completion on 100k weekly sessions = 45k orders. +3 pp => 48k orders. If AOV $60, incremental ~$180k/week. Varies by country/company; treat as rough ranges.
Example 2: Email engagement
Problem: Email-driven activations are below target.
Insight: Users who receive personalized subject lines have 1.4x higher open rate in historical campaigns, but only 20% of sends use personalization.
Recommendation: Run an A/B test adding first-name personalization and benefit framing in subject lines across the next two weekly campaigns; Owner: Lifecycle Marketing.
Outcome metric: +10–15% opens; downstream activation rate tracked as secondary metric.
See full Action Card
Context: Activation lagging 7% vs plan.
Insight: Personalization correlates with opens; underutilized.
Evidence: Past 6 months, n=1.2M sends.
Recommendation: Personalize subjects in 50% split for 2 sends.
Owner: Lifecycle Marketing Lead.
Impact: +10–15% opens; expect +2–3% activations.
Risks: Over-personalization; use light touch.
Next step: If significant, roll out to 100%.
Example 3: Fraud threshold tuning
Problem: Support tickets up due to false-positive fraud blocks.
Insight: New users from low-risk geos have 4x higher false-positive rate at the global threshold.
Recommendation: Implement segment-specific thresholds (by geo risk tier) and add manual review for borderline cases; Owner: Risk Engineering.
Outcome metric: Reduce false positives by 30% while keeping fraud loss within 0.2% of GMV.
Decision framing
Present trade-off curve of TPR vs FPR. Choose point maximizing utility function: revenue - (fraud_cost + support_cost). Pilot on 25% traffic, 2 weeks.
How to quantify impact quickly
- Baseline: State current level (e.g., 45% conversion).
- Delta: Estimate conservative lift (e.g., +2–3 pp).
- Value: Translate to business terms (orders, revenue, time saved).
- Confidence: Label as low/medium/high and plan to test.
Rule-of-thumb sizing
Impact ≈ Traffic × Baseline rate × Expected delta × Value per unit. Always mark ranges and assumptions. Varies by country/company; treat as rough ranges.
Exercises
Do these to build the skill. Then check against the solutions. Everyone can take the quick test; only logged-in users get saved progress.
Exercise 1: Turn an insight into an Action Card
Scenario: A food-delivery app sees weekend delivery times increase by 12%, and churn among new users rises from 8% to 11% on weekends. 34% of delays are due to courier shortages 6–9pm; 22% due to restaurant prep variability; 44% due to traffic spikes in two downtown zones.
- Write a one-sentence recommendation (verb-first).
- Assign a decision owner and 2-week timeline.
- Define the outcome metric and a guardrail.
- Outline a minimal test or rollout plan.
Exercise 2: Prioritize with impact/effort
Scenario: A subscription news site wants more trial-to-paid conversions. Options:
- A) Extend trial from 7 to 14 days. Effort: Low. Expected lift: +1–2 pp.
- B) Add resume-reading notification to re-engage trials. Effort: Medium. Expected lift: +2–3 pp.
- C) Reduce paywall friction with one-click sign-in. Effort: High. Expected lift: +4–6 pp.
Rank the options and write a single prioritized recommendation with owner, metric, and measurement plan.
Self-check checklist
- The recommendation starts with a clear action verb.
- There is exactly one decision owner named.
- The outcome metric and timeframe are explicit.
- There is a simple test/rollout plan.
- Risks/assumptions are acknowledged.
Common mistakes and how to self-check
- Vague actions: “Improve onboarding.” Fix: “Reduce steps from 7 to 5 for new Android users.”
- No owner: If anyone could own it, no one will. Name a role or team.
- Overfitting: Recommending for an outlier cohort. Add a guardrail and validate with a holdout.
- Metric mismatch: Using clicks when the goal is retention. Tie to the primary KPI with guardrails.
- Boil-the-ocean: Proposing multi-quarter rebuilds. Offer a minimum viable experiment first.
Quick pre-send checklist (60 seconds)
- Can a non-DS colleague read and act on it today?
- Is the expected impact sized, even roughly?
- Is the risk of being wrong limited by an experiment?
Practical projects
- Build a library of three Action Cards from your past analyses. Share with a colleague and revise based on feedback.
- Run a small A/B test end-to-end (design, power, launch, readout) and ship a one-page recommendation memo.
- Create a dashboard view that directly reflects your recommendation’s success metric and guardrails.
Learning path
- Clarify the business problem and KPI tree.
- Derive insights tied to the KPI.
- Formulate testable recommendations (this lesson).
- Design experiments and measurement.
- Communicate results and iterate.
Who this is for
- Data Scientists and ML practitioners who present findings to product, marketing, or operations teams.
- Analysts transitioning to product-facing roles.
Prerequisites
- Comfort with basic metrics (conversion, retention, CTR) and A/B testing concepts.
- Ability to summarize insights from data clearly.
Next steps
- Turn one of your active analyses into an Action Card and review it with the decision owner.
- Schedule a 15-minute readout focused on a single recommendation.
Mini challenge
You find that 28% of search queries on mobile return zero results due to strict exact-match. In one sentence, write an actionable recommendation with owner and metric.
See a sample answer
“Enable fuzzy matching for top 5k queries on mobile for 50% of traffic within 2 weeks (Owner: Search Eng); success = reduce zero-result rate from 28% to <15% without lowering post-search conversion.”
Quick Test
Anyone can take this test for free. Only logged-in users will see saved progress and history.