Tracking plan

Definition
A tracking plan is the one document defining every event a business tracks: what it means, when it fires, and what it carries.

Why it matters

Without a plan, analytics decays quietly. One developer logs "Signed Up", another logs "signup", an AI coding tool adds "sign_up" the next month, and the same action now lives under three names. Funnel reports undercount, and nobody can say which number is right. Three months later the data has stopped being trustworthy.

This matters more for people who build with AI. A coding assistant will happily add tracking code in whatever style it likes unless it is told the naming rules. Pointing it at the tracking plan keeps every new event consistent.

How to apply it

  • Write the plan before adding any tracking, not after the code has shipped.
  • Name events the same way every time. A common pattern is object then past-tense action: "Invoice Sent", "Trial Started".
  • Record the properties each event must carry, with their type, so values stay comparable.
  • Give each event an owner, so questions about its meaning have somewhere to land.
  • Treat a new event as a change to the plan first, then to the code.
  • Audit the live event list now and then against the plan, and retire anything that has drifted or duplicated.

What it is

A tracking plan is usually a spreadsheet. Each row is one event, such as "Subscription Started". The columns say what the event means, exactly when it fires, which properties travel with it (plan name, price, source), who owns it, and which tools receive it. Anyone who has to build, change or read the data can check the plan instead of guessing.

Common mistakes

  • Tracking everything "just in case". Each event should answer a question someone actually asks.
  • Keeping the plan in someone's head.
Worked example

Suppose a ten-person SaaS company is adding tracking for its move from free trial to paid plan. Before writing any code, the product lead creates a tracking plan with one row per event. Each row states when the event fires, which properties it carries and who owns it. The event is called "Subscription Started", not "signup" or "sign_up", so one action is never logged under three names. The events then flow into Amplitude, which tracks conversion across web and mobile products. In this example, the same funnel had been split across three names, so the reported conversion looked about a third lower than it really was.

Tools in the example

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  1. Article

    Event tracking

    The practice the plan governs.

  2. Article

    Data Hygiene

    The same discipline applied to records instead of events.

  3. Article

    Session

    One of the units that events roll up into.

Where it shows up

  • Measuring what works and following data to make better decisions. It tells you which changes are worth keeping and which to drop.
    22 chapters