$npx -y skills add rudderlabs/rudder-agent-skills --skill rudder-instrumentation-planningDesigns event taxonomies and instrumentation strategies from business requirements. Use when designing event taxonomy from scratch or restructuring existing instrumentation strategy
| 1 | # Instrumentation Planning |
| 2 | |
| 3 | This skill guides you through designing an **instrumentation strategy** - the systematic approach to deciding what events and properties to track in your application. |
| 4 | |
| 5 | ## Why Planning Matters |
| 6 | |
| 7 | Poor instrumentation leads to: |
| 8 | - **Data gaps** - Can't answer business questions |
| 9 | - **Data bloat** - Too many events, high costs, noise |
| 10 | - **Inconsistency** - Same action tracked differently across teams |
| 11 | - **Technical debt** - Constant schema changes breaking dashboards |
| 12 | |
| 13 | Good instrumentation provides: |
| 14 | - **Complete funnel visibility** - Every step from acquisition to retention |
| 15 | - **Consistent naming** - Clear conventions everyone follows |
| 16 | - **Maintainable schema** - Easy to extend, hard to break |
| 17 | - **Actionable insights** - Data that drives decisions |
| 18 | |
| 19 | ## Choose Your Workflow |
| 20 | |
| 21 | Different starting points require different approaches: |
| 22 | |
| 23 | | Your Situation | Recommended Skill | |
| 24 | |----------------|-------------------| |
| 25 | | Building new feature, events not yet defined | `rudder-design-first-instrumentation` | |
| 26 | | Existing product needs instrumentation | `rudder-code-first-instrumentation` | |
| 27 | | Restructuring existing tracking | `rudder-code-first-instrumentation` | |
| 28 | | General planning guidance | Continue with this skill | |
| 29 | |
| 30 | ### Design-First vs Code-First |
| 31 | |
| 32 | **Design-First:** Start from product requirements → define events → define properties → implement code. Best for new features where events are part of product definition. |
| 33 | |
| 34 | **Code-First:** Start from existing code types → derive tracking plan → align with data governance. Best for existing products with domain types already defined. |
| 35 | |
| 36 | This skill covers the general planning process. For workflow-specific guidance, see the specialized skills above. |
| 37 | |
| 38 | ## The Planning Process |
| 39 | |
| 40 | ``` |
| 41 | ┌─────────────────────────────────────────────────────────────────────┐ |
| 42 | │ INSTRUMENTATION PLANNING │ |
| 43 | └─────────────────────────────────────────────────────────────────────┘ |
| 44 | │ |
| 45 | ▼ |
| 46 | ┌─────────────────┐ |
| 47 | │ 1. DISCOVERY │ ← What questions do we need to answer? |
| 48 | └────────┬────────┘ |
| 49 | ▼ |
| 50 | ┌─────────────────┐ |
| 51 | │ 2. TAXONOMY │ ← What events and properties will answer them? |
| 52 | └────────┬────────┘ |
| 53 | ▼ |
| 54 | ┌─────────────────┐ |
| 55 | │ 3. BUILD │ ← Create the YAML definitions |
| 56 | └────────┬────────┘ |
| 57 | ▼ |
| 58 | ┌─────────────────┐ |
| 59 | │ 4. ASSEMBLE │ ← Group into tracking plans |
| 60 | └────────┬────────┘ |
| 61 | ▼ |
| 62 | ┌─────────────────┐ |
| 63 | │ 5. INTEGRATE │ ← Generate code, implement in apps |
| 64 | └─────────────────┘ |
| 65 | ``` |
| 66 | |
| 67 | ## Phase 1: Discovery |
| 68 | |
| 69 | ### Questions to Ask Stakeholders |
| 70 | |
| 71 | **Business Questions:** |
| 72 | - What KPIs do we track? (conversion rate, retention, revenue) |
| 73 | - What funnels do we analyze? (signup, checkout, onboarding) |
| 74 | - What experiments will we run? (A/B tests need specific events) |
| 75 | - What attribution do we need? (marketing channels, campaigns) |
| 76 | |
| 77 | **Product Questions:** |
| 78 | - What are the key user journeys? |
| 79 | - What features do we want to measure adoption for? |
| 80 | - What errors/failures do we need to monitor? |
| 81 | |
| 82 | **Technical Questions:** |
| 83 | - What platforms exist? (web, iOS, Android, server) |
| 84 | - What existing tracking is in place? |
| 85 | - What tools consume this data? (Amplitude, Mixpanel, warehouse) |
| 86 | |
| 87 | ### Discovery Template |
| 88 | |
| 89 | ```markdown |
| 90 | ## Business Goals |
| 91 | - [ ] Primary KPIs: _______________ |
| 92 | - [ ] Key funnels: _______________ |
| 93 | - [ ] Attribution needs: _______________ |
| 94 | |
| 95 | ## User Journeys to Track |
| 96 | 1. _______________ |
| 97 | 2. _______________ |
| 98 | 3. _______________ |
| 99 | |
| 100 | ## Platforms |
| 101 | - [ ] Web |
| 102 | - [ ] iOS |
| 103 | - [ ] Android |
| 104 | - [ ] Server |
| 105 | |
| 106 | ## Existing Tracking |
| 107 | - Current events: ___ events |
| 108 | - Issues with current: _______________ |
| 109 | ``` |
| 110 | |
| 111 | ## Phase 2: Taxonomy Design |
| 112 | |
| 113 | ### Step 1: Define Event Categories |
| 114 | |
| 115 | Group events by business domain: |
| 116 | |
| 117 | | Category | Purpose | Examples | |
| 118 | |----------|---------|----------| |
| 119 | | `user-lifecycle` | Account actions | Signed Up, Logged In, Profile Updated | |
| 120 | | `ecommerce` | Purchase funnel | Product Viewed, Added to Cart, Order Completed | |
| 121 | | `engagement` | Feature usage | Feature Used, Content Viewed, Search Performed | |
| 122 | | `errors` | Failure tracking | Error Occurred, Checkout Failed | |
| 123 | |
| 124 | ### Step 2: Map User Journeys to Events |
| 125 | |
| 126 | **Example: E-Commerce Funnel** |
| 127 | |
| 128 | ``` |
| 129 | User Journey Events |
| 130 | ─────────── ────── |
| 131 | Browse products → Product Viewed |
| 132 | Add to cart → Product Added to Cart |
| 133 | Start checkout → Checkout Started |
| 134 | Complete purchase → Order Completed |
| 135 | ``` |
| 136 | |
| 137 | **Example: SaaS Onboarding** |
| 138 | |
| 139 | ``` |
| 140 | User Journey Events |
| 141 | ─────────── ────── |
| 142 | Create account → Signed Up |
| 143 | Verify email → Email Verified |
| 144 | Complete profile → Profile Completed |
| 145 | Use first feature → Feature U |