Interview guides · Intuitive Surgical
Intuitive Surgical Data Scientist Interview Questions & Guide 2026
Causal inference drills for Intuitive Surgical data scientist prep: diff-in-diff, matching, instruments, and the limits of observed data.
The 60-second brief
At Intuitive Surgical, a Data Scientist plays a pivotal role in advancing the future of minimally invasive, robotic-assisted surgery. Unlike traditional tech environments where data optimization drives advertising clicks or social engagement, data science at Intuitive Surgical directly impacts patient outcomes, clinical efficacy, and the operational reliability of life-saving medical devices. By analyzing massive datasets from the da Vinci surgical systems and the Ion endoluminal platform, you will help unlock insights that make surgery safer and more effective.
The boundary with engineering varies enough to be worth asking about directly. Some seats end at the analysis and the writeup; others carry feature pipelines, scheduling and alerting, which decides whether production data plumbing belongs in your prep at all.
Focus areas
- Build member-month denominators from overlapping coverage spans
- Reconstruct drug exposure intervals from dispensing records
- Correct for claims runout before reporting recent months
Overview
The work of a Data Scientist here spans across multiple high-impact domains. You might find yourself analyzing clinical trial data to support regulatory submissions, modeling robotic telemetry data to predict mechanical wear, or developing algorithms that optimize surgical workflows. This requires working at the intersection of medical devices, advanced robotics, and complex clinical environments, making it one of the most intellectually challenging and rewarding data science roles in the industry.
Joining this team means stepping into a highly regulated, high-fidelity data environment. The models you build and the statistical analyses you perform must meet rigorous standards of accuracy and reproducibility. If you are motivated by complex hardware-software systems, clinical research, and the opportunity to improve human health through data-driven innovation, this role offers an unparalleled platform for professional and personal impact.
The Intuitive Surgical interview process
Intuitive Surgical candidates report 4 rounds · ≈ 3-5 weeks. The stages below are what candidates describe, not a published process.
HR Screening Call
A screening call is a matching exercise run by someone who will not evaluate your statistics. They are checking that the work described on your resume is work you personally did, and that its scope matches the level the role is written for. Logistics get settled in the same half hour so nobody spends an interviewer's afternoon on a mismatch. The answer that fails is the one narrated in the plural. If every sentence is 'we built' and 'the team decided', there is nothing specific to write down about you. Name the piece that was yours, the decision you made inside it, and what changed after.
What to demonstrate
- Whether the ownership implied by your resume survives one round of follow-up about who actually did which part
- Whether your described scope (data size, stakeholders, what shipped) matches the seniority the role is written at
- Whether timeline, location and compensation expectations make the rest of the loop worth scheduling
How to prepare
- Rewrite your top three resume bullets in the first person singular, each with the decision you made and what moved afterwards, then say them out loud once so the 'we' does not return under pressure
- Attach one number to each project: the baseline, the change, and the window it was measured over. Where impact was never measured, say that plainly rather than inventing a figure
- Settle your compensation range before the call and give it as a range with a reason behind it, such as current total comp or a competing timeline, instead of deflecting the question twice
Hiring Manager Conversation
Underneath the questions about your past work sits a resourcing question. Given four things worth doing and one of you, which gets done and what happens to the rest? Managers ask because that is the daily texture of the job, and because the answer shows whether you rank work by effort or by what it changes. The weak version sorts by personal interest or by whoever asked most insistently. The strong version ties each candidate piece of work to a decision somebody downstream is waiting on, and then names the one you would drop and who you would tell.
What to demonstrate
- Whether you rank work by the decision it unblocks or by how interesting the method is
- How you describe a request you declined, and whether you can say who you said it to
- Whether your sense of how long something takes survives one follow-up question about the messy part
- How you decide something is good enough to hand over unfinished
How to prepare
- Write out your current queue and, next to each item, the decision that stays stalled until it lands. Anything with no waiting decision becomes your example of work you would cut
- Rehearse turning down a plausible stakeholder request out loud, including the smaller alternative you offered instead
- Have one case where you shipped a rough answer early and one where you refused to, with the reason that separated them
Technical Screenings
This round decides whether someone can hand you a schema and a question and trust the number that comes back. Correctness under a clock is the bar, not clever syntax. The habit that separates strong from weak answers is checking the grain: after every join, know how many rows you expect and whether the count moved. Most wrong answers in this format are not wrong logic, they are a fan-out from a key that turned out not to be unique, or a filter applied before an aggregate when it belonged after. Say what you expect before you run it.
What to demonstrate
- Whether your row counts survive each join, and whether you notice on your own when they do not
- Deliberate handling of rows that fail to match, including whether the question needs an inner join or a left join with the non-matches kept and counted
- Whether NULLs are treated on purpose, given that a NULL compares equal to nothing and that COUNT of a column skips it
- Reaching a defensible answer inside the window instead of a refined one after it
How to prepare
- Take a two-table schema, write a join that fans out on purpose, then fix it by collapsing the many-side to one row per key before joining. Repeat until the fix is reflex rather than recall.
- Write a funnel as one query and print the distinct user count at each stage, then confirm each stage is a subset of the one above it rather than assuming it
- Do a few timed runs in a plain text box with no autocomplete and no formatter, since assessment editors often have neither
Final Round
Where a loop ends with a senior leader, that conversation is rarely another skills test. The technical signal already exists by then, so the questions tend to open up: what you would look at first, where a metric you have heard about could mislead, what you would push back on. The decision being made is scope, which in practice means level and how much you would be trusted to own unsupervised. Treating it as a formality is the usual mistake. An open question late in the day is still being scored, and a vague answer reads as someone who has not run anything themselves.
What to demonstrate
- Whether your view of the business has anything specific behind it, given that you are working only from what is public and are expected to say so
- Whether the scope of work you describe owning matches the scope of the role, instead of sitting a level below it
- Whether you can disagree with something concrete and stay useful about it, rather than agreeing with everything said in the room
- Whether your questions are ones only this person could answer, as opposed to ones the recruiter already covered
How to prepare
- Build one view you could defend for two minutes using only public information: what the funnel probably looks like, which metric likely drives decisions, and where that metric could mislead. Being wrong for a stated reason survives this round; having no view does not
- Write down the largest piece of work you have owned from question to decision, who else touched it, and what you decided alone, then check that it reads at the level you are interviewing for
- Prepare one thing you would want changed if you joined and phrase it as a question rather than a verdict, so it opens a conversation instead of closing one
Where candidates lose points
Rates built on member counts rather than exposure
Members join and leave mid-period, so dividing events by distinct members mixes a person covered for 30 days with one covered for 365. New joiners also have artificially low observed utilisation because their claims have not arrived yet and because care takes time to initiate. Denominators must be member-months or member-years, and comparative quality measures usually need a continuous-enrolment requirement with an explicit allowable gap, stated in days.
Treating clinical measurements as missing at random
A lab result, a vital sign, or a screening exists because someone ordered it, and ordering tracks suspicion of disease, visit frequency, and site workflow. Imputing the mean or dropping incomplete rows biases the population estimate and can flip the sign of an association, because the untested are systematically healthier or systematically disengaged. The presence indicator is often more predictive than the value, which is a warning sign rather than a feature win: a model that learns test ordering will not transfer to a site with different protocols.
Ending an analysis without a recommendation or next step
Close with what you would do and what would change your mind, stated as a condition you can check later. If the evidence is genuinely inconclusive, recommend the specific next measurement and say what it costs in time or exposure.
Crediting a treatment for regression to the mean
Selecting a group because it is extreme (lowest-engagement users, accounts having their worst month, the bottom decile of a score) moves that group's expected next-period value back toward the average even under no treatment, by exactly as much as the selecting measure is imperfectly correlated with its own later value. Compare against units that met the same selection rule and went untreated, or use two pre-periods so the bounce-back is visible before the intervention starts. A pre-post number on a group chosen for being extreme measures the selection rule, not the treatment.
Questions & practice
Explain the difference between parametric and non-parametric statistical tests, and when you would choose one over the other.
Medium · statistics and probability
Approach
- Say what the estimate is of, and over what population it generalises.
- Sanity-check the answer against a simple bound or a simulated case.
- Write down the assumption the method needs before you use the method.
Follow-up
- How would you explain this result to someone who does not know statistics?
- What sample size would you need to detect an effect half this size?
Describe survival analysis and how you would apply it to evaluate the long-term reliability of a robotic instrument.
Medium · statistics and probability
Approach
- Write down the assumption the method needs before you use the method.
- Quantify uncertainty explicitly rather than reporting a point estimate alone.
- Sanity-check the answer against a simple bound or a simulated case.
Follow-up
- What sample size would you need to detect an effect half this size?
- Which assumption here is most likely to be violated in practice?
How do you determine the sample size required to achieve a specific statistical power in a clinical study?
Medium · statistics and probability
Approach
- Translate the result into the decision it informs, in one plain sentence.
- Sanity-check the answer against a simple bound or a simulated case.
- Say what the estimate is of, and over what population it generalises.
Follow-up
- How would you explain this result to someone who does not know statistics?
- Which assumption here is most likely to be violated in practice?
Explain the bias-variance tradeoff and how you mitigate overfitting in complex predictive models.
Medium · machine learning and modelling
Approach
- Set a baseline first, so any model has something honest to beat.
- Frame the prediction: the label, the moment of prediction, and the action it triggers.
- Say how the offline result would be validated online before it is trusted.
Follow-up
- What would you monitor after launch to know the model is still valid?
- How would you choose the decision threshold, and who owns that choice?
What are the assumptions of a linear regression model, and how do you diagnose violations of these assumptions?
Medium · machine learning and modelling
Approach
- Say how the offline result would be validated online before it is trusted.
- Frame the prediction: the label, the moment of prediction, and the action it triggers.
- Set a baseline first, so any model has something honest to beat.
Follow-up
- What would you monitor after launch to know the model is still valid?
- How would you choose the decision threshold, and who owns that choice?
Simulate how ignoring clustering inflates the false positive rate
Medium · simulation · design effect · type i error
Simulate a provider-level comparison with no true effect. 40 providers, 60 members each, a continuous outcome with total variance 1 and intraclass correlation 0.02. Randomise providers 20 to 20, not members. Over 5,000 replications, report the share of replications where a two-sample t-test run on all 2,400 individual observations, ignoring provider, returns p below 0.05. Report the same share when the unit of analysis is the 40 provider means. Then state how the first number follows from the design effect 1 + (m - 1) x ICC.
Approach
- Decompose the variance explicitly rather than tuning it: provider variance = ICC = 0.02, residual variance = 1 - ICC = 0.98. Draw u_j once per provider and e_ij per member, so the outcome is u_j + e_ij and the correlation between two members of one provider is 0.02 by construction.
- Randomise at the provider level. That is the entire mechanism: the treatment indicator is constant within a provider, so in any single replicate the provider intercepts are confounded with the arm, and the naive test reads that confounding as signal.
- Vectorise over replications with a (reps, providers, members) array. 5,000 x 2,400 normals is trivial in numpy, and a Python loop is what tempts people to cut replications to 500 and report a number with Monte Carlo noise of plus or minus 0.017.
- Predict the answer before running it: design effect = 1 + (60 - 1) x 0.02 = 2.18, naive standard errors are too small by sqrt(2.18) = 1.476, so the rejection rate at nominal 0.05 is about 2 x (1 - Phi(1.96 / 1.476)) = 0.18. Agreement between prediction and simulation is what makes the result a demonstration rather than an anecdote.
- Run the provider-mean analysis as the control. Recovering 0.05 there proves the generator is correct and isolates the failure to the analysis unit.
Worked solution (30 min)
- Draw u with shape (reps, 40) from N(0, sqrt(0.02)) and e with shape (reps, 40, 60) from N(0, sqrt(0.98)); y = u[:, :, None] + e.
- Assign providers 0-19 to one arm and 20-39 to the other; because there is no true effect, a fixed split is valid and removes one source of Monte Carlo noise.
- Naive test: flatten each arm to 1,200 observations and compute a two-sample t statistic per replication with vectorised means and pooled variance.
- Cluster test: average within provider to 40 values, then run the same two-sample t on 20 versus 20.
- Report both rejection shares and compare the naive one against 2 x (1 - Phi(1.96 / sqrt(2.18))).
Expected result: The naive individual-level test rejects in roughly 18 percent of replications, against a nominal 5 percent. Monte Carlo standard error at 5,000 replications is about 0.005, so anything in 0.17 to 0.19 is consistent. The provider-mean analysis rejects in about 5 percent, within roughly 0.003.
Verify it yourself
- Set ICC to 0 and both analyses return about 0.05. If the naive one does not, the data generator is wrong, not the test.
- Raise members per provider from 60 to 120 with ICC fixed and the naive rate rises, because the design effect grows linearly in cluster size.
- The provider-mean analysis stays near 0.05 at every ICC you try, which is the definition of a valid test.
- The simulated naive rate lands within about 0.01 of 2 x (1 - Phi(1.96 / sqrt(design effect))).
Follow-up
- How many providers would you need for 80 percent power on a 0.2 SD difference with 60 members each and this ICC?
- Cluster sizes are unequal in reality. The design effect approximation becomes 1 + ((1 + CV^2) x mbar - 1) x ICC. Which direction does that move your sample size and why?
- The intervention cannot be withheld from any provider. Sketch a design that still yields a defensible estimate.
Deduplicate claim versions before totalling allowed amounts
Easy · dedup · window functions · claim versions
medical_claim_line holds one row per service line per claim version: claim_line_id, claim_id, claim_version, frequency_code (1 original, 7 replacement, 8 void), member_id, service_start_date, procedure_code, allowed_amount, claim_status and adjudicated_at. Adjusted claims appear more than once, so summing every row double counts them. Return total allowed_amount by procedure_code for service_start_date in Q1 2025, counting only lines with claim_status 'paid' on the surviving version of each claim, which is the highest claim_version per claim_id, and dropping the claim entirely when that surviving version carries frequency_code 8. Resolve survivorship with a window function, not a self-join.
Approach
- Resolve survivorship at claim_id, not claim_line_id. Carry MAX(claim_version) OVER (PARTITION BY claim_id) alongside every line and keep lines where claim_version equals it, because a replacement version can contain a different number of lines than the original.
- Read the frequency_code of the surviving version only. A frequency_code 8 removes the claim outright; it does not revert payment to the prior version, so a void must delete the claim rather than promote version n-1.
- Apply claim_status and the date filter after survivorship is resolved. Filtering paid lines first can strip the surviving version and silently elect a superseded one.
- Group by procedure_code and sum allowed_amount, then state the paid-through date on the output because Q1 amounts keep moving until adjudication runout completes.
- Sanity check the shrinkage: report how many claim_ids and how many dollars the dedup removed, so the reviewer can see the step did something.
Follow-up
- Two rows share a claim_id and claim_version but differ on adjudicated_at. What do you do, and what does that imply about the extract?
- How does the query change if the request is allowed_amount by paid_date rather than service_start_date, and which basis does a finance reconciliation want?
- A void arrives for a claim already published in a closed month. How do you restate without rewriting history in the warehouse?
Turn overlapping coverage spans into fractional member-month denominators
Medium · intervals · gaps and islands · denominators
member_enrollment holds span_id, member_id, plan_id, product_type, effective_date and termination_date, which is NULL while the span is active. A member can hold several spans in a year, and back-dated plan changes make spans overlap. Return one row per calendar month of 2025 with total member-months, where a member contributes covered days in the month divided by that month's length, and a day covered by two overlapping spans counts once. Both span endpoints are inclusive. Collapse overlaps with window functions before joining a month calendar, and do not assume one span per member.
Approach
- Normalise the open end first. COALESCE(termination_date, DATE '9999-12-31') or clip to the reporting end, because a NULL termination_date makes every BETWEEN comparison unknown and drops exactly the members who are still covered.
- Merge overlapping spans per member before the calendar join. Order by effective_date, carry a running MAX of prior termination_date with a frame ending one row before, and open a new island where effective_date exceeds that running max plus one day, which keeps adjacent spans contiguous rather than splitting them.
- Clip each merged island to the reporting year, then cross join to a twelve-row month calendar and keep pairs that intersect.
- Compute covered days as LEAST(island_end, month_end) minus GREATEST(island_start, month_start) plus one, and divide by the actual length of that month rather than a flat 30, so February and the 31-day months are not distorted.
- Sum the fractions by month. Merging after the calendar join also works but forces a DISTINCT over member-days, which stops scaling at population size.
Worked solution (30 min)
- CTE bounded: clip spans to 2025-01-01 through 2025-12-31 with COALESCE on termination_date, discarding spans that do not intersect the year.
- CTE merged: gaps-and-islands per member using LAG and a running MAX over preceding rows to collapse overlapping and adjacent spans.
- CTE months: twelve rows of month_start, month_end and days_in_month.
- Join merged to months on interval intersection and compute covered_days per pair.
- SUM(covered_days / days_in_month::numeric) grouped by month, ordered by month.
Expected result: Twelve rows of (month, member_months) with fractional values. Any single member contributes at most 1.0 to a month and at most 12.0 across the year. A member covered 2025-01-01 through 2025-02-20 contributes 1.0 in January and 20/28 = 0.714 in February.
Verify it yourself
- For a member with spans 2025-01-01..2025-03-31 and 2025-03-15..2025-06-30, March contributes exactly 1.0, not 1.5.
- Total member-months is at most 12 times COUNT(DISTINCT member_id) and at least the count of members covered the whole year.
- Forcing every termination_date to NULL raises the total. If it drops to zero, the NULL handling is missing.
Follow-up
- Where does a continuous-enrolment filter with an allowable 45-day gap belong, and how does that change the island boundary rule?
- One human appears under two member_ids after a master person index merge. What does that do to member-months, and how would you detect it?
- How do you treat a span that terminates on the day it starts, and what does that row usually represent?
Design a switchback when a shared review queue breaks SUTVA
Medium · interference · switchback · carryover · clustered standard errors
A prior-authorisation auto-approval rule for a set of imaging procedure codes is meant to cut turnaround time. Requests sit in one shared queue worked by a fixed nurse pool across two review sites, so auto-approving one request frees reviewer capacity and speeds up the requests that were not auto-approved. Outcomes are median hours from received_date to adjudicated_at and the first-pass denial rate. Request-level randomisation is therefore invalid. Design the test: randomisation unit, block length, effective sample size, and the analysis.
Approach
- Name the violation precisely. The treatment assigned to one request changes the outcome of other requests through a shared capacity constraint, so the stable unit treatment value assumption fails and a request-level difference in means estimates neither the direct effect nor the total effect.
- Randomise time rather than requests: assign the policy on or off for whole (site, time block) cells. Every request inside a block experiences one consistent queue regime, so the block-level contrast is a genuine system-level effect including the capacity spillover you care about.
- Choose block length from the carryover horizon, not from convenience. Estimate how long the queue takes to return to steady state after a load shock from the historical backlog series, then set blocks well longer than that and discard a burn-in equal to the drain time at the start of each block.
- Analyse at the block level. The unit of analysis is the block mean, the effective sample size is the number of analysable blocks and not the tens of thousands of requests inside them, and standard errors must be cluster-robust or HAC because adjacent blocks share staffing and seasonality.
- Balance the calendar deliberately: use whole weeks, or block on day of week, so the policy is not disproportionately on during Mondays. If the shared resource can instead be partitioned (separate nurse pods with separate queues), cluster randomisation on pods is simpler, but with two sites you have two clusters, which is not a design.
Follow-up
- Suppose you had randomised at the request level and 30 percent of the effect leaked to the control requests. What does that do to the required sample size?
- Turnaround time is right-skewed with a long tail. Would you analyse block medians, block means, or something else?
- How would you detect that your chosen block length is too short for the carryover you assumed?
Diagnose a sample ratio mismatch in a randomised outreach test
Easy · sample ratio mismatch · randomisation audit · selection bias
A member-level outreach test hashed member_id into two arms and wrote assignments to a bucket table before any contact was made. The analysis extract, built by joining assignments to member_enrollment and to the vendor send file, contains 20,560 treatment and 19,440 control members out of 40,000 assigned. The intended split was 50/50. State the test you would run on the split, compute it, say what it means for the outcome analysis, and describe how you would locate the cause.
Approach
- Test the split against the intended allocation with a chi-square goodness-of-fit on one degree of freedom, or equivalently a two-sided normal test on the treatment count with standard deviation sqrt(N x 0.5 x 0.5). Both give the same p-value.
- Stop the outcome analysis before running it. A significant ratio mismatch means the analysis population is not the randomised population, so any treatment effect is confounded by whatever selected members out, and no covariate adjustment can be trusted to fix it.
- Instrument the pipeline stage by stage and recompute the ratio at each one: the assignment table, the join to member_enrollment, the vendor send file, the response join, and the final extract. The mismatch appears at exactly one stage, and that stage is the bug.
- Given this domain, check the eligibility join first. Coverage terminations are back-dated and land after the fact, so a join that requires active coverage at extract time silently drops members, and the drop is not independent of arm if the outreach itself triggered contact that refreshed eligibility records.
- Compare the dropped members with the retained ones on termination_date, termination_reason_code, product_type, and prospective_risk_score to characterise the selection, then rerun the test on a corrected extract rather than rebalancing the arms.
Worked solution (15 min)
- Expected count per arm is 20,000.
- z = (20,560 - 20,000) / sqrt(40,000 x 0.5 x 0.5) = 560 / 100 = 5.6.
- Equivalently chi-square = 560^2 / 20,000 + 560^2 / 20,000 = 15.68 + 15.68 = 31.36 on 1 df.
- Convert to a p-value: two-sided p is about 2e-8.
- Pull arm counts at each pipeline stage and find the first stage where the ratio departs from 50/50.
Expected result: z = 5.6, chi-square = 31.4 on 1 degree of freedom, p is about 2e-8. This is not chance. The experiment is not analysable until the differential drop is located and either fixed or demonstrated to be independent of assignment.
Verify it yourself
- A deterministic hash on member_id should produce an exact or near-exact 50/50 split at the assignment table; if it does not, the randomiser itself is the bug.
- The imbalance should appear at exactly one pipeline stage, not drift gradually across several.
- The dropped members should differ from the retained on at least one observable, which both confirms the selection and describes it.
Follow-up
- The assignment table itself is exactly 20,000 / 20,000. What does that tell you and where do you look next?
- A colleague proposes randomly downsampling the treatment arm to 19,440 to restore balance. Why is that not a fix?
- At what imbalance would you not investigate, and how did you pick that threshold?
Adherence share collapsed the month a feed was added
Easy · pdc · interval sql · identity resolution
The share of members with proportion of days covered at or above 0.80 in one therapeutic class fell from 0.71 to 0.58 in a single month. pharmacy_claim carries fill_id, member_id, ndc_code, therapeutic_class_code, fill_date, days_supply, quantity_dispensed, refill_number, reversal_flag, reversed_fill_id and source_system_code. There is no person-level key above member_id and no enrollment table on hand, so every diagnostic has to run on pharmacy_claim alone. That month the pipeline began ingesting a second pharmacy source. Determine whether adherence actually changed, and hand back a PDC query you would defend line by line.
Approach
- Compute controls that depend on neither member identity nor the PDC code: total fills in the class per month, and total days_supply dispensed in the class per month. Both are sums over rows, so neither moves when one person's fills split across two member_ids, which is exactly what a per-member control cannot promise. If both are flat while PDC falls, no dispensing behaviour changed and the computation or the keys did.
- Check days_supply for nulls and zeros by source_system_code. If the new source omits days_supply and the code coalesces null to zero, covered days vanish and PDC falls even though the fills are there.
- Check for member identity splitting using the columns you actually have. There is no person key above member_id, so the split has to be found by its footprint: distinct member_id in the class jumping at the break while total fills stay flat, and a rise in the share of member_ids whose earliest fill for a given ndc_code carries refill_number above zero, which is a continuation history that lost its beginning. When one person is split, each id may fall below the two-fill denominator requirement and drop out, and the ids that do survive carry artificial gaps.
- Check reversals. A reversed fill is two rows, the fill and a row with reversal_flag TRUE pointing at reversed_fill_id, and both must be excluded from exposure. If the new source expresses reversals differently and reversed_fill_id does not link, phantom coverage appears, which pushes PDC up rather than down, so use this to rule the cause in or out.
- Verify the denominator and window are unchanged: members with at least two fills in the class and at least 91 days of follow-up, over a stated fixed 12-month window, never a mixture of window lengths.
- Write the PDC query so overlapping refills shift the next interval's start to the later of fill_date and the prior interval's end, so a day is covered at most once, and cap at one day per calendar day.
Follow-up
- Why is PDC preferred to medication possession ratio when early refills are common?
- You want to compare adherent and non-adherent members on hospitalisation. What is wrong with classifying on a 12-month PDC and then following from day zero?
- A member switches to a different drug in the same class mid-year. How does your interval logic handle that, and is the class the right grain?
Suggested practice checklist
For someone who can already write the query and train the model but stalls when asked what to measure or whether a change is worth making. Metric definition and case structure come first; the technical work is kept as maintenance rather than the centre of the week.
Day 1 — Metric anatomy
- For three products you use daily, write one primary metric, two input metrics that plausibly move it, and one guardrail that would catch a cheap way of moving the primary at the cost of the product.
- For one of them, specify the metric precisely enough that two analysts would return the same number: numerator, denominator, unit of observation, time window, and how returning and deleted accounts are treated.
- Pick a ratio metric and write what happens to it when the denominator shrinks for reasons unrelated to the numerator, with a concrete example of that happening.
Deliverable: A one-page metric tree for one product, with the primary metric written as an unambiguous spec.
Day 2 — Diagnosing a drop without guessing
- Take the prompt "weekly active users fell 8 percent week over week" and write the segmentation plan before proposing any cause: platform, region, tenure cohort, acquisition channel, and whether the movement sits in the numerator or in a changed denominator.
- List the instrumentation failures that manufacture fake drops (a client release that stopped firing an event, a bot filter change, a shifted date boundary or timezone) and write the query that rules out each one.
- Rehearse stating the boring explanations first, seasonality and day-of-week composition, before reaching for a product cause.
Deliverable: A drop-diagnosis checklist short enough to recite from memory in under a minute.
Day 3 — Should we build it
- Take a feature idea and write it as a bet: what you believe is true, what would have to be true for it to pay off, the metric that would confirm it, and the effect size that would justify the engineering cost.
- Size the opportunity top-down and bottom-up, then reconcile the two numbers in writing instead of quoting whichever is friendlier.
- Write the counter-metric that would make you kill the feature even if it wins on the primary metric.
Deliverable: A one-page product memo ending in a decision rather than a list of considerations.
Day 4 — The places aggregate numbers lie
- Construct a Simpson's paradox numerically: two segments where the treatment wins within each segment yet loses overall, and identify the shift in segment weights that causes it.
- Take a heavy right-tailed quantity such as revenue per user and write why the mean is the wrong summary, which percentile you would report instead, and what a moving mean with a stable median tells you.
- Write your definition of a session for the product from day one, then name two real behaviours it misclassifies.
Deliverable: One page holding a worked Simpson's paradox table and a session definition with its two known failure cases.
Day 5 — Technical maintenance, aimed at metrics
- Solve four timed SQL prompts that all end in a ratio metric, so the question of grain stays live in every answer.
- Compute a 95 percent confidence interval for a proportion on a small sample, and state why the normal approximation is unreliable when either np or n(1 minus p) falls below roughly 10, along with which interval you would use instead.
- Take one metric from your day-one tree, write the query that computes it correctly, then write the query that computes it wrong in the most plausible way and explain how you would notice.
Deliverable: Four solved prompts plus a matched correct and plausible-wrong query for one metric.
Day 6 — Turning engineering work into data science stories
- Write three project stories as situation, decision, trade-off, outcome, each carrying one number and one thing you got wrong.
- For the story you will lead with, prepare an answer to "what would you do differently" that names a decision you made, not a constraint you were handed.
- Practise the sentence that reframes a systems project as a question project: the question the work answered, ahead of the pipeline it shipped.
Deliverable: Three written stories with the lead story delivered aloud and timed under four minutes.
Day 7 — Mock case and gap list
- Run a 40-minute mock case with someone playing a product manager who pushes back on your metric choice, and record it.
- Listen back and mark every moment you proposed a solution before the success metric existed.
- Rewrite those moments as the question you should have asked, and rehearse the first 90 seconds of the case until scoping comes before solving.
Deliverable: A recorded case plus a rewritten opening 90 seconds.
Getting an analysis acted on
Work that nobody used is a common and unflattering pattern in data careers, and interviewers probe for it. Have a story about an analysis that changed a decision, and be specific about how you got it in front of the person who could act. Also have one about work that went nowhere, with your reading of why.
Sequence three urgent requests with one analyst-week available
Medium · prioritisation · tradeoffs · stakeholder communication
Three requests land on Monday and you have one week. An actuarial team needs incurred-claims completion factors restated before a filing deadline on Thursday. A clinical programme owner wants a deterioration model refreshed because its calibration has drifted in one region. A trial operations team wants site enrolment forecasts for a portfolio review in two weeks. Each requester believes theirs is blocking. Deliverable: your sequence with the reasoning, the message you send to whoever is deprioritised, and the smaller artefact you hand each of the two you cannot fully serve.
Approach
- The probe is whether you prioritise on consequence and reversibility rather than on who asked loudest or most recently.
- Classify each request by what happens if it slips. A regulatory or contractual deadline is irreversible on its date, a drifting model is causing harm every day it keeps running, and a portfolio review can absorb a provisional number. That ordering is defensible to all three requesters because it does not depend on your preferences.
- Take the deadline-bound work first, but scope it to the minimum defensible output, because completion factors feeding a filing carry a different error tolerance than a slide.
- Do not let the drifting model simply wait. Quantify the harm cheaply by comparing calibration in the affected region against the rest, and if it is materially miscalibrated propose flagging or suppressing its output for that region within the hour rather than at the end of a refresh.
- Give each deprioritised requester something real: a provisional forecast with its uncertainty and a refresh date, or a diagnostic that tells them whether their problem is urgent. Say no explicitly with a date rather than going quiet, because silence is what produces escalation.
Follow-up
- The programme owner escalates to your manager. What do you want your manager to be able to say?
- Midweek the actuarial work needs two more full days than you estimated. What gives?
- How does your answer change if the drifting model drives a clinical outreach list rather than a report?
Own an analysis that shipped wrong and was acted on
Easy · retrospective · ownership · data quality
Describe an analysis you delivered that was wrong, where someone acted on it before the error surfaced. Pick something with a mechanism you can name, not a typo. Cover what the number claimed, what was actually true, how much time passed before it was caught, who caught it, and what you told the people who had already acted. Deliverable: a five-minute account that ends with the specific control you added afterwards, plus one occasion since when that control has fired.
Approach
- Read the probe: the interviewer is testing whether you detect your own errors and whether the correction was structural. Pick an error with a nameable mechanism (a denominator built from distinct members instead of member-months, a series read before claims runout completed, a cohort selected on the outcome) so the story has a diagnosis rather than a mood.
- Open with the decision that was made on your number, not with the bug. The severity of an analytic error is measured in the action it caused: a rate filing, a staffing plan, a programme expansion.
- State the counterfactual number. 'The true figure was 14.1 admissions per 1,000 member-years, not 9.8' is a fact; 'it was off by a lot' is not.
- Describe the detection path honestly, including whether you found it or somebody else did. Say how long it took, because time to detection is the part you actually control next time.
- Close on the control, and make it something that protects a reader who has never met you: a unit test on the denominator, a paid-through date stamped on every chart, a required exclusions block in the spec template. Name one later date it caught something.
Follow-up
- What would have had to be true for you to catch this before delivery rather than after?
- Did the stakeholder change how much they trust your work, and did you want them to?
- Give an example of a control you added that turned out to be the wrong control.
Explain an incomplete cost series to a non-technical executive
Medium · claims runout · uncertainty · executive communication
An executive opens a dashboard showing risk-adjusted allowed PMPM down 6 percent across the last three incurred months and asks whether the cost initiative is working. You know pharmacy adjudicates within days, professional claims within weeks, and inpatient facility claims over months, so those three months are both undercounted and mix-shifted toward cheap services. There is also a genuine movement of roughly 1.5 percent in the older, complete months. Deliverable: a two-minute spoken answer, the change you make to the chart, and what you commit to telling them and when.
Approach
- The probe is whether you can be honest about uncertainty without sounding evasive. Executives read hedging as not knowing, so the answer has to end in a commitment.
- Separate the two claims immediately. The 6 percent is an artefact of incomplete data, and there is a smaller real movement in the months that are complete. Delivering only the debunk leaves them holding nothing.
- Explain the lag in their terms: the bills for the most expensive care arrive last, so an incomplete month always looks cheap and always looks like it is improving. Keep the phrase completion factor out of the first pass.
- Fix the chart instead of explaining around it. Shade or omit the incomplete months, print the paid-through date on the axis, and overlay the same series as it looked at equivalent maturity a year earlier so the shape is comparable rather than merely lower.
- Close with a date and a magnitude. Commit to a restated figure once runout matures, say roughly how far you expect the 6 percent to shrink, and name what you would need to see to call the initiative working.
Follow-up
- They ask for your best guess today, knowing it is provisional. What do you say?
- The restated number comes back at 1 percent. How do you handle having flagged the 6 percent at all?
- How do you stop this dashboard producing the same conversation next quarter?