Interview guides · Press ganey
Press ganey Data Scientist Interview Questions & Guide 2026
Press ganey data scientist prep on data pitfalls: selection bias, target leakage, and checking an outlier's provenance before you drop it.
The 60-second brief
A Data Scientist at Press ganey occupies a highly strategic and impactful role at the intersection of healthcare, data analytics, and patient experience. Press ganey is a pioneer in healthcare performance improvement, partner to more than 41,000 healthcare facilities. In this role, you are responsible for transforming complex, large-scale survey data—including patient satisfaction scores, clinical quality metrics, and nursing quality indicators—into actionable insights that help hospitals and healthcare systems improve patient care, safety, and operational efficiency.
How much statistics you need depends on the flavour of the seat. Experiment-facing work wants you deep enough to notice that repeated looks at accumulating data inflate the false positive rate of a fixed-sample test; modelling-facing work wants estimation and honest uncertainty intervals.
Focus areas
- Risk-adjust outcomes before comparing providers or panels
- Correct for claims runout before reporting recent months
- Reconstruct drug exposure intervals from dispensing records
Overview
The primary objective of the data science team is to extract meaningful patterns from structured and unstructured healthcare consumer feedback. This involves working extensively with survey methodologies, statistical analysis, and predictive modeling. Because Press ganey products directly influence clinical outcomes, patient safety, and executive decision-making across the healthcare industry, the models and analyses you build must be exceptionally rigorous, reproducible, and explainable.
You will typically collaborate with product managers, healthcare consultants, and engineering teams to integrate data-driven features into the company's core platform. Whether you are developing predictive models to identify patients at risk of readmission, analyzing key drivers of patient satisfaction (often measured on 1-5 Likert scales), or preparing research papers for publication, your work will directly impact how healthcare providers deliver care to millions of patients.
The Press ganey interview process
Press ganey candidates report 5 rounds · ≈ 4-6 weeks. The stages below are what candidates describe, not a published process.
Recruiter Call
Whoever runs this call is usually not a practitioner. They take notes, and a hiring manager skims those notes later, so the real question is whether your work survives being written down by someone outside the field. Test every project sentence against that: could a non-specialist repeat it correctly without knowing what a propensity score is? Carry a plain-language version of each project and one reason you want this particular role that you could not copy onto another application. Vagueness at this stage reads as inexperience, even when the underlying work was genuinely deep.
What to demonstrate
- Whether a non-specialist can restate your projects accurately, since their paraphrase is what reaches the hiring manager
- Whether your reason for wanting the role points at the work itself rather than the company's reputation
- Whether your language signals the level being screened for: what you decided yourself versus what you were handed
How to prepare
- Write a two-sentence, jargon-free version of each major project: the question nobody could answer, and the decision your work changed. Read it to someone outside data and have them repeat it back
- Point your 'why this role' answer at something concrete in the job description or the product surface you would be working on, and keep it to two sentences
- Have two questions ready about measurement: which metric the team is held to, and who acts on an analysis once it lands
Hiring Manager Interview
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 Evaluation
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
Take-Home Assignment
Your submission is read asynchronously by someone who cannot ask you a clarifying question, and who will usually skim it before reading it properly. That changes what good looks like. The conclusion belongs near the top with the supporting analysis beneath it, and the code should run start to finish on a clean machine without a manual step you forgot to document. A reviewer forced to reconstruct your reasoning from the order of notebook cells is already discounting the work. The submissions that land are the ones where a busy reader gets the answer immediately and can verify it if they want to.
What to demonstrate
- Whether the answer arrives before the methodology, so a reader who stops after the first page still has the recommendation
- Whether the code runs end to end from the submitted files, with dependencies and data paths declared rather than assumed
- Whether each chart is legible on its own, carrying axis labels and units, and exists to support a claim made in the text
How to prepare
- Restructure a past analysis so the opening paragraph holds the recommendation and the number behind it, then check that nothing later in the document quietly contradicts it
- Copy your own submission into an empty directory, run it in a clean environment, and fix everything that breaks; hidden local state is caught here or by the reviewer
- For every chart, write the one sentence it is meant to prove, and delete the chart if you cannot write that sentence
Behavioral Interviews
Most of the weight in this round sits on the disagreement questions. Data work routinely produces an answer someone senior did not want, and the interviewer is trying to learn what you do in that hour. Both failure modes are common: folding as soon as a director pushes back, and treating the pushback as ignorance to be corrected with a better chart. A strong answer usually contains a specific thing the other person knew that you did not, and describes how you found out whether it changed the conclusion.
What to demonstrate
- Whether you can state the other side's argument accurately before you explain why you disagreed
- What you treated as evidence during the disagreement, such as a rerun under their assumption or a holdout check, rather than persuasion technique
- Whether you distinguish being overruled from being wrong, and can give an example of each
How to prepare
- Write out one disagreement where you turned out to be wrong, and say what in the data misled you. Candidates prepare the story where they were right, and the follow-up asks for the other one.
- For your main disagreement story, be ready to say what result would have made you drop your position. If no such result exists, you were not arguing from the data.
- Practise stating the opposing position out loud in one sentence the stakeholder would accept, then continue the story.
Where candidates lose points
Ignoring clustering by provider, facility, or site
Patients within a provider panel, and subjects within a trial site, are correlated on both case mix and practice pattern. Standard errors computed as if observations were independent are too narrow by roughly the design effect, 1 + (m - 1) * ICC, where m is the average cluster size. With 50 patients per provider and an intracluster correlation of only 0.02, variance is understated by about a factor of two, which manufactures significant provider differences out of noise. Cluster-robust errors or a random intercept per provider, and cluster-level randomisation when you design the test, are the corrections.
Pre-post evaluation on a high-cost or high-risk cohort
Cohorts selected on an extreme value of the outcome regress toward the mean on their own. Members identified as the top 1 percent of spend in one year spend far less the next, whether or not anyone intervenes, because the selecting year captured both chronic severity and one-off events. A pre-post design on such a cohort will report savings every time. A concurrent comparison group selected by the same rule in the same period, or a regression discontinuity at the selection threshold, is the minimum credible design.
Reporting a mean for a heavy-tailed metric without saying what it hides
For spend, session length or items per order, a small fraction of units carries most of the total, so the mean has a wide standard error and one account can move it. Fix the handling before you see the result: cap or winsorise at a pre-declared percentile, and report the median or the share above a threshold next to the mean. Capping changes the estimand, so say which question the capped number answers, and check how much of any difference comes from the top 0.1 percent of units.
Explaining an aggregate move without decomposing the mix shift
Split the change in the aggregate into within-segment movement and movement in segment weights before you explain it. Every segment's rate can fall while the overall rate rises, purely because volume shifted toward segments that already had higher rates.
Questions & practice
How would you handle missing data or non-response bias in a large-scale patient experience survey?
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.
- Translate the result into the decision it informs, in one plain sentence.
Follow-up
- Which assumption here is most likely to be violated in practice?
- How would you explain this result to someone who does not know statistics?
Explain the difference between correlation and causation when analyzing patient feedback and clinical outcomes.
Medium · statistics and probability
Approach
- Quantify uncertainty explicitly rather than reporting a point estimate alone.
- Translate the result into the decision it informs, in one plain sentence.
- Write down the assumption the method needs before you use the method.
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 address multicollinearity when building regression models with highly correlated survey questions?
Medium · machine learning and modelling
Approach
- Check what information would not exist at prediction time, and exclude it.
- Say how the offline result would be validated online before it is trusted.
- Set a baseline first, so any model has something honest to beat.
Follow-up
- Where could label leakage enter this setup?
- What would you monitor after launch to know the model is still valid?
How would you explain a complex machine learning model, such as a random forest classifier, to a hospital executive who has no technical background?
Medium · machine learning and modelling
Approach
- 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.
- Pick an evaluation metric that matches the cost of each error type, not a default.
Follow-up
- How would you choose the decision threshold, and who owns that choice?
- Where could label leakage enter this setup?
Build a claims lag triangle and complete recent months
Medium · chain ladder · runout · pivot
medical_claim_line has claim_id, claim_version, frequency_code, service_start_date, paid_date, allowed_amount, claim_status. Using 24 fully mature incurred months, build a development triangle of allowed dollars by incurred month and payment lag in whole months, derive cumulative completion factors by chain ladder, then estimate ultimate allowed for the three most recent incurred months at a stated paid-through date. Deduplicate to surviving claim versions before building the triangle. Return incurred_month, paid_to_date, completion_factor, estimated_ultimate.
Approach
- Deduplicate to surviving claim versions and keep paid lines first. A triangle built on all versions develops on adjustment churn rather than on payment timing, and replacements arrive late, so the distortion concentrates in exactly the tail you are trying to estimate.
- Compute lag as a whole-month difference between incurred month and paid month, not as day difference divided by 30. Ragged month lengths otherwise shuffle identical claims between lag buckets depending on which month they fall in.
- Pivot to incurred_month by lag, cumulate along lag, then form age-to-age factors as the ratio of the column L+1 total to the column L total, summed over incurred months mature enough to have both. Volume weighting is the chain ladder; a simple mean of per-month ratios lets one low-volume month dominate the factor.
- Chain the age-to-age factors from each lag to ultimate and invert: completion factor at lag L is the reciprocal of the product of factors from L onward. Apply as estimated_ultimate = paid_to_date / completion_factor.
- State the assumption you have just made, which is that the development pattern is stable. It is not, after a claims-system migration, a network change or a processing backlog, and the most recent month's factor is the least reliable because it rests on the fewest observations while carrying the largest adjustment.
Worked solution (35 min)
- Deduplicate to surviving versions, drop voids, keep claim_status 'paid', and derive incurred_month from service_start_date and paid_month from paid_date.
- lag = (paid_month.year - incurred_month.year) x 12 + (paid_month.month - incurred_month.month); drop negative lags and investigate them separately.
- Pivot to a triangle of summed allowed_amount, cumulate along the lag axis, and mask cells past the paid-through date so no cell contains a future payment.
- Compute volume-weighted age-to-age factors per lag over the mature rows, then chain them into cumulative completion factors.
- Apply the factor for each recent month's current maturity to its paid_to_date and return the four columns.
Expected result: Three rows. Completion is well below 1 at short lag and approaches 1 in the tail; for a mixed medical book a one-month-old incurred month commonly sits far from complete, while a twelve-month-old one is close. Exact values are book-specific, so the reviewable property is monotonicity and the holdout test below, not the numbers themselves.
Verify it yourself
- Cumulative completion factors are non-decreasing in lag and converge toward 1 at the tail.
- Hold out one fully mature incurred month, apply the factors at each of its intermediate maturities, and confirm each estimate lands within a few percent of its known total.
- estimated_ultimate is greater than or equal to paid_to_date for every row.
- A pharmacy-only triangle completes far faster than an inpatient-facility-only triangle, which confirms the lag computation is reading real payment timing.
Follow-up
- A processing backlog means the last two months developed slower than history. What does your estimate do, and how would you detect that before reporting?
- Pharmacy, professional and inpatient facility develop on different clocks. How do you split the triangle, and what breaks if the service mix shifts?
- What happens to a PMPM series if someone reports an unadjusted recent month, and in which direction does the error point?
Write a SQL query to calculate the rolling average of patient satisfaction scores over a 30-day period for each hospital department.
Medium · sql and data manipulation
Approach
- Say which table is the grain you start from, and join outward from it.
- Compute rates by summing numerator and denominator separately, never by averaging rates.
- Handle the rows that do not match: a LEFT JOIN with a NULL check is usually the question.
Follow-up
- What breaks if events arrive late or out of order?
- How does the query change if the join becomes one-to-many?
Walk me through how you would optimize a slow-running SQL query that joins multiple large tables containing survey responses.
Medium · sql and data manipulation
Approach
- Say which table is the grain you start from, and join outward from it.
- Compute rates by summing numerator and denominator separately, never by averaging rates.
- State the window function and its partition and ordering out loud before writing it.
Follow-up
- How does the query change if the join becomes one-to-many?
- What breaks if events arrive late or out of order?
Report site activation to first randomization without hiding non-enrollers
Medium · grain collapse · left join · censoring
study_site holds one row per (study_id, site_id): site_activation_date, which is NULL for a site selected but never activated, and site_status. study_subject_visit holds subject_visit_id, study_id, site_id, subject_id, randomization_ts (NULL for screen failures), visit_name, visit_number, actual_visit_date and visit_status, with one row per subject per protocol visit, so randomization_ts repeats across every visit of a randomized subject and a site that has screened nobody has no rows there at all. For one study_id and a stated data cut date, return per activated site the activation date, the first randomization_ts and the days between them, with activated sites that have randomized nobody still present. Add a study-level summary giving median days to first randomization and the share of activated sites with no randomization by day 90.
Approach
- Take the site universe from study_site, never from study_subject_visit. The visit table can only contain sites that have screened at least one subject, so a universe built from DISTINCT site_id there omits exactly the sites this metric exists to expose. Filter study_site to the study and to site_activation_date IS NOT NULL, then LEFT JOIN the per-site first randomization.
- Collapse the grain before aggregating anything on the visit side. The table repeats randomization_ts across every visit of a randomized subject, so any count taken at row grain is inflated by visits per subject. MIN(randomization_ts) per site is safe, COUNT is not.
- State the date boundary rule. randomization_ts is a timestamp and site_activation_date is a date, so a randomization at 23:40 local time can land on either side of a day boundary depending on the zone the timestamp is stored in. Cast once, deliberately, and say which zone.
- Use PERCENTILE_CONT(0.5) WITHIN GROUP (ORDER BY days) for the median and be explicit that it ignores NULLs, so it is a median over enrolling sites only. That is exactly why the non-enroller share is reported beside it rather than instead of it.
- Censor the day-90 denominator against the data cut. A site activated 40 days before the cut has not had 90 days to randomize, so it cannot be scored on that bar and belongs outside that denominator.
Worked solution (25 min)
- CTE sites: site_id and site_activation_date from study_site for the study where site_activation_date IS NOT NULL. The (study_id, site_id) key already gives one activation date per site, so assert that key rather than de-duplicating defensively.
- CTE first_rand: site_id and MIN(randomization_ts) over study_subject_visit rows for the study where randomization_ts IS NOT NULL, grouped by site_id.
- LEFT JOIN sites to first_rand and compute days_to_first_randomization with an explicit cast of the timestamp to a date.
- Summary: PERCENTILE_CONT(0.5) over non-null days, plus the count and share of sites with no randomization by day 90, restricted to sites activated at least 90 days before the data cut.
- Compare the site-level row count with COUNT(DISTINCT site_id) in study_subject_visit for the study; the difference is the activated sites that have screened nobody, which is the population the metric is for.
Expected result: One row per activated site with site_id, site_activation_date, first_randomization_ts and days_to_first_randomization, NULL in both randomization columns for sites that have randomized nobody, including sites with no study_subject_visit rows at all; plus one summary row with median_days_over_enrolling_sites, sites_activated_90d_or_more and share_with_no_randomization_by_day_90.
Verify it yourself
- Site-level row count equals the number of study_site rows for the study with a non-null site_activation_date, and is greater than or equal to COUNT(DISTINCT site_id) in study_subject_visit for that study. Below it means either an activated site is missing from study_site or a visit row carries a site_id whose activation date is NULL, both data-quality findings.
- No days_to_first_randomization is negative. A negative value is a data-quality finding to raise, not a number to clamp at zero.
- The day-90 denominator excludes sites activated within 90 days of the data cut. Including them can only add sites that have not had a full 90 days, and any of those without a randomization would be miscounted as a failure.
Follow-up
- The same site_id appears under two studies. What breaks, and what is the correct grain for this metric?
- Would you present this as a median, as a Kaplan-Meier curve of time to first randomization, or both, and what does the curve show that the median cannot?
- A site randomized one subject who withdrew at visit 2. Does that site count as enrolling here, and how does that differ from a randomized-and-retained measure?
If a hospital client sees a sudden drop in their emergency department satisfaction scores, how would you structure an analysis to identify the root cause?
Medium · product sense and metrics
Approach
- Restate the decision this analysis has to support, and who acts on the answer.
- Decompose the metric into the rates that drive it, and say which one you would check first.
- Name one primary metric, then the guardrail that stops it being gamed.
Follow-up
- Which segment would you cut first, and what would that rule out?
- What would you do if the primary metric and the guardrail moved in opposite directions?
Given a dataset of patient surveys with 1-5 scores, how would you identify the top three drivers of overall patient recommendation?
Medium · product sense and metrics
Approach
- Restate the decision this analysis has to support, and who acts on the answer.
- Decompose the metric into the rates that drive it, and say which one you would check first.
- Fix the population and the time window before naming any metric.
Follow-up
- What would you do if the primary metric and the guardrail moved in opposite directions?
- How would you detect that the metric is being gamed rather than genuinely improving?
How would you use Python (specifically Pandas) to clean and merge two disparate healthcare datasets with mismatched date formats and missing values?
Medium
Approach
- Clarify what is being asked and what a complete answer would contain.
- Say what you would check first and why it is the highest-information step.
- Work from the decision backwards to the evidence you would need.
Follow-up
- What assumption would you test first?
- How would you know your answer was wrong?
Propose a proxy for care that never happened
Hard · proxy metrics · informative missingness · bias direction · churn
Leadership asks for a metric for unmet need: care a member should have received and did not. Claims record billing events, so no claim and no need look identical in the data. Using member_enrollment, medical_claim_line, encounter, lab_result and pharmacy_claim, propose the best available proxy, state the direction of its bias and what drives the magnitude, and name one decision the proxy is good enough to support and one it is not. Say plainly whether the quantity itself is identified by this data.
Approach
- Start by refusing the direct metric and saying why in one sentence: every table here records an action someone took and billed for, so the absence of a row is the absence of a billed action, and no combination of these tables distinguishes a member who needed nothing from a member nobody reached. The quantity is not identified.
- Build the proxy only where non-treatment leaves a downstream trace. Two families work: ambulatory care sensitive admissions per 1,000 member-years, where an inpatient stay for short-term diabetes complications, heart failure, adult asthma, bacterial pneumonia or urinary infection implies outpatient care that did not land; and guideline gap measures on an identified cohort, for example members with a qualifying diagnosis on at least two medical_claim_line rows at least 30 days apart, continuously enrolled, with no matching lab_result loinc_code and no matching procedure_code in the last 12 months.
- State the bias direction without hedging. Both families require prior contact: a gap measure needs a diagnosis, which needs someone to have coded it, and an admission needs the member to reach a facility. The proxy therefore undercounts unmet need, and it undercounts it most in exactly the population that has the most of it, namely members with no contact at all.
- Name the magnitude drivers so the number can be read over time: coverage churn (short spans fail continuous-enrolment filters and drop out of the denominator), coding intensity (more diagnosis coding enlarges the identified cohort and can raise measured gaps with no change in care), and site-level ordering habits in lab_result, since a test exists because somebody chose to order it.
- Pair it with a denominator-side companion that moves the opposite way: the count and share of continuously enrolled members with zero claims of any kind in 12 months. Reporting it beside every unmet-need number blocks the improvement that comes from losing the least-observed members.
- Close with the usability boundary: the proxy supports relative prioritisation of outreach across panels within the same product and region, where the bias is shared; it does not support a year-over-year claim that unmet need fell, because churn and coding intensity move the proxy on their own.
Worked solution (40 min)
- Write the identification argument in three sentences: what generates rows in each table, what a missing row can mean, and why no filter separates the two meanings.
- Specify one gap measure end to end: cohort definition with the two-claims-30-days-apart rule, continuous-enrolment requirement with the allowable gap in days, the expected event defined by loinc_code in lab_result or procedure_code in medical_claim_line, and the 12-month window.
- Specify the ambulatory care sensitive admission rate per 1,000 member-years from encounter and member_enrollment, with the diagnosis list named and planned admissions excluded.
- Write the bias paragraph: direction, the three magnitude drivers, and the specific scenario in which the proxy improves while care worsens.
- Define the zero-utiliser companion metric and state that it is published on the same page as the proxy, not in an appendix.
- Write the two-line usability boundary naming the one decision it supports and the one it does not.
Expected result: A written proposal stating that unmet need is not identified by claims or clinical data; offering a two-part proxy of guideline gap rates on a diagnosis-identified, continuously enrolled cohort plus ambulatory care sensitive admissions per 1,000 member-years; declaring the bias as a systematic undercount concentrated in members with no prior contact; naming churn, coding intensity and site ordering habits as the magnitude drivers; pairing the proxy with the zero-utiliser share; and limiting its use to cross-panel prioritisation within a product and region rather than year-over-year claims.
Verify it yourself
- Recompute the gap rate with the continuous-enrolment requirement removed. A large move confirms churn is driving the denominator, which is the bias the write-up claims.
- Split the identified cohort by number of qualifying diagnosis claims. If the gap rate differs sharply between members at exactly two claims and members at many, the cohort definition is picking up coding intensity as much as disease.
- Compare gap rates across sites with known differences in lab ordering volume. Divergence there is the ordering-habit driver, not a care difference.
- Check that the zero-utiliser share and the gap rate are not moving in opposite directions unexplained; if they are, the proxy is improving by losing members.
Follow-up
- Your gap measure improves 3 points year over year and the zero-utiliser share rose 1.5 points. What do you tell leadership?
- Would adding the presence indicator for lab orders as a model feature help or hurt, and what happens when that model is deployed at a site with different ordering protocols?
- What data outside these five tables would actually identify unmet need, and what would it cost to get it?
Allowed PMPM fell fourteen percent in three months
Easy · claims runout · completion factors · incurred vs paid
Allowed PMPM in the monthly series fell from $412 to $354 over the three most recent incurred months, and leadership wants to announce the saving. You have medical_claim_line (allowed_amount, service_start_date, received_date, paid_date, claim_id, claim_version, frequency_code, place_of_service_code), pharmacy_claim (allowed_amount, fill_date, reversal_flag) and member_enrollment coverage spans. The chart carries no paid-through date. Work out how much of the fall survives completion, and hand back a restated series with an explicit paid-through date and the completion factors you applied.
Approach
- Get the paid-through date first and put it on the chart. Without it the series is uninterpretable, because every incurred month is a different age.
- Build a lag triangle: for each incurred month, cumulative allowed_amount by the number of months between service_start_date and paid_date, on surviving claim versions only (drop frequency_code 8 voids and keep the highest claim_version per claim_id).
- Estimate development factors separately for pharmacy fills, professional lines and inpatient facility lines. Pharmacy adjudicates within days, professional within weeks, inpatient facility over months, so one blended factor understates the correction on the newest month and overstates it on the oldest.
- Gross each of the last three incurred months up by the reciprocal of its cumulative development factor, using factors fitted on months that have already fully run out.
- Rebuild the denominator independently as member-months from coverage spans. Member-months are complete on day one, so if the denominator also shows a lag pattern the enrollment file is late, which is a different bug with a different fix.
- Restate the series, mark the last three months as estimated, and report the residual movement after completion as the only part worth investigating.
Follow-up
- The completed series still shows a three percent fall. What do you look at next, and in what order?
- How would you detect that the fall is a mix shift toward cheaper services rather than lower volume?
- A contract settles on this number at a fixed paid-through date. What do you owe the other party about the estimate you just made?
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.
Stories where someone disagreed with you
Have two ready. In one, the data was on your side and you had to move someone who outranked you. In the other, the pushback was correct and you changed position. The second is the harder story and it lands better, because it shows you separate being right from being attached to an answer. Name the person's actual objection.
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?
Scope a one-line request for a readmission rate
Easy · scoping · measure specification · stakeholder communication
A clinical operations lead messages you: 'What is our readmission rate? The committee meets Friday.' You have encounter (encounter_id, admit_ts, discharge_ts, encounter_type, admission_type, discharge_disposition, drg_code, index_encounter_id) and member_enrollment coverage spans. Do not open a query editor yet. Deliverable: the three to five questions you send back, ranked by how much the answer moves the number; the default specification you will build if nobody replies by Wednesday; and the one line you will place under the figure so the committee does not read it against a published benchmark.
Approach
- Read the probe: this tests whether you convert ambiguity into a specification without either stalling or guessing silently. Both failure modes are common, and the silent guess is worse because nobody can see it.
- Rank your questions by leverage on the number rather than by curiosity. Whether the numerator is all-cause or unplanned, and whether the clock starts at discharge_ts, move the result far more than a tie-break rule on same-day returns.
- Ask about the comparison first. A number going to a committee will be compared to something, and whether that something is last quarter, another panel, or a national figure decides whether you owe them a raw rate, a risk-adjusted rate, or an observed-over-expected ratio.
- Commit to a default in writing so silence does not block you: unplanned acute inpatient readmission within 30 days of discharge_ts, index stays excluding planned admissions, acute-to-acute transfers, discharges against medical advice, and dispositions of expired or hospice, denominator of eligible index discharges, paid-through date stated.
- Write the caveat as a restriction on use rather than a hedge: name the one comparison the figure supports and the one it does not.
Follow-up
- They reply that they want it 'the way the benchmark does it'. What do you ask next?
- The committee wants it split by attending provider. What changes in the specification, and what do you refuse to show?
- How does your answer change if the meeting is tomorrow rather than Friday?
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.