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Tracking Plan Template

Spreadsheet-style template covering events, properties, user properties, governance rules, and KPI coverage. The structure Adasight uses on every engagement.

The structure of a tracking plan that ages well. Treat this as a starting structure — adapt the column set to your team's reality, but keep the discipline of having explicit columns rather than free-form notes.

Recommended structure

A tracking plan is six tables (or six tabs). Each does a different job.

1. Events

ColumnWhat it captures
Event namesnake_case, ≤40 chars, verb-object
DescriptionOne sentence: when does this fire?
TriggerThe exact moment in the user flow
OwnerOne person responsible
StatusActive / Deprecated / Proposed
Last reviewedDate of last reconciliation

2. Event properties

ColumnWhat it captures
Property namesnake_case
DescriptionWhat this captures, in plain English
Typestring, number, boolean, array
RequiredYes / No (Govern enforces this)
Allowed valuesIf enumerated, list them
Applies to eventsWhich events carry this property

3. User properties

ColumnWhat it captures
Property namesnake_case
DescriptionWhat this captures
Typestring, number, boolean, array
Set strategy$set (mutable) / $set_once (immutable)
Source of truthWhere this value originates
Update triggerWhen the SDK should update this

4. Group properties (B2B only)

Same shape as user properties, but at the account/workspace level.

5. Governance rules

RuleSetting
Naming conventionsnake_case enforced
Length cap40 chars for events, 30 for properties
Required propertiesList per event
Reserved prefixes[Amplitude] auto-collected only
Approval processPR review with tracking-plan link

6. KPI coverage

KPIDefining eventsDefining properties
Activation ratesignup_startedactivation_eventactivation_event requires plan_tier
Conversion ratepricing_viewedsubscription_startedsource channel, plan
Retention (W1, W4, W12)session_startedidentification rate ≥90%

How to use the template

Three habits.

Fill it out before instrumentation, not after. The plan is the spec. Engineering instruments to the plan. Without a plan first, instrumentation drifts toward what was easiest to ship.

Reconcile monthly. Pull top events from Amplitude → compare to plan → resolve gaps. 30 minutes once a month prevents 8 hours of cleanup once a year.

Sunset deprecated events. Mark events deprecated when they stop firing or stop being analysed. Hide them in Govern after 30 days, delete after 90. Otherwise the taxonomy fills with dead entries.

What we check for

The Amplitude Auditor compares your project's actual taxonomy to plan-style criteria:

  • Naming consistency
  • Description coverage
  • Property hygiene
  • Required properties enforced via Govern
  • Suspected duplicates (drift indicator)

Run an audit to see how your project looks against these.

Want to skip the manual work?

Run an automated audit on your project.

Same checklist, run automatically against your Amplitude configuration. ~60 seconds. Configuration metadata only.