Template

Tracking plan template: Decide what to measure before you tag anything

A free tracking plan template for CRO and GA4: business questions, events, parameters, triggers, owners and QA status, with an example row to copy.

A tracking plan is the single source of truth for what you measure. Without one, every analyst names events differently, nobody knows what click_2 means, and test results become arguments about data.

How to use it

  1. Start with questions. “Where do shoppers drop out of checkout?” “Do trial users who connect data convert to paid?” Each question needs one or more events.
  2. Use standard names where they exist. GA4 publishes recommended event names such as begin_checkout, purchase, sign_up and generate_lead (Google Analytics Help). Use those before inventing your own.
  3. Agree a naming convention for custom events: lowercase, underscores, verb then object, for example filter_apply or plan_select.
  4. Fill one row per event in a spreadsheet using the columns below.
  5. QA, then mark it verified. Only verified events go into test reports.

The columns

Column What goes in it Example
Business question Why this event exists Where do shoppers drop out of checkout?
Event name Exact name sent add_shipping_info
Parameters Name: example value shipping_tier: "standard", value: 39.90
Trigger When it fires, precisely Shopper submits a valid delivery option
Funnel step Where it sits Checkout step 2 of 4
Platforms Where it’s implemented Web (GTM), app
Owner Who keeps it working Analytics lead
Status Planned / built / verified Verified
Last checked Date of last QA 2026-11-12

Copy the header row into Google Sheets or Excel: Business question, Event name, Parameters, Trigger, Funnel step, Platforms, Owner, Status, Last checked.

Notes

  • Fewer, trusted events beat many shaky ones. Track the funnel steps and guardrails first.
  • Consent affects data. If analytics depends on consent, your numbers are a sample. Note that in the plan so nobody compares them with backend totals expecting a perfect match.
  • Next, write a measurement brief for your most important journey.

The checklist

Use it every time you add or change an event. Your ticks are saved in this browser only.

0 of 10 done (saved in this browser only)

Before you add any event
Before you trust the data

Sources (2)

  1. WXM: the Wave Experimentation Model. Wavesy. Accessed 4 November 2026.

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