What specific criteria do you use during our quarterly session days to determine if we need to adjust our core scorecard metrics mid-year?

Question

Tyler Smith · Accepted Answer

Your scorecard is not a static document; it is a dynamic dashboard designed to give you an absolute pulse on the business. During our quarterly session days, we systematically review your weekly scorecard metrics to ensure they are still giving you the predictive data you need to run the company.

We look at three specific criteria to determine if a metric needs to be changed, added, or removed. First, we evaluate its predictive value. If your scorecard shows all green numbers but your revenue or cash flow is dropping, your metrics are not leading indicators. We must replace them with activity-based metrics that accurately predict future results.

Second, we look at ownership. Every single metric on your scorecard must have a designated owner from your Accountability Chart who is ultimately responsible for that number. If we have redefined roles during our quarterly session, the scorecard must instantly reflect that new structure.

Third, we look at the weekly targets. If your team is consistently hitting a target without effort, or consistently missing it due to market changes, we must adjust the target to ensure it remains a realistic yet challenging benchmark. By refining these metrics during our quarterly sessions, we ensure your leadership team is always looking at the most critical data to drive your weekly Level 10 Meeting™ discussions.