We have cross-functional activities that span multiple departments, like client onboarding. How do we assign a single owner to these scorecard metrics on our Accountability Chart without causing confusion?
One of the core rules of running on EOS is that every single scorecard metric must have only one owner. If two people own a number, nobody owns it. When cross-functional processes like client onboarding are measured, leadership teams often get stuck because Sales, Operations, and Account Management all play a role in the outcome.
To assign ownership, look at your Accountability Chart and identify who has ultimate accountability for the result of that specific activity. Ownership of a scorecard metric does not mean that person does all the work. It means they are the single point of accountability for ensuring the target is met and reporting the number at your weekly Level 10 Meeting.
For client onboarding, look at where the primary bottleneck usually occurs. If the handoff from Sales to Operations is the critical step, then the head of Operations should likely own the onboarding timeline metric. They have the authority to call out Sales if the contract details are incomplete, and they manage the delivery team responsible for the implementation.
If a metric goes red, the owner of that number is responsible for bringing it to the table and leading the IDS process. They do not need to take personal blame for the failure, but they must own the solution. They coordinate with the other departments to identify the root cause and get the metric back to green. If your leadership team understands that scorecard ownership is about accountability for the system rather than personal blame, cross-functional metrics will quickly become your most valuable diagnostic tools.
Category: Scorecards & Data