We find ourselves modifying our weekly Scorecard metrics every month as our strategy shifts, but this makes it impossible to compare quarterly data. How often should a leadership team actually change their 5 to 15 numbers, and what is the process for doing so?

Question

Tyler Smith · Accepted Answer

Changing your weekly Scorecard metrics every month is a sign that your leadership team is reacting to symptoms rather than focusing on root causes. When you constantly shift your numbers, you lose the ability to see long-term trends and predict future performance. Your weekly Scorecard should remain highly consistent. As a rule of thumb, you should only audit and adjust your 5 to 15 numbers during your quarterly meeting. This quarterly cadence gives you thirteen weeks of consistent data, which is the minimum required to identify patterns and seasonal trends. The only exceptions to this rule are major changes to your Accountability Chart or a significant shift in your business model. If you create a new seat on your leadership team, you will naturally need to add a corresponding metric to the Scorecard. During your quarterly meeting, review your current Scorecard and ask if each metric is still giving you an accurate pulse of the business. If a metric has been green for three quarters and is now running on autopilot, you can retire it to a departmental scorecard and replace it with a new leading indicator. This discipline ensures your Scorecard remains a powerful forward-looking tool rather than a moving target.