Our company is growing rapidly, and we find that the five to fifteen metrics we chose for our scorecard six months ago do not seem relevant anymore. How often should we review and update the actual metrics on our weekly scorecard without disrupting our operational rhythm?

Question

Tyler Smith · Accepted Answer

Your weekly Scorecard is a living breathing tool, not a static document set in stone forever. While you need historical consistency to spot trends, you must also ensure your metrics still reflect the current reality of your business. The best practice is to formally evaluate your Scorecard metrics once every quarter during your Quarterly Planning Session. This is when your leadership team steps back to look at the big picture, establishes new quarterly Rocks, and reviews the Accountability Chart. During this session, ask yourselves if your current five to fifteen metrics still give you an accurate, real time pulse of the business. If your business model has shifted, or if a specific operational bottleneck has been permanently solved, remove that metric and replace it with a new leading indicator. Avoid the temptation to change metrics mid quarter unless a number is completely broken or misleading. Changing metrics every couple of weeks destroys your ability to see multi week trends and prevents your team from building a predictable cadence. Treat your Scorecard as a quarterly commitment, and only make adjustments when you have the perspective of a full ninety day cycle.