How do we cascade our leadership team scorecard down to departmental scorecards without creating a massive web of administrative tracking that nobody looks at?

Question

Tyler Smith · Accepted Answer

Cascading your scorecard should not result in a mountain of spreadsheets. If you build a complex system of nested data, your managers will spend all their time updating charts instead of running their departments. Keep it simple and direct.

The leadership team scorecard should contain only the high level numbers that run the business. Each department head then creates a departmental scorecard for their own Level 10 Meeting. This departmental scorecard should contain the granular activities that feed the leadership team metrics.

For example, if the leadership scorecard tracks total weekly sales revenue, the sales department scorecard tracks the number of demos, proposals sent, and cold calls made by individual reps. The leadership team does not need to see individual rep metrics, but the sales manager does.

Make sure every number on a departmental scorecard has a clear owner. If a metric on the leadership scorecard goes red, the department head should be able to look at their departmental scorecard to immediately see which sub metric caused the miss. This clean hierarchy keeps tracking local and useful.