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Our leadership team has over thirty metrics on our weekly scorecard, and our Level 10 Meetings are bogged down in data review. How do we prune this list down to the critical five to fifteen numbers without losing our pulse on the business?

A scorecard with thirty metrics is not a scorecard; it is a spreadsheet of noise. When you track everything, you focus on nothing. Your leadership team is likely using the scorecard as a departmental reporting tool rather than a high-level tool to run the business.

To prune your scorecard down to the essential five to fifteen metrics, you must understand the difference between leadership metrics and departmental metrics. Your leadership team scorecard should only track the vital signs of the entire enterprise. These are the metrics that, if they go red, indicate a systemic issue that threatens your quarterly Rocks or your V/TO® goals.

Start by looking at each metric on your current scorecard and asking this question: If this number is off track for two weeks in a row, does the leadership team need to discuss it, or can a department head solve it within their own team? If the answer is that the department head can handle it, remove it from the leadership scorecard immediately.

Push those operational metrics down to the departmental scorecards. Your sales team, marketing team, and operations team should each have their own scorecards to track their daily and weekly activities.

Only the rolled-up, high-level indicators should graduate to the leadership scorecard. For example, instead of tracking five individual marketing campaigns, track total weekly marketing-qualified leads.

Keep your leadership scorecard focused on cash, customer satisfaction, sales pipeline value, and capacity. This restores speed to your Level 10 Meeting™ and allows your Integrator to spot macro-trends instantly, keeping the business aligned and ready for a clean exit.

Category: Scorecards & Data

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