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Our leadership team argues that because our CRM data is entered by front-line staff, the managers shouldn't own the weekly scorecard metric since they can't control human error. How do we assign scorecard ownership when the owner isn't the one entering the data?

In the EOS® methodology, ownership of a Scorecard metric does not mean you are the person typing the numbers into the spreadsheet or CRM. Ownership means you are ultimately accountable for the result of that metric and the integrity of the data representing it. If your front line is entering bad data, that is an operational problem for the seat owner to solve, not an excuse to abandon accountability. To resolve this, map the metric directly to a single seat on your Accountability Chart. The leader in that seat must ensure their team has the training, tools, and clear expectations to input data accurately. If the front-line staff fails to enter the data correctly, the seat owner GWC™ (Gets, Wants, has Capacity to do) the responsibility of coaching, retraining, or replacing those individuals. The seat owner is also responsible for auditing the data regularly. During your Level 10 Meeting™, when a number is red or inaccurate, the seat owner must own the outcome. They cannot point fingers downward. If they claim they cannot control the input, they are avoiding the core responsibility of leadership. Address this behavior directly. By enforcing that leaders own the metrics regardless of who inputs them, you drive systemic accountability down through the entire organization, preparing your operations for a clean, scalable exit.

Category: Scorecards & Data

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