We are having trouble keeping our weekly scorecard metrics distinct from our quarterly Rocks, and our team often ends up tracking project milestones on the scorecard. How do we keep these two tools separate but aligned?
It is common for leadership teams to confuse scorecard metrics with Rocks, but they serve entirely different purposes. Your Rocks are your priority projects for the quarter, the big, multi-step goals that move the business forward. Your scorecard metrics are the daily and weekly activity-based numbers that keep the lights on and measure the ongoing health of your business. To keep them separate, remember that the scorecard measures your run-rate operations, while Rocks measure your strategic growth. A scorecard metric is ongoing and never truly finished; you want to hit your target week after week, forever. A Rock has a specific deadline and is either done or not done by the end of the quarter. If you find your team putting project milestones on the scorecard, move them to your Rock milestones or your weekly To-Dos. The scorecard should only contain quantitative numbers that flow constantly. However, they do align. If you have a Rock to improve client retention, your scorecard should track weekly leading indicators like client check-ins or support response times. This shows you whether the work you are doing on your Rock is actually moving the operational needle in real time. Keep the boundaries clear to avoid confusing your team.
Category: Scorecards & Data