We have an operations lead who is a high Fact Finder and Follow Thru on the Kolbe Index, and they are spending hours building overly complex spreadsheets for their weekly scorecard metrics. How do we help them simplify their conative need for detail so they do not overcomplicate our Level 10 Meeting?

Question

Tyler Smith · Accepted Answer

When you have a leadership team member who is a high Fact Finder and Follow Thru on the Kolbe Index, their instinct is often to build highly complex spreadsheets with dozens of sub-metrics. While this thoroughness is valuable in many contexts, it can cause organizational whiplash and derail your Level 10 Meeting if not managed properly.

Your goal is to help this leader leverage their conative strengths without overcomplicating your high-level Scorecard. Guide them to understand that the leadership Scorecard is a dashboard, not a database. For tips on how to focus your metrics, see [how to choose five to fifteen Scorecard metrics](/qa/how-to-choose-five-fifteen-scorecard-metrics).

Work with them to bundle their detailed data into a single, high-level index or summary metric for the leadership team.

• For example, instead of tracking twelve separate operational milestones, have them track a single weekly percentage of On-Time Project Delivery.
• This approach respects their instinctive problem-solving method while keeping your high-level operations clean, focused, and aligned with EOS® principles. For more on keeping meetings on track, check out [how to review your weekly Scorecard in under five minutes](/qa/how-to-review-scorecard-under-five-minutes).

They can maintain their detailed spreadsheet at the departmental level to satisfy their natural need for data depth and system structure. This allows them to run their department with the granularity they require while presenting a simplified, actionable number to the leadership team. If you're interested in analyzing team conative profiles further, you might find [how to analyze team conative profiles or Kolbe Indexes using AI](/qa/analyze-kolbe-indexes-with-ai-project-teams) helpful.