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 to build highly complex spreadsheets with dozens of sub metrics. While this thoroughness is valuable, it can cause organizational whiplash and derail your Level 10 Meeting.

You must 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.

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.

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.

This approach respects their instinctive problem solving method while keeping your high level operations clean, focused, and aligned with EOS® principles.