If the first time you learn a month went badly is when you see the month-end numbers, you are managing by autopsy.
A scorecard fixes that. Between five and fifteen leading numbers, one owner each, reviewed every week, so a problem shows up in week two while you can still do something about it.
WHAT YOU GET
- Metric selection. A working session to identify the small number of measures that actually predict your results, rather than the twenty that merely describe them.
- Definitions. Every metric written down with its owner, its source, its formula and its target, so two people cannot report the same number differently.
- The scorecard. A weekly view built in ClickUp, Asana, Google Sheets or Excel, whichever your team will actually open.
- Dashboards. Visual reporting for the leadership team, plus a lighter view per department.
- Data plumbing. Where possible, numbers pulled in automatically instead of typed in by hand every Monday.
- The review rhythm. A short agenda for reading the scorecard weekly, so it gets used instead of admired.
TURNAROUND
3 to 5 business days.
WHO THIS IS FOR
Founders and leadership teams of 5 to 50 people who have plenty of data and no clear view of it, and anyone running EOS, Scaling Up or Pinnacle who needs the scorecard built properly.
BACKGROUND
MBA with 10 years in business management and operations. ISO Quality Management Systems certified. IASSC Lean Six Sigma certified. ClickUp Certified. Google Project Management Certificate.
The hardest part of this is not the dashboard. It is choosing the right dozen numbers. That is the part I am actually useful for.