Setting clear goals and KPIs
Good goals are specific, measurable, and tied to business outcomes. KPIs should be few, actionable, and owned by individuals or teams.
Goal-setting steps:
- Start with company-level objectives for the quarter or year.
- Cascade goals to teams with clear alignment and measurable KPIs.
- Use the SMART framework: Specific, Measurable, Achievable, Relevant, Time-bound.
Choosing KPIs
- Limit to 3–5 KPIs per team to prevent distraction.
- Ensure KPIs drive desired behaviors (e.g., retention, not vanity metrics).
- Pair leading indicators (activity) with lagging indicators (results).
Practical process
- Hold a planning session to agree on priorities and owners.
- Publish the goals and review them weekly or monthly.
- Use dashboards to make progress visible and actionable.
Ownership and review
Assign a single owner for each KPI and review progress in regular stand-ups. Use missed targets as learning opportunities and adjust tactics quickly.