Skip to main content

KPIKPI A measurable value that demonstrates how effectively a company is achieving key business objectives. & OKROKR A goal-setting framework used to define measurable goals and track their outcomes. System

1. Overview​

We manage performance using two distinct tools:

  1. OKRsOKR A goal-setting framework used to define measurable goals and track their outcomes. (Objectives and Key Results): For Quarterly Strategy (Change/Growth).
  2. KPIsKPI A measurable value that demonstrates how effectively a company is achieving key business objectives. (Key Performance Indicators): For Weekly Health (Business as Usual).

2. OKROKR A goal-setting framework used to define measurable goals and track their outcomes. Framework (Quarterly)​

  • Objective: Where are we going? (Qualitative, Inspirational).
  • Key Result: How do we know we arrived? (Quantitative, Measurable).
  • Cadence: Set quarterly. Graded at the end of the quarter (0.0 - 1.0 scale).
  • Tracking: MS Loop Workspace.

Example:

  • O: Become the most trusted provider in the market.
  • KR1: Increase NPS from 40 to 60.
  • KR2: Publish 5 Case Studies.

3. KPIKPI A measurable value that demonstrates how effectively a company is achieving key business objectives. ScorecardScorecard A weekly report of 5-15 key metrics that gives a quick pulse on the health of the business. (Weekly)​

These are the "vital signs" of the business. They must be reported weekly in the Leadership Sync.

A. Sales & Revenue (System 03)​

  • New Deals Closed ($): Total value of signed contracts.
  • Pipeline Value ($): Total weighted value of open opportunities.
  • Deal Conversion Rate (%): Leads -> Customers.

B. Marketing (System 02)​

  • Marketing Qualified Leads (MQLs): # of leads passing criteria.
  • Cost Per Acquisition (CPA): Marketing Spend / New Customers.
  • Website Traffic: Unique visitors.

C. Cash Flow & Finance (System 07)​

  • Cash on Hand: Total liquidity.
  • Monthly Burn Rate: Total expenses.
  • Accounts Receivable > 30 Days: Overdue invoices.

D. Content EngineContent Engine System 5 of the operational model; the 'Central Nervous System' responsible for transforming raw information into standardized, modular assets for use in courses, marketing, and support. (System 05)​

  • Output Volume: # of AKUsAKU A standardized, independent, and reusable piece of knowledge (concept, procedure, script, etc.) that acts as the fundamental building block of the Content Engine. (Atomic Knowledge Units) published.
  • Consumption: Views/Downloads of internal or external content.

E. Support & Operations (System 09)​

  • CSAT Score: Customer Satisfaction (1-5).
  • Average Resolution Time: Speed of ticket closure.
  • Ticket Volume: Total incoming requests.

4. Reporting Protocol​

  • When: Updated every Monday morning by 10:00 AM.
  • Where: "Weekly ScorecardScorecard A weekly report of 5-15 key metrics that gives a quick pulse on the health of the business." Excel sheet linked in MS Loop.
  • Who: Department Heads are responsible for their respective metrics.

Related Documents: