Optimize the Right Metrics to Scale Your Business
Tech CEOs will accelerate at-scale attainment with the right front-office metrics, innovative problem solving, and continuous improvement.
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Challenges vary by startup phase, and CEOs should pay attention to key metrics early in the company’s growth to avoid having to go back and correct early-stage issues:
- Lack of clarity in decision making
- Low valuation
- Lack of visibility into the entire business
- Decisions not made in a timely manner
- Inability to track progress toward goals
- Difficulty in measuring performance
- Difficulty understanding customer acquisition and retention
- Inefficient use of resources
- Difficulty making data-driven decisions
This workshop provides the guidance and tools required for software companies to focus on the right metrics and scale:
- Align the CEO and the leadership team on goals.
- Get to scale faster.
- Enable fact and data-driven decision making.
- Reliably measure the key metrics.
- Demonstrate management prowess to the board.
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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.
Book NowModule 1: Establish Metrics and Stakeholders
The Purpose
Assess the current metrics and processes, help align the leadership team to key metrics, and identify secondary metrics to scale.
Key Benefits Achieved
- Key metrics identified
- Tools to identify and troubleshoot performance against benchmarks
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Discuss the current metrics that are being used to measure the success of the organization. |
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| 1.2 | Identify the key stakeholders who will be affected by any changes to the metrics. |
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| 1.3 | Discuss and summarize the growth plan and strategy of the company |
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Module 2: Evaluate the Processes and Links to the Metrics
The Purpose
Identify the metrics collection process and assign ownership.
Key Benefits Achieved
Alignment on the metrics and finalized collection process
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Discuss the current processes that are in place to collect and analyze the data. |
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| 2.2 | Identify the links between the metrics and the organization's goals. |
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| 2.3 | Identify any areas where the processes could be improved. |
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| 2.4 | Turn KPIs into shared goals. |
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Module 3: Compare the Current Metrics to Benchmarks and Identify Gaps
The Purpose
Look at the top four metrics that are critical for this stage of the company and check against benchmarks.
Key Benefits Achieved
Results of the benchmarking exercise and an analysis of the gaps
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Compare the organization's current metrics to industry benchmarks. |
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| 3.2 | Identify any gaps between the organization’s metrics and the benchmarks. |
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| 3.3 | Discuss the implications of these gaps. |
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Module 4: Plan to Address Gaps and the Changes Needed
The Purpose
Create a plan to address the gaps.
Key Benefits Achieved
Leadership team aligned and finalized plans to address metric gaps
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Develop a plan to address the gaps in the organization's metrics. |
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| 4.2 | Identify the resources that will be needed to implement the changes. |
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| 4.3 | Develop a timeline for implementing the changes. |
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Module 5: Develop a Strategy for Implementing the Changes
The Purpose
Finalize strategy for continuous monitoring and improvement.
Key Benefits Achieved
Targets and plan for monitoring metric performance
| Activities: | Outputs: | |
|---|---|---|
| 5.1 | Discuss the challenges that may be encountered in implementing the changes. |
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| 5.2 | Develop a strategy for overcoming these challenges. |
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| 5.3 | Develop a communication plan to keep stakeholders informed of the changes. |
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