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.

Book Your Workshop

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.

Module 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.
  • Assessment of the current stage of metrics
1.2 Identify the key stakeholders who will be affected by any changes to the metrics.
  • Documented metrics being used and their owners
1.3 Discuss and summarize the growth plan and strategy of the company
  • Mapped impact of the current metrics in the decision-making process

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.
  • List of metric collection tools and resources
2.2 Identify the links between the metrics and the organization's goals.
  • Identified metrics and alignment to the goals
2.3 Identify any areas where the processes could be improved.
  • Time and resource commitments understood by key stakeholders
2.4 Turn KPIs into shared goals.

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. 
  • Benchmark comparison report using tool
3.2 Identify any gaps between the organization’s metrics and the benchmarks. 
  • Finalized additional metrics list and process to measure
3.3 Discuss the implications of these gaps.
  • Agreement on stakeholders for the new measurements

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.
  • Detailed plan for new reports and dashboards
4.2 Identify the resources that will be needed to implement the changes. 
  • Deck for presentation to broader audience
4.3 Develop a timeline for implementing the changes.
  • Modifications to board and quarterly business review reports
  • Preparation/dry run session on new metrics

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.
  • Agreement on frequency of measurement
5.2 Develop a strategy for overcoming these challenges.
  • Measurement and monitoring team
5.3 Develop a communication plan to keep stakeholders informed of the changes.
  • Process for acting on measurement alerts
  • Strategy for revisiting the benchmarks annually
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