OperationsKPI / metricMetric definition cardWhat exactly does this metric mean, how is it calculated, and which decision should it support?
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OperationsKPI / metricMetric definition cardWhat exactly does this metric mean, how is it calculated, and which decision should it support?
OperationsKPI / metricEarned value (EV) metricHow should earned value (ev) metric be measured and interpreted?Answer the key performance question: “To what extent are our projects making the desired progress?”
OperationsKPI / metricMeasurement system health metricsAre decision-critical metrics current and complete enough to support the decisions that depend on them?
People & OrganisationKPI / metricAlgorithmic canary metricWhich early warning indicators should flag unintended, unequal, or unsafe product outcomes?
OperationsKPI / metricLaunch review health metricsIs launch review timely, complete, proportionate to risk, and usable for the people participating in it?
People & OrganisationKPI / metricHiring funnel health metricsIs the hiring funnel timely, respectful, and producing job-related progression patterns that can be examined fairly?
OperationsKPI / metricFeedback operations metricsDoes product feedback move from intake to acknowledgment, synthesis, decision, and closure without losing trust or learning?
Organisational behaviourKPI / metricInterview process health metricsDoes a structured interview process collect sufficient job-relevant evidence and reach timely, documented decisions?
OperationsKPI / metricRoadmap health metricsIs the roadmap current, appropriately stable, and reliable at the horizons where commitments have been made?
OperationsKPI / metricGoal execution health metricsHow likely are current goals to be achieved, and how quickly are material blockers being resolved?
OperationsKPI / metricDocumentation health metricsIs active documentation current, and can intended users complete the documented task without additional help?
InnovationKPI / metricCustomer research evidence metricsIs the customer evidence behind active decisions current and sufficiently representative of the priority research space?
StrategyTemplate / formCounterweight metric checklistWhat unintended harm could improve while a primary metric appears successful?
StrategyFramework / modelMetric hierarchy mapHow should charter, operating, and activity metrics relate without being confused?Use the metric hierarchy map when people working on metrics, goals, and business reviews are using different mental models for metric levels, purpose, and horizon, and that difference is changing choices or coordination.
FinanceKPI / metricPrice quality strategyHow should price quality strategy be measured and interpreted?Guide positioning and pricing for a product or service.
StrategyKPI / metricStrategic dialogueHow should strategic dialogue be measured and interpreted?Use strategic dialogue when an organisation must make and implement choices across functions, or when success depends on knowledge and commitment held by partners and stakeholders. It is particularly useful where analysis alone will not create shared understanding, yet leaders still need a disciplined path from exploration to decision and delivery.
StrategyKPI / metricBlue ocean strategy (Kim and Mauborgne)How should blue ocean strategy (kim and mauborgne) be measured and interpreted?Use the approach when a red ocean position offers limited prospects for profitable growth. In their twenty fifteen work on “red ocean traps,” Kim and Mauborgne identified six mental models that obstruct market creation:
StrategyKPI / metricBalancing stakeholder interests (corporate social responsibility)How should balancing stakeholder interests (corporate social responsibility) be measured and interpreted?Whenever strategic choices create different consequences for the groups on which the business depends.
Organisational behaviourKPI / metricTraining return on investmentHow should training return on investment be measured and interpreted?Answer the performance question: “How effective is our training in driving business results?”
StrategyKPI / metricThree generic strategies (Porter) and the fatal bias (Goddard)How should three generic strategies (porter) and the fatal bias (goddard) be measured and interpreted?Use this framework when defining or reviewing a business level strategy, testing whether a value proposition has a credible economic basis, or diagnosing a company whose initiatives pull in conflicting directions. It is particularly useful when:
MarketingKPI / metricPage views and bounce ratesHow should page views and bounce rates be measured and interpreted?Answer the key performance question: “How effective is our internet strategy?”
StrategyKPI / metricStrategic repositioning and shaping profit growth optionsHow should strategic repositioning and shaping profit growth options be measured and interpreted?Use it whenever strategic direction must be translated into specific choices about where and how profit will grow.
StrategyKPI / metricMaking the strategic investment decisionHow should making the strategic investment decision be measured and interpreted?Use this approach when you must choose among strategic alternatives with different costs, benefits, timing and risks. Use payback only as a screening method when a full discounted cash flow analysis is disproportionate or unavailable.
MarketingKPI / metricCustomer retention rateHow should customer retention rate be measured and interpreted?Answer the key performance question: “To what extent are we keeping the customers we have acquired?”
TemplateKPI / metricCommunications StrategyHow should communications strategy be measured and interpreted?
Organisational behaviourKPI / metric360-degree feedback scoreHow should 360-degree feedback score be measured and interpreted?Answer the key performance question: “How well are our people performing in the eyes of those who have a stake in their performance?”
StrategyKPI / metricStrategic due diligence and the market contextual plan reviewHow should strategic due diligence and the market contextual plan review be measured and interpreted?Use strategic due diligence and the Market Contextual Plan Review to refine a strategy or business plan before committing capital. The ambition is a plan robust enough to survive forensic examination by a specialist adviser acting for a demanding investor.
FinanceKPI / metricOperating profit marginHow should operating profit margin be measured and interpreted?Use operating profit margin to track whether revenue is converting into operating profit, to compare business units or periods using the same accounting definition, and to investigate the effect of pricing, volume, mix and operating costs. It is especially useful alongside revenue growth: growth that requires operating costs to rise faster than revenue will reduce the margin.
OperationsKPI / metricService profit chainHow should service profit chain be measured and interpreted?Map hypotheses linking employee conditions, delivered service, customer behaviour and economics.
StrategyKPI / metricDeliberate and emergent strategy (Mintzberg)How should deliberate and emergent strategy (mintzberg) be measured and interpreted?Use the distinction when the market is changing faster than the planning cycle, when frontline teams are discovering opportunities that senior leaders did not foresee, or when actual investment and operating decisions no longer match the formal plan. It is also valuable during a strategy review because it separates three questions that are often confused: What did we intend? What did we actually do? What should we now choose to continue?
StrategyKPI / metricProduct recycling rateHow should product recycling rate be measured and interpreted?Use it to answer the key performance question: “To what extent are we minimising the environmental impact of the products we produce or sell?”
FinanceKPI / metricReturn on investment (ROI)How should return on investment (roi) be measured and interpreted?Answer the key performance question: “How well are we generating sustainable profits?”
MarketingKPI / metricConversion rateHow should conversion rate be measured and interpreted?Answer the key performance question: “To what extent are we able to convert potential customers into actual customers?”
Organisational behaviourKPI / metricBalanced scorecardHow should balanced scorecard be measured and interpreted?Use the BSC when traditional financial reporting is too narrow to manage strategy. It complements financial outcomes with the non financial drivers of future success across financial , internal business processes , learning and growth and customer perspectives. The scorecard asks:
MarketingKPI / metricCustomer turnover rateHow should customer turnover rate be measured and interpreted?Answer the key performance question: “How well are we retaining customers?”
FinanceKPI / metricGross profit marginHow should gross profit margin be measured and interpreted?Determine how much gross profit the organisation retains from each dollar of sales.
Organisational behaviourKPI / metricEmployee churn rateHow should employee churn rate be measured and interpreted?Answer the key performance question: “How well are we retaining our staff?”
FinanceKPI / metricWorking capital ratioHow should working capital ratio be measured and interpreted?Answer the performance question: “How well are we managing our cash flow?”
StrategyKPI / metricProfit from the core (Zook)How should profit from the core (zook) be measured and interpreted?Use the framework whenever a growth strategy appears to be drifting away from the customers, capabilities, channels or economics that give the company an advantage.
OperationsKPI / metricReturn on innovation investment (ROI2)How should return on innovation investment (roi2) be measured and interpreted?Answer the key performance question: “To what extent are our investments in innovation generating a return?”
FinanceKPI / metricPrice/earnings ratio (P/E ratio)How should price/earnings ratio (p/e ratio) be measured and interpreted?Answer the performance question: “How does the market value this company relative to its earnings?”
AccountingKPI / metricRatio analysisHow should ratio analysis be measured and interpreted?Compare a company with carefully selected peers or relevant industry ranges.
OperationsKPI / metricDelivery in full, on time (DIFOT) rateHow should delivery in full, on time (difot) rate be measured and interpreted?Answer the key performance question: “To what extent are our customers getting what they want at the time they want it?”
OperationsKPI / metricCapacity utilisation rate (CUR)How should capacity utilisation rate (cur) be measured and interpreted?Use CUR to answer: “To what extent are we using our practical production or work potential?”
StrategyKPI / metricMintzberg’s 5Ps for strategyHow should mintzberg’s 5ps for strategy be measured and interpreted?Use the five Ps when:
StrategyKPI / metricStrategy mapsHow should strategy maps be measured and interpreted?Use a strategy map to describe strategic objectives across the four balanced scorecard perspectives and to show how contributions are expected to connect. Combined with indicators, targets and initiatives, it gives management an architecture for steering execution.
StrategyKPI / metricGood strategy, bad strategy (Rumelt)How should good strategy, bad strategy (rumelt) be measured and interpreted?Use the framework to develop a strategy, test whether an existing plan is genuinely strategic and replace broad aspiration with a focused response to a consequential problem.
StrategyKPI / metricCorporate strategy: parenting advantageHow should corporate strategy: parenting advantage be measured and interpreted?Use it to understand how the businesses inside one corporation fit together.