FinanceKPI / metricPrice quality strategyHow should price quality strategy be measured and interpreted?Guide positioning and pricing for a product or service.IntermediateStrategicFigures
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.IntermediateStrategicFigures
OperationsKPI / metricMetric definition cardWhat exactly does this metric mean, how is it calculated, and which decision should it support?AccessibleTacticalTemplate
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:IntermediateStrategicFigures
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.IntermediateStrategicFigures
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?”IntermediateOperationalFigures
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:IntermediateStrategicFigures
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?”IntermediateStrategicFigures
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.IntermediateStrategicFigures
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.AccessibleStrategicFigures
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?”AccessibleTacticalFigures
TemplateKPI / metricCommunications StrategyHow should communications strategy be measured and interpreted?AccessibleStrategicTemplate
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?”AccessibleOperationalFigures
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.AccessibleStrategicFigures
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.AccessibleStrategicFigures
OperationsKPI / metricService profit chainHow should service profit chain be measured and interpreted?Map hypotheses linking employee conditions, delivered service, customer behaviour and economics.AccessibleStrategicFigures
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?AccessibleStrategicFigures
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?”AccessibleStrategicFigures
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?”AccessibleStrategicFigures
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?”AccessibleTacticalFigures
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:AccessibleStrategicFigures
MarketingKPI / metricCustomer turnover rateHow should customer turnover rate be measured and interpreted?Answer the key performance question: “How well are we retaining customers?”AccessibleOperationalFigures
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.AccessibleOperationalFigures
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?”AccessibleStrategicFigures
FinanceKPI / metricWorking capital ratioHow should working capital ratio be measured and interpreted?Answer the performance question: “How well are we managing our cash flow?”AccessibleStrategicFigures
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.AccessibleStrategicFigures
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?”AccessibleStrategicFigures
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?”AccessibleOperationalFigures
AccountingKPI / metricRatio analysisHow should ratio analysis be measured and interpreted?Compare a company with carefully selected peers or relevant industry ranges.AccessibleStrategicFigures
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?”AccessibleOperationalFigures
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?”AccessibleOperationalFigures
StrategyKPI / metricMintzberg’s 5Ps for strategyHow should mintzberg’s 5ps for strategy be measured and interpreted?Use the five Ps when:IntermediateStrategic
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.AccessibleStrategicFigures
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?”AccessibleOperationalFigures
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.AccessibleStrategicFigures
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.AccessibleStrategicFigures
FinanceKPI / metricDebt-to-equity (D/E) ratioHow should debt-to-equity (d/e) ratio be measured and interpreted?Answer the key performance question: “To what extent are we financing our business through debts versus equity?”AccessibleStrategicFigures
MarketingKPI / metricMarket growth rateHow should market growth rate be measured and interpreted?Answer the key performance question: “To what extent are we operating in markets with future potential?”AccessibleStrategicFigures
FinanceKPI / metricReturn on assets (ROA)How should return on assets (roa) be measured and interpreted?Answer the key performance question: “To what extent are we able to generate profits from the assets we control?”AccessibleOperationalFigures
FinanceKPI / metricNet profitHow should net profit be measured and interpreted?Answer: “To what extent are we generating bottom line results?”AccessibleOperationalFigures
MarketingKPI / metricNet promoter score (NPS)How should net promoter score (nps) be measured and interpreted?Answer: “To what extent are our customers willing to recommend us?”AccessibleStrategicFigures
StrategyKPI / metricWaste recycling rateHow should waste recycling rate be measured and interpreted?Answer the performance question: “To what extent are we recovering our waste for reuse or recycling?”AccessibleOperationalFigures
FinanceKPI / metricCAPEX to sales ratioHow should capex to sales ratio be measured and interpreted?Use the ratio to ask: “How much are we investing in future capacity relative to our sales and competitors?”AccessibleStrategicFigures
FinanceKPI / metricRevenue growth rateHow should revenue growth rate be measured and interpreted?Answer the key performance question: “How well are we growing the business?”AccessibleStrategicFigures
FinanceKPI / metricReturn on equity (ROE)How should return on equity (roe) be measured and interpreted?Answer the key performance question: “How efficiently are we using the investments that shareholders have made to generate profits?”AccessibleTacticalFigures
Organisational behaviourKPI / metricOrganisational configurations (Mintzberg)How should organisational configurations (mintzberg) be measured and interpreted?Use the configurations when a strategy is being translated into an operating model, when coordination repeatedly fails, or when a reorganisation is under consideration. The analysis can reveal which part of the organisation currently has the most influence, how work is actually coordinated and whether those choices are mutually consistent. It can also show what must change if the organisation’s strategic priorities or environment have changed.AccessibleStrategicFigures
FinanceKPI / metricReturn on capital employed (ROCE)How should return on capital employed (roce) be measured and interpreted?Answer the key performance question: “How well are we generating earnings from our capital investments?”AccessibleStrategicFigures
Organisational behaviourKPI / metricRevenue per employee (RPE)How should revenue per employee (rpe) be measured and interpreted?Answer the key performance question: “How much revenue does the organisation generate relative to its workforce?”AccessibleTacticalFigures