How do you recommend socializing KPIs (before the work starts and when it's done)?

I love this question! I think it is really important to make sure that you have alignment on a few key things before you start any project or initiative: Context Objective Strategies KPIs Primary Secondary Out of scope DACI (Driver, Approver, Contributors, Informed) Risks/dependencies Timeline I actually created a template for project plans / strategy docs. Sharable version here: https://docs.google.com/document/d/11bFGp1KErN7ytcHxvJu9pEUQxWb2i_DRiQuLUUmuM9Q/edit Before work starts: What's reall ...Read More

Socializing KPIs before and after a campaign is important. It allows all stakeholders to align, prioritize work that impacts these KPIs, and understand performance, including the reasons behind the performance. Before creating KPIs, it's important to understand the following: Know the campaign messaging and call to action you want users to take: What do we want people to ultimately gain from this campaign? Do you want to drive users to a specific page on your site? Increase free trial sign-ups? ...Read More

Sharing in a central wiki or company repository (we use Notion at Sentry), at the same time as other teams to give them the same level of attention. I am a big fan of async communication. Connecting ahead of time with other business stakeholder to see how these KPIs fit in their pictures and serve their need. Connecting ahead of time with the Demand Gen DRIs for each KPIs to request their feedback and how they would prioritize these differently. On a regular basis, organizing weekly pipeline mee ...Read More

KPIs should be socialized: Before the work starts so all stakeholders are aligned and marching towards the same goal On an on-going basis with a weekly, monthly and quarterly reviews to understand how campaign KPIs are tracking to goals. These check-ins also provide an opportunity to course correct as needed The one critical piece is to use one single source of truth. In addition to campaign manager tools in ad platforms such as LinkedIn Ads, Google Ads or your webinar platform, be sure to set u ...Read More

Before the work starts: Identify your stakeholders using a decision-making framework that is clear (there are many, and some favor DACI). Identify KPIs that will define success and learnings and reach an agreement with your stakeholders on these KPIs. Communicate your KPIs and goals with the broader team. Set up a dashboard to show pacing towards KPIs to ensure visibility. When it’s done: Perform a retrospective which consists of a summary of the program, data from the dashboard you created in t ...Read More

Ideally prioritized work and KPIs are getting organized across the department, so through you're quarter you're reporting on them there. For KPIs that might not be at the departmental level I think of it in the lens of project management. I like using the DACI model (Driver, Approver, Contributor, Informed) to then determine who to communicate relevant updates to about your work and outcomes/impacts. To your call out you'd align with the A and C group pre-project, and communicate with all during ...Read More

There are 2 sets of KPIs that you need to keep at hand. One is for internal marketing consumption and the other is what you share with the business. The business will be more interested bottom of the funnel, so pipeline, opportunities etc. While for internal tracking, you’d need to track everything from MQLs to revenue and conversions in between.   As you socialize KPIs with these different set of folks, align with their objectives and goals. During the planning process as you outline the plan a ...Read More