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

Erika Barbosa
Counterpart Marketing Lead | Formerly Issuu, OpenText, WebrootMarch 9

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 the step above, and recommendations.
  • Identify what worked and what didn’t work and why.
  • Provide recommendations going forward based on the experiment.

Ultimately, err on the side of what may feel like over communicating. It’s still probably not enough communication. :)

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