Use a Simple Dashboard to Align Team and Organizational Goals

Use a Simple Dashboard to Align Team and Organizational Goals

Keep your team aligned with your business's goals by developing a dashboard in which teams identify the key performance indicators they should be responsible for based on organizational goals.

Developing a Dashboard

  1. Gather your team for two hours. Be sure to gather Post-It Notes, Sharpies, Post-It pads, and easels in preparation for this session.
  2. Open the meeting by reviewing the organization’s strategy, mission, values, and priorities for the year or quarter. Facilitate a discussion on the team’s role fulfilling the organization’s mission. How does your team contribute to this purpose?
  3. Start, stop, tweak. Given the strategy, ask the group to silently brainstorm for two minutes what they should start measuring as a team, writing each idea on a Post-it. Then, for another two minutes, ask the group to silently brainstorm and write down what the team should stop measuring. For the last round, ask the group to silently brainstorm for two minutes what they should tweak in terms of metrics.
  4. Share. Ask team members to share ideas, one at a time. As each idea for a metric or performance indicator is discussed, group them the three buckets:
    1. Start Measuring
    2. Stop Measuring
    3. Tweak
    4. Record the results. After the session, capture the metrics under the Start column in Google Sheets. You can use our dashboard example.
    5. Assign an owner for each metric. Set aside a portion of weekly or daily standups for reviewing the dashboard, allowing owners to report progress on fulfilling desired outcomes. We’d recommend using the dashboard to initiate a conversation amongst the team, and allow teammates to ask what they need from each other in order to fulfill weekly outputs.
    6. Revise the dashboard on a quarterly basis. At this time, allow the team to tweak, scrap, or hold themselves to new standards or measurements.

Takeaway: Not only can the metrics dashboard serve as useful tool for weekly progress, it can also be motivating for the team in the long run—they know their efforts are contributing to a larger goal instead of busy work.

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