The Scorecard Tool

[@rufuscasey1541]

I'm trying to help my company implement this but people are pushing back against the scorecard. Are they all ACTIVITY based metric as described in the video here (as opposed to outcome metrics, or lagging indicators)? In the example on the video, # Sales Calls is an activity, but how is Cash Balance an activity. Does that mean the CHANGE in cash balance, as a result of the A/P and A/R activities? Or is Cash Balance actually NOT an activity metric? I know it sounds picky but without total clarity there is room for interpreting this differently. Thanks in advance for any guidance!

[@EOSWorldwide]

Hey Rufus! GREAT question. This probably isn’t the answer you want to hear, but ultimately, you need to decide what is best for you and your team. The best Measurables are leading indicators or activity-based numbers you can track so that when you see they are off-track, you can course correct before the result you actually want is off track. For example, if you need to make 10 sales calls to sell 1 widget, and you want to sell 50 widgets in a quarter, you know that you need to make 500 sales calls which would be 39 (ish) a week. If, for two weeks in a row, you've only made 30 sales calls, you know you are off track for your ultimate goal of 50 widgets sold and can adjust now. However, sometimes you should track a result, such as cash balance, so that the entire team has a line of sight to where that is, that's okay. You just want to stay away from a Scorecard of all results! We hope this helps! If you have any other questions, please reach out to us at [e-mail], and we'll get you connected with a local EOS Implementer who can really dive deep into your organization with you.

[@techmansa]

@@EOSWorldwide This helped, thank you!!!!

[@rashedislam1615]

very good information !!!