Scorecard Workshop
Know if you had a good week. Every week.
Most owners only find out how the business is really doing when the quarterly numbers land, too late to do anything about it. In one working session we build the scorecard that tells you every week whether you are on track, who owns each number and what to fix first.
Why it matters
A scorecard is not a report. It is an early warning system.
A report tells you what already happened. A scorecard shows you, in near real time, whether the handful of numbers that actually drive your business are on track, who owns each one, and where to look before a small problem becomes an expensive one.
What we build together.
A half-day working session with your leadership team. You leave with a scorecard built around your business, not a template someone else filled in.
01 GOALS
Start with what matters
The two or three goals that matter this year, and the fears that could stop you from hitting them.
02 THE NUMBERS
Find the numbers that tell the truth
The handful of numbers that show, weekly, whether you are on track. Outcomes, not activity for its own sake.
03 OWNERS & TARGETS
One name, one target per number
Put a named owner and a real target against every number, so accountability is clear and nobody hides in the average.
04 THE DASHBOARD
Build the working scorecard
Assemble it into a dashboard you can update in minutes and review in one short meeting every week.
The output
What your scorecard looks like.
Your numbers, grouped by the parts of the business that drive results, tracked weekly against target, each with a clear owner and a red, yellow or green read at a glance.
| Metric | Owner | Target | This week | Status |
|---|---|---|---|---|
| Company | ||||
| Cash collected | Owner | $180k | $192k | On track |
| Open invoices over 30 days | Finance | < $40k | $63k | Off track |
| Sales | ||||
| Proposals delivered | Sales lead | 12 | 14 | On track |
| Close rate | Sales lead | 35% | 31% | Watch |
| Marketing | ||||
| New leads | Marketing | 40 | 46 | On track |
| Service | ||||
| Jobs behind schedule | Ops | 0 | 2 | Watch |
This is an example. Yours is built around your business and the numbers that actually move it, from cash and margin to leads, close rate and jobs on time.
The weekly rhythm
How it runs, week to week.
- Each owner updates their numbers in a few minutes.
- The team reviews the scorecard in one short weekly meeting.
- Anything below target gets a reason and an action plan before next week.
- Trends show up over a rolling quarter, so you catch problems while they are small.
The point is not the numbers. It is what they let you do.
- See performance in near real time, not a quarter later.
- Catch problems while they are still small and cheap to fix.
- Drive accountability without hovering over anyone.
- Focus the team on the few things that actually drive outcomes.
- Always know the single most important thing to work on next.
Start here
Build your scorecard.
A scoped, fixed-fee workshop. Half a day with your team, and you walk out with a working scorecard, named owners and a weekly rhythm to run it.