You can find different approaches to tracking, I encourage:
#1 SCORECARDS: This is a daily or weekly tracker of the “activity” needed to move toward your goal and accomplish your milestones.
- Goal: Grow business by 10% (60 new customers).
- Milestone: 5 new customers a month
- Scorecard Activities for a week or month:
- Follow-up with 10 past customers/wk and ask for referrals.
- Attend 5 networking events
- Conduct 25 prospect meetings
- Write up 10 bins/quotes
- Plan open house for next month (invites & details)
#2 DASHBOARDS: Dashboards can be thought of like an airplane or car “dashboard” literally measuring or monitoring where you are. Some people think of dashboards as the daily tools to guide them. I use dashboards more as a place to sync the scorecard (reference your scorecard / daily personal activity guide) results from the week or month… which then gives a picture of where you are. For example in the goal above, your goal was to grow your business by 60 new customers. If we are in March and you have goose eggs (0) for January, February and March, you now are going to have to adjust your Q2, Q3 and Q4 targets to attract 7 new customers in order to grow by 10% or reduce your goal to grow by 7%.
The Dashboard is a great tool for leaders to have to monitor the results and activity of their team. If each of your key leaders have scorecards and as a company or team you have a dashboard where the team enters their results, as a leader you will have a daily snapshot of your organization. There are tons of dash-boarding tools…don’t get caught up on the details. A chart or excel file can work as you get used to what you want to measure. The key is track and measure. Leaders typically find the activity of their team and their own performance is slightly behind the target. This allows for adjustment of the target/goal or a driving of activity. Either way, you are more on track to reach your goal.
Seem like a lot of work? Don’t make it hard. Just make SOMETHING trackable and measure it. What gets measured does get done. Yes, you don’t want to spend all your time tracking and don’t take days creating your tool. The key is focus on ACTIVITY. The point is TRACK your ACTIVITY so you can adjust accordingly.
Keep Charging & Shine!
Christy Geiger, Executive/Leadership Coach, www.synergystrategies.com