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Rick Pelletier
Fractional Integrator/CFO/COO

@Adam Little6 - I like to start with the question "at the end of the week, what results do you look at to determine if you had a good week or not?". From there, drill down to what the actions are that lead to those results and develop metrics around those actions. I also think it's critical to involve the people in the department that are being measured so everyone is on the same page. @Ken DeWitt5 wrote a great blog post a while back that I refer to when I get stuck.

Christine Watts
Head of Client Success & Product at

Great answer from @Jim Haviland26! Only thing I would add is less non-profit specific and more about looking at your Accountability Chart. By looking over each person's roles, you can think about "How will I know if they are succeeding or failing in any one of these roles" on their seat. Those ultimately become your Scorecard metrics.

On our team we had everyone come up with at least 5 for their seat, brought them all to a meeting and then talked about which ones we thought were important enough to keep as our Scorecard. It's evolved over time but... (More)

Hi Maggie,

I work with a couple of non-profits and this seems to come up every time. I recently shared the following note with a nonprofit with the same question:

On the matter of Scorecards for non-profits, I have a number of perspectives to offer. The power of the scorecard is in giving the leadership team insight into whether things are on plan or adjustments to activities are required - and knowing it with sufficient advance notice to be able to do something about it. As a general strategy, that applies to any part of any kind of organization.... (More)

Dan WilliamsCertified EOS Implementer
Certified EOS Implementer & EOS Worldwide Coach

Hey @Nirmal Gyanwali37!

I'm looking forward to our focus day :)

I recommend using Traction Tools41 or Ninety.io45 to keep everything EOS related in one place - VTO, Level 10, Accountability Chart etc.. 

I've had some good experiences with HRIS tools like Employment Hero and believe in keeping those types of interactions in a purpose built application. 

We will work through the Quarterly Conversation tool - 5-5-5 eventually and this will give you a great tie down for your team.