Metric updates template

How to effectively communicate the health of a metric.

Use this template to effectively communicate the health of a metric. To get started, copy this page, customize it for your own project, then share it with your team.

⁠

Copy this page

⁠

Overview: what are we tracking?

Definition

A succinct definition of the metric, including a link to a longer writeup if needed.

Cadence

Usually on quarterly basis as part of OKR reviews, evaluating how we are tracking against each KR.

Owner

Each metric often has an owner, such as a Product director, who oversees a product area, such as revenue products.

Contributors

Each metric often has one or more teams contributing to it.

⁠

Metric health: Are we on track?

Use colors: Quickly show progress and risks with colors. Projects that are at risk or off track should be coupled with a remediation plan to answer the question to put the project back on track.

Articulate the why: Show cause→effect relationships or make a specific ask. For example: team attrition putting capacity at risk, scope creep exceeding original expectation, or a new dependency.

Share new learnings: Include data, dependencies, or potential risks that are new to the team.

Use visuals: Embed mocks, prototypes, or recorded demos to tell a story.

Metric health options