Design the KPI tree
Break the company’s goals down into indicators at each level, so what each team measures adds up to what the company measures.
The task in figures
- Gives you back
- 0.1 h a monthper team; today it takes 0.3 to 0.8 h a month
- Elmira today
- Helps
- Frequency
- Yearly
- Who does it today
- Lead, Director
- Version
- Elmira Manager
What hurts today.
The tree stays in a workshop diagram that nobody updates.
Each team measures its own thing, and what is below does not add up to what is above.
Management cannot see which teams are moving its figures.
Every year the company sets its goals, and someone has to break them down: which indicator falls to each department, each plant and each team, and how they connect so the improvement below shows up above. It is done in workshops, with a diagram that nobody updates afterwards. When the tree is unclear, each team measures its own thing, and management cannot see what is moving its figures.
Done today with
- Expert
- In-person meeting
- Spreadsheet
- Slides
- Diagramming tool
Each step, today and with Elmira.
In Obeyaka on the web, each goal goes down the cascade to the teams below, which negotiate and accept it; on accepting it they inherit its indicator, and the one above can add up what is below. The tree is the cascade itself, always up to date.
| Step | Today | With Elmira |
|---|---|---|
| Start from the company’s goals | In-person meeting, Slides | Your call |
| Break each goal down to the teams of each level | In-person meeting, Diagramming tool2 h – 6 h | Obeyaka (web) |
| Agree each team’s goal with it | In-person meeting | Your call |
| Give each team the indicator that adds up above | Spreadsheet, Expert1 h – 2 h | Automatic |
| Draw the tree and keep it up to date | Diagramming tool, Slides30 min – 1 h | Automatic |
The conversation
No example conversation: the Obeyaka web app does it, or it comes later.
Does this happen to your team?
Book a demo and we will show you Elmira doing this task.
More cases of indicators and measurement
- Answer how an indicator is doingEvery question interrupts whatever the analyst was doing.
- Collect indicator dataThe figure arrives late, or never, and the meeting starts without it.
- Flag deviations in timeWhen things get busy nobody checks, and the deviation shows up at the monthly meeting.