How-to guides

Chapters

1. 01Why most KPI selection fails
2. 02The decomposition approach
3. 03Five criteria for a good KPI
4. 04How many KPIs is the right number?
5. 05KPIs by level
6. 06From KPIs to action

Chapters

1. 01Why most targets are wrong
2. 02Top-down vs bottom-up target setting
3. 03Using a metric tree to set coherent targets
4. 04Five methods for setting targets
5. 05Common target-setting mistakes
6. 06Targets as hypotheses, not commitments

Chapters

1. 01Why most KPI dashboards fail
2. 02Start with structure, not charts
3. 03Design for your audience
4. 04Dashboard design principles that matter
5. 05What to include and what to leave out
6. 06Common dashboard anti-patterns
7. 07From dashboard to decision system

Chapters

1. 01Why benchmarking matters
2. 02Three types of benchmarks
3. 03How to find reliable benchmarks
4. 04Common benchmarking mistakes
5. 05Using metric trees to contextualise benchmarks
6. 06When to ignore benchmarks
7. 07A practical benchmarking process

Chapters

1. 01Why metrics accumulate and nobody removes them
2. 02Six signs a metric should be retired
3. 03A step-by-step process for sunsetting a metric
4. 04How metric trees make sunsetting easier
5. 05Overcoming political resistance to retirement
6. 06Metric hygiene as an ongoing practice
7. 07The discipline of letting go

Chapters

1. 01Why most metrics meetings fail
2. 02A meeting structure that works
3. 03Using a metric tree to structure the review
4. 04Good vs bad metrics meeting behaviours
5. 05Cadence, participants, and preparation
6. 06Common anti-patterns and how to fix them
7. 07What to do when a metric is off track

Chapters

1. 01Why the quarterly rhythm matters
2. 02How most QBRs fail
3. 03A metric tree approach to the QBR
4. 04The QBR agenda that works
5. 05What to review and what to skip
6. 06Who should attend and their roles
7. 07Connecting QBR outcomes to next quarter planning

Chapters

1. 01Why a workshop, not a spreadsheet
2. 02Before the workshop
3. 03The workshop agenda
4. 04Facilitation techniques that work
5. 05Common workshop pitfalls
6. 06After the workshop
7. 07A worked example

Chapters

1. 01Why spreadsheets fail at scale for metrics
2. 02Signs you have outgrown spreadsheets
3. 03The migration process step by step
4. 04What to keep and what to leave behind
5. 05How metric trees solve spreadsheet pain points
6. 06Change management during migration
7. 07Getting started with KPI Tree

Chapters

1. 01Why most metrics communication fails
2. 02The narrative structure for metrics
3. 03Tailoring metrics for different audiences
4. 04How metric trees provide a natural narrative structure
5. 05Visual design principles for metrics communication
6. 06Common anti-patterns in metrics reporting
7. 07Putting it into practice

Chapters

1. 01What boards actually want to see
2. 02How many metrics to include in a board deck
3. 03Structuring the narrative with a metric tree
4. 04Trends vs snapshots: showing movement, not just position
5. 05Addressing red metrics proactively
6. 06The board-management metric disconnect
7. 07Putting together your board deck

Chapters

1. 01Why onboarding is the best time to introduce metrics
2. 02The metric tree as an orientation tool
3. 03Progressive disclosure: from company to role
4. 04Connecting new hires to their branch of the tree
5. 05A 30-60-90 day metric literacy plan
6. 06Common onboarding mistakes with metrics

Chapters

1. 01Why metrics break
2. 02The debugging framework: seven steps from symptom to root cause
3. 03Using the metric tree to isolate the problem
4. 04Distinguishing real changes from data quality issues
5. 05Preventing recurring metric breakage

Chapters

1. 01Why experiments need metric trees
2. 02How a metric tree helps you pick what to test
3. 03Designing experiments that target specific tree nodes
4. 04Measuring experiment impact across the tree
5. 05Common A/B testing pitfalls the tree helps avoid
6. 06Building an experimentation culture with metric trees

Chapters

1. 01Why OKR alignment fails without structure
2. 02Using the metric tree as the alignment backbone
3. 03Mapping company OKRs to tree branches
4. 04Cascading OKRs through tree levels
5. 05Resolving conflicts between team OKRs using the tree
6. 06Running quarterly OKR alignment reviews with the tree