Success Metrics
There are two formatting options available. The traditional desired outcome statement is a structure used in the Outcome-Driven Innovation methodology. Since many stakeholders - especially when involved with marketing or UX teams - push back on the awkward nature of desired outcomes statements since people don’t talk like that, the alternative is a natural language structure that gets to the heart of the outcome and tries to avoid tasks and activities where feasible.
This catalog contains 20 potential metrics using each formatting option. You will likely need to reduce this set for a survey. The number of statements that have been generated is arbitrary and can be expanded to accommodate your needs.
Desired Outcome Statements (ODI)
- Minimize the time it takes to identify the root cause of an issue, e.g., incorrect installation, faulty components, software bugs, etc.
- Minimize the time it takes to access troubleshooting resources, e.g., manuals, online forums, technical support, etc.
- Minimize the time it takes to communicate the issue to support teams, e.g., through email, phone, support ticket, etc.
- Minimize the time it takes to receive a response from support teams, e.g., acknowledgment of the issue, initial assessment, etc.
- Minimize the time it takes to implement a recommended solution, e.g., software patch, hardware replacement, configuration adjustment, etc.
- Minimize the time it takes to verify the issue has been resolved, e.g., through testing, user feedback, monitoring tools, etc.
- Minimize the time it takes to document the troubleshooting process, e.g., steps taken, solutions attempted, final resolution, etc.
- Minimize the time it takes to update system documentation after resolving the issue, e.g., technical manuals, user guides, maintenance logs, etc.
- Minimize the time it takes to train team members on the resolution process for similar issues, e.g., workshops, documentation review, hands-on training, etc.
- Minimize the time it takes to restore system functionality to its optimal state, e.g., performance tuning, recalibration, software updates, etc.
- Minimize the time it takes to communicate resolution and next steps to stakeholders, e.g., project managers, clients, end-users, etc.
- Minimize the time it takes to gather feedback on the troubleshooting experience, e.g., satisfaction surveys, follow-up calls, feedback forms, etc.
- Minimize the time it takes to analyze feedback for process improvement, e.g., identifying common issues, streamlining communication, enhancing resources, etc.
- Minimize the time it takes to update troubleshooting protocols based on recent issues, e.g., revising manuals, enhancing training materials, updating software tools, etc.
- Minimize the time it takes to coordinate with vendors for part replacements or support, e.g., initiating return merchandise authorization (RMA), scheduling service visits, etc.
- Minimize the time it takes to secure necessary tools and resources for troubleshooting, e.g., diagnostic software, testing equipment, access credentials, etc.
- Minimize the time it takes to schedule follow-up actions to prevent recurrence of the issue, e.g., regular maintenance, system audits, user training sessions, etc.
- Minimize the time it takes to evaluate the impact of the issue on project timelines and deliverables, e.g., delay assessments, rescheduling, stakeholder notifications, etc.
- Minimize the time it takes to identify potential improvements to the installation process to prevent similar issues, e.g., best practices, installation checklists, quality control measures, etc.
- Minimize the time it takes to assess the need for additional resources or expertise to resolve complex issues, e.g., specialist consultations, external service providers, additional training, etc.
Customer Success Statements (PJTBD)
- Identify the root cause of an issue, e.g., incorrect installation, faulty components, software bugs, etc.
- Access troubleshooting resources, e.g., manuals, online forums, technical support, etc.
- Communicate the issue to support teams, e.g., through email, phone, support ticket, etc.
- Receive a response from support teams, e.g., acknowledgment of the issue, initial assessment, etc.
- Implement a recommended solution, e.g., software patch, hardware replacement, configuration adjustment, etc.
- Verify the issue has been resolved, e.g., through testing, user feedback, monitoring tools, etc.
- Document the troubleshooting process, e.g., steps taken, solutions attempted, final resolution, etc.
- Update system documentation after resolving the issue, e.g., technical manuals, user guides, maintenance logs, etc.
- Train team members on the resolution process for similar issues, e.g., workshops, documentation review, hands-on training, etc.
- Restore system functionality to its optimal state, e.g., performance tuning, recalibration, software updates, etc.
- Communicate resolution and next steps to stakeholders, e.g., project managers, clients, end-users, etc.
- Gather feedback on the troubleshooting experience, e.g., satisfaction surveys, follow-up calls, feedback forms, etc.
- Analyze feedback for process improvement, e.g., identifying common issues, streamlining communication, enhancing resources, etc.
- Update troubleshooting protocols based on recent issues, e.g., revising manuals, enhancing training materials, updating software tools, etc.
- Coordinate with vendors for part replacements or support, e.g., initiating return merchandise authorization (RMA), scheduling service visits, etc.
- Secure necessary tools and resources for troubleshooting, e.g., diagnostic software, testing equipment, access credentials, etc.
- Schedule follow-up actions to prevent recurrence of the issue, e.g., regular maintenance, system audits, user training sessions, etc.
- Evaluate the impact of the issue on project timelines and deliverables, e.g., delay assessments, rescheduling, stakeholder notifications, etc.
- Identify potential improvements to the installation process to prevent similar issues, e.g., best practices, installation checklists, quality control measures, etc.
- Assess the need for additional resources or expertise to resolve complex issues, e.g., specialist consultations, external service providers, additional training, etc.
Test Fit Structure
Apply this to Customer Success Statements only. Everything should fit together nicely. Here’s an article where I introduced the concept. Feel free to devise your own version for Desired Outcome Statements as this does not apply to their format directly.
As a(n) [end user] + who is + [Job] you're trying to [success statement] + "faster and more accurately" so that you can successfully [Job Step]