Success Metrics
There are two formatting options available. The tradition 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 utilitarian 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 and document delivery issues, e.g., damaged items, missing products, incorrect orders, etc.
- Minimize the time it takes to contact the seller or courier to report delivery issues, e.g., customer service channels, online complaint forms, etc.
- Minimize the time it takes to understand the process for returns or exchanges due to delivery issues, e.g., return shipping procedures, exchange policies, etc.
- Minimize the time it takes to gather and prepare necessary documentation for resolving delivery issues, e.g., order receipts, proof of damage, photos, etc.
- Minimize the time it takes to access and understand the compensation or refund policies for delivery issues, e.g., refunds, credits, replacements, etc.
- Minimize the time it takes to coordinate with third-party services for issue resolution, e.g., insurance claims, dispute resolution services, etc.
- Minimize the time it takes to confirm the re-shipment of corrected orders or replacement items, e.g., tracking new shipments, estimated delivery dates, etc.
- Minimize the time it takes to understand and utilize warranty or guarantee services in case of damaged or faulty products, e.g., warranty claims, service centers, etc.
- Minimize the time it takes to receive updates and follow-up communication regarding the resolution of delivery issues, e.g., email updates, customer service calls, etc.
- Minimize the time it takes to understand the implications of delivery issues on future orders or subscriptions, e.g., account notes, preventive measures, etc.
- Minimize the time it takes to navigate the seller's or courier's issue resolution process, e.g., step-by-step guides, FAQs, customer support, etc.
- Minimize the time it takes to confirm the closure or resolution of the delivery issue, e.g., final communications, resolution confirmations, etc.
- Minimize the time it takes to understand options for providing feedback or lodging complaints about the delivery experience, e.g., surveys, review platforms, complaint departments, etc.
- Minimize the time it takes to assess the impact of the delivery issue on the overall order timeline, e.g., revised delivery estimates, backorder status, etc.
- Minimize the time it takes to understand the role of shipping insurance in addressing delivery issues, e.g., coverage scope, claim process, etc.
- Minimize the likelihood of miscommunication during the resolution of delivery issues, e.g., unclear instructions, language barriers, etc.
- Minimize the likelihood of delays in resolving delivery issues, e.g., slow response times, processing delays, etc.
- Minimize the time it takes to understand how to prepare for potential future delivery issues, e.g., proactive measures, contingency plans, etc.
- Minimize the time it takes to verify the receipt of any reimbursements or compensations for delivery issues, e.g., refund processing, credit statements, etc.
- Minimize the time it takes to plan for alternative solutions if delivery issues cannot be resolved satisfactorily, e.g., sourcing products from alternative vendors, seeking legal advice, etc.
Customer Success Statements (PJTBD)
- Identify and document delivery issues, e.g., damaged items, missing products, incorrect orders, etc.
- Contact the seller or courier to report delivery issues, e.g., customer service channels, online complaint forms, etc.
- Understand the process for returns or exchanges due to delivery issues, e.g., return shipping procedures, exchange policies, etc.
- Gather and prepare necessary documentation for resolving delivery issues, e.g., order receipts, proof of damage, photos, etc.
- Access and understand the compensation or refund policies for delivery issues, e.g., refunds, credits, replacements, etc.
- Coordinate with third-party services for issue resolution, e.g., insurance claims, dispute resolution services, etc.
- Confirm the re-shipment of corrected orders or replacement items, e.g., tracking new shipments, estimated delivery dates, etc.
- Understand and utilize warranty or guarantee services in case of damaged or faulty products, e.g., warranty claims, service centers, etc.
- Receive updates and follow-up communication regarding the resolution of delivery issues, e.g., email updates, customer service calls, etc.
- Understand the implications of delivery issues on future orders or subscriptions, e.g., account notes, preventive measures, etc.
- Navigate the seller's or courier's issue resolution process, e.g., step-by-step guides, FAQs, customer support, etc.
- Confirm the closure or resolution of the delivery issue, e.g., final communications, resolution confirmations, etc.
- Understand options for providing feedback or lodging complaints about the delivery experience, e.g., surveys, review platforms, complaint departments, etc.
- Assess the impact of the delivery issue on the overall order timeline, e.g., revised delivery estimates, backorder status, etc.
- Understand the role of shipping insurance in addressing delivery issues, e.g., coverage scope, claim process, etc.
- Avoid miscommunication during the resolution of delivery issues, e.g., unclear instructions, language barriers, etc.
- Avoid delays in resolving delivery issues, e.g., slow response times, processing delays, etc.
- Understand how to prepare for potential future delivery issues, e.g., proactive measures, contingency plans, etc.
- Verify the receipt of any reimbursements or compensations for delivery issues, e.g., refund processing, credit statements, etc.
- Plan for alternative solutions if delivery issues cannot be resolved satisfactorily, e.g., sourcing products from alternative vendors, seeking legal advice, 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]