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 confirm delivery completion with the seller or courier, e.g., online confirmation, phone call, etc.
- Minimize the time it takes to verify the product's arrival against the shipping documentation, e.g., delivery notes, order invoices, etc.
- Minimize the time it takes to ensure all parts of the order have been received, e.g., checking item quantities, cross-referencing order lists, etc.
- Minimize the time it takes to register the product for warranty or support services, e.g., online registration, mailing warranty cards, etc.
- Minimize the time it takes to access and understand the process for leaving feedback or a review for the product and delivery service, e.g., review platforms, seller websites, etc.
- Minimize the time it takes to update account records or inventory systems with the new product information, e.g., asset management systems, personal inventories, etc.
- Minimize the time it takes to understand any immediate post-receipt actions required, e.g., charging devices, software updates, initial setup, etc.
- Minimize the time it takes to confirm the activation of any subscriptions or services included with the product, e.g., streaming services, software licenses, etc.
- Minimize the time it takes to understand how to access support in case of post-receipt issues, e.g., customer service contacts, troubleshooting guides, etc.
- Minimize the time it takes to ensure proper storage or placement of the product if not immediately in use, e.g., climate control, secure storage, etc.
- Minimize the time it takes to verify the product's condition and functionality for immediate use or resale, e.g., operational tests, quality checks, etc.
- Minimize the time it takes to understand the implications of receipt confirmation for return or exchange deadlines, e.g., return policy timeframe, exchange conditions, etc.
- Minimize the time it takes to acknowledge receipt with any involved third parties, e.g., purchasing departments, gift givers, etc.
- Minimize the time it takes to confirm the discontinuation of any tracking or shipping notifications, e.g., disabling alerts, unsubscribing from updates, etc.
- Minimize the time it takes to understand the environmental impact of keeping or disposing of the product and its packaging, e.g., recycling options, eco-friendly disposal, etc.
- Minimize the likelihood of failing to confirm receipt, e.g., overlooking confirmation emails, missing notification deadlines, etc.
- Minimize the likelihood of errors in receipt confirmation, e.g., confirming the wrong order, inaccurate product details, etc.
- Minimize the time it takes to understand the product's integration into existing setups or systems, e.g., compatibility checks, connectivity setup, etc.
- Minimize the time it takes to assess the need for additional accessories or complementary products post-receipt, e.g., adapters, cases, add-ons, etc.
- Minimize the time it takes to plan for any follow-up actions based on the receipt, e.g., scheduling installations, arranging for further purchases, etc.
Customer Success Statements (PJTBD)
- Confirm delivery completion with the seller or courier, e.g., online confirmation, phone call, etc.
- Verify the product's arrival against the shipping documentation, e.g., delivery notes, order invoices, etc.
- Ensure all parts of the order have been received, e.g., checking item quantities, cross-referencing order lists, etc.
- Register the product for warranty or support services, e.g., online registration, mailing warranty cards, etc.
- Access and understand the process for leaving feedback or a review for the product and delivery service, e.g., review platforms, seller websites, etc.
- Update account records or inventory systems with the new product information, e.g., asset management systems, personal inventories, etc.
- Understand any immediate post-receipt actions required, e.g., charging devices, software updates, initial setup, etc.
- Confirm the activation of any subscriptions or services included with the product, e.g., streaming services, software licenses, etc.
- Understand how to access support in case of post-receipt issues, e.g., customer service contacts, troubleshooting guides, etc.
- Ensure proper storage or placement of the product if not immediately in use, e.g., climate control, secure storage, etc.
- Verify the product's condition and functionality for immediate use or resale, e.g., operational tests, quality checks, etc.
- Understand the implications of receipt confirmation for return or exchange deadlines, e.g., return policy timeframe, exchange conditions, etc.
- Acknowledge receipt with any involved third parties, e.g., purchasing departments, gift givers, etc.
- Confirm the discontinuation of any tracking or shipping notifications, e.g., disabling alerts, unsubscribing from updates, etc.
- Understand the environmental impact of keeping or disposing of the product and its packaging, e.g., recycling options, eco-friendly disposal, etc.
- Avoid failing to confirm receipt, e.g., overlooking confirmation emails, missing notification deadlines, etc.
- Avoid errors in receipt confirmation, e.g., confirming the wrong order, inaccurate product details, etc.
- Understand the product's integration into existing setups or systems, e.g., compatibility checks, connectivity setup, etc.
- Assess the need for additional accessories or complementary products post-receipt, e.g., adapters, cases, add-ons, etc.
- Plan for any follow-up actions based on the receipt, e.g., scheduling installations, arranging for further purchases, 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]