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 organize essential product documentation, e.g., warranty cards, user manuals, installation guides, etc.
- Minimize the time it takes to digitize physical documents for easy access and backup, e.g., scanning, uploading to cloud storage, etc.
- Minimize the time it takes to understand the retention period for different types of product documentation, e.g., warranty duration, legal requirements, etc.
- Minimize the time it takes to create a dedicated storage system for product documentation, e.g., file folders, digital directories, document management apps, etc.
- Minimize the time it takes to ensure the security and privacy of stored documents, e.g., password protection, secure storage locations, etc.
- Minimize the time it takes to understand how to access product documentation online, e.g., manufacturer's website, customer portals, etc.
- Minimize the time it takes to update stored documentation with additional or revised information, e.g., updated manuals, additional warranty details, etc.
- Minimize the time it takes to integrate documentation storage into existing organizational systems, e.g., home filing systems, office databases, etc.
- Minimize the time it takes to label and categorize documents for easy retrieval, e.g., naming conventions, sorting by product type, etc.
- Minimize the time it takes to share necessary documentation with other stakeholders, e.g., family members, co-workers, professional service providers, etc.
- Minimize the time it takes to understand and comply with legal requirements for document storage, e.g., consumer protection laws, data privacy regulations, etc.
- Minimize the time it takes to assess the need for physical versus digital storage options, e.g., space considerations, accessibility preferences, etc.
- Minimize the time it takes to access stored documents for warranty claims or support requests, e.g., quick retrieval methods, organized indexing, etc.
- Minimize the time it takes to understand the importance of keeping product documentation updated and accessible, e.g., for resale value, maintenance records, etc.
- Minimize the time it takes to establish reminders or systems for reviewing and updating stored documents periodically, e.g., calendar reminders, annual checkups, etc.
- Minimize the likelihood of losing or misplacing important product documentation, e.g., through redundancy measures, dedicated storage spaces, etc.
- Minimize the likelihood of damage to physical documents, e.g., water damage, fading, tearing, etc.
- Minimize the time it takes to understand environmental considerations for document storage, e.g., recycling old documents, eco-friendly storage solutions, etc.
- Minimize the time it takes to train others in the household or organization on accessing and managing product documentation, e.g., instructional sessions, written guidelines, etc.
- Minimize the time it takes to identify and eliminate outdated or unnecessary documentation, e.g., decluttering procedures, regular reviews, etc.
Customer Success Statements (PJTBD)
- Identify and organize essential product documentation, e.g., warranty cards, user manuals, installation guides, etc.
- Digitize physical documents for easy access and backup, e.g., scanning, uploading to cloud storage, etc.
- Understand the retention period for different types of product documentation, e.g., warranty duration, legal requirements, etc.
- Create a dedicated storage system for product documentation, e.g., file folders, digital directories, document management apps, etc.
- Ensure the security and privacy of stored documents, e.g., password protection, secure storage locations, etc.
- Understand how to access product documentation online, e.g., manufacturer's website, customer portals, etc.
- Update stored documentation with additional or revised information, e.g., updated manuals, additional warranty details, etc.
- Integrate documentation storage into existing organizational systems, e.g., home filing systems, office databases, etc.
- Label and categorize documents for easy retrieval, e.g., naming conventions, sorting by product type, etc.
- Share necessary documentation with other stakeholders, e.g., family members, co-workers, professional service providers, etc.
- Understand and comply with legal requirements for document storage, e.g., consumer protection laws, data privacy regulations, etc.
- Assess the need for physical versus digital storage options, e.g., space considerations, accessibility preferences, etc.
- Access stored documents for warranty claims or support requests, e.g., quick retrieval methods, organized indexing, etc.
- Understand the importance of keeping product documentation updated and accessible, e.g., for resale value, maintenance records, etc.
- Establish reminders or systems for reviewing and updating stored documents periodically, e.g., calendar reminders, annual checkups, etc.
- Avoid losing or misplacing important product documentation, e.g., through redundancy measures, dedicated storage spaces, etc.
- Avoid damage to physical documents, e.g., water damage, fading, tearing, etc.
- Understand environmental considerations for document storage, e.g., recycling old documents, eco-friendly storage solutions, etc.
- Train others in the household or organization on accessing and managing product documentation, e.g., instructional sessions, written guidelines, etc.
- Identify and eliminate outdated or unnecessary documentation, e.g., decluttering procedures, regular reviews, 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]