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 compile comprehensive documentation of the upgrade process, e.g., project plans, implementation strategies, etc.
- Minimize the time it takes to record detailed outcomes and results of the upgrade, e.g., performance improvements, user feedback, etc.
- Minimize the time it takes to create easy-to-understand user manuals and guides for the upgraded system, e.g., instructional videos, step-by-step tutorials, etc.
- Minimize the time it takes to update technical documentation to reflect new features and changes, e.g., API documentation, system architecture diagrams, etc.
- Minimize the time it takes to develop training materials and resources for staff and users post-upgrade, e.g., webinars, workshops, FAQs, etc.
- Minimize the time it takes to ensure documentation compliance with industry standards and regulatory requirements, e.g., GDPR, HIPAA, etc.
- Minimize the time it takes to archive all relevant data and information for future reference and audits, e.g., change logs, decision-making processes, etc.
- Minimize the time it takes to communicate the documented changes and updates to all stakeholders, e.g., email updates, presentations, meetings, etc.
- Minimize the time it takes to integrate feedback and learning from the upgrade into the documentation for continuous improvement, e.g., lessons learned, best practices, etc.
- Minimize the time it takes to maintain a central repository for all upgrade-related documentation accessible to relevant parties, e.g., intranet, cloud storage, etc.
- Minimize the time it takes to track and document the financial impact of the upgrade, e.g., budget variances, ROI analysis, cost savings, etc.
- Minimize the time it takes to regularly update the documentation to reflect ongoing changes and updates post-upgrade, e.g., version control, periodic reviews, etc.
- Minimize the time it takes to synthesize feedback and performance data into case studies or reports for internal and external use, e.g., success stories, impact analysis, etc.
- Minimize the time it takes to develop troubleshooting guides and support documentation for the upgraded system, e.g., FAQ sections, helpdesk resources, etc.
- Minimize the time it takes to document the upgrade’s impact on different user groups and departments, e.g., usability reports, departmental feedback, etc.
- Minimize the time it takes to prepare and disseminate release notes for each stage of the upgrade, e.g., feature summaries, bug fixes, etc.
- Minimize the time it takes to incorporate visuals and diagrams for clarity in documentation, e.g., flowcharts, screenshots, infographics, etc.
- Minimize the time it takes to collaborate with different teams to ensure accuracy and completeness of documentation, e.g., technical writers, project managers, IT staff, etc.
- Minimize the time it takes to evaluate and implement feedback from users on the usefulness of the documentation, e.g., surveys, user testing, etc.
- Minimize the time it takes to use documentation as a tool for showcasing the upgrade’s achievements and learnings to external audiences, e.g., marketing materials, case studies, public reports, etc.
Customer Success Statements (PJTBD)
- Compile comprehensive documentation of the upgrade process, e.g., project plans, implementation strategies, etc.
- Record detailed outcomes and results of the upgrade, e.g., performance improvements, user feedback, etc.
- Create easy-to-understand user manuals and guides for the upgraded system, e.g., instructional videos, step-by-step tutorials, etc.
- Update technical documentation to reflect new features and changes, e.g., API documentation, system architecture diagrams, etc.
- Develop training materials and resources for staff and users post-upgrade, e.g., webinars, workshops, FAQs, etc.
- Ensure documentation compliance with industry standards and regulatory requirements, e.g., GDPR, HIPAA, etc.
- Archive all relevant data and information for future reference and audits, e.g., change logs, decision-making processes, etc.
- Communicate the documented changes and updates to all stakeholders, e.g., email updates, presentations, meetings, etc.
- Integrate feedback and learning from the upgrade into the documentation for continuous improvement, e.g., lessons learned, best practices, etc.
- Maintain a central repository for all upgrade-related documentation accessible to relevant parties, e.g., intranet, cloud storage, etc.
- Track and document the financial impact of the upgrade, e.g., budget variances, ROI analysis, cost savings, etc.
- Regularly update the documentation to reflect ongoing changes and updates post-upgrade, e.g., version control, periodic reviews, etc.
- Synthesize feedback and performance data into case studies or reports for internal and external use, e.g., success stories, impact analysis, etc.
- Develop troubleshooting guides and support documentation for the upgraded system, e.g., FAQ sections, helpdesk resources, etc.
- Document the upgrade’s impact on different user groups and departments, e.g., usability reports, departmental feedback, etc.
- Prepare and disseminate release notes for each stage of the upgrade, e.g., feature summaries, bug fixes, etc.
- Incorporate visuals and diagrams for clarity in documentation, e.g., flowcharts, screenshots, infographics, etc.
- Collaborate with different teams to ensure accuracy and completeness of documentation, e.g., technical writers, project managers, IT staff, etc.
- Evaluate and implement feedback from users on the usefulness of the documentation, e.g., surveys, user testing, etc.
- Use documentation as a tool for showcasing the upgrade’s achievements and learnings to external audiences, e.g., marketing materials, case studies, public reports, 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]