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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)
How important is it that you… and How satisfied are you with your ability to…
- Minimize the time it takes to identify all required resources for the project, e.g., funding, manpower, materials, etc.
- Minimize the time it takes to evaluate various sourcing options for resources, e.g., vendors, partners, internal allocations, etc.
- Minimize the time it takes to negotiate terms and conditions with resource providers, e.g., cost, delivery timelines, quality standards, etc.
- Minimize the time it takes to ensure resource availability aligns with project timelines, e.g., scheduling, lead times, availability, etc.
- Minimize the time it takes to develop a resource allocation plan, e.g., budget distribution, personnel assignments, equipment usage, etc.
- Minimize the time it takes to establish backup plans for critical resources, e.g., alternative suppliers, reserve funds, additional workforce, etc.
- Minimize the time it takes to gain approval for resource allocation from relevant authorities, e.g., management, regulatory bodies, stakeholders, etc.
- Minimize the time it takes to verify the quality and suitability of secured resources, e.g., material testing, skill assessments, compatibility checks, etc.
- Minimize the time it takes to coordinate the logistics of resource delivery and distribution, e.g., transportation, storage, access, etc.
- Minimize the time it takes to track and monitor resource utilization throughout the project, e.g., consumption rates, inventory levels, efficiency, etc.
- Minimize the time it takes to identify and mitigate risks associated with resource scarcity or overdependence, e.g., market volatility, single-source vulnerabilities, etc.
- Minimize the time it takes to establish clear communication channels for resource management, e.g., reporting structures, information sharing, feedback loops, etc.
- Minimize the time it takes to adapt resource plans in response to project changes or challenges, e.g., scope creep, unexpected delays, budget cuts, etc.
- Minimize the likelihood of misaligning resource allocation with project priorities, e.g., overstaffing certain tasks, underfunding key areas, etc.
- Minimize the time it takes to assess ongoing resource needs and adjust procurement plans accordingly, e.g., reordering, renegotiating contracts, reallocating personnel, etc.
- Minimize the likelihood of encountering legal or ethical issues in resource acquisition, e.g., compliance breaches, unethical sourcing practices, etc.
- Minimize the time it takes to train personnel on effective resource management and utilization, e.g., software tools, best practices, conservation techniques, etc.
- Minimize the time it takes to develop relationships with reliable resource suppliers and partners, e.g., long-term contracts, strategic alliances, etc.
- Minimize the time it takes to integrate new resources seamlessly into the project workflow, e.g., onboarding processes, compatibility checks, system updates, etc.
- Minimize the time it takes to evaluate the financial impact of resource decisions on the project budget, e.g., cost analysis, return on investment, budget revisions, etc.
Customer Success Statements (PJTBD)
How important is it that you can quickly and accurately… and How difficult is it for you to…
- Identify all required resources for the project, e.g., funding, manpower, materials, etc.
- Evaluate various sourcing options for resources, e.g., vendors, partners, internal allocations, etc.
- Negotiate terms and conditions with resource providers, e.g., cost, delivery timelines, quality standards, etc.
- Ensure resource availability aligns with project timelines, e.g., scheduling, lead times, availability, etc.
- Develop a resource allocation plan, e.g., budget distribution, personnel assignments, equipment usage, etc.
- Establish backup plans for critical resources, e.g., alternative suppliers, reserve funds, additional workforce, etc.
- Gain approval for resource allocation from relevant authorities, e.g., management, regulatory bodies, stakeholders, etc.
- Verify the quality and suitability of secured resources, e.g., material testing, skill assessments, compatibility checks, etc.
- Coordinate the logistics of resource delivery and distribution, e.g., transportation, storage, access, etc.
- Track and monitor resource utilization throughout the project, e.g., consumption rates, inventory levels, efficiency, etc.
- Identify and mitigate risks associated with resource scarcity or overdependence, e.g., market volatility, single-source vulnerabilities, etc.
- Establish clear communication channels for resource management, e.g., reporting structures, information sharing, feedback loops, etc.
- Adapt resource plans in response to project changes or challenges, e.g., scope creep, unexpected delays, budget cuts, etc.
- Avoid misaligning resource allocation with project priorities, e.g., overstaffing certain tasks, underfunding key areas, etc.
- Assess ongoing resource needs and adjust procurement plans accordingly, e.g., reordering, renegotiating contracts, reallocating personnel, etc.
- Avoid encountering legal or ethical issues in resource acquisition, e.g., compliance breaches, unethical sourcing practices, etc.
- Train personnel on effective resource management and utilization, e.g., software tools, best practices, conservation techniques, etc.
- Develop relationships with reliable resource suppliers and partners, e.g., long-term contracts, strategic alliances, etc.
- Integrate new resources seamlessly into the project workflow, e.g., onboarding processes, compatibility checks, system updates, etc.
- Evaluate the financial impact of resource decisions on the project budget, e.g., cost analysis, return on investment, budget revisions, 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]