Job Scorecard Example
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The best way to understand what each Job Scorecard entails is to see an example. My own manager, Chris Cosper, shared the example of her own Job Scorecard at our Breakthrough Conference last year.
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Job Scorecard Example
- 1. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.com JOB SCORECARD EXAMPLE
- 2. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.com Head of Consulting Patrick Thean – Rhythm Systems CEO Job Position Reports To
- 3. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.com Ensure all clients experience the full value and benefit of our software, consulting services and client resources, so they achieve their dreams and goals and refer us to others. Purpose
- 4. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.com Desired Result KPI Healthy, well-equipped Consulting Team Consulting Team Turnover Desired Results & KPIs + Long-term, happy, recurring revenue clients RS Client Retention % Desired Result KPI
- 5. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.com Key Responsibilities + Collaborate with Sales and Product teams to design and sell new services & products Recruit, mentor and empower the Consulting Team to deliver exceptional value and experience to all clients Work with PT to clarify Rhythm methodology and ensure all consulting content is consistent, useful and applied correctly Collaborate with consultants on client needs & participate in client sessions as needed Provide company leadership by participating on the executive team and supporting other areas of the business as needed
- 6. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.com Skills, Traits & Competencies Conflict resolution and problem solving: ability to analyze complex situations and develop creative & fair solutions Mastery of Rhythm methodology, software and internal processes Multiplier: Leadership style focused on developing, mentoring and multiplying the consulting team Strong written, verbal and listening communication skills
- 7. Copyright © 2017 Rhythm Systems, Inc. rhythmsystems.com Company Core Values Go the 2nd mile Family is a blessing Keep Smart Appreciative
Editor's Notes
- You might be wondering why a software company needs a head of consulting – We actually consider ourselves a SAAS company, supported by a team of expert Rhythm consultants, and over 50% of our clients engage us in additional consulting services
- To manage assigned client relationships and facilitate each client’s path of progress as they establish healthy Think-Plan-Do Rhythms to achieve their business goals
- In this case, because I know how rare and valuable our consultants are – I have a goal set of 100% retention And our client retention goal is one of the most aggressive in our industry
- I should mention that there is one more section on our Job Scorecard that we’re not reviewing today – Core Values. These are the Core Values for the company The right person to fill any job or role in your company is going to have to be a skill fit and a culture fit – but that’s a topic for a different webcast