This document provides guidance for managers on tracking progress towards goals through short-term activities, metrics, key performance indicators (KPIs), and dashboards. It emphasizes asking teams about specific short-term activities, metrics being measured and how, key KPIs, and seeing their customized dashboards that show real-time progress.

1. Be Your Own Coach
DIGITAL MEDIA TRAINING
A Manager's Guide to Staying on Track

2. THE WEEKLY TEAM
MEETING
SHORT TERM ACTIVITIES STATISTICS
KPI'S DASHBOARD
How do we know we're on track?
Emphasize These Key 4 Points
What to Ask Your Team? Why is it important to track your progress toward a goal?
What are some of the tools we can use to make sure we are staying on track?
(ANSWERS SHOULD INCLUDE: specific activities you can perform in the short term that get you closer to
the larger goal; some kind of measurement system.)

3. KEY TAKEAWAY #1: SHORT
TERM ACTIVITIES
Even a journey of a thousand miles begins with
a single step.
The trick is identifying exactly what that step is,
and then taking more of those steps
consistently.
Identify a simple step you can take every day
that you are certain will bring you closer to
attaining a goal.
Example: Write a page of your new novel every
day.
What are the short-term
activities that will bring you
closer to your goal?
What to Ask Your Team?

4. KEY TAKEAWAY #2:
STATISTICS
What activity can you measure?
What is the best way to assess its usefulness when it comes to helping you move toward
your goal?
Make sure you have a large enough sample to evaluate.
Start measuring something that you do to attain your goal.
Example: Total voice-to-voice conversations with sales prospects.
What to Ask Your Team?
What are you measuring?
How are you recording the data?

5. KEY TAKEAWAY #3: KPI'S
KPI's are Key Performance Indicators, the measurements that have a
particularly strong correlation to you moving toward your goal.
hey are “threshold” activities, and finding the right ones to measure will
depend on what you are doing and who you are working with.
A classic KPI example for a salesperson is “presentations delivered to
qualified decision makers” or “verbal agreements to do business
received.”
Try: Identifying one of your KPI's
What to Ask Your Team?
What is one of your KPI's?

6. KEY TAKEAWAY #4: DASHBOARD
This is a visual display system that shows
you how you’re doing as you move
toward (or away from) your goal.
It gives you a constantly updated look at
your short-term activities, your KPIs, the
most relevant statistics that connect to
them, and your actual progress toward
your goal.
Try: Set up your own customized
dashboard and update it daily. (You can
do this with any spreadsheet program.)
What to Ask Your Team?
What does your dashboard look like?
(ask to see it)