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🎯 The patterns top users follow. Open this once, internalize, then operate.
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What works
- Five Initiatives max per quarter. More than that and you're running a chaotic todo list, not a business.
- Every KPI needs an owner. Unowned metrics drift forever.
- Meetings without action items don't need to happen. After every meeting, capture commitments + owners.
- Quarterly: archive completed Initiatives. The win lives on in the public retro, not the active list.
- Distinguish leading from lagging KPIs. Both matter; lagging ones are easier to track but harder to influence.