The document provides guidance on starting weekly metrics reviews with a team. It recommends first discussing the idea with the person accountable for the team's work, such as the CEO or product leader. If you are accountable, propose the idea to your data partner and have the team commit to trying reviews for a quarter. Keep early reviews brief at 10 minutes every other week with the data representative directing the agenda and reminding everyone of goals. Use the first few sessions to get feedback on the right metrics to review before expanding the set over time.
The document provides guidance on starting weekly metrics reviews with a team. It recommends first discussing the idea with the person accountable for the team's work, such as the CEO or product leader. If you are accountable, propose the idea to your data partner and have the team commit to trying reviews for a quarter. Keep early reviews brief at 10 minutes every other week with the data representative directing the agenda and reminding everyone of goals. Use the first few sessions to get feedback on the right metrics to review before expanding the set over time.
The document provides guidance on starting weekly metrics reviews with a team. It recommends first discussing the idea with the person accountable for the team's work, such as the CEO or product leader. If you are accountable, propose the idea to your data partner and have the team commit to trying reviews for a quarter. Keep early reviews brief at 10 minutes every other week with the data representative directing the agenda and reminding everyone of goals. Use the first few sessions to get feedback on the right metrics to review before expanding the set over time.
Practically speaking, starting the habit of metric reviews isn’t always
easy, bacause you need convince other functions that it’s worth their time. If you are the data representative, start by discussing the idea with the person who has overall accountability for the team’s work and would be most interested in tracking progress and aligning towards a common goal. This could be the CEO, a general manager (ie head of operations, head of sales), or a product leader (ie PM, engineering lead, etc.)
If you yourself are the directly accountable individual, then propose
the idea of a metrics review with your data partner. If both of you agree, then ask the rest of the team to commit to trying it for at least a quarter. Tacking the practice to the start of a pre-existing team meeting also reduces friction.
Your metrics review doesn’t have to be fully comprehensive to start.
Consider beginning with a 10-minute slot every other week. The data representative should be prepared to direct the agenda and remind everyone of the goals in the early sessions (This is our main goal metric… I am showing you this segment because… I am showing you this related metric because…) Use the first few sessions to get feedback about the right set of metrics and cuts to look at. Remember: it’s better to start small and add over time than to overwhelm the group by flipping through dozens of charts and numbers. You can always follow up with a short e-mail summarizing what got discussed, with links for further exploration.
What other practices help a team use data well?
Stay tuned for the sequel: why your team should have insights report and insights reviews.