Performance Management & KPI Development
Design measurement systems that drive accountability and results
“It’s great to know you have too much inventory, but what to do with it while maintaining customer order fulfillment is the real trick.”
Develop executive dashboards, performance scorecards, and KPI frameworks that align teams with strategic objectives. Transform data into actionable insights that improve decision-making and operational performance. More importantly than the metrics themselves—what do you do with the metrics to drive sustainable improvement?
EOS Framework Implementation & Forward-Looking Metrics
Deploy the Entrepreneurial Operating System (EOS) with custom scorecard systems that track predictive indicators rather than just historical performance. Focus on metrics that drive proactive decision-making.
Strategic Implementation: Deployed EOS framework at Midwest Retail Services, improving organizational accountability and operational discipline. Developed forward-looking metrics that predicted inventory needs, customer satisfaction trends, and operational bottlenecks before they impacted performance. Created scorecard systems that aligned all team members with strategic objectives while maintaining individual accountability.
Cross-Functional Alignment & Silo Elimination
Break down organizational silos by creating shared metrics that encourage collaboration rather than competition between departments. Design accountability systems that reward collective success.
Unified Approach: Eliminated departmental silos by implementing shared KPIs that required cross-functional collaboration. Created measurement systems where warehouse, procurement, and sales teams rallied around common objectives like order fulfillment accuracy and customer satisfaction. Developed metrics that showed how individual department performance impacted overall company success.
Tangible & Valuable Metric Selection
Focus on metrics that directly correlate with business outcomes. Eliminate vanity metrics and measurement for measurement's sake. Every KPI must drive specific behavioral changes that improve performance.
Meaningful Measurements: Designed KPI frameworks that focused on leading indicators like order accuracy rates, inventory turn velocity, and customer reorder percentages rather than lagging indicators. Created automated daily scorecard systems that highlighted actionable insights, such as identifying which products needed immediate attention to prevent stockouts while maintaining optimal inventory levels.
Executive Dashboard Development
Create real-time executive dashboards that provide comprehensive business visibility without information overload. Design automated reporting systems that highlight exceptions and opportunities.
Strategic Visibility: Built Power BI executive dashboards that integrated ERP, warehouse management, and financial systems into unified performance views. Created automated exception reporting that flagged potential issues before they became problems. Developed drill-down capabilities that allowed executives to move from high-level metrics to detailed operational data seamlessly.
Realistic Goal Setting & Prioritization
Establish achievable goals that stretch performance without overwhelming teams. Develop prioritization frameworks that prevent organizations from trying to improve everything simultaneously.
Balanced Approach: Created goal-setting methodologies that balanced aggressive growth targets with operational reality. When scaling shipments 91% year-over-year, implemented phased improvement targets that allowed teams to achieve success while building toward larger objectives. Developed prioritization matrices that helped leadership focus resources on high-impact improvements rather than spreading efforts too thin.
Action-Oriented Analytics
Results-Driven Process: Developed analytics systems that automatically generated recommended actions based on performance trends. Created inventory optimization tools that didn't just report excess stock but provided specific recommendations for clearance strategies while maintaining service levels. Built performance management workflows that connected metric insights to specific operational improvements and tracked implementation success.
Transform metric insights into specific action plans. Design performance management systems that don't just measure—they guide decision-making and drive continuous improvement.
Beyond Measurement to Action
Effective performance management isn't about having more metrics—it's about having the right metrics and knowing how to act on them. My approach creates measurement systems that drive accountability, align teams with strategic objectives, and provide clear direction for continuous improvement.
The key is balancing comprehensive visibility with focused action. Are your goals realistic? Can your team execute everything at once? The most sophisticated dashboard is worthless if it doesn't translate into improved business outcomes. Every KPI framework I design connects measurement to specific, achievable actions that drive sustainable performance improvement.