Metrics & KPI Framework
$95,000 - $130,000 • 10-14 weeks
Define the KPIs that drive decisions and align reporting across the business. A productised, questionnaire-led engagement that delivers clear definitions, ownership, and a rollout roadmap.
Who This Is For
This package is designed for scale-ups dealing with inconsistent reporting and unclear metrics ownership:
- Conflicting KPIs: Different teams report different numbers for the same metric
- Executive trust issues: Leadership doesn’t trust the dashboards
- Growth complexity: Metrics and reporting haven’t scaled with the business
- Unclear ownership: No agreed owners for key KPIs or definitions
What You Get
A KPI framework answering all five essential questions:
1. Decision Alignment (WHY)
- Business decisions the KPIs must support
- Priority metrics by function and leadership needs
- Definitions of success and targets
2. Ownership & Stewardship (WHO)
- KPI owners and stewards
- Decision rights and change control
- Operational cadence and review rhythm
3. Definitions & Data Sources (WHAT)
- Metric definitions and calculation logic
- Source systems and data lineage
- Quality thresholds and known gaps
4. Reporting Model (HOW)
- Reporting model and metric hierarchy
- Dashboards and reporting cadence
- Governance fit for ongoing changes
5. Rollout Roadmap (WHEN)
- Phased rollout plan
- Priority KPIs first, long‑tail next
- Resource and ownership plan
How It Works
Week 1-3: Discovery & KPI Inventory (WHY)
Executive and stakeholder questionnaires. KPI inventory and decision mapping. Success criteria definition.
Week 4-5: Ownership & Stewardship (WHO)
Define owners, stewards, and decision rights. Set operating cadence and review rhythm.
Week 6-7: Definitions & Data Sources (WHAT)
Define metric calculations, source systems, lineage, and quality thresholds.
Week 8-11: Reporting Model (HOW)
Design reporting model, dashboards, and governance fit for ongoing changes.
Week 12-14: Rollout Roadmap (WHEN)
Phased rollout plan, ownership model, and executive presentation.
Final Deliverables
KPI Catalogue
Prioritised KPI list with clear definitions
Metric Definitions
Calculation logic, scope, and assumptions
Ownership Model
Owners, stewards, and decision rights
Data Sources Map
Source systems, lineage, and data quality notes
Reporting Model
Dashboard structure and cadence
Governance Fit
Change control and review rhythm
Rollout Roadmap
Phased implementation with priorities
Executive Presentation
Board/C‑suite deck summarising the framework
Why This Approach Works
Decision‑driven: Starts with the decisions your leaders need to make.
Consistency at scale: One set of definitions, owned and governed.
Trust restored: Clear lineage and calculation logic reduce dashboard disputes.
Practical rollout: Prioritised KPIs first, long‑tail later.
What Makes This Different From Big 4 Consulting
- Speed: 10-14 weeks vs. 6-12 months
- Cost: $95-130K vs. $500K-2M+
- Experience: You get me (25 years experience), not junior consultants
- Practical: Implementation-ready deliverables, not theoretical frameworks
- Independent: No vendor partnerships or implementation upsell
- Objective: Questionnaire-based analysis, not political facilitation
Investment
Fee: $95,000 - $130,000 (depends on organisation size and complexity)
Timeline: 10-14 weeks from kickoff to final presentation
Payment: 40% at start, 30% at midpoint, 30% at delivery
Fixed scope: Confirmed after the questionnaire to ensure fit and pricing clarity
What's included: Everything. All discovery, analysis, design, documentation, presentations, and up to 5 rounds of refinement.
What's not included: Implementation execution (but I'll introduce vetted partners and can provide oversight if needed)
ROI consideration: Typical clients save substantially more than the consulting fee by avoiding wrong platform decisions or failed implementations.
Need a custom engagement? If your metrics scope is atypical, I offer premium bespoke advisory priced after discovery.
Ready to Align Your KPIs?
This is a significant investment and commitment. Let's start with a free 30-minute call to make sure it's the right fit for your situation.