By setting, pursuing, and analyzing progress toward a metric you and your team will develop strategic skills that will help you run a more effective and impactful organization. Causey provides three types of metrics: Key Metrics, Focus Area Metrics, and Goal Metrics.
1. Introduction
From adding new metrics to setting targets and selecting reporting frequencies, these steps will help you effectively track and measure key performance indicators for your organization.
2. Click "Manage Key Metrics"
You can access the Metrics in two ways. First to add a metric page when working on your plan in the Strategy Application. Simply select the "Manage Key Metrics" link when adding or editing a Focus Area, Goal, or Key Metric.
3. Manage Key Metrics
Fill in Key Metrics and Save
4. Click "Strategy"
Another way to add metrics to your plan is to navigate to the "Strategy" section.
5. Click "Metrics"
Access the "Metrics" tab.
6. Click "Add New Metric"
Create a new metric entry.
7. Fill here
Click the selected button
8. Click "Name"
To better understand the functionality of Metrics, we've broken down the various steps and information into four different help articles. Select the option that is most relevant to your needs or review them all in order. Metric Basics - Learn more about entering a name, unit, and how to display a metric on your strategic plan (key metric, focus area metric, or goal metric).
9. Unit
Select a metric unit. Presets include dollar amount, percentage, person, No unit and other
10. Unit (other)
By selecting other you can enter the name for the metric unit always ensure that the unit is in singular form
11. Click "Select a Plan, Focus Area, or Goal…"
Select the plan that will display the metric please note that the metrics measurements and targets will only display on plans that have matching dates
12. Menu
Use the menus below to narrow down your options and select where to represent this metric. To select a focus area, choose the plan that contains the focus area. The same logic applies to goals as well.
13. Metric Content
Use this space to add helpful notes about your metric.
14. Metric Targets and Baselines
Targets are objectives (i.e., numbers you are attempting to achieve) for an individual metric. Metric Baselines Baselines are a comparison number for an individual metric. Often these are sector/industry baselines or past data from your own organization.
15. Metrics Team
One of the best ways to ensure that the metric gets regularly measured is to identify metrics champions.
16. Metric Advanced and Tags
Metric Advanced This section contains powerful settings to customize your metric. Metric Tags Tags are a versatile and efficient way to categorize and organize information.
17. Click "Save"
Save the changes.
18. List
The metric populates at the bottom of the metrics list
19. Progress tracker circle
Click on the Progress tracker circle to Add Measurement
20. Measurement to metric
Enter the status value date of measurement and notes and save the measurement
21. Fill "1"
Write "1" in the specified field
22. Click here
To expand the Metric
23. Expanded Metric
It will now display under the metric expand the metric for more information by selecting the plus sign next to the progress tracker circle your metrics will display in the compass section of your plan on the strategy application
24. Rearrange the metrics
You can rearrange the metrics list using the up/down arrow
To better understand the functionality of Metrics, we've broken down the various steps and information into four different help articles. Select the option that is most relevant to your needs or review them all in order.
Metric Basics - Learn more about entering a name, unit, and how to display a metric on your strategic plan (key metric, focus area metric, or goal metric).
Metric Team and Content - Learn more about selecting metric champions, setting the reporting frequency of the metric, and adding notes.
