Worksheet · KPIs and Incentives Health Check

Put one name against each measure

It prints on A4 with room to write.

A measure owned by finance, or shared by four people, gets explained and never fixed. This sheet gives each measure one owner who can move most of it, and names the others who move it. It builds the Competent step of the check:

Each measure has one person who answers for it and the others who move it are named, and that person presents the number in the monthly review.

Step 1. The owner test

Measure Proposed owner How much of it can they move? (most, some, little) Others who move it If little: how to split or change the measure
e.g. Group freight cost Region manager little Supply, customer service Freight per order for each region to its manager; the group total to supply

An owner who cannot move the number will spend the review explaining it. Change the measure until someone can move it.

Step 2. Who presents

Measure Owner Presents in the monthly review from (month)

Done when: every measure has one owner who can move most of it and presents it monthly, and the others who move it are named.


Written for this check.

From the KPIs and Incentives Health Check. Your report links the sheet for each of its moves.