Reduce the number of UX issues found in production

Tability Templates

---
title: Reduce the number of UX issues found in production
objectives:
- title: Reduce the number of UX issues found in production
  outcomes:
  - title: Enroll 100 users to our early-access program
    from: 10.0
    to: 100.0
    score_format: _number_ EAP users
    initiatives: []
  - title: UX issues represent fewer than 10% of new bug reports
    from: 33.0
    to: 10.0
    score_format: _number_% issues
    initiatives: []
  - title: At least 20 design tests are run every month
    from: 0.0
    to: 20.0
    score_format: _number_ UX tests
    initiatives: []


Provide the best Marketing solution

---
title: Provide the best Marketing solution
objectives:
- title: Provide the most powerful marketing solution ever
  outcomes:
  - title: Improve Return on Advertising Spend (RoAS) by 45%
    from: 0.0
    to: 45.0
    score_format: _number_%
    initiatives: []
  - title: Increase engagement rate by 20%
    from: 0.0
    to: 20.0
    score_format: _number_%
    initiatives: []
  - title: Improve Click Through Rate (CTR) from 0.85% to 1.5%
    from: 0.85
    to: 1.5
    score_format: _number_%
    initiatives: []
  - title: Improve Average Time to Conversion from 27 days to 7 days
    from: 27.0
    to: 7.0
    score_format: _number_ days
    initiatives: []
  - title: Reduce cost per lead from $730 to $600
    from: 730.0
    to: 600.0
    score_format: "$_number_/lead"
    initiatives: []


Generate significant growth through Content Marketing

---
title: Generate significant growth through Content Marketing
objectives:
- title: Increase brand awareness through engagement with industry thought leaders
  outcomes:
  - title: Secure five published interviews on industry websites
    from: 0.0
    to: 5.0
    score_format: _number_ interviews
    initiatives: []
  - title: Co-publish a thought leadership white paper with leading analyst
    from: 0.0
    to: 1.0
    score_format: _number_ white paper
    initiatives: []
- title: Improve blog readership
  outcomes:
  - title: Increase the number of shared blogs across platforms by 25%
    from: 30.0
    to: 37.0
    score_format: _number_ posts shared/week
    initiatives:
    - title: Identify CTA sharing placements on all websites
  - title: Boost blog subscribers by 30%
    from: 7400.0
    to: 9600.0
    score_format: _number_ subscribers
    initiatives: []


Use Event Marketing to drive outbound leads

---
title: Use Event Marketing to drive outbound leads
objectives:
- title: Hold the first annual user conference
  outcomes:
  - title: Register 250 attendees
    from: 0.0
    to: 250.0
    score_format: _number_ attendees
    initiatives: []
  - title: Drive $500,000 in upsell/cross-sell revenue from event
    from: 0.0
    to: 500000.0
    score_format: "$_number_"
    initiatives: []
- title: Drive outbound marketing efforts
  outcomes:
  - title: Secure two keynote speaking slots at industry events
    from: 0.0
    to: 2.0
    score_format: _number_ keynotes
    initiatives: []
  - title: Increase event-driven leads by 25%
    from: 125.0
    to: 155.0
    score_format: _number_ leads
    initiatives: []


Complete the Rockefeller Habits Checklist

---
title: Complete the Rockefeller Habits Checklist
objectives:
- title: Complete the Rockefeller Habits Checklist
  outcomes:
  - title: 5. Ongoing employee input is collected to identify obstacles and opportunities
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Employee input about obstacles and opportunities is being collected weekly
    - title: The insights from employee conversations are shared at the weekly executive
        team meeting
    - title: All executives (and middle managers) have a Start/Stop/Keep conversation
        with at least one employee weekly
    - title: A mid-management team is responsible for the process of closing the loop
        on all obstacles and opportunities
  - title: 1. The executive team is healthy and aligned
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Team members understand each other's differences, priorities and styles
    - title: The team participates in ongoing executive education (monthly recommended)
    - title: The team meets frequently (weekly is best) for strategic thinking
    - title: The team is able to engage in constructive debates and all members feel
        comfortable participating
  - title: 4. Every facet of the organization has a person assigned with accountability
      for ensuring goals are met
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Each 3-5 year Key Thrust/Capability has a corresponding expert on the
        Advisory Board if internal expertise doesn't exist
    - title: The Function Accountability Chart (FACe) is completed (right people,
        doing the right things, right)
    - title: Financial statements have a person assigned to each line item
    - title: Each of the 4-9 processes on the Process Accountability Chart (PACe)
        has someone that is accountable for them
  - title: 8. Employees can articulate the key components of the company's strategy
      accurately
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: 3 Brand Promises – And the corresponding Brand Promise KPIs reported
        on weekly
    - title: Big Hairy Audacious Goal (BHAG) – Progress is tracked and visible
    - title: Core Customer(s) – Their profile in 25 words or less
    - title: Elevator Pitch – A compelling response to the question "What does your
        company do?"
  - title: 9. All employees can answer quantitatively whether they had a good day
      or week
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: 1 or 2 Key Performance Indicators (KPIs) are reported on weekly for each
        role/person
    - title: Each employee has 1 Critical Number that aligns with the company’s Critical
        Number for the quarter (clear line of sight)
    - title: All executives and middle managers have a coach (or peer coach) holding
        them accountable to behavior changes
    - title: Each individual/team has 3-5 Quarterly Priorities/Rocks that align with
        those of the company
  - title: 10. The company's plans and performance are visible to everyone
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: A “situation room” is established for weekly meetings (physical or virtual)
    - title: Scoreboards are up everywhere displaying current progress on KPIs and
        Critical Numbers
    - title: There is a system in place for tracking and managing the cascading Priorities
        and KPIs
    - title: Core Values, Purpose and Priorities are posted throughout the company
  - title: 3. Communication rhythm is established and information moves through the
      organization accurately and quickly
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: The executive and middle managers meet for a day of learning, resolving
        big issues, and DNA transfer each month
    - title: Quarterly and annually, the executive and middle managers meet offsite
        to work on the 4 Decisions (Strategy, Execution, People, Cash)
    - title: All teams have a weekly meeting
    - title: All employees are in a daily huddle that lasts less than 15 minutes
  - title: 7. Core values and purpose are alive in the organization
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Actions are identified and implemented each quarter to strengthen the
        Core Values and Purpose in the organization
    - title: All executives and middle managers refer back to the Core Values and
        Purpose when giving praise or reprimands
    - title: HR processes and activities align with the Core Values and Purpose (hiring,
        orientation, appraisal, recognition, etc.)
    - title: Core Values are discovered, Purpose is articulated, and both are known
        by all employees
  - title: '2. Everyone is aligned with the #1 thing that needs to be accomplished
      this quarter to move the company forward'
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: 3-5 priorities (Rocks) that support the Critical Number are identified
        and ranked for the quarter
    - title: The Critical Number is identified to move the company ahead this quarter
    - title: A Quarterly Theme and Celebration/Reward are announced to all employees
        that bring the Critical Number to life
    - title: Quarterly Theme/Critical Number posted throughout the company and employees
        are aware of the progress each week
  - title: 6. Reporting and analysis of customer feedback data is as frequent and
      accurate as financial data
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: The insights from customer conversations are shared at the weekly executive
        team meeting
    - title: All executives (and middle managers) have a 4Q conversation with at least
        one end user weekly
    - title: All employees are involved in collecting customer data
    - title: A mid-management team is responsible for the process of closing the loop
        on all customer feedback


Increase SEO performance

---
title: Increase SEO performance
objectives:
- title: 'Become the #1 online resource for the problem we solve'
  outcomes:
  - title: Secure 45 high-quality backlinks from industry influences and publications
    from: 0.0
    to: 45.0
    score_format: _number_ backlinks
    initiatives: []
  - title: Get 30% more organic visits to our online resources
    from: 2500.0
    to: 3250.0
    score_format: _number_ visits/week
    initiatives: []
  - title: We rank in top 5 results for 60% of our targeted keywords in Google
    from: 20.0
    to: 60.0
    score_format: _number_% top-5 kw
    initiatives: []


Achieve record profitability

---
title: Achieve record profitability
objectives:
- title: Make our org the most profitable, ever
  outcomes:
  - title: Improve Operating Margin by 45%
    from: 0.0
    to: 45.0
    score_format: _number_%
    initiatives: []
  - title: Improve Gross Profit Margin (GPM) to 65%
    from: 50.0
    to: 65.0
    score_format: _number_% GPM
    initiatives: []
  - title: Achieve working capital turnover ratio of 2
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Reduce Operating Expense ration from 80% to 70%
    from: 80.0
    to: 70.0
    score_format: _number_%
    initiatives: []
  - title: Decrease Cost of Capital (COC) by 10%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []


Increase community engagement

---
title: Increase community engagement
objectives:
- title: Ensure deep community engagement with existing members
  outcomes:
  - title: 'Attendance: 60% of members are attending our regular meetups'
    from: 0.0
    to: 60.0
    score_format: _number_% attendance
    initiatives: []
  - title: 'Churn: no more than 10% churn rate of members cancelling their subscriptions'
    from: 10.0
    to: 10.0
    score_format: _number_% churn
    initiatives: []
  - title: 'Activity: 10 Slack posts per week from members'
    from: 0.0
    to: 10.0
    score_format: _number_ posts
    initiatives: []
  - title: 'Referrals: 3 new referrals coming from existing members each week'
    from: 0.0
    to: 3.0
    score_format: _number_ referrals/week
    initiatives: []


Improve user onboarding

---
title: Improve user onboarding
objectives:
- title: Streamline onboarding and improve our user journey
  outcomes:
  - title: Increase the number of user invites sent during onboarding by 8%
    from: 4.0
    to: 12.0
    score_format: _number_%
    initiatives: []
  - title: Reduce trial abandonment from 20% to 12%
    from: 20.0
    to: 12.0
    score_format: _number_%
    initiatives: []
  - title: 90% of new sign-ups get through the entire onboarding flow
    from: 65.0
    to: 90.0
    score_format: _number_%
    initiatives: []
  - title: Improve trial to paid conversion by 12%
    from: 20.0
    to: 32.0
    score_format: _number_%
    initiatives: []


Improve customer satisfaction

---
title: Improve customer satisfaction
objectives:
- title: Achieve next level customer love ❤️
  outcomes:
  - title: Get 15 new 5-star ratings on G2 Crowd
    from: 0.0
    to: 15.0
    score_format: _number_ reviews
    initiatives:
    - title: Reach out to users high NPS feedback asking for review
  - title: Reduce the number of weekly support tickets by 50%
    from: 42.0
    to: 84.0
    score_format: _number_ tickets
    initiatives:
    - title: Create a self serve documentation portal
  - title: Improve the NPS score from 12 to 20
    from: 12.0
    to: 20.0
    score_format: _number_ NPS
    initiatives:
    - title: Create a list of 15 highly requested features to implement


Become a better manager

---
title: Become a better manager
objectives:
- title: Become a better manager
  outcomes:
  - title: Establish clear expectations and communication protocols for team members
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Develop a deeper understanding of team dynamics and individual strengths
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Facilitate constructive feedback and open communication among team members
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Create a system for team members to provide feedback to each other.
    - title: Encourage team members to openly discuss their ideas and opinions.
    - title: Establish ground rules for providing constructive feedback.
    - title: Schedule periodic team meetings to discuss feedback and open communication.
  - title: Foster an environment of trust, collaboration, and transparency
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Establish a clear code of conduct.
    - title: Create opportunities for team members to share ideas.
    - title: Reward collaboration and team efforts.
    - title: Encourage open communication and dialogue.


Achieve Product-Market fit

---
title: Achieve Product-Market fit
objectives:
- title: Achieve Product-Market fit
  outcomes:
  - title: 40% of new users are still active after 2 months
    from: 10.0
    to: 40.0
    score_format: _number_% retention
    initiatives:
    - title: Identify and build core missing features
    - title: Talk to 20 leads and users
  - title: Get a 40% score on Product-Market fit survey
    from: 0.0
    to: 40.0
    score_format: _number_% PM Fit
    initiatives:
    - title: Send survey to existing beta users
    - title: Create a product-market fit survey on Typeform
  - title: Get 100 new leads every week
    from: 20.0
    to: 100.0
    score_format: _number_ leads/week
    initiatives:
    - title: Build a sustainable growth channel
    - title: Establish referral program to turn successful users into advocates


Implement ad-tracking with Google

---
title: Implement ad-tracking with Google
objectives:
- title: Improve tracking and analytics
  outcomes:
  - title: Increase the number of events tracked from 10 to 100
    from: 10.0
    to: 100.0
    score_format: _number_ events
    initiatives:
    - title: Implement click-tracking for main actions
    - title: Create funnels for the core user journeys
  - title: All websites have Google Ads tracking properly setup
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Install tracking on all websites
    - title: Sync Google Ads and Google Analytics content
    - title: Check that conversions are firing properly


Get better at public speaking

---
title: Get better at public speaking
objectives:
- title: Increase confidence and competence in public speaking
  outcomes:
  - title: Score above 7/10 in feedback forms received after public sessions
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Do 6h of training sessions on public speaking
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Give 10 public speeches in front of an audience
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Secure 10 speaking engagements
    - title: Deliver each speech in front of an audience
    - title: Create a list of 10 topics for public speeches
    - title: Research and prepare each speech


Become better at running

---
title: Become better at running
objectives:
- title: Improve Long Distance Running Performance
  outcomes:
  - title: Increase endurance by running 4 times per week
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Increase speed by completing interval training sessions twice per week
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Improve 5K race time by 20%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []


Improve leadership skills

---
title: Improve leadership skills
objectives:
- title: Become a more effective leader
  outcomes:
  - title: Get better at running 1:1s with the team
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Develop a plan for regular team check-ins
    - title: Practice active listening techniques
    - title: Hold virtual meetings with clear agendas
    - title: Establish a team feedback system
  - title: Delegate 20% of current responsibilities to the team
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Complete 4h of training on communication and collaboration
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Read at least 2 books on leadership theories and concepts
    - title: Attend a workshop or seminar on leadership
    - title: Participate in a leadership development program
    - title: Research and analyze successful leadership examples


Improve writing skills

---
title: Improve writing skills
objectives:
- title: Improve blog post writing skills
  outcomes:
  - title: Increase the average time spent on each blog post by 20%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Receive at least 10 positive comments on blog posts
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Create and publish 3 blog posts with a minimum of 500 words each
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []


Improve team productivity and efficiency

---
title: Improve team productivity and efficiency
objectives:
- title: Improve team productivity and efficiency
  outcomes:
  - title: Decrease time to close tasks by 25%
    from: 2.0
    to: 1.5
    score_format: _number_ days
    initiatives: []
  - title: Increase number of tickets closed by 10%
    from: 154.0
    to: 140.0
    score_format: _number_
    initiatives: []
  - title: 95% participation from team in weekly standup surve
    from: 40.0
    to: 95.0
    score_format: _number_%
    initiatives: []


Prepare for a Series A funding

---
title: Prepare for a Series A funding
objectives:
- title: Prepare for Series A funding
  outcomes:
  - title: 5x monthly recurring revenue (MRR) by through expanding product offerings
      and acquiring new customers
    from: 120000.0
    to: 600000.0
    score_format: "$_number_ MRR"
    initiatives: []
  - title: Increase customer retention rate by 15% through implementing a customer
      success program
    from: 75.0
    to: 90.0
    score_format: _number_%
    initiatives: []
  - title: Increase the monthly active users by 10x
    from: 2000.0
    to: 20000.0
    score_format: _number_ MAU
    initiatives: []
  - title: Identify and target at least 15 potential investors
    from: 0.0
    to: 15.0
    score_format: _number_ investors
    initiatives:
    - title: Secure 50 intro calls
    - title: Make a list of 100 VCs to reach out to


Improve executive productivity and support 

---
title: 'Improve executive productivity and support '
objectives:
- title: Improve executive productivity and support
  outcomes:
  - title: Streamline and automate administrative tasks, resulting in a 20% reduction
      in the time spent on administrative work.
    from: 8.0
    to: 4.0
    score_format: _number_ hours/week
    initiatives: []
  - title: 2x executive's availability for strategic work by implementing a more efficient
      scheduling system
    from: 8.0
    to: 20.0
    score_format: _number_ hours
    initiatives: []
  - title: Coordinate 25 internal and external meetings to increase the executive's
      visibility and presence
    from: 0.0
    to: 25.0
    score_format: _number_ meetings
    initiatives: []


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