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Step 1 - State the KPI/s you wish to improve, and the goal

The business KPI that the Product Manager or Business Leader wishes to affect with this initiative should be stated. The business KPI used should directly reflect the rationale for doing the project.

A goal should be set that will be measured by this KPI, including a timeline for making this change.

A guide for setting the KPI/s is below:

Business KPI

Level

Date

Goal level

Goal date

These KPIs and goals should be agreed by the Business Leader and all team members.

Step 2 - Gather and list all initiatives

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