---
title: 5 Steps to a Great Scorecard
description: Almost every company struggles at the start of their journey with their Scorecards and measurables. Here are five simple steps to creating a great scorecard.
image: https://www.eosworldwide.com/hubfs/scorecard-1.jpg
---

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## EOS Worldwide Blog Advice and Insight for Entrepreneurs and Leadership Teams

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# [5 Steps to a Great Scorecard](https://info.eosworldwide.com/blog/5-steps-great-scorecard)

 Written by[Ken DeWitt](https://info.eosworldwide.com/blog/author/ken-dewitt) on February 14, 2019

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[Scorecard](https://info.eosworldwide.com/blog/topic/scorecard) [Vision/Traction Organizer](https://info.eosworldwide.com/blog/topic/vision-traction-organizer)

![scorecard](https://www.eosworldwide.com/hubfs/scorecard-1.jpg)A lot of EOS® companies struggle at the start of their journey with their Scorecard by trying to monitor too much information instead of focusing only on a handful of measurables. As a result, they don't love their scorecard and it doesn't work well for them.  If that is the case for you and your Scorecard, here are 5 steps you can take to troubleshoot your Scorecard issues and make it work better for you.

## 5-Steps for Troubleshooting Your Scorecard

## **1. Get in the proper frame of mind, or you'll overcomplicate it. **

- It is tempting to go too deep in a Scorecard. Don't overthink it!
- Just think about your car. It is a complicated machine with thousands of parts, but there's only a handful of gauges on your dashboard because there are only a few key things you need to monitor to keep it running.
- Do we have fuel? How fast are we traveling? How's the engine's performance? Oil OK? Water temp OK? How far have we traveled?
- Scorecards are the same way. Ultimately, you want to look at leading indicators and know:
- This is the frame of mind you want to be in when thinking about your Scorecard or you'll make this much harder than it has to be.

**2. Begin with your Leadership Team and your Vision/Traction Organizer™. **

- First, design your Leadership Team Scorecard and the key measurables aligned with the goals recorded on your company's V/TO**™**. Since each member of the Leadership Team is responsible for some key part of the company, it is a best practice for every department in the company to have a number on the Scorecard that relates to achieving the Vision on your V/TO. 

**3. Start Identifying Measurables by Asking Each Team Member: "How do you *know*  you had a good week last week?" **

- Measurables are the **activities or results** that we must achieve on a weekly basis in order to have successful weeks, and thus successful months, quarters, and years.
- From a numbers standpoint, did we achieve the goals for the week? For example, did we produce X units? Make X calls? Get out X reports? Meet X people/customers? Keep errors below X? Have X Sales? Did the organization have X or fewer compliance issues? Have X in the bank? No more than X in Accounts Receivable over 60 days?
- These are the measurables you should plug into your Scorecard.

**4. Include Measurables Related to your Core Processes. **

- Recall that every business has a handful of Core Processes. These are the areas common to all businesses:
- In your company, these processes are the key to **your way** of doing business, and some of your measurables should reflect whether they were working last week (or not). These can be quantified into numbers, as noted in Step 3.

**5. Repeat Steps 1-4 to Create Scorecards for Each Department. **

- Each leader's key numbers on the Leadership Team Scorecard will be the top measurables on his/her departmental Scorecard. Simply break down what drives the numbers on the Leadership Team Scorecard to fill out the departmental Scorecard. Just as every member of the Leadership Team has a number, every employee in every department should have personal measurables that contribute to achieving the department's measurables. 

## Next Steps

- Download a copy of [20+ EOS Terms Your Employees Need to Know](https://traction.eosworldwide.com/20-eos-terms) to help your team understand key EOS concepts and terms.
- [Download a copy of the EOS V/TO](http://traction.eosworldwide.com/download-vto) to help you clarify, simplify, and achieve your vision
- [Take the Organizational Checkup™](https://organizationalcheckup.com/) to get a picture of your company’s strengths and weaknesses, along with a roadmap for improvement.

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 More Blog Posts: ← [Expect Good Turnover](http://blog.eosworldwide.com/blog/expect-good-turnover) | [Combating the Negativity of Success](http://blog.eosworldwide.com/blog/combating-meeting-negativity-success) →

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