Free editable template
The Owner's Weekly Scorecard.
Put the measures, owners, and next actions in one review. Download the CSV for your spreadsheet or print this page to work through it with your team.
Immediate access. Open the CSV in Excel, Google Sheets, or another spreadsheet.
Read the video transcript
A measure needs attention. Who owns the next action? Start with the person who owns it.
Review the measure: client renewals reviewed this week. The owner is the account team lead. Two renewals need attention. Review the number and the context with your account lead.
Turn the review into work. Review those accounts with their owners. The account team lead owns the next action, with a check-in at Friday's leadership review. Agree on a task, an owner, and a date. Review the measure again after the work.
A measure. An owner. A next action. Get the free weekly scorecard at covisionperformance.com/resources/weekly-scorecard/. Choose measures and targets that fit your business.
Start with the decision each measure informs.
Pick a small set of measures that fit your goals. Give each one a source and an owner, then record the next action when the review identifies something that needs attention.
| Measure | Owner | Target | Actual | Next action |
|---|---|---|---|---|
| Client renewals reviewed | Account lead | Choose a target | Record actual | Assign a follow-up |
| Proposals followed up | Sales lead | Choose a target | Record actual | Review stalled proposals |
| Priority tasks completed | Operations lead | Choose a target | Record actual | Discuss the blocker |
| Invoices needing attention | Finance lead | Choose a target | Record actual | Review payment status |
| Your measure | Named owner | Your target | This week's actual | Owner and due date |
The downloadable file includes source, status, next-action owner, and due-date columns as well.
Use it in your next weekly review.
- Agree on what each measure means and where its data comes from.
- Assign an owner who can explain the number and the change since last week.
- Record the actual result alongside the target. Keep potential sales separate from earned revenue.
- Choose the next action, name its owner, and agree on a due date.
- Review the action and the measure again the following week.
Keep the review connected to the work
Bring your scorecard into Covision.
Covision Performance connects scorecards, goals, and tasks in one platform. We can discuss the software, implementation, and training around your team's review.
Explore KPI scorecards