How can we help you?

Using Business Outcome Cards

Create an Outcome Card

Business Outcome Cards will help you record your desired outcome (objective), and allow you to create key results that will track your progress toward that outcome (objective).

Hint: Click the "plus" button in any blue column to create a new Business Outcome card.

Screenshot_2023-03-30_at_12.50.09_PM.png


Objective Title

Hint: Give the Outcome Card an Objective Title that is memorable, inspirational, and descriptive of what you want to achieve.

Here’s an example:
“Ensure seamless Customer Success experience so that we exceed customer expectations.”

objective_title_BO.PNG


Hypothesis/Description

The Hypothesis/Description area lets you record why you believe this outcome is important to your business. We like to start the Hypothesis/Description area with the words, “We believe.”

Hint: Give the card a meaningful hypothesis/description.

Here’s an example:
“We believe that by building a strong foundation for our Customer Success team we will have sustainable and repeatable processes in place that reduce customer churn and increase customer satisfaction.”

hypothesis_description.PNG


Key Results

Key Results measure your progress toward your desired outcome. Generally, you should have two to five key results per outcome. All Key Results must be measurable and therefore require a starting and ending numbers.

Here's an example:
"Increase customer retention by 15%."

In this example, you would enter "Increase customer retention by 15%." under "Key Results," the Metric type would be "Customer Retention," the "Start" would be "0," and the "Goal" would be 45.

The “Current” field allows you to update where you are today. We have "Current" set to 30 in this example. Check-in at least every two weeks to update what is “Current” and see your progress bar move!

If the Metric you would like to track does not exist in the drop-down, type in the name of the Metric and click Create "Metric Name" to add this to the list.

key_results_BO.PNG

You can delete a Key Result by clicking the three dots in the row with the Key Result you wish to delete and then clicking Delete. 

As you update the progress on your Key Results, the Overall Progress bar will also update. 

overall_progress_BO.PNG

The overall progress will also be reflected on the dashboard once you close the individual outcome card.

BO_Percent_Complete.PNG

Key results can be marked as lagging or leading indicators. If the target icon is gray, it is considered a leading indicator. If you click on this icon, it will turn green, which indicates an impact metric, or lagging indicator.

custom_fields.PNG


Card Color

You can also assign a color to each card. A helpful practice is assigning related cards the same color so that you can quickly see which cards are in the same category on the Business Outcomes dashboard.

Hint: Select a color, save the card, and see how it pops!

outcome_card_color.png

The color you choose will be reflected on the card on the dashboard. 

BO_Color_Reflection.PNG


Tags

You can use Tags to filter between cards on the dashboard. To add a tag to a card, click into the field that says Select tags or click the drop-down arrow. The options available will appear and you can click on one or more to add them to the card. To delete a tag, click the x next to the tag's name. 

outcomes_card_tags.PNG     outcome_card_tags_2.PNG

The tags you choose will also be shown on the card when on the dashboard. 

BO_Tags.PNG

Learn how to edit Tag Categories and Tags.


Document Changes with Comments

You can click the Comments tab and add comments as the team discusses the card. To enter a comment, click on the field that says Your Comment and click Add Comment upon completion. You cannot delete comments once they are added. 

comments_BO.PNG


Custom Fields

Some companies may have Custom Fields created to populate this tab on the card. A custom field can track company-specific information not already included on a card. Below, the examples are Sponsor Name and Investment Code. A Company Admin or Partner Admin can create these fields for your company. 

Custom_fields.PNG

Learn how to add Custom Fields


Save Changes, Delete Card, and Enlarge Card

Be sure to click Save & Close when making changes to a card. If you click Save & Close, the card will save any changes and close the card. If you select the drop-down arrow next to Save & Close and click Save, your changes will be saved, but the card will remain open.

If you wish to Delete the card, click on the trash can icon and you will be prompted to confirm your deletion.

To make the card the size of your screen, click the double arrow, next to the trash can icon.

Important: In order for the Save & Close button to activate, you have to enter an objective title.

save_make_changes_BO.PNG


New Outcome Card Highlight

After you create an outcome card, the card will reside at the top of the chosen column and have a highlight around it. The highlight will remain until you open an outcome card or create another card. 

Screenshot_2023-04-19_at_1.30.59_PM.png


Reorder Outcome Cards

When you create an outcome card, it will automatically be the first card in the column it was created in. You can reorder outcome cards in a column simply by clicking on and dragging the card into a new position. Cards can only be reordered in their current column.

Screenshot_2023-04-19_at_1.43.47_PM.png


Duplicate an Outcome Card

You can duplicate an Outcome Card when in the Demand/Delivery view. To duplicate a card, click the double paper icon on the card you wish to duplicate. 

BO_Duplicate_Card.PNG

In the pop-up that appears, choose the column you wish the duplicated card to appear in from the drop-down options. Then click Duplicate.

outcome_card_duplicate_2.PNG     outcome_card_duplicate_3.png


Link an Outcome Card to a URL and How to Delete a Link

To link an outcome card to an external tool like an ALM, Trello, or any URL, click on the link icon at the bottom of the card from the dashboard.

BO_Links.PNG

Click into the Create a Title field and name your link. Then click into the Enter the URL field and type in or paste the URL you wish to add to this card. Click the green Add button. The link will appear in light blue below the text fields. You can add more URLs, if necessary. 

BO_link.PNG

Back on the dashboard, you can see there is now a 1 next to the link icon and if you hover over the link icon, you can see the title you created for the external link attached to the card. While hovering over the link icon, you can move your cursor to the title you created and click it to be taken to the URL you entered.

BO_Link_to_our_ALM.PNG

To delete a link, click the link icon on the card to open the link modal. Click the trash can next to the link you wish to delete and the link disappears. Click Save to confirm your deletion. 

BO_link_w_delete.png

Was this article helpful?
0 out of 0 found this helpful
    Download article

Comments

Please sign in to leave a comment.