← All departments
Monthly scorecard

Product · May 2026

Owner: Nicole
Closed from the PowerPoint migration · read-only ·
April 2026May 2026June 2026July 2026Present

Locked metrics

Sprint goals completed & sprint velocity

Leading · biweekly

Total amount of work (in story points) the team completes in a sprint.

Sprint 17: 100%
Sprint 18: 75%
No targetTarget: Increase velocity over time Apr Sprint 16: 100%
Value
Sprint 17✓ 100% — Protected Roles restrictions, Configurator optimisationson target
Sprint 18✗ 75% — SEO, renewal deal automation, AI integrations (32 SP)off target

Carefinder Adoption

Lagging · monthly

Match rate — % of users who click on contact CTAs.

4,23%
No targetTarget: To be set in Month 3

Configurator conversion

Lagging · monthly

Conversion rate: start → completes submission.

0% full
step conversion 33% vs 13,8%
No targetTarget: To be set in Month 3
Monthly objectives (max 3)
Prove

Fix Configurator — remove barriers to conversion

Done means: New retargeting page ✓ · UX changes (new first step, new counter, disclaimer) ✓ · start date sync to HubSpot ✓.

On track
Nicole · due 30 Jun 2026
Prove

Automated Member Onboarding

Done means: Integration between HubSpot, Admin, Optix ✓ · renewal date synced ✓ · product set up ✓ · onboarding flows.

On track
Azaz · due 31 Jul 2026
Unblocker
GA reporting set up — tracking and automated reporting for Carefinder and websiteNicole · week of 25 May 2026 · set 14 weeks agoOpen
How the framework works — Prove, Scale, Create in plain language
Prove

The car goes from A to B 🚗 — this goal directly moves your KPIs this month.

Scale

Upgrade the road to a highway 🛣️ — makes hitting your KPIs easier in the future.

Create · optional

A great restaurant along the route 🍝 — extra value for members. Optional.

Leading indicator

The number you directly influence — your own steering wheel. If it moves, it's because of what your team did.

Lagging indicator

The result that follows later, often depending on other departments. You can't push it directly — your leading work pushes it for you.

The tsunami rule: when your leading and lagging KPIs are both behind, do more Prove and stop Scale. You don't renovate the kitchen when a tsunami is coming. 🌊

Scale

Build Carefinder users love — professional role setup shipped, 5 funnel sessions reviewed, 1/3 action points documented

Done means: Page speed improvements, desktop home, desktop about, stabilisation and bug fixes.

On track
Azaz · due 31 Jul 2026