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Monthly scorecard

Product · June 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 19: 80%
Sprint 20: 100%
No targetTarget: Increase velocity over time May Sprint 17: 100%
Apr Sprint 16: 100%
Value
Sprint 19✗ 80% — page speed (Storyblok), Optix integration (legacy code)off target
Sprint 20✓ 100% — automatic onboarding foundations, page speed (Stories + CF)on target

Carefinder Adoption

Lagging · monthly

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

2,54%
Off targetTarget: Increase conversion to 3%↓ May 4,23%

Configurator conversion

Lagging · monthly

Conversion rate: start → completes submission.

0% full
7 partial submits
Off targetTarget: To be set in Month 3 May 0% full
Monthly objectives (max 3)

This month carries 4 goals from the PowerPoint migration; app-managed months are capped at 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 ✓.

Achieved
Nicole · due 30 Jun 2026
Prove

One website domain

Done means: Create final sitemap; deliver 3 new pages by the end of July.

On track
Emma/Sam · due 31 Jul 2026
Unblocker
Nicole's handover — Carefinder handbook, Optix setup, HubSpot workflows, legal compliance documentedNicole · week of 29 Jun 2026Achieved
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. 🌊

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
Scale

Build Carefinder users love — driven by data

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

On track
Azaz · due 31 Jul 2026