A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | |
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1 | Group | Owner | Objective | KPI | 8/22/18 | 9/5/2018 | 9/12/2018 | 9/19/18 | |||||||||||||||||||||
2 | Company | CEO | Company is aligned, efficient and effective | Survey remote team for ideas and implement at least three things to improve remote inclusion | ON_TRACK | ON_TRACK | ON_TRACK | ||||||||||||||||||||||
3 | Implemented OKRs and KPIs company wide | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||||||
4 | Company values and brand platform shipped | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||||||
5 | Product X fully ready to launch! (sell) | At least 10 paying customers are using Product X | POOR | POOR | POOR | ||||||||||||||||||||||||
6 | Top three uses cases fully developed shipped | LAGGING | LAGGING | LAGGING | |||||||||||||||||||||||||
7 | GTM plan (pricing, distribution, sales motion) | LAGGING | LAGGING | LAGGING | |||||||||||||||||||||||||
8 | Massively growing revenues to be on a long term track for IPO | Sales/Success hired per 15M forecasting plan | LAGGING | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
9 | On track for 15M by EOY | LAGGING | LAGGING | LAGGING | |||||||||||||||||||||||||
10 | Lower annual churn to 15% (not including upsells) | POOR | POOR | POOR | |||||||||||||||||||||||||
11 | |||||||||||||||||||||||||||||
12 | Marketing | Head of Marketing | Company values and brand platform shipped | Brand platformed shipped | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||
13 | Value platform shipped | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
14 | Everyone in the company can name the values | LAGGING | LAGGING | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
15 | Product (x) Assets Developed and shipped | Internal GTM documentation and training assets | LAGGING | LAGGING | LAGGING | LAGGING | |||||||||||||||||||||||
16 | Product launch | LAGGING | LAGGING | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
17 | 1-3 mini-customer stories | POOR | POOR | POOR | POOR | ||||||||||||||||||||||||
18 | Grow qualified hand raises by 10% | 10 percent increase in qualified hand raises from APIhub signups | LAGGING | ON_TRACK | LAGGING | LAGGING | |||||||||||||||||||||||
19 | A final answer for, “Do Salesforce Lite ads lead to sales opportunities" | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
20 | Drive 40 opportunities via TAM campaign (ads + email) | ON_TRACK | ON_TRACK | LAGGING | LAGGING | ||||||||||||||||||||||||
21 | |||||||||||||||||||||||||||||
22 | Product | Head of Product | Product X fully ready to launch! (sell) | Ship Sales Alerting/Analytics for X | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||
23 | Finish minimum 2 rounds of customer development to assure we're on track | LAGGING | LAGGING | LAGGING | LAGGING | ||||||||||||||||||||||||
24 | Complete GTM materials | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
25 | Increase customer retention / upsell | Ship Product B requirements (as defined by Q3 Product Roadmap) | LAGGING | LAGGING | ON_TRACK | ON_TRACK | |||||||||||||||||||||||
26 | Ship Product A v2 | ON_TRACK | LAGGING | LAGGING | LAGGING | ||||||||||||||||||||||||
27 | Improve data per items on Q3 roadmap | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
28 | Build out a world-class Product process/team | Deliver written Product Org process | LAGGING | LAGGING | LAGGING | LAGGING | |||||||||||||||||||||||
29 | Written Hiring plan & achieve | POOR | POOR | POOR | POOR | ||||||||||||||||||||||||
30 | Never block eng on product design - specs/design lead eng kickoff by 3 weeks | LAGGING | LAGGING | LAGGING | LAGGING | ||||||||||||||||||||||||
31 | |||||||||||||||||||||||||||||
32 | Engineering | Head of Engineering | Company is aligned, efficient and effective | Rollout "Top Goals/Feedback" system for Eng team | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||
33 | Implement 2 week sprint/demo cycles | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
34 | Survey team to get insights on what we can improve | LAGGING | ON_TRACK | LAGGING | ON_TRACK | ||||||||||||||||||||||||
35 | Massively growing revenues to be on a long term track for IPO | Improve security across applications | ON_TRACK | ON_TRACK | ON_TRACK | LAGGING | |||||||||||||||||||||||
36 | Metrics around uptime/stability | LAGGING | LAGGING | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
37 | Server/infra costs over time | ON_TRACK | ON_TRACK | LAGGING | LAGGING | ||||||||||||||||||||||||
38 | Product | Product roadmap on track | LAGGING | LAGGING | LAGGING | LAGGING | |||||||||||||||||||||||
39 | Eng resources needed for success | LAGGING | LAGGING | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
40 | Developer experience (dev/local/staging) | LAGGING | LAGGING | LAGGING | LAGGING | ||||||||||||||||||||||||
41 | |||||||||||||||||||||||||||||
42 | Operations | Head of Operations | Company is aligned, efficient and effective | Remote team survey for ideas and implement at least three things to improve remote inclusion | ON_TRACK | ON_TRACK | |||||||||||||||||||||||
43 | Assist in implementation of OKRs and KPIs company wide (including operations) | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||||
44 | Plan leadership retreat | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||||
45 | Massively growing revenues to be on a long term track for IPO | Put together rough 2019 forecast / hiring plan | ON_TRACK | ON_TRACK | |||||||||||||||||||||||||
46 | Assist in hiring against sales / success plan | LAGGING | LAGGING | ||||||||||||||||||||||||||
47 | Complete subscription audit and put together roadmap for full, end-to-end ERP process | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||||
48 | Ensure Clearbit remains secure and compliant | Put together security / compliance roadmap for devops | ON_TRACK | ON_TRACK | |||||||||||||||||||||||||
49 | Complete Matt coaching process and get to a point where I feel I understand and can carry out the process effectively | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||||
50 | Hire and onboard Kristen, making sure she’s empowered to be super effective | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||||
51 | |||||||||||||||||||||||||||||
52 | Business | Head of Business | Massively growing revenues to be on a long term track for IPO | Sales/Success hired per 15M forecasting plan (link here) | LAGGING | ON_TRACK | LAGGING | ||||||||||||||||||||||
53 | On track for 15M by EOY | LAGGING | LAGGING | LAGGING | |||||||||||||||||||||||||
54 | Lower annual churn to 15% (not including upsells) | POOR | POOR | POOR | |||||||||||||||||||||||||
55 | Company is aligned, efficient and effective | Implemented OKRs and KPIs company wide | ON_TRACK | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
56 | Won/lost reporting is delivered to company every 2 weeks starting in August | LAGGING | LAGGING | ON_TRACK | |||||||||||||||||||||||||
57 | New sales structure in place and documented by end of July | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||||||
58 | Internal CS “wiki’s” are in place by EOQ (was prev end of August) | LAGGING | POOR | LAGGING | |||||||||||||||||||||||||
59 | Company U implemented | LAGGING | LAGGING | LAGGING | |||||||||||||||||||||||||
60 | |||||||||||||||||||||||||||||
61 | Sales | Head of Sales | Massively growing revenues to be on a long term track for IPO | $3.6MM new ARR year-to-date | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||
62 | Sales hired per 15M forecasting plan | LAGGING | LAGGING | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
63 | Company is aligned, efficient and effective | Implemented OKRs and KPIs company wide | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||||
64 | Won/lost reporting is delivered to company every 2 weeks starting in August | LAGGING | LAGGING | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
65 | New sales structure in place and documented by end of July | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
66 | Internal Sales “wiki” is in place | LAGGING | LAGGING | LAGGING | LAGGING | ||||||||||||||||||||||||
67 | Sales U created and implemented | POOR | POOR | POOR | POOR | ||||||||||||||||||||||||
68 | |||||||||||||||||||||||||||||
69 | Partnerships / Reveal | Head of Partnerships | Alignment | Partnership and Reveal strategy (at least for short-medium term) is agreed upon by Leadership | LAGGING | LAGGING | LAGGING | ||||||||||||||||||||||
70 | Partnership Operations plan is complete and starting to be implemented | LAGGING | LAGGING | LAGGING | |||||||||||||||||||||||||
71 | Initial Product documentation work is complete (Ideal customer narratives, sales process, competitive landscape & positioning) | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||||||
72 | Massively Growing (& scalable) Revenues | Meaningful progress has been made with at least two new $1M+ potential Partners identified with a project plan for execution | LAGGING | POOR | LAGGING | ||||||||||||||||||||||||
73 | Direct Revenue from Product B exceeds $600K ARR | LAGGING | LAGGING | LAGGING | |||||||||||||||||||||||||
74 | Direct Sales team has closed over Y ARR of Product A deals | LAGGING | LAGGING | LAGGING | |||||||||||||||||||||||||
75 | First external Partnerships hire (Ashley) is fully ramped | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||||||
76 | |||||||||||||||||||||||||||||
77 | Customer Success | Head of Customer Success | Massively growing revenues to be on a long term track for IPO | Hire 2 CSMs = total of 5 CSMs | LAGGING | LAGGING | LAGGING | ||||||||||||||||||||||
78 | Lower annual churn to 15% (not including upsells) | POOR | POOR | POOR | |||||||||||||||||||||||||
79 | Company is aligned, efficient and effective | KPIs implemented in Customer Success | LAGGING | LAGGING | ON_TRACK | ||||||||||||||||||||||||
80 | Internal CS guides are in place by end of Sept | LAGGING | POOR | ON_TRACK | |||||||||||||||||||||||||
81 | Customer Success U implemented | LAGGING | LAGGING | POOR | |||||||||||||||||||||||||
82 | Customer Success weekly team meeting structure in place | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||||||
83 | |||||||||||||||||||||||||||||
84 | Success Engineering | Head of Success Engineering | Massively growing revenues to be on a long term track for IPO | Help Sales and CS with Sales Narrative- How to speak with marketers/sales teams | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||
85 | Improve existing solutions for GA, Onboarding, and Create Starter Pack Reports for GA | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
86 | Company is aligned, efficient and effective | Develop processes for trials and new integrations | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | |||||||||||||||||||||||
87 | Develop process for helping customers become more strategic | LAGGING | LAGGING | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
88 | Develop process to get internal team to understand analytics fundamentals | LAGGING | LAGGING | LAGGING | ON_TRACK | ||||||||||||||||||||||||
89 | Help internal team understand how to help client with target lists | LAGGING | LAGGING | LAGGING | LAGGING | ||||||||||||||||||||||||
90 | Develop customer (enterprise) value (aka success) plan | ON_TRACK | ON_TRACK | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
91 | Develop Easy way for CSMs and Sales to map Goals and Objectives to metrics | LAGGING | LAGGING | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
92 | Team Building Strategy | LAGGING | LAGGING | ON_TRACK | ON_TRACK | ||||||||||||||||||||||||
93 | Improve Help Center Flow- Build on existing style guide | ON_TRACK | ON_TRACK | LAGGING | LAGGING | ||||||||||||||||||||||||
94 | CS Onboarding Guide v2 | LAGGING | LAGGING | LAGGING | LAGGING | ||||||||||||||||||||||||
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100 |