CEO · Dashboard · Intermediate · Saves 35+ hours
Strategy Execution Scorecard
A scorecard for tracking strategy execution.
What's included
- Strategic metric tracking
- Initiative progress
- OKR status
- Risk indicators
- Executive summary
Best used when
- Tracking strategy execution
- Board reporting
- Leadership reviews
- Identifying execution gaps
The template
The Template
SCORECARD DESIGN
Scorecard Architecture
STRATEGY EXECUTION SCORECARD DESIGN
SCORECARD PURPOSE:
☐ Track progress against strategy
☐ Identify execution gaps early
☐ Drive accountability
☐ Enable course correction
☐ Support board reporting
SCORECARD PRINCIPLES:
1. Measure what matters (not everything)
2. Lead indicators + lag indicators
3. Clear ownership for each metric
4. Regular review cadence
5. Action-oriented (not just reporting)
SCORECARD STRUCTURE:
├── Financial Metrics (Lag)
├── Customer Metrics (Lead + Lag)
├── Strategic Initiative Progress
├── OKR Achievement
├── Risk & Health Indicators
└── Team/Culture Metrics
METRICS DASHBOARD
Financial Performance
FINANCIAL METRICS
REVENUE:
Target Actual Variance Status
Monthly: $______ $______ ____% 🟢🟡🔴
QTD: $______ $______ ____% 🟢🟡🔴
YTD: $______ $______ ____% 🟢🟡🔴
Run Rate: $______ $______ ____% 🟢🟡🔴
GROWTH:
New ARR: $______ $______ ____% 🟢🟡🔴
Expansion: $______ $______ ____% 🟢🟡🔴
Churn: $______ $______ ____% 🟢🟡🔴
Net New ARR: $______ $______ ____% 🟢🟡🔴
EFFICIENCY:
Gross Margin: _____% _____% ____% 🟢🟡🔴
CAC: $______ $______ ____% 🟢🟡🔴
LTV:CAC: ______:1 ______:1 ____% 🟢🟡🔴
Magic Number: ______ ______ ____% 🟢🟡🔴
BURN & RUNWAY:
Monthly Burn: $______ $______ ____% 🟢🟡🔴
Runway: ___ mo ___ mo ____% 🟢🟡🔴
Customer Metrics
CUSTOMER METRICS
ACQUISITION:
New Customers: ______ ______ ____% 🟢🟡🔴
Pipeline: $______ $______ ____% 🟢🟡🔴
Win Rate: _____% _____% ____% 🟢🟡🔴
Sales Cycle: ___ days ___ days ____% 🟢🟡🔴
RETENTION:
Gross Retention: _____% _____% ____% 🟢🟡🔴
Net Retention: _____% _____% ____% 🟢🟡🔴
Logo Churn: _____% _____% ____% 🟢🟡🔴
SATISFACTION:
NPS: ______ ______ ____% 🟢🟡🔴
CSAT: _____% _____% ____% 🟢🟡🔴
Health Score: _____% _____% ____% 🟢🟡🔴
INITIATIVE TRACKING
Strategic Initiative Dashboard
INITIATIVE TRACKING
INITIATIVE 1: _______________
Owner: _______________
Budget: $_______ Spent: $_______
| Milestone | Due | Status | Notes |
|-----------|-----|--------|-------|
| M1 | | 🟢🟡🔴 | |
| M2 | | 🟢🟡🔴 | |
| M3 | | 🟢🟡🔴 | |
| M4 | | 🟢🟡🔴 | |
Overall Progress: ____%
On Track: ☐ Yes ☐ At Risk ☐ Off Track
---
INITIATIVE 2: _______________
Owner: _______________
Budget: $_______ Spent: $_______
| Milestone | Due | Status | Notes |
|-----------|-----|--------|-------|
| M1 | | 🟢🟡🔴 | |
| M2 | | 🟢🟡🔴 | |
| M3 | | 🟢🟡🔴 | |
Overall Progress: ____%
On Track: ☐ Yes ☐ At Risk ☐ Off Track
---
INITIATIVE 3: _______________
Owner: _______________
Budget: $_______ Spent: $_______
| Milestone | Due | Status | Notes |
|-----------|-----|--------|-------|
| M1 | | 🟢🟡🔴 | |
| M2 | | 🟢🟡🔴 | |
| M3 | | 🟢🟡🔴 | |
Overall Progress: ____%
On Track: ☐ Yes ☐ At Risk ☐ Off Track
OKR STATUS
OKR Progress Dashboard
OKR PROGRESS - Q___
OBJECTIVE 1: _______________
Progress: ____%
Status: 🟢🟡🔴
| KR | Target | Current | Progress |
|----|--------|---------|----------|
| KR1 | | | ___% |
| KR2 | | | ___% |
| KR3 | | | ___% |
OBJECTIVE 2: _______________
Progress: ____%
Status: 🟢🟡🔴
| KR | Target | Current | Progress |
|----|--------|---------|----------|
| KR1 | | | ___% |
| KR2 | | | ___% |
| KR3 | | | ___% |
OBJECTIVE 3: _______________
Progress: ____%
Status: 🟢🟡🔴
| KR | Target | Current | Progress |
|----|--------|---------|----------|
| KR1 | | | ___% |
| KR2 | | | ___% |
| KR3 | | | ___% |
OVERALL OKR HEALTH:
On Track: ___ / ___
At Risk: ___ / ___
Off Track: ___ / ___
RISK & ACTIONS
Risk Dashboard
RISK STATUS
NEW RISKS THIS PERIOD:
☐ _______________
Impact: H/M/L Probability: H/M/L
Owner: _______________
Mitigation: _______________
ACTIVE RISKS:
| Risk | Impact | Prob | Owner | Status |
|------|--------|------|-------|--------|
| | H/M/L | H/M/L | | 🟢🟡🔴 |
| | H/M/L | H/M/L | | 🟢🟡🔴 |
| | H/M/L | H/M/L | | 🟢🟡🔴 |
ACTIONS REQUIRED:
☐ _______________ Owner: ___ Due: ___
☐ _______________ Owner: ___ Due: ___
☐ _______________ Owner: ___ Due: ___
Executive Summary
| Category | Status | Key Insight | Action |
|---|---|---|---|
| Financial | 🟢🟡🔴 | ||
| Customers | 🟢🟡🔴 | ||
| Initiatives | 🟢🟡🔴 | ||
| OKRs | 🟢🟡🔴 | ||
| Risks | 🟢🟡🔴 |
Frequently asked questions
What is the Strategy Execution Scorecard?
A scorecard for tracking strategy execution.
Who is the Strategy Execution Scorecard for?
It is built for CEOs and their teams working on Strategic Planning. The AI coach adapts it to your company, stage, and goals.
How long does the Strategy Execution Scorecard take to use?
It saves roughly 35+ hours versus building from scratch. Our AI coach can tailor the dashboard to your situation in minutes, then hand you a step-by-step plan.
Is the Strategy Execution Scorecard free?
Yes. You can read the full dashboard and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Strategy Execution Scorecard?
The coach teaches you the framework, asks a few questions about your business, tailors the dashboard to you, and gives you measurable next steps to execute.