Step 1: Strategic Goals

What are we trying to achieve?

Strategic Goals

Define measurable business objectives

Goal	KPI	Progress	Priority	Type	Status	Actions
Improve Customer Satisfaction Customer Success	NPS Score 65 → 80	75%	P5	Outward	On Track
Reduce Operational Costs Operations	Cost per Transaction 12.5 → 8	45%	P4	Inward	At Risk

Balance Score Card

Inward vs Outward goal distribution

50:50

I:O Ratio

Inward

1 (50%)

Outward

1 (50%)

Balanced (40-60% target)

Go / No-Go Checklist

Readiness criteria

Clear strategic alignment with business objectives

Measurable KPIs defined with baseline and targets

Executive sponsorship secured

Budget allocated and approved

Timeline established with key milestones

Success criteria documented

Risk assessment completed

Stakeholder buy-in achieved

Completion0 / 8

NO-GO