DEFINE Define Success Metrics Defining success metrics early in a project ensures clear objectives, guides planning, and enables effective measurement and communication of progress. Success metrics also help to make key decisions in project delivery. Defined Outcomes Purpose ❏ Identify As-Is and Target Success Metrics We need to know what success looks like once the project is complete ❏ Success Metrics Agreed with Stakeholders so that we can get there together. ❏ Determine how the success metrics will be captured/reported This includes an understanding of vision, case for change, and ❏ Define Data Sources and Reporting Tools business objectives, that are backed by a set of measures that indicate ❏ Define Data Owners and Reporting Schedule success. ❏ Customer Sign Off on Success Metrics These metrics should drive requirements / priorities, decision making, ❏ Update SOW to include Success Metrics and human-centered change management initiatives. Salesforce Adoption Dashboards Success Metrics Template Salesforce CRM Dashboard Pack (Sales/Service/Marketing) Install FREE Salesforce Org Assessment Tool Salesforce Lead & Opportunity Management Dashboards Dashboards Salesforce Data Quality Analysis Dashboards