Goal and Metric Setting

“What gets measured, gets managed.” – Peter Drucker


We often get asked what makes companies profitable or non-profits successful.  From what we have seen organizations must know their business model and be handling operations and financials correctly.  To do this we work with organizations via our business checkup service.  Once issues have been fixed these organizations have a true opportunity to accelerate performance and results.

The way they do this is through understanding assumptions.  With this understanding, they set critical goals and the key metrics for how they track these goals. They must have goals and be managing those goals in a way that can be understood across the company.

Our Goal and Metric Setting Service

Once the business model and key assumptions are understood and quantified, it is time to set goals.  Our role in helping businesses is to make sure that the goals that are set are SMARTER goals (Specific, Measurable, Attainable, Relevant, Timely, Evaluate, Readjust). The last two points the evaluate and the readjust are important because of the parameters for follow-up that they set, which helps to prevent goals being set aside, once they are setup.

Our consultants also work with companies to understand how to most accurately measure progress towards goals. We avoid vanity metrics like the number of page visitors and likes on social media. We focus on important metrics like revenue per customer, percent of repeat customers, the number of customer service complaints, and so on. The metrics we choose are based on the important goals that are established and where you are in a business cycle.

Goal and Metric Setting Video

Goal and Metric Setting - Innovative Dubuque LLC - Brock Waterman - Business Consulting - Dubuque - IA

Once these goals and metrics have been set they must be integrated into the organization’s culture. Both management and all employee levels must understand and see the value of the goals and metrics.  They must understand the assumptions being made so they understand the importance of the goals.  They must know what their involvement is in regards to each goal and how their contribution will be measured. Employee compensation should somehow be tied to the company reaching its goals, but also retain an individual component.

Our Goal and Metric Setting Packages

Our packages below show the time period of planning for the organization. Choose the time period you are most interested in having goals set for success. If you are not sure we strongly suggest at least 2 years, as this is close enough to plan for and long enough to accomplish significant progress.  Typically, our work to get these goals set takes a few weeks or months, mostly depending on the client’s timeline.

6 Month


Analysis Hours (18)

Plan Document Creation Hours (14)

1 Year


Analysis Hours (28)

Plan Document Creation Hours (16)

2 Year


Analysis Hours (34)

Plan Document Creation Hours (20)

3 Year


Analysis Hours (40)

Plan Document Creation Hours (24)

All Packages Include

  • Completion of a business model canvas (right side minimum)
  • Direct client communication and the ability to ask questions
  • Dropbox account for sharing items
  • Analysis of current metrics and performance
  • Review of current financial statements
  • Goals and metrics as a draft version of the plans


  • The default delivery method of our services is virtual (video conference, telephone, and email).  In-person visits bring additional expenses including mileage, transport, airfare, meals, lodging, and other potential expenses.  In-person options may be limited or not available due to various factors, including but not limited to, nationwide, state, or regional pandemics.
  • Buy 1 Give 1 Community MBA Eligible Packages
    • 1) 6 Month 2) 1 Year 3) 2 Year 4) 3 Year