Data Org Chart
Succeed with your data-driven culture by creating a data 'org chart'.
This template will be most useful for Analysts, PMs, Marketers and Department Leaders who want to achieve data accountability with tight connection between initiatives and business outcomes. Having clear roles and responsibilities is always the key!
How to read this chart:
Individual Contributors — where 90% of the work is happening and how all of the growth initiatives are measured. Individual Contributor KPIs are constantly iterated (~ on quarterly basis) in the search for the best causality and predictive power. These KPIs are used for setting initiative goals and are often reflected in the individual team member quarterly goals.
Team Leads — responsible for the evaluation and selection of ICs. Team Lead metrics are often set as 'company metrics' on the leadership level and have a clear source of truth for self-serve consumption. Owned by PMs or Marketers.
Common pitfalls: The biggest mistake is to not set ownership of the team metrics. It can result in vanity IC selection or floating definitions ultimately leading to distrust and data-culture failure.
Department execs — data levers, not KPIs, and are the closest predictors to revenue. Department exec metrics are owned by the head of growth, product, marketing, etc.
Common pitfalls: Unfortunately, often misassigned. For example, in a product-led monetization model, only sales own revenue.
CEO — fearless leader, but not a doer.
Common pitfalls: Looking at revenue as your metric is being at least 3 months late to the party of your ability to impact it.
Use this template to:
Map out all of the metrics your cross-functional team is tracking and visualize the relationships (or lack thereof) to ‘Team Leads’ and ‘Department Execs’ metrics.
Highlight lack of ownership of certain metrics.
Understand over/under focus on certain growth levers, if no individual contributors are being tracked under ‘Team Lead’ or ‘Department Execs’ metrics.
Understand correlation vs. causation by reviewing data org chart on a quarterly basis.
Become hyper focused on metrics that matter the most.
This template was created by Elena Verna.
Get started with this template right now.
Inverted Org Chart Template
Works best for:
Org Charts, Organizational Design
The Inverted Org Chart Template is a tool that reimagines the traditional hierarchical model by placing frontline employees at the top of the organizational structure. This innovative approach highlights the crucial role played by those who interact with customers directly, ensuring that their insights and contributions are not only recognized but also celebrated. One of the key advantages of this template is that it fosters a feedback-driven environment. Prioritizing frontline workers promotes a culture where valuable insights from the ground can quickly reach the top of the hierarchy, streamlining decision-making processes and ensuring that strategies are based on real-world experiences.
Fishbone RCA
Works best for:
Problem solving, Strategy
Use the Fishbone RCA template to conduct a thorough root cause analysis (RCA) for any problem. This template helps you break down complex issues into manageable categories, enabling you to identify the underlying causes. It's an effective tool for improving processes, solving problems, and preventing future issues.
Strategy Map Template
Works best for:
Leadership, Strategic Planning, Mapping
How do your individual or team goals relate to an organization’s overall strategy? A Strategy Map is a stylized picture of your organization’s strategy and objectives. It’s powerful because it provides a clear visual guide to how these various elements work together. Strategy Maps can help align various different team goals with the overall strategy and mission. With the Strategy Map in place, teams can create set actionable, relevant KPIs. Strategy mapping is often considered part of the balanced scorecard (BSC) methodology, which is a strategic planning tool for setting overall team goals.
Product Monetization Canvas
Works best for:
Product Management, Planning
The Product Monetization Canvas template assists product managers in developing effective monetization strategies. By mapping out revenue streams, pricing models, and value propositions, this template helps align product features with revenue generation opportunities. With sections for analyzing market demand and competitive pricing, it enables teams to optimize monetization strategies and maximize profitability. This template serves as a strategic guide for identifying and capitalizing on revenue opportunities throughout the product lifecycle.
Decision Tree Template
Works best for:
Decision Making, Mind Mapping, Diagrams
Making difficult decisions gets easier when you can look clearly at your choices and visualize the outcomes. That’s just what a decision tree will help you do, empowering you to invest your time and money with confidence. A decision tree is a flowchart that looks just how you’d imagine—with “branches” that represent your available choices. It provides a stylized way to play out a series of decisions and see where they lead before you commit your real-world resources, which is especially valuable for startups and smaller companies.
Meet the Team Template
Works best for:
Documentation, Org Charts, Team Meetings
A Meet the Team page is the best way to introduce each member of the team or organizational leaders. It includes profile pictures and bios with their work experience, achievements, and social media links. The Meet the Team Template helps you design a page that genuinely reflects your team.