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How do you track progress and impact of your cross-functional team's vision?

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As a cross-functional team leader, you have the challenge of aligning your team members around a shared vision that drives value for your organization. But how do you measure and communicate the progress and impact of your vision? How do you ensure that your team is on track and aligned with the strategic goals and priorities of your stakeholders? In this article, we will explore some best practices and tools for tracking and reporting on your cross-functional team's vision.

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Stacey Vail, MBA

CEO @ The Movie Institute | Leadership | Strategy | Transformation | Consulting | Client Services | PMO | GTM | Sales…

1 Define your vision and key results

The first step to track your cross-functional team's vision is to define it clearly and concisely. Your vision should describe the desired future state that your team is working towards, the value proposition that your team offers, and the core problems that your team solves. Your vision should be inspiring, ambitious, and aligned with the organization's mission and values. Once you have your vision, you need to break it down into measurable and achievable key results. Key results are the specific outcomes that indicate whether your team is moving closer to your vision or not. They should be SMART: specific, measurable, achievable, relevant, and time-bound. Key results can be quantitative (such as revenue, customer satisfaction, or quality metrics) or qualitative (such as feedback, testimonials, or case studies).

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Stacey Vail, MBA

CEO @ The Movie Institute | Leadership | Strategy | Transformation | Consulting | Client Services | PMO | GTM | Sales Strategy | Roadmaps | Governance | Change Management | Operations | Nonprofit Expansion | Marketing
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Though I agree that a vision is important, I also believe a charter that is agreed upon by the stakeholders who have team members participating in the cross-functional team is critical to gaining buy-in on the overall vision. Without the buy-in at the stakeholder level, the vision is not as meaningful and may not hold as much weight with each member of the team. Start with that background work to gain the buy-in, and then collaborate with the cross-functional team to define a vision that achieves your goal but resonates in a way that captures the collective contributions so everyone is bought into it. Then the SMART goals and associated KPIs will flow naturally from it.

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2 Choose your tracking and reporting tools

The next step to track your cross-functional team's vision is to choose the right tools and platforms that enable you to collect, analyze, and share data and insights. Depending on your team's needs, preferences, and budget, there are many options available. OKR software is a popular framework for setting and tracking goals at different levels of an organization. Examples of OKR software include Asana, Lattice, and Weekdone. Project management software can help you plan, execute, and manage projects and tasks while tracking their status, dependencies, and deadlines. Trello, Jira, and Basecamp are examples of project management software. Dashboard software allows you to create visual representations of data and metrics, like charts, graphs, tables, or maps. It can also access and integrate data from different sources such as spreadsheets or databases. Tableau, Power BI, and Google Data Studio are examples of dashboard software that can help you monitor performance and communicate results to stakeholders.

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3 Establish a tracking and reporting rhythm

The final step to track your cross-functional team's vision is to establish a regular and consistent rhythm for tracking and reporting on your team's progress and impact. This means setting up a cadence and format for reviewing data and metrics, evaluating performance and achievements, and sharing learnings and insights with stakeholders. A tracking and reporting rhythm can help keep your team focused, identify issues, celebrate successes, solicit feedback, and adjust the vision as needed. The rhythm can vary depending on the team's size, scope, and complexity, but some common elements include daily stand-ups for sharing yesterday's progress and today's plans; weekly check-ins for reviewing key results; monthly reviews for analyzing data and metrics; and quarterly updates for presenting results to stakeholders.

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4 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Stacey Vail, MBA

CEO @ The Movie Institute | Leadership | Strategy | Transformation | Consulting | Client Services | PMO | GTM | Sales Strategy | Roadmaps | Governance | Change Management | Operations | Nonprofit Expansion | Marketing
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Revisit the vision on a monthly basis as part of your checkpoint to see if any changes or evolution in your project or program impact the vision. While a long-term vision may remain the same, often the roadmap on how you will achieve it changes during implementation. On a recent implementation, the roadmap dramatically changed and the cross-functional team had to adjust course to focus on a subset of what was originally planned. The vision remained, but the timeline stretched to a multi-year view from a one-year plan. A team that is not working in lock-step will stumble in that situation, where a team that is collaborating closely, adhering to cadences, and using a standard toolset will quickly pivot and move forward. Be in lock-step!

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How do you track progress and impact of your cross-functional team's vision?

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1 Define your vision and key results

2 Choose your tracking and reporting tools

3 Establish a tracking and reporting rhythm

4 Here’s what else to consider

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