#2MBM: After strategy and ideation, operation

Excellent response to last week’s #2MBM: Meaning before Metric, Measure before Method! Before the main business of this post, a couple of updates:

  1. In the interests of referenceability (if that’s a word) I’ve since given it a url: agendashift.com/2mbm (as shown in the image below) redirects to agendashift.com/frameworks/patterns/2mbm
  2. In the patterns pages, I’ve incorporated 2MBM into the definition of Right to Left:

    Right to Left: Ends before means, outcomes before solutions, and the two MBMs – meaning before metric and measure before method (2MBM)


Last week’s post was about keeping metrics in their proper place with respect to strategy and ideation. This one is about the use of metrics as the strategy swings into action, the ideas continue to flow, and so on.

I’ve hinted already that you probably want a multiplicity of metrics. Chapter 5 of Right to Left gives some suggestions, and they’re organised by the layers of the outside-in strategy review, or OI-SR (as practiced in the Wholehearted:OKR workshop and as supported by the free OI-SR template):

  1. Customer: Customer satisfaction; helpdesk calls and hours spent on them; customer complaints, endorsements, and reviews; user growth and retention
  2. Organisation: Financial metrics, progress against relevant organisational objectives, and so on
  3. Product: Usage analytics; funnel metrics; market comparisons
  4. Platform: System performance and capacity metrics (along with plans to keep capacity ahead of anticipated demand – another good reason for the outside-in review); new capabilities and capabilities under development
  5. Team: Lead time distribution, throughput, and work in progress; quality metrics (defects escaped to production, for example); data on blockers and their impact; staffing levels; skill distribution and development

That’s quite a long list, beyond the capacity of most people to maintain on their own, and to be clear, they’re only suggestions. Both to make it practical and to help avoid the oppressive imposition of metrics:

  • Each layer is represented by one or two people (two being preferable, creating mentoring opportunities and making it easier to broaden the range of seniorities involved in the meeting overall), each closely identified with their respective layer(s)
  • The choice of which metrics will be presented is theirs (and by extension, their respective team’s¹); the meeting’s facilitator can coordinate across layers to help ensure good coverage

In the outside-in service delivery review (OI-SDR), those layers define the top-level agenda. The sequence helps to expose any misalignment between what we’re trying to achieve and the work we’re actually doing – not just within each layer but with respect to what’s been heard already. Within each layer, we go right to left:

  • A narrative update that includes an affirmation of we’re trying to achieve
  • What this layer’s metrics seem to be telling us
  • What has been learned from our experiments completed since last time
  • What experiments we currently have up and running and what we hope to learn
  • What’s in the pipeline

I was asked in a meetup last night what I would do if I could implement only one thing. Five years ago, I might have answered with “Validation”; today, my answer is the OI-SDR. It’s a piece of deliberate organisation design, building in the strong organisational expectation that learning will be happening – learning about our customers and learning about ourselves. An opportunity for double loop learning. And to do it justice, you’ll soon be practicing validation anyway!

Find out more

The OI-SR and OI-SDR are described in chapter 5 of Right to Left: The digital leader’s guide to Lean and Agile. Available in the usual places and (since May) as an audiobook.

Check out the workshops pages also – not just for Wholehearted:OKR and other strategy workshops but also for Implementing your OI-SDR among the short training workshops.

¹ ‘Circle‘ might be a better word than ‘team’ here. I’m alluding to Sociocracy, and that’s  covered in Right to Left chapter 6.

Related posts:

Upcoming public workshops


August, Julia Wester stepping in:


The Agendashift events calendar always has the latest public workshops – watch this space for another (and updated) Wholehearted:OKR – and visit the workshops page if you’re considering doing something privately – chances are we have something of interest.

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