Help Clients Rank Their Ambitions
and Keep Track of Outcomes
- A new way to help clients focus on what matters
All business advisors speak with their clients about their ambitions, and work to turn them into measurable outcomes. Today, we are proud to introduce a new tool on GrowthWheel Online Beta: A scoreboard where you and your clients can rank ambitions and keep track of outcomes.You can make a list of your clients' ambitions and rank them in terms of what to focus on.
When ambitions are turning into outcomes you can keep track of them quarter by quarter to see for yourself - and show your client - all the results and achievements you have created together.
To try out the new features go to My Clients, select a client and go to the new menu "Scoreboard". Here you can add ambitions and outcomes for your client.
#1 New Menu Scoreboard
Select a client and go to the new menu "Scoreboard". Here you can create ambitions and outcomes by switching between the two views.
#2 Create a New Ambition
To create a new ambition select the submenu "Ambitions" and click on "New". You can now give the ambition a title, select the work area, a category and the quarter and year of when you expect to fulfill the ambition. Then save it as a draft or share it with your client.
#3 Add Decisions and Actions to Each Ambition
You can add decisions and actions to each ambition. They will both show up below the ambition and in the 30-60-90 Action Plan.
#4 Monitor Ambitions with Traffic Lights
You can rank all ambitions with a simple traffic light system to monitor their progress:
Is the ambition somewhat a challenge, in progress, or on track?
#5 Create a New Outcome
To create a new outcome select the submenu "Outcomes" and click on "New". You can now give the ambition a title, select the work area, a category, the quarter and year, and if it is a result or an achievement. Then save it as a draft or share it with your client.
#6 Result or Achievement?
Results are meassureable outcomes such as revenue growth, a new time-saving process, or a stronger market position. Archivements are something you can be proud of such as launching a new product, hiring a new employee, or receiving an award.
#7 Keep Track of All Outcomes
You and your client can use the Scoreboard to keep track of all results and achievements quarter by quarter.