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P - Proactive
R - Reactive
SUCCESS CRITERIA
| Metric | R — Reactive | P — Proactive |
|---|---|---|
| G1 — Quality | ||
| G1Sprint planning | Backlog arrives unrefined. No sprint goal at open. Runs past 60 min. No confidence vote at close. | Backlog refined with sizing + AC before meeting. Opens with sprint goal, closes with team vote. Capacity reviewed honestly. Ends in 60 min. |
| G1Backlog refinement | EL defines tasks during planning, not before. Items lack sizing, AC, or owner. Someone has to ask before starting a card. | Refinement done before sprint starts. Every item: clear, sized, AC set. Anyone can start a card without asking. |
| G1ADMs | Skipped or runs past 15 min. Drifts into problem-solving. Team speaks to one person, not each other. | Opens with sprint goal, one sentence. Three questions only: done / doing / blocked. Ends in 15 min, every day. |
| G1Retros | Skipped for client work or deliverable prep. No prior actions reviewed. No owned action produced. | Held every sprint without exception. Prior actions reviewed first. Specific owned, dated action at close. |
| G1Principal refinement | Principal first sees deck within 48h of client meeting. No storyboard or CI touchpoints during build. Feedback lands too late to action cleanly. Materials saved locally, not on Miro or Sharepoint. | Principal at storyboard (2 wks out), draft (1 wk out), final (3 days out). CI and Office Hours used as ongoing touchpoints. Deck done 4 to 2 days before client meeting. Latest updates on Miro and Sharepoint (no local storage). |
| G2 — Predictability | ||
| G2VSMART goals 4WO | One or more of next 4 weeks has no goal. Goals describe activity, not outcomes. Not updated before weekly Radar. | This week + next 3 fully populated. Goals state what will exist by Friday. Anyone, not just the team, can read and understand. |
| G2Principal sessions | Scheduled same week as needed, or not at all. Not confirmed on both calendars. | All touchpoints locked 1+ week in advance. Confirmed and accepted on both calendars. CI / OH used proactively, not only when a deliverable is due. |
| G2High roller meetings | HR tag not applied in ClickUp. Key meetings invisible in SoS Resource Calendar. Attendees not confirmed in advance. | Every kickoff, midpoint, steering meeting tagged (★). Visible in SoS Resource Calendar. All attendees confirmed 1+ week ahead. |
| G2Travel & OOO | Not entered in ClickUp. Conflicts surface during weekly Radar. | All travel + OOO in ClickUp before weekly Radar. Conflicts identified and resolved in the meeting. |
| G2Team in Radar & ADM | Not represented, no async update. Blockers invisible to SoS. | Rep present every session. When unavailable, async submitted before the meeting. Blockers and HRs visible to the full group. |
| G3 — More joy | ||
| G3Zero fire drills | Planning, ADM, or Retro skipped for client work. Evening or weekend work before a client meeting. Day-of cancellation or multi-tasking to finish a deck. | All ceremonies held every sprint, no exceptions. Deck done 4 to 2 days before client meeting. Day-of calendar is protected. |
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of data - goal breakdown per team