Latest / The Science of Leading / From Dashboard Dreams to Daily Habits: A 90-Day Plan to Measure Teamwork Without Killing Trust
Transcript
- 0:00Welcome back to The Science of Leading.
- 0:01I'm Claire, and I'm here with Edwin Carrington.
- 0:04Today we're talking about something that sounds kind of boring on paper,
- 0:07but totally changes how teams perform: the first 90 days of measuring
- 0:11teamwork.
- 0:11And specifically, how not to turn that into what you once called,
- 0:16Claire, a "spreadsheet crime scene."Yeah,
- 0:20that.
- 0:20So let's start with weeks one through four.
- 0:23Edwin, a lot of leaders jump straight into tools and dashboards.
- 0:26You're saying: slow down, define "team success" first.
- 0:29What does that actually look like?
- 0:29You start with this team,
- 0:33in this context.
- 0:34Not a template from another department.
- 0:36I'd look at three layers.
- 0:38First, outcomes: what results does this team need to deliver that actually
- 0:43matter to the business?
- 0:44Deadlines, quality, customer impact,
- 0:47revenue support-whatever is real for them.
- 0:50Second, operating health: can they deliver those results at a sustainable
- 0:56pace?
- 0:56Or are you relying on heroics,
- 0:58late nights, and quiet burnout?
- 1:00Third, collaboration and decision quality: are they aligned on goals,
- 1:06resolving disagreements productively,
- 1:08and making decisions that don't fall apart two weeks later.
- 1:08So not just
- 1:12"hit the number," but "hit the number,
- 1:14without breaking people or the system,
- 1:16and stay on the same page while you do it."Exactly.
- 1:19If you only measure the outcome,
- 1:21you can accidentally reward very fragile,
- 1:23even toxic performance.
- 1:25If you only measure the vibe, you get lovely meetings and weak delivery.
- 1:25Alright,
- 1:30so once I've got that three-part definition for my team-outcomes,
- 1:34operating health, collaboration-what's next?
- 1:36You talk a lot about a lean metric set,
- 1:386 to 10 max.
- 1:39What goes in there for weeks one to four?
- 1:39You want four buckets.
- 1:44One: delivery.
- 1:45That could be on‑time delivery versus deadlines,
- 1:48or throughput per week or sprint.
- 1:50Two: quality.
- 1:52Something like rework rate or defect rate.
- 1:55Three: collaboration.
- 1:57Blocker aging is powerful-how long do issues sit unresolved?
- 2:02Handoff friction is another-how often does work bounce back and forth?
- 2:06And four: team health.
- 2:08A simple pulse survey trend around clarity,
- 2:11support, and psychological safety.
- 2:11Let me push on that pulse survey piece.
- 2:15Busy managers are gonna say, "We're drowning already.
- 2:18Do we really have time to add more surveys?"If you design it badly,
- 2:23no, you don't.
- 2:24But we're talking five to eight questions,
- 2:26every two to four weeks.
- 2:28Things like, "I know what success looks like this week," "Blockers get
- 2:33removed quickly," "I can raise concerns without negative consequences."
- 2:38That's it.
- 2:39The point is to get a baseline trend,
- 2:41not a novel.
- 2:42And you only run it if you're prepared to act on what it tells you.
- 2:42Right,
- 2:47otherwise it's just disappointment with extra steps.
- 2:49Where does something like OAD fit in at this early stage?
- 2:52Because we're talking metrics,
- 2:54but underneath that are real people with very different behavior patterns.
- 2:54Good
- 2:58question.
- 2:58Early on, OAD is helpful as a lens-not a scorecard.
- 3:03When you start seeing patterns in your metrics-say,
- 3:07chronic handoff issues or one person becoming a bottleneck-OAD can help
- 3:12you understand the stable behavior traits underneath that.
- 3:15Are you overloaded with big-vision,
- 3:17low-detail profiles?
- 3:19Are your natural "finishers" spread too thin?
- 3:22That lets you interpret the data without just blaming whoever speaks
- 3:26the least in meetings.
- 3:26So the first four weeks are basically: define success
- 3:31for this team, pick 6-10 metrics across delivery,
- 3:34quality, collaboration, and health,
- 3:36run that first pulse survey, and... build a dashboard.
- 3:40But you're very specific that it should be simple and visible.
- 3:43What does that look like in practice?
- 3:43One page.
- 3:46Trend lines, not walls of numbers.
- 3:49No more than those 6-10 metrics.
- 3:51And each metric has an owner.
- 3:53Not an owner who gets punished if the number is bad,
- 3:56but someone who's responsible for collecting the data,
- 3:59checking it's not garbage, and bringing it to the conversation.
- 4:02Delivery metrics might sit with the team lead,
- 4:05quality with a QA or process owner,
- 4:08health with HR running the survey and the manager owning the response.
- 4:12The key is: by the end of week four,
- 4:15everybody knows what "good looks like," where the numbers live,
- 4:19and who will keep them alive.
- 4:19And we're not trying to fix everything yet-we're
- 4:24just getting a clear, honest starting line.
- 4:24Exactly.
- 4:27You're building a real baseline,
- 4:29not a pretty dashboard for executive theater.
- 4:29Okay,
- 4:32so we've survived weeks one through four.
- 4:34We've got a definition of team success,
- 4:36a lean metric set, a simple dashboard,
- 4:38some pulse data.
- 4:40Now weeks five to eight is where this lives or dies,
- 4:42right?
- 4:43Because this is where you either build habits or the dashboard starts
- 4:46collecting dust.
- 4:46That's right.
- 4:48The heart of this phase is a weekly,
- 4:5015‑minute metrics review.
- 4:52Short on purpose.
- 4:54You answer three questions: what moved,
- 4:57what's stuck, and what one decision do we need this week.
- 4:57Fifteen minutes
- 5:01sounds almost... too short.
- 5:03Why not an hour-long deep dive?
- 5:03Because if you need an hour every week,
- 5:07your system is too complicated.
- 5:09The metrics are there to surface where the conversation is needed,
- 5:13not to become the conversation.
- 5:15In those 15 minutes, you glance at delivery,
- 5:18quality, collaboration, and health.
- 5:21If something's off-say blocker aging is spiking-you decide: who's going
- 5:26to dig into that, and what will we try before next week.
- 5:26So this is "steering
- 5:31the ship," not rebuilding the engine in every meeting.
- 5:33Where do deeper conversations happen then?
- 5:36You mention structured one on ones,
- 5:39retrospectives, psychological safety checks... how do those layer in without
- 5:43overwhelming people?
- 5:43You don't add three new rituals at once.
- 5:47Start by tightening what you already have.
- 5:49Turn existing one on ones into better diagnostic time.
- 5:53Ask a few consistent questions: What's slowing you down?
- 5:57Where is the team not on the same page?
- 6:00What decision are we avoiding?
- 6:03Then capture themes-no gossip.
- 6:06Retrospectives you can run monthly.
- 6:08Look at the metrics and ask: what improved,
- 6:12what got worse, what blocked us most,
- 6:14what one change will we test next month.
- 6:14And the psychological safety
- 6:19checks-are those just part of the pulse survey,
- 6:21or are you watching behavior in meetings too?
- 6:21Both.
- 6:25Pulse questions like "I can raise opposing opinions without negative
- 6:30consequences" give you the trend.
- 6:32Then someone-often a team lead or HR partner-pays attention in meetings.
- 6:38Who speaks, who stays quiet?
- 6:40Do we actually follow through on decisions,
- 6:43or do the same issues keep resurfacing?
- 6:46If the scores drop and you see people disengaging,
- 6:49that's a real signal, not a vibe.
- 6:49I can hear some listeners worrying this
- 6:53starts to feel like surveillance.
- 6:55Weekly metrics reviews, observers in meetings... How do you keep this from
- 6:59turning into "we're watching you" instead of "we're supporting you"?You're
- 7:04very explicit about the goal.
- 7:05You tell the team: we're measuring to make better decisions,
- 7:09reduce friction, and keep performance sustainable.
- 7:12We're not scorekeeping individuals off these charts.
- 7:15You look at themes, not who said what on Tuesday morning.
- 7:19And if you bring in tools like OAD,
- 7:21you use them to understand behavior patterns,
- 7:24not to label people as the problem.
- 7:26For example, OAD might show you that your team is heavy on independent,
- 7:31fast-paced profiles and light on patience and detail.
- 7:34That explains why blockers pile up or why rework is high.
- 7:39The response is redesigning roles and support,
- 7:42not shaming individuals.
- 7:42That's a really important distinction.
- 7:46Let's talk about experiments, because this is my favorite part of weeks
- 7:50five to eight.
- 7:51You're not launching a big "transformation," you're running little
- 7:51tests,
- 7:55like a two‑week experiment to reduce meetings or clean up handoffs.
- 7:59How specific do these need to be?
- 7:59Very specific.
- 8:03One change, one owner, one short time window,
- 8:07and one or two metrics that you expect to move.
- 8:10For example: "For the next three weeks,
- 8:12we cut recurring meetings by 20 percent and tighten agendas.
- 8:16We'll watch throughput, blocker aging,
- 8:19and the pulse question on clarity." Or: "We add explicit handoff criteria-what
- 8:25'done' means before passing work-and see what happens to rework rate and
- 8:29first‑pass acceptance."And if nothing changes?
- 8:29Then you've learned that
- 8:34that lever doesn't move this system,
- 8:36or you didn't apply it consistently.
- 8:39Both are useful.
- 8:40The worst outcome isn't a failed experiment.
- 8:43It's no experiment at all-just more pressure and more status reports.
- 8:43So
- 8:48weeks five to eight are all about rhythm and learning: a quick weekly
- 8:51review, better conversations in one on ones and retros,
- 8:54and small experiments that give you proof,
- 8:57not just opinions.
- 8:57Exactly.
- 8:59You're teaching the team to treat metrics as a flashlight,
- 9:02not a weapon.
- 9:02Alright, let's bring it home with weeks nine to twelve.
- 9:06At this point, we've been measuring and experimenting long enough that
- 9:09we actually have trends-eight to twelve weeks of them.
- 9:12What should leaders be looking for now?
- 9:12You're looking at three buckets
- 9:16again: what improved, what's stable but not good enough,
- 9:19and what's getting worse.
- 9:21And you look across delivery, quality,
- 9:23collaboration, and health together.
- 9:26For example, maybe on‑time delivery improved,
- 9:29but defect rate and pulse scores about sustainable pace got worse.
- 9:33That tells you you're buying speed with quality and stress.
- 9:33So you're
- 9:38connecting the dots instead of celebrating one green number and ignoring
- 9:41two red ones.
- 9:42How do you decide which metrics to keep and which to drop at this stage?
- 9:42Simple
- 9:47test: did this metric change a decision in the last two months?
- 9:51If not, it's probably vanity.
- 9:53You keep the ones that actually provoke action-like reducing blocker
- 9:57aging, clarifying ownership, or changing how you staff the team.
- 10:01You also refine definitions.
- 10:04If "on‑time" has meant five different things,
- 10:07you standardize it.
- 10:08If "rework" is fuzzy, you tighten what counts.
- 10:08Can you give a quick example
- 10:14of a vanity metric that sounds impressive but doesn't really help?
- 10:14Hours
- 10:18logged is a classic.
- 10:19It tells you who's in the tool,
- 10:21not who's creating value.
- 10:23Another is counting meetings or messages without asking whether decisions
- 10:27are actually being made.
- 10:28Those numbers can look very active while progress is stalled.
- 10:28This is
- 10:34also where I imagine OAD can help you "tune" the system,
- 10:37not just the metrics.
- 10:38Like, you've got data that says handoffs are still messy,
- 10:42or conflict keeps resurfacing.
- 10:44How do you use behavior insight here without making it personal?
- 10:44You use
- 10:48it to design the team, not to diagnose character.
- 10:51If the data shows chronic conflict around priorities,
- 10:54and OAD reveals you have several highly assertive,
- 10:57big‑picture profiles and very few people wired for detail and follow‑through,
- 11:02that explains the pattern.
- 11:03You can then adjust roles, add a more detail‑oriented hire,
- 11:07or pair people differently.
- 11:09The message is, "We're aligning work with strengths," not "You're wrong
- 11:14as a person."I like that.
- 11:16Okay, last big decision in weeks nine to twelve: how far do you scale
- 11:21this system?
- 11:22More teams, more metrics... or resist the impulse to add complexity.
- 11:26What do you tell leaders here?
- 11:26First,
- 11:29protect trust.
- 11:30If the team feels the system is fair and useful,
- 11:34don't jeopardize that by suddenly turning it into surveillance.
- 11:37Stay focused on team‑level signals unless roles are very stable and there's
- 11:43strong trust in how individual data will be used.
- 11:46Second, only expand if the basics are working: metrics are accurate,
- 11:51reviewed weekly, and driving experiments.
- 11:54If that's not true, don't scale the mess.
- 11:54So maybe you roll it to one
- 11:59or two more teams, or you add a single new metric where you see a blind
- 12:02spot, but you're not trying to build a giant enterprise cockpit overnight.
- 12:02Exactly.
- 12:07A good measurement system is boring,
- 12:10stable, and effective.
- 12:11You keep it lean enough that people actually use it.
- 12:14And you keep reiterating: the purpose is better decisions,
- 12:17sustainable performance, and healthier collaboration-not catching individuals
- 12:22out.
- 12:22Before we wrap, I wanna connect this back to something practical for
- 12:27listeners who are about to start this 90‑day journey.
- 12:29If they're nervous about misreading the data,
- 12:31or blaming the wrong things, where does a tool like OAD really de‑risk
- 12:35the process?
- 12:35It helps you see the human patterns behind the charts.
- 12:39When your metrics say, "We miss deadlines when priorities shift," or
- 12:45"Rework spikes on cross‑team projects," OAD can show you how people naturally
- 12:50approach pace, detail, and conflict.
- 12:53Instead of guessing, you see, "Ah,
- 12:55we've put three highly independent profiles on something that actually
- 12:59needs tight coordination," or, "We're light on people who enjoy structure."
- 13:04That makes your interventions sharper and much fairer.
- 13:04So you're not just
- 13:08tuning the metrics; you're tuning the team design to support those metrics.
- 13:08Exactly.
- 13:08Alright,
- 13:14let's land this.
- 13:15If you remember nothing else from today: in 90 days,
- 13:18you can build a simple, trustworthy system to measure teamwork-define
- 13:22success for your specific team,
- 13:24pick a lean set of metrics, turn them into weekly habits and honest
- 13:24conversations,
- 13:28then tune and protect the system so it serves people,
- 13:31not the other way around.
- 13:31And give yourself permission to keep it simple.
- 13:36Depth comes from consistent use,
- 13:38not from more charts.
- 13:38If you wanna de‑risk those first 90 days and really
- 13:43understand the behavior patterns behind your delivery and collaboration
- 13:47metrics, you can test OAD for free at OAD.
- 13:47ai.
- 13:50It's a practical way to see how your team is wired before you redesign
- 13:54roles, experiments, or expectations around teamwork.
- 13:57Edwin, thanks as always for the wisdom.
- 13:57Thank you,
- 14:01Claire.
- 14:01Always a pleasure.
- 14:01And thanks to all of you for listening to The Science
- 14:05of Leading.
- 14:05We'll be back with more on building healthier,
- 14:08higher‑performing teams.
- 14:09Until then, take care of yourselves-and your data.
- 14:12Bye, Edwin.
- 14:12Goodbye, Claire.