Expanding your group and team coaching toolkit (24): Metrics that Matter

My October monthly article for my PlanDoTrack newsletter recently focused on “Metrics that

Matter”. What are the guideposts that are helping the teams you are working with track and understand their metrics?

In launching the PlanDoTrack workbook and planner late last year, and the Coaching Business Builder Workbook and Planner eighteen months ago, a significant focus  in conversations with individuals, groups and teams, has been on tracking, and noting data. As we reflect on data gathered there can be some interesting pictures, and patterns that emerge. Data is data and when we track it on a regular basis, it’s easier to see what the “True picture” is.

Throughout the workbook planners there are many different ways for people to track data on a daily or monthly basis - through the Monthly Daily Trackers, the One Line a Day or in the Monthly Content trackers.

As a coach, some things you might want to track on a regular basis are:

• Sales
• Website visits
• Downloads
• Revenue
• Reads
• Sample Sessions
• Products Developed
• Speaking engagements
• Likes
• Numbers of clients
• Hours Billed
• Net Profit
• Social visits
• # of books sold
• Operating Revenue

What else do you have metrics around? What else might you want to note?

With groups, consider what types of trackers will help them. Could a wheel of life or leadership included at the front end of coaching, be revisited mid-point and/or at the end, to help the team understand what progress they are making?  Would a daily tracker help to capture lessons learned? Would a journal provide the written story for them?


If you have a copy of Coaching Business Builder or PlanDoTrack, check out the Monthly Daily Trackers I’ve included in the Content Planning Section (Section 5). There’s one that will provide you with space for capturing key activities, and one where you can capture key thoughts of the day.

With teams, the starting point for a team coaching engagement may be a team assessment providing them with data they can incorporate throughout their coaching, and work, journey.


At the team level, helping people note where they are at so they can make the small micro-shifts which are needed. Have discussions with the team around what they want to track - collectively and individually.


Questions to consider:

What do you want to track?
What data do you have available?
What do you notice about patterns, changes, etc?
When will you dedicate time to note and review your data?
What story can you make up about the data you have available?
How can this inform your decisions and priorities?

Enjoy your conversations,
Jennifer

Jennifer Britton, CPCC, PCC – Potentials Realized 
Leadership | Teamwork | Business Success
Author of Effective Virtual Conversations (2017), Coaching Business Builder Workbook and Planner (2018) and From One to Many: Best Practices for Team and Group Coaching (2013)
Follow along with the #90DaysPlanDoTrack series over at Instagram @CoachingBizBuilder 
Join the conversation at the Conversation Sparker Zone - our online community where you can explore virtual and team issues, coaching, productivity and business development)

Join us for an upcoming ICF CCE approved program - Group Coaching Essentials (8.75 CCEs) starting Friday November 1st at 1015 am ET (running to December 2nd), Advanced Group and Team Coaching Practicum ( 10 CCEs) starting Monday November 4th at 3 pm ET or the PlanDoTrack Facilitator Training Program (24 CCES - starts Friday November 15th at 530 pm ET - virtually!)