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00:00:01 - [SCOTT_WARNER] No. So really any meeting or you can record off your phone, which I've done before, you know, just like use the voice memo app or whatever, and then you can save that. So 00:00:13 - [VERA_RODEHUTSCORD] Yeah. Yeah. 00:00:15 - [SCOTT_WARNER] But I'll I'll show you all that because it's it's actually really easy to do. So 00:00:19 - [VERA_RODEHUTSCORD] Cool. Thank you. 00:00:20 - [SCOTT_WARNER] No problem. Okay. Now it's now now now I'll shut up. It's your meeting. So 00:00:27 - [VERA_RODEHUTSCORD] No. That was part of of of last one zero one two, so it's a great followup. I don't really have a ton on the list for today, so I was wondering if we could take some time to go through your ideas about the OKR KPI tracking system. Sure. Thanks so much for putting that together on a Sunday. I felt really guilty that I couldn't get back to you any earlier, but I I I I assumed you just wanted to get it off your mind. So 00:00:58 - [SCOTT_WARNER] It it was more of I wasn't real sure when you were gonna be working because of, you know, I I knew you well, at that time, I didn't know you were sick. So it was kind of more just I didn't want you waiting on me. So I sent it, you know, when I was working on it and just thought, you know, you'd get to it when you could. So 00:01:16 - [VERA_RODEHUTSCORD] Yeah. That made me that made me feel even more guilty because I could already feel it on I I had a sore throat on Wednesday already, but I didn't really pay too much attention. And then on Friday night, could already feel feel it going downwards, then Saturday, Sunday were really bad. And then yesterday was bad too. But today, it's actually getting better. So 00:01:37 - [SCOTT_WARNER] Good. Okay. 00:01:43 - [VERA_RODEHUTSCORD] Overall, there are you came up with two templates. Right? One that includes Rise and one that doesn't, and that's the main difference. Correct? 00:01:53 - [SCOTT_WARNER] Yeah. That's really the only difference. I did the first one and then I decided, like, what are we gonna do for the Rise strategy? Because you would ask me, like, how do we align that or whatever. So 00:02:04 - [VERA_RODEHUTSCORD] Yeah. Okay. No. Perfect. Then maybe it makes sense to stay in the in the one Yeah. Including Rise. And then I clicked through the different pages, and I like the way it's structured from, like, just having the overall dictionary to the registry, which I consider just like the baseline, all the information baseline that we have. And then the monthly updates where we actually work in. So that's the input page. Right? And then we have the dashboard just kind of summarizing things. 00:02:35 - [SCOTT_WARNER] Yeah. And the dashboard was just an idea. Like, I'm assuming we're wanting use a Power BI or something like that, but I just wanted something visible for you. So 00:02:46 - [VERA_RODEHUTSCORD] Okay. Then can you maybe just walk me through the registry and update page and share some of your thoughts and maybe that's gonna clear some of my questions? 00:02:59 - [SCOTT_WARNER] Yeah. So really so the registry so the KPI dictionary and the registry are are somewhat the same idea. Right? So the dictionary is just defining, you know, what what those KPIs are and then assigning IDs and and numbers to them because I needed to be able to reference that later on. Mhmm. So the registry is tying those OKRs to a specific KPI or trying to remember how I kinda did it all. 00:03:32 - [VERA_RODEHUTSCORD] I like that you linked so there is still the individual item ID, which always links to the to the level. I think that's great. 00:03:40 - [SCOTT_WARNER] Yeah. 00:03:40 - [VERA_RODEHUTSCORD] And or more like the the type and the level, so it's kind of merging it. And then I like the the kind of linking to the actual parent 00:03:52 - [SCOTT_WARNER] Yeah. Who owns it, basically. Yeah. 00:03:54 - [VERA_RODEHUTSCORD] Which is always the next higher level. Right? 00:03:59 - [SCOTT_WARNER] Yeah. So I did that because I wanted to be able to store and un sort as I needed to, but there was a I was trying to find a way to not mess it up. It's still not perfect, but it's it's pretty good. It works well, I think. So but, you know yeah. So, basically, like, down the road, I wanted to be able to tie up and down the chains as necessary if we wanted to see because the whole question for me is I don't always know, like, what we're gonna wanna see later. You know? Yeah. No. Definitely. 00:04:32 - [VERA_RODEHUTSCORD] And this this gives us more flexibility. The only question I had as we as we spoke about those we look at and that question just came in the monthly updates page, actually. But when we when we look at those, they're currently numbered. So from one to the last thing we basically had. So I don't know if you check out the key results. For example, we have now key result 29. 00:05:02 - [SCOTT_WARNER] Right. 00:05:02 - [VERA_RODEHUTSCORD] So 29 different key results. And it makes perfectly sense now because it's still in a super chronologically order. 00:05:17 - [SCOTT_WARNER] Yeah. So, basically 00:05:19 - [VERA_RODEHUTSCORD] No. But it doesn't really matter. Yeah. You could filter 00:05:21 - [SCOTT_WARNER] on a KPI that you're trying to update and you would or filter on the month and, you know, that way you can only so if you filter it on, like, May, it takes it down to hold on. See everyone's I just did it. You should Oh. Go ahead. 00:05:37 - [VERA_RODEHUTSCORD] Sorry. 00:05:38 - [SCOTT_WARNER] No. You're good. So, you know, so now you've got all the May ones and they should be in order of, you know, what needs updated and and things like that. So I was just trying to find that that the challenge here was it's gonna be, by the end of the year, a lot to deal with. So we could do tabs and then, you know, copy and paste the values into this or we could share this and just hope no one screws it up or, you know, that's the challenge I have really is is how much do I trust anybody else to be in a a fairly complex spreadsheet. 00:06:10 - [VERA_RODEHUTSCORD] Yeah. No. That's that's definitely a concern on my end too. The only thing I I was just wondering how I make sure that I always add the numbers correctly. So if I'm adding so, I mean, this quarter is almost finalized, but thinking about the third quarter when we are adding the part for the objectives and key results that we don't mess up the the numbering, you know. But, I mean, for that, I guess, I could just kind of filter for the key results and then just add the numbers as we go. They just won't be in such a nice and pretty chronologically order anymore the more we add because it gets more messier throughout the year. But I think it is important that every every item we add has a number. So that does make sense. I was just kind of that that just kind of crossed my mind. 00:07:11 - [SCOTT_WARNER] Yeah. We could do VLOOKUPs on those fields. In that way, I I could probably make it easier. I was just that's I mean, like I said, I spent probably a couple hours on it and didn't wanna, like, spend an entire day. So it was kinda 00:07:24 - [VERA_RODEHUTSCORD] No. 00:07:24 - [SCOTT_WARNER] No. No. It's halfway there. So 00:07:27 - [VERA_RODEHUTSCORD] And I think it's it's definitely easier than just having a type source and adding in but you could so going forward, when people add their stuff in here, we could either lock those or lock certain cells or columns, or I just pull the May report out of this and have people work in the thing I pulled. So that way, later on, I only need to copy paste the data into the overall data sheet. We could do that. I mean 00:08:01 - [SCOTT_WARNER] So that was my thought is, like, you could highlight this whole thing, copy, and paste it into a blank spreadsheet, you know, and just with values. And then that way, when you come to update it, you just put data into one column and you don't override anything else. It should be pretty easy to do. 00:08:17 - [VERA_RODEHUTSCORD] I mean, in the end, all I need to do is 00:08:20 - [SCOTT_WARNER] Exactly. Right. Copy paste it. Yeah. 00:08:22 - [VERA_RODEHUTSCORD] And then yeah. 00:08:24 - [SCOTT_WARNER] That was my thought just because I was trying to find the easiest, fastest way to do this. And this gives us a solid data source. You could run Power BI or we can even do, like, automated, you know, dashboarding with something like Python or R from Christine or, you know, however we wanna look at that. But this gives us the data source I think we needed. 00:08:47 - [VERA_RODEHUTSCORD] Okay. And then you did add another KPI ID field here. Is there a reason for that? 00:08:55 - [SCOTT_WARNER] Let's see. Let me go back to that real quick. 00:08:57 - [VERA_RODEHUTSCORD] That Because It's a it's a duplicate to the item ID and the KPI ID, and it's only for the KPI. So I was just curious if that had a specific reason. 00:09:09 - [SCOTT_WARNER] No. I think what I was going for there is we could fill out the KPI d of everything to show what it ties to. But if you have multiples, that gets hard to do. And so just to me, it wasn't. I don't it was it's I just copied that over when I originally built it, and then I never went back and deleted it out. So that kinda makes sense. Like, it could be deleted, and it shouldn't impact anything. So 00:09:37 - [VERA_RODEHUTSCORD] But I kind of like 00:09:42 - [SCOTT_WARNER] I think it's mine. Lars calling I'll call him back. 00:09:48 - [SCOTT_WARNER] Who? Lars. I'm gonna work with him on his tools because he won't talk to Robert. So 00:09:54 - [VERA_RODEHUTSCORD] Oh, okay. I I like it be so if we if we track it through this system and not, like, in a in a chronological order like we did in this one, for example, it's gonna be a little harder to see what ties, like, what individual departmental Yeah. Actions tie into the bigger picture. So if we either have a KPI link or a goal link where that all goes into, I think that would help. I mean, in those cases, it's only on the corporate KPI level anyway, but having something similar on the objective and queue result level or even the department goal level would probably be really good because then you could just kind of filter here. Okay. I wanna show I want everything to show that ties into this corporate goal or this corporate KPI. 00:11:04 - [SCOTT_WARNER] That that was the original intent is that you tie everything through you know, well, I think that's also what I end I think I ended up going from KPI ID, and then I created the parent ID instead. But I think there is a combo of both that kinda needs to happen somehow. 00:11:20 - [VERA_RODEHUTSCORD] And the parent ID reflects pretty well, which I mean, I think the the most well, hold on. Let me check. So if we have I mean 00:11:38 - [SCOTT_WARNER] So the only problem with the so you have to do blank too to get the c g o five, unless we make unless we wanna make something like that its parent or whatever. So scroll down so do the filter again, scroll down to the bottom and choose blanks as well. So leave that or pick one of those and then pick blanks. So that brings the corporate goal back into the picture and puts it under, but it doesn't filter out the rest of You know what I mean? 00:12:14 - [VERA_RODEHUTSCORD] Yeah. But I don't even think we we need that because I mean, the the information that is most important to me, I guess, is that we have something feeding into every corporate goal. And as long as we can somehow show that, which we do because the department goals, they feed into the parent corporate goal. I think we we are already pretty good, and then we could still kind of take the KPI things out of it because we don't want those. I mean, I don't really care. 00:12:53 - [SCOTT_WARNER] Yeah. So if I do 00:12:55 - [VERA_RODEHUTSCORD] But then it brings me back to my question, do we need that column? Yes or no? I guess that was my question. And I'm just thinking through the spreadsheet. 00:13:07 - [SCOTT_WARNER] Yeah. I don't think it's necessary, but I can't I don't think anything ties back to it. 00:13:13 - [VERA_RODEHUTSCORD] I mean, we can leave it in there for now. I just wanted to understand. And then this one is great too, that we link the Rise action fields in the in the overall spreadsheet. That's great. And then start date is probably 00:13:31 - [SCOTT_WARNER] I didn't know if we needed those or not, so it was kinda one of those it's there if we needed it or 00:13:37 - [VERA_RODEHUTSCORD] Yeah. I mean, it's an interesting information, especially when we talk about the quarterly stuff. I mean, it's pretty obvious if it says q two from when to when, but to have it written out might help. 00:13:49 - [SCOTT_WARNER] And it it to me, it was, like, allowing us to track like, say there's a late July initiative, you know, it's still you know, which month do we track that in or something like that. So 00:14:00 - [VERA_RODEHUTSCORD] Yep. And then measurement type, what did what was your idea there? 00:14:10 - [SCOTT_WARNER] Measurement type. Let's go back to that. 00:14:21 - [SCOTT_WARNER] Let me see if I put 00:14:21 - [SCOTT_WARNER] that there for me. I just 00:14:23 - [SCOTT_WARNER] I tried to start putting things in there as I thought about it. 00:14:27 - [VERA_RODEHUTSCORD] Let me ask where I could go back there. 00:14:34 - [SCOTT_WARNER] No. I didn't put that. Okay. Let's see. 00:14:36 - [SCOTT_WARNER] Measurement type. Oh, I think it was, like, is it a percentage? Is it a dollar amount or or, like, manual? Like, I was kinda giving us the ability to kinda talk about, like, you know, whether, you know, it's a report or or whatever, we can get that. So it was just I mean, it it doesn't really roll up at all. It was just an idea of, like, what we might wanna know about sometime. 00:15:05 - [VERA_RODEHUTSCORD] Yep. No. That's good. And then target text is kind of describing 00:15:11 - [SCOTT_WARNER] Oh, so yeah. So if if it's not a numerical value that can be compared, so say it's good or bad or something, you can put it in there. And that way when you're doing a comparison, you know, for like a dashboard or a monthly update, you could you could know that you match the target or not. So numbers are easy. Right? You know, if it's greater than, like, say it's point one or whatever, then it then we can make it green. But, like, say it's supposed to be good or bad or okay. So it can it can just be blank on most things, but anything that would have a text output, we can put what it should match there. 00:15:49 - [VERA_RODEHUTSCORD] Okay. So basically, anything that's not a number. Yeah. Okay. Right. And then is active would so for example, when we finish q the second quarter, this would switch to no. Yeah. Yeah. Okay. And then, I guess, those are the most interesting on on on this end too when we actually track. So if we have a progress score zero to one, is that something that we are gonna fill out in percentage, or is it more like just the number between zero to one? Do we give any, like, guidance on the scale? Like, how would they measure it? 00:16:35 - [SCOTT_WARNER] Or Zero to one was, like, just a purse. It's a percentage, but I don't like putting percentages in spreadsheets a lot because sometimes you try to use them in, a formula or something, it can get weird. So if you put point seven that we just know that 70, that way we can pull it in a report and make it percent. Because, you know, whenever you get field value formatting outside of numbers, sometimes reports can do like, presents the number as one thing, but the report reads it as another, and I just didn't wanna you know, know, does that make sense? 00:17:09 - [VERA_RODEHUTSCORD] Mhmm. Yeah. Absolutely. And then this would be based on numbers or sometimes a sub subjective impression tool? Or 00:17:28 - [SCOTT_WARNER] For which one? The progress score? 00:17:30 - [VERA_RODEHUTSCORD] The the score. Yeah. 00:17:32 - [SCOTT_WARNER] Yeah. I I think it's subjective. Like, it it doesn't even have to be filled out. But, like, if we're doing, a you know, for the ELT member, I guess, I was thinking of, like, you know, if there's no k r, you know, and we're, you know, through two thirds of the way through a quarter, you know, are we are we trending to be successful? Have we not started? You know, it but the problem is is how do we get this data? That's that's where really I kinda struggle, like because, again, I don't want you, me, Amity, anyone else to have to come in and do it. Amity did offer to Sandra to put these things in for us if we want, so that would maybe help a little bit. But I was just trying to figure out kinda let me I'm looking for my notes here. 00:18:25 - [VERA_RODEHUTSCORD] I mean, I will do monthly check ins with okay, the our owners anyway, to kind of see where we're at, and we could just use this and fill it out together when when we do those check ins, which would make those check ins a little more official too. And that way I mean, yes, TTS and Raghavendra could put in all the information, but I would still have to either make people bring the information to her, then she has to put it in, and then we would still have to review it, or I would have to provide the information to her and she puts it in. If we're only talking about a one to zero, are we on track, yes or no, Then I could just do that within the checkin calls. 00:19:25 - [SCOTT_WARNER] I actually think I meant oh, I did. I was like, I think I meant to put that in the monthly updates and I did. 00:19:31 - [VERA_RODEHUTSCORD] So I You did it in both. 00:19:32 - [SCOTT_WARNER] Okay. So it should not be in the the registry is not supposed to be data that changes, really. 00:19:37 - [VERA_RODEHUTSCORD] Yeah. Okay. 00:19:38 - [SCOTT_WARNER] So that's my mistake. I think I was because I if you can't tell, I was building tabs as I went down. So I think I started with the okay or or registry, then I was like, well, we I don't want people changing a registry. It's supposed to be I probably should've said okay. Our dictionary just to keep the terms the same, but I think I just never went back and removed those. So those should come out of there. 00:20:03 - [VERA_RODEHUTSCORD] Okay. Let's just rename it if you're okay with that because I like I like that it's both in a dictionary then, and then we just use the monthly updates to work in it. 00:20:14 - [SCOTT_WARNER] Yeah. I think that's the 00:20:15 - [VERA_RODEHUTSCORD] Does that work for you? 00:20:16 - [SCOTT_WARNER] Yeah. A 100. 00:20:21 - [VERA_RODEHUTSCORD] Okay. Yeah. And then we take I'm just gonna hide those. What did I do? Hide. So this would just look like this, and then we have it all tracked. Right? 00:20:35 - [SCOTT_WARNER] I think that makes sense. 00:20:36 - [VERA_RODEHUTSCORD] Okay. Good. Yeah. Okay. Yeah. That makes that makes more sense for sure. And then 00:20:45 - [SCOTT_WARNER] Sorry. Remember it was a Sunday and I wasn't all the way up there. 00:20:50 - [VERA_RODEHUTSCORD] I'm and I hope I don't sound 00:20:52 - [SCOTT_WARNER] No. No. Un I'm kidding. 00:20:54 - [VERA_RODEHUTSCORD] Hear. I'm just going through it and I really appreciate the work you put in. This is this is very helpful. Okay. 00:21:00 - [SCOTT_WARNER] So You know I'm a perfectionist, so that's it just bugs me when I don't do it. So 00:21:09 - [VERA_RODEHUTSCORD] Okay. So this one makes perfectly sense then. And I mean, that's just data I can enter and it's really good to track what's active, what's not active, and what do we have. And I can use that to pull the different kinds of data too. 00:21:26 - [SCOTT_WARNER] Yeah. And it's a good source for b lookups, is what I was trying to do. Because as we build more and more things, we can b lookups or not have to type or copy paste or whatever else. So 00:21:36 - [VERA_RODEHUTSCORD] The only thing I hope I'm not gonna mess up is the numbering. I need to find a way to to track that because, for example, now I so I added the EHS and the IT goals and everything in here just to have it in the system. 00:21:58 - [SCOTT_WARNER] Mhmm. 00:21:59 - [VERA_RODEHUTSCORD] But now, I mean, if we if we put it in here, of course, I would I would end add it at the end, or would I still add it in here because we would have 00:22:16 - [SCOTT_WARNER] Yeah. I would put it in there, then we can renumber. I I knew you weren't done yet, but I wanted to build out based on what we had. 00:22:25 - [VERA_RODEHUTSCORD] No. And I mean, I I I wouldn't wanna renumber, but going forward, as we add more things, we will always have to add more numbers, 00:22:35 - [SCOTT_WARNER] you know. 00:22:35 - [VERA_RODEHUTSCORD] And right now, it's just we have the corporate goal, we have the corporate KPI, because that's just the the hierarchy that I used in in this sheet, in this one, because it made sense when we kind of visualise it. But now that we have the numbers, I don't know if I would I mean, now if I add so, okay, let's start on top. We have a corporate goal and then now, for example, I have an EHS goal that I need to fit in here. I mean, it's already kind of I think we had one in here, right? Yeah, this one. It's already in here. So we have a department goal number four, but of course now the quarterly objective and the quarterly key results that I'm adding, I would have to use the last number that we used for all of them. Do you know what I mean, or do I not explain it correctly? 00:23:31 - [SCOTT_WARNER] No. You're right. I that does make sense. I think the best the only thing we can really do there is 00:23:39 - [VERA_RODEHUTSCORD] And it doesn't really matter. I mean, nobody's gonna look at those at those numbers, but we just kind 00:23:45 - [SCOTT_WARNER] of We'll have to. I just 00:23:47 - [VERA_RODEHUTSCORD] just have to find a way to kind of, I don't know, maybe filter it and then see what was the last number, and then I just add to that. 00:23:58 - [SCOTT_WARNER] Yeah. I think I might still I won't do it now because we're both in it, but I might make one or two more structural changes because I think I wanna be able to sort by 00:24:15 - [SCOTT_WARNER] how would I do this? 00:24:18 - [SCOTT_WARNER] I gotta think about this one more time, but I there is you're right. There's like a there's like a little piece missing for the for that part, but I I can certainly figure that out. It's not a huge deal. So maybe 00:24:34 - [VERA_RODEHUTSCORD] And again, maybe it's just maybe it's maybe it makes more sense to have all corporate goals under each other, all corporate KPIs under each other, all department goals, and then you just kind of add to those numbers because in the end it doesn't really matter in what order they're in because you can link them through the ideas. Right? Through the IDs. Right? So then no. Yeah. Yeah. You could do that because then every department goal is still gonna be linked to a KPI. And then and that's where the parent ID actually will come in very handy. 00:25:28 - [SCOTT_WARNER] Yeah. The only thing we could do that might make this easier is add just like a generic ID number, not item ID or whatever, and just go straight one through the end. And that way, at the end of the day, we can always resort by that if we need to. Nah. That doesn't make sense either. I see, I keep changing my mind. 00:25:48 - [VERA_RODEHUTSCORD] I like that it's that it has the code because Yeah. That makes it really easy to reference to the level we're talking about. 00:25:57 - [SCOTT_WARNER] Originally, I had item ID, parent ID all squished into one thing, but that got way too difficult try to do so. 00:26:05 - [VERA_RODEHUTSCORD] Yeah. I can see that getting very crazy. 00:26:10 - [SCOTT_WARNER] Yeah. 00:26:13 - [SCOTT_WARNER] I I think the hardest part's gonna be updating it, like, adding new things, but I don't I might 00:26:19 - [VERA_RODEHUTSCORD] Which is 00:26:20 - [SCOTT_WARNER] speak to that. 00:26:20 - [VERA_RODEHUTSCORD] It I mean, it's only gonna be four times a year. 00:26:24 - [SCOTT_WARNER] Yeah. 00:26:24 - [VERA_RODEHUTSCORD] And, of course, in the beginning of the year or, like, when we define, like, higher level goals. But tying tying new depart new departmental OKRs into department goals shouldn't be super crazy throughout the year because the department goals then are already linked to the upper level. So 00:26:52 - [SCOTT_WARNER] Yeah. It should be it should kinda get easier, I guess. 00:26:56 - [VERA_RODEHUTSCORD] And yeah. I mean, I guess I just have to we I'm we can leave it like that. I just need to kind of figure out a way to not miss a number because then it could get really messy. 00:27:11 - [SCOTT_WARNER] Yeah. I wonder I was trying 00:27:13 - [SCOTT_WARNER] to figure out a way, like, if there a way to script that or something, but but maybe not. So 00:27:23 - [VERA_RODEHUTSCORD] Okay. But that's super detailed. And then This one. So in here, I mean, if this is gonna be the working document, we could we could highlight those in a different color so people automatically know what fields they are supposed to fill fill out and everything, or we we just tell them that they need to 00:27:54 - [SCOTT_WARNER] Can I say that? I wanna make sure I understand. Say that again. 00:27:57 - [VERA_RODEHUTSCORD] I was just thinking when we have people working in here to give them a more color coded guidance of the fields that they need to fill out, will be those. 00:28:07 - [SCOTT_WARNER] Oh, yeah. 00:28:08 - [VERA_RODEHUTSCORD] But then the actual is that where you meant the data owner? Or 00:28:14 - [SCOTT_WARNER] So actual is like a raw monthly value. So so if it's a milestone, it could be blank. If it's trying to think of an example I had. 00:28:31 - [SCOTT_WARNER] Do I have my notes? I do have my notes here. Hold on. Actual what was I 00:28:45 - [SCOTT_WARNER] putting in? Because I did some, like, samples that I kinda put together. Oh, so for example, like, you know, if if say it's a dollar amount, you could put, like, 1,250,000. You could put four orders or one or zero or 87.2. You know? So that's the raw actual value. And then what you'll that's what you're gonna match to that those fields over there. So it'll be either matched to in the okay our dictionary, the predicted the outcomes or the text value. 00:29:25 - [VERA_RODEHUTSCORD] Mhmm. 00:29:26 - [SCOTT_WARNER] So I do 00:29:27 - [SCOTT_WARNER] I kinda do I have these? 00:29:32 - [SCOTT_WARNER] Yes. Where is this file? I created a new file, I have no idea. Oh, there it is. Oh, alright. That would have been bad. Can I'm gonna take over your share for just a second and then I'll Mhmm. Put it back or we'll put it back 00:29:59 - [SCOTT_WARNER] There. Window. So this 00:30:06 - [SCOTT_WARNER] is kind of and I'll I'll I can put this in the Excel file, but it kinda gives you ideas of what I was thinking. So, like, these all should be be lookups. This is the key, and then this is just the month that we would filter. And then I'll I'll fill more out, but, you know, I so I said it could be blank for it to milestone. So, like, if it's a 100, we can use that zero to one. You know? So, you know, progress zero to one is mostly for the key results, you know, for KPIs we can decide. So this is just red, amber, green, red, yellow, green, whatever. You know, if there's a blank, we would format it as in it was spread. And then, you know, just if there is a, you know, someone wants to update the text, they can say that submitted by I mean, you can read that. I'm sitting here reading to you. But, I mean, this might help you a little bit understand. Oh, I even said, look, prefer removing from registry, but I never did it. So Yeah. 00:31:18 - [VERA_RODEHUTSCORD] If you could copy paste those and read me, that would be super helpful. 00:31:21 - [SCOTT_WARNER] Okay. I'll do that for you today. And then I'll I'll put more in my notes. I have, like, for each one I kinda have, like, in my examples so I can show, like, what I was thinking that might really help you too. Because my brain, especially on something like that, kinda goes on its own. So 00:31:43 - [VERA_RODEHUTSCORD] And then so this is where they would put in the actual value. This would show kind of the progress on where they're at. So for example and I'm I'm just kind of thinking out loud. If we have the operating expense ratio and it shows a number in March, which is perfectly on track with what we wanna see by the end of the year, would progress score be 00:32:22 - [SCOTT_WARNER] So what I said is, like, it's just like 00:32:24 - [VERA_RODEHUTSCORD] One what's 00:32:25 - [SCOTT_WARNER] One means it was fully achieved. Five 00:32:27 - [VERA_RODEHUTSCORD] or 100 or one or, like 00:32:30 - [SCOTT_WARNER] So what I said was so I said, like, point seven equals 70 achieved, one point o equals fully achieved, zero point zero equals no progress. I I said it was mainly for the key results, not KPIs necessarily. Basically, we're looking for know, allowing us to average over over a a quarter, like, what's our objective progress? So are we 70 per percent for that objective? Are we a 100? Have we not done anything? It was more giving us opportunities to score, like, where we're at in any given quarter or even year, I guess. 00:33:08 - [VERA_RODEHUTSCORD] Okay. But if so, for example, if we have a we have a quarterly number and this number pays equally in three times till we reach 100, then it would always be 0.333 on the first progress and then point six six on the second progress, and then we would be at a 100 00:33:33 - [SCOTT_WARNER] Yeah. 00:33:34 - [VERA_RODEHUTSCORD] At the end of the quarter. 00:33:37 - [SCOTT_WARNER] Yeah. Because we don't even always have to use this one. It was more of trying to determine what I thought we might be trying to track later. So I think, you know, if if so say Shawn is working on automation or whatever. I don't know. The hard part is is sometimes this number fills itself. Let me pull up the spreadsheet 00:34:00 - [SCOTT_WARNER] and look at it real quick. 00:34:01 - [SCOTT_WARNER] I see this all. So if I go back to OKRs, 00:34:14 - [SCOTT_WARNER] Keep order below 8. So how do I what was I thinking? Measuring that per month would be 00:34:26 - [SCOTT_WARNER] and Sunday seems like so far along ago. 00:34:36 - [SCOTT_WARNER] Looking for my other note. 00:34:48 - [SCOTT_WARNER] Oops. 00:34:57 - [SCOTT_WARNER] Alright. So I don't know where was I. I was looking at. Alright. What are what's our OKRs? Because it was something with my notes say OKRs, but I don't remember why I thought that was necessary. So here we are. 00:35:33 - [VERA_RODEHUTSCORD] I mean, I I like the progress score. I think it is definitely necessary. I'm not questioning that. I'm I was only trying I was only making sure I understand this the scope of the progress correct. But if we are always looking at the cadence that we define for tracking that, if that's always the reference point, then it that makes sense. So and, I mean, this will work for 00:36:03 - [SCOTT_WARNER] I see. Okay. 00:36:05 - [VERA_RODEHUTSCORD] Others yeah. 00:36:07 - [SCOTT_WARNER] I okay. So I actually had it as, a okay. So here's how my note that I was looking at was it said, so, like, what if we are at so so say the target's 80. K? Yep. Yep. So the actual would be point eight or I'm sorry. But but let's say our actual is point six. We're only 60. Okay? Well, 60 of 80 is 75. Yep. So that would be that's what we we could put in progress, and we could have it be auto auto calculated to show, like, you know, they're at 75 achievement, you know, working towards their goal, I think, is kinda where I was at to it. 00:36:50 - [VERA_RODEHUTSCORD] Ah, okay. 00:36:52 - [SCOTT_WARNER] But that maybe is something we calculate and hide from them for now or something. I don't want people trying to do math because that's gonna get messy. 00:37:02 - [VERA_RODEHUTSCORD] And I mean, that that only works for the quantifiable items. 00:37:07 - [SCOTT_WARNER] Yeah. It's definitely not everything. It's just certain things. 00:37:10 - [VERA_RODEHUTSCORD] At at least with the math, but I think that comes even that is even more important for those that can't be quantified because for those you will have to find some way of showing where are we at. Are we on track? Yes or no? And by that, this could make it easier. 00:37:31 - [SCOTT_WARNER] Yeah. I left it in there and I didn't auto calculate because I thought it gave us freedom to do what we wanted. But I I agree with, like, kinda like I said, it's like I kinda threw it together and then didn't do much else with it. So 00:37:50 - [VERA_RODEHUTSCORD] Okay. And then we have the red, yellow, green status. 00:37:57 - [SCOTT_WARNER] Which we can do math on or they can just put it in or whatever. So 00:38:09 - [VERA_RODEHUTSCORD] I mean, that will work for the KPIs, but we did not define red, yellow, green status for the OKRs. 00:38:17 - [SCOTT_WARNER] Yeah. True. 00:38:18 - [VERA_RODEHUTSCORD] So they'll that that that might be 00:38:25 - [SCOTT_WARNER] That could be something we fill in later down the road. Like, I yeah. It was more trying to build one source for the dashboard so we didn't have to jump multiple tabs, I guess. So 00:38:47 - [VERA_RODEHUTSCORD] Well, I mean, we we we can track that for the KPIs only. I mean, whenever I ask them to fill in the monthly KPIs for the balanced scorecard, then we could leave that in. And when we talk about objective key result tracking, we just don't include it. 00:39:13 - [SCOTT_WARNER] Yeah. I I think there's a lot of this that I think that's probably the right answer is, like, it can be it it needs to live somewhere, but maybe doesn't need to be, like, right there or something. I don't does that make sense? Like 00:39:28 - [VERA_RODEHUTSCORD] Mhmm. 00:39:28 - [SCOTT_WARNER] It's like we need to track it, but it doesn't necessarily need to be something everybody tracks. So maybe it's something we've removed for the input sheet and we just keep it as a thing that we we can fill in if we need to for reporting reasons or whatever. So 00:39:46 - [VERA_RODEHUTSCORD] And then, I mean, those are pretty clear. And then on the dashboard end, I mean, this 00:40:01 - [SCOTT_WARNER] Say again? 00:40:03 - [VERA_RODEHUTSCORD] I'm thinking. 00:40:04 - [SCOTT_WARNER] Oh, okay. I 00:40:04 - [VERA_RODEHUTSCORD] didn't say anything. 00:40:05 - [SCOTT_WARNER] It just it cut off like I thought you went away. I was like, oh. 00:40:09 - [VERA_RODEHUTSCORD] I'm thinking. I'm sorry. So here, you were planning on tracking the number of KPIs that are on green, the number of KPIs that are yellow and red. Right? 00:40:23 - [SCOTT_WARNER] Yeah. But I didn't even think about we didn't do red, amber, greens for the other stuff, did we? You're right. 00:40:31 - [VERA_RODEHUTSCORD] Mmmm. 00:40:33 - [SCOTT_WARNER] So 00:40:33 - [VERA_RODEHUTSCORD] Not yet. Maybe that's a key learning for next time that we kind of need to define a way of showing how successful we are besides just saying if you reach that target, you're good. If not, you failed. But that would have made this time's definition progress extremely complicated. 00:41:02 - [SCOTT_WARNER] Yeah. You're right. Yeah. I mean, I honestly think there's a lot to this that we're gonna figure out too. Like, there's a lot to this part of the process that I think we're gonna learn as we go on too as far as what makes sense to actually track and not track. So 00:41:23 - [VERA_RODEHUTSCORD] Yeah. And then imagine for every OKR we are doing, imagine to have a red, yellow, green scale too. That adds another three levels 00:41:34 - [SCOTT_WARNER] Yeah. 00:41:34 - [VERA_RODEHUTSCORD] To 60 OKRs per year. 00:41:39 - [SCOTT_WARNER] And we start getting to the point where do we really wanna track that many things and whatnot. So 00:41:57 - [VERA_RODEHUTSCORD] Okay. Okay. No. That helps. 00:42:04 - [SCOTT_WARNER] Can I put reading tabs in, see if that helps you a little bit? 00:42:08 - [VERA_RODEHUTSCORD] I'm sorry? 00:42:09 - [SCOTT_WARNER] I put OKR and KPI readmes in. So nope. Next tab. Oh, there you go. 00:42:14 - [VERA_RODEHUTSCORD] Yeah. Yeah. That's that's tough. And those can be taken out too. Right? 00:42:39 - [SCOTT_WARNER] Yeah. I I just copied and pasted as I had it. So 00:42:43 - [SCOTT_WARNER] Yeah. Yeah. 00:42:58 - [VERA_RODEHUTSCORD] Okay. And then if we use that I wonder if we should add a data owner column here so we don't only have the KPI owner, but the data owner as well. So whenever they work in that sheet, when they put the information in in the monthly updates, they can just filter their name. And that way, it automatically shows 00:43:20 - [SCOTT_WARNER] That's not what I did. They I actually I think hold on. Did I which hold on. Oh, I originally had both in there, and I I don't know why I took it out. I I think, ultimately, I felt mean towards, like, ELT, and I was like, well, they can do it, but I probably shouldn't have done that. So 00:43:43 - [VERA_RODEHUTSCORD] Yeah. We both know that's not gonna work out. 00:43:46 - [SCOTT_WARNER] I I titled on Robert, just so you know. 00:43:49 - [VERA_RODEHUTSCORD] What did she say? What did he say? 00:43:52 - [SCOTT_WARNER] Well, I I'm gonna call I told him I wanted to talk to him, but he was busy that day. But I went ahead and told Amity that we're pretty upset with him and that it's you know, this can't be the Robert show when he feels like it. So 00:44:05 - [VERA_RODEHUTSCORD] And I still haven't received any feedback. And deadline was Sunday. 00:44:11 - [SCOTT_WARNER] Well, I told I told her that he saw it wasn't even done as KPI, and she was just shocked. She's like, what? And I was like, yeah. Like, still blank in there. Or it was. I guess I should have checked, but I'm pretty sure. 00:44:22 - [VERA_RODEHUTSCORD] No. It's it is. He he didn't do anything. 00:44:28 - [SCOTT_WARNER] She wants to talk to Matt Howard about it, but I was like, well, I was like, let me talk to him first. It's like, my goal here isn't tattletailing. It kinda is, but not really. Like, at the end of the day, we need these numbers. I was like, it doesn't mean anything if four fifths of the ELT does their part and he doesn't because we are a sales company. So anyway 00:44:47 - [VERA_RODEHUTSCORD] Yeah. I just don't want it to be like, oh, hey, Robert. By the way, you forgot to put it in. Can you please put it in? And then he's like, oh, yeah. I'm gonna do that. And then he's gonna put it in, but it's not change any of his 00:44:57 - [SCOTT_WARNER] Right. Exactly. 00:44:58 - [VERA_RODEHUTSCORD] Behavior. Right? I mean 00:45:00 - [SCOTT_WARNER] It's either an important thing to do or it's not. He's still let's see. I don't know. He he didn't do my ELT health index for this month yet. So 00:45:09 - [VERA_RODEHUTSCORD] Did the others? 00:45:10 - [SCOTT_WARNER] Yeah. So I have the first three months of together already. So 00:45:15 - [VERA_RODEHUTSCORD] Oh my gosh. That's awesome. Okay. I'm gonna fill those in because I wanna I wanna at least get started with the group of data owners to do the KPI tracking because we are already in March, and that way we can track January and February already. So by the March, we already have the first quarter of numbers together, and especially we have something to show in the next ELT meeting, knowing that there will be a few KPIs where we probably don't have answers yet. 00:46:03 - [SCOTT_WARNER] Or yeah. So real quick, do we do data owners on OKRs and stuff too? 00:46:11 - [VERA_RODEHUTSCORD] Some did. Some didn't. Honestly, I didn't push this super hard because in some departments, it's just really tricky to define one data owner. But I think that's something that we should do for everybody in the next round of OKRs. So I know that you you did it in logistics, and I think Mike did it for finance. So that that helps because that way the the actual did 00:46:42 - [SCOTT_WARNER] So give me one second. 00:46:45 - [VERA_RODEHUTSCORD] No. No. I'm not doing anything. But overall, the for now, the data owner for the key results is more or less the director. And in IT, right now, it's you. And in sales operations, it's Pascal. So I tried to pick the one that is the the highest but least highest person to kind of have the overview. 00:47:38 - [SCOTT_WARNER] That works. 00:47:44 - [VERA_RODEHUTSCORD] Okay. No. Thanks a lot for your input. I think on the dashboard part, I I still don't really know how to deal with that, but I just didn't have much time to do more more thinking about that. But as long as we have the data, building a dashboard out of it shouldn't shouldn't be the biggest challenge. I just don't know yet how we wanna how we want it to look. So 00:48:14 - [SCOTT_WARNER] Makes sense. Okay. Well, I hope yeah. I mean, I I always just wanna be I I want to help you because I feel like you kinda have the worst part of this. But 00:48:30 - [VERA_RODEHUTSCORD] No. This I meant that this helps a lot. I mean, we both agreed that coming out of this overall file I mean, this is is nice to track, but this is only the dictionary part of it and not where we track any metrics. So, what would be kind of cool if we add a part in the dictionary, that it would in both dictionaries, but I mean, we are mainly going to be working out of the OKR dictionary going forward that it would automatically add in the monthly updates. 00:49:11 - [SCOTT_WARNER] Yeah. 00:49:12 - [VERA_RODEHUTSCORD] But for this, I mean, I only have to filter key results. So 00:49:19 - [SCOTT_WARNER] Yeah. It's not too bad, really. And then you can just drag and drop. So Yep. I just updated the formulas so that your data owners only need filled out in the tabs. So if you look at data owner there, it's now a we look up to the other fields. So you can 00:49:38 - [SCOTT_WARNER] Oh, why did it not put missing the 00:49:41 - [VERA_RODEHUTSCORD] No. That's only for the KPI, so that works. 00:49:48 - [SCOTT_WARNER] Okay. Yeah. So 00:49:51 - [VERA_RODEHUTSCORD] And that's good. But yeah. We might wanna so we might wanna copy paste those. Do you still see my screen? Right? 00:50:08 - [SCOTT_WARNER] Yep. 00:50:09 - [VERA_RODEHUTSCORD] Copy paste those over to data owner and then make make this don't call it KPI owner, but just owner. And then this is always the ELT member that owns that one. And then we have the data owner who's basically just responsible for putting the data in. 00:50:27 - [SCOTT_WARNER] Okay. 00:50:49 - [SCOTT_WARNER] And 00:50:58 - [VERA_RODEHUTSCORD] then for the tracking, I how am I gonna do this? I might just add an Excel sheet to the organizational strategy folder and give the people give the the data owners access to that, and then we just have monthly columns where they have to enter their data. 00:51:28 - [SCOTT_WARNER] I think that at the end of the day, works. 00:51:32 - [SCOTT_WARNER] One second. 00:51:44 - [VERA_RODEHUTSCORD] Okay. Have you heard about what was going on in logistics this morning? 00:51:50 - [SCOTT_WARNER] The the safety issue? 00:51:53 - [VERA_RODEHUTSCORD] Mhmm. 00:51:53 - [SCOTT_WARNER] Yeah. I was I was on the email chain last night, and then I came in from the meeting this morning. So and then I I brought Tanner in on it. Did he tell you about it? 00:52:03 - [VERA_RODEHUTSCORD] Yeah. He told me this morning. We had all one and one. 00:52:06 - [SCOTT_WARNER] Good. I'm glad he didn't I was trying not to bug you. But yeah. So it came about last night when I was out at dinner, and then I asked some followup questions, and they didn't I didn't hear back till this morning. But we, HR, myself, Steve, Nathan, and Tamara all got together and kinda discussed what what it is. But, ultimately, she did respond to the reach out and said she's okay, and she'll be back to work tomorrow. So I I just said, let's table it for the night. And if she doesn't show up tomorrow, then we have to I wanna file a wellness check and see what's going on. So 00:52:41 - [VERA_RODEHUTSCORD] Is it is is that Andrea? 00:52:44 - [SCOTT_WARNER] No. Diana. 00:52:47 - [VERA_RODEHUTSCORD] Oh, Diana. Oh, okay. 00:52:51 - [SCOTT_WARNER] And I don't 00:52:52 - [SCOTT_WARNER] know her. So 00:52:57 - [VERA_RODEHUTSCORD] Okay. 00:53:09 - [SCOTT_WARNER] Yeah. I don't know. The the whole situation was just weird. I didn't like it. But 00:53:17 - [VERA_RODEHUTSCORD] Okay. It it does sound really weird. And she's usually 00:53:28 - [SCOTT_WARNER] Do you do you know do you, like, do you know who that is? 00:53:31 - [VERA_RODEHUTSCORD] Yeah. Yeah. Yeah. Okay. I I thought it's Andrea, which shocked me even more because she didn't seem like a person that would be kind 00:53:42 - [SCOTT_WARNER] of 00:53:48 - [VERA_RODEHUTSCORD] vulnerable to that. But 00:53:50 - [SCOTT_WARNER] Yeah. The 00:53:51 - [SCOTT_WARNER] whole thing is just odd. I don't I don't like it, but sounds like she's kinda gotten herself in some situations that aren't great. The way Nora made it sound, she said she doesn't make good decisions. So but didn't wanna elaborate. And don't blame her. I wouldn't want to either. So 00:54:11 - [VERA_RODEHUTSCORD] Yeah. Okay. 00:54:13 - [SCOTT_WARNER] Did you so I just changed that formula, so now it pulls those data owners for you. So 00:54:22 - [VERA_RODEHUTSCORD] Okay. Perfect. Cool. Thank you. 00:54:26 - [SCOTT_WARNER] Alright. So anything else? So the only thing was it on OKR dictionary, we wanna change what were we we wanted to do something there. 00:54:36 - [VERA_RODEHUTSCORD] On here, we're just gonna no. That works. That works too. No. I think we already changed everything we wanted to. 00:54:48 - [SCOTT_WARNER] Okay. Just let me know if you see something that you want. Because I I I can definitely look, and we can we can even build some functions to do things automatically, but I won't I didn't wanna mess with that until we decided on whether this would work for you or not. So 00:55:04 - [VERA_RODEHUTSCORD] The red, yellow, green status, that that might be something we only apply to KPIs for now. Yeah. And we might add later, but other than that, I think that's it's it's great. 00:55:16 - [SCOTT_WARNER] Okay. 00:55:20 - [VERA_RODEHUTSCORD] Thanks for your help again. 00:55:23 - [SCOTT_WARNER] I just no problem. I just hope it really does help, and I I have a tendency to overcomplicate, and I know that. So it's like, how do I do this? How do I help without being over without overcomplicating? So 00:55:34 - [VERA_RODEHUTSCORD] I don't think it's over complicated for me. I I just think we need to break it down a little easier for the people that work with it. But as I don't wanna share this entire master file with everybody anyway, I don't think this should be an issue. 00:55:48 - [SCOTT_WARNER] Perfect. Sounds good. Okay. Anything else I can help you with? 00:55:57 - [VERA_RODEHUTSCORD] Nope. I well, I have the meeting with Clint tomorrow morning. So based on kind of that, I will walk him through the results, and we will decide on what we wanna communicate to headquarter on the RISE OKRs. And then I'm gonna ask him to run that by Matt because we we need to put that in the Moon Camp as soon as possible. 00:56:22 - [SCOTT_WARNER] Mhmm. 00:56:23 - [VERA_RODEHUTSCORD] I did talk to headquarter last week and said that we're not gonna be able to put it in by Friday, and he said it's it's okay. They have a alignment meeting mid March. So as long as it's in there by then, it's fine. But you know how long it can take to kind of get everybody aligned on things. So I don't wanna postpone it even longer, especially because we were supposed to meet yesterday, but I just couldn't. So we moved it to tomorrow. Okay. 00:56:49 - [SCOTT_WARNER] Well, I appreciate everything you've been doing. I I know it's a lot, but now that Tanner is kinda getting up to speed, I think I do think your life will get easier soon. I I know. 00:56:58 - [VERA_RODEHUTSCORD] Oh, yeah. This morning, he was already doing the safety onboarding and everything, so I was just like, oh, this is great. 00:57:04 - [SCOTT_WARNER] So nice. So nice. 00:57:05 - [VERA_RODEHUTSCORD] This is so nice. Okay. Alright. 00:57:09 - [SCOTT_WARNER] Well, take care. I will probably head out pretty soon to go chill at the hospital, but I'm still gonna be working. So if you need me, just reach out. I don't mind at all. You know that. So 00:57:19 - [VERA_RODEHUTSCORD] Okay. Thank you. And I I might run I will look into the flights for the IMM probably tomorrow. I might run that by you. 00:57:27 - [SCOTT_WARNER] That's good. Today, actually, I haven't looked at it yet. So 00:57:30 - [VERA_RODEHUTSCORD] Yeah. Me either. But I wanna get that in before Friday so Tosundra doesn't freak out. 00:57:35 - [SCOTT_WARNER] That's a good goal because she does that. So 00:57:39 - [VERA_RODEHUTSCORD] Yeah. Okay. 00:57:41 - [SCOTT_WARNER] Take care. Let me know if I can help.
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