Metric Governance Kit

Metric Governance Kit Skill

When to Use

• Establishing source-of-truth KPIs for revenue, marketing, or CS teams.
• Resolving conflicting definitions or reporting anomalies.
• Preparing for exec/board reviews where metric accuracy is scrutinized.

Framework

1. Metric Charter – purpose, formula, filters, owner, review cadence.
2. Data Lineage – upstream sources, transformations, semantic layer, downstream dashboards.
3. Quality Controls – tests, alerts, thresholds, backup calculations.
4. Change Management – approval workflow, communication plan, version history.
5. Adoption Enablement – cheat sheets, FAQs, and example analyses.

Templates

• Metric Dictionary: See references/metric_dictionary_template.md for standard definition format.
• Metric charter one-pager.
• Lineage diagram checklist.
• Change log workbook with approvals + timestamps.

Tips

• Assign both business and technical owners for each KPI.
• Tag metrics with “tier” (executive, operational, exploratory) to prioritize rigor.
• Pair with plan-bi-roadmap to keep initiatives tied to governed metrics.