The pyramid method: A framework for setting goals, objectives & KPIs

Chaz Mee
The Product Innovator

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This in a way is a pre-cursor to my roadmapping framework (if you haven’t read that you can find it here: https://medium.com/the-creative-strategist/why-now-next-later-is-one-of-the-best-frameworks-for-roadmapping-4d547a2f2692). It is an approach that I have used and seen others used which is fairly easy to explain but also flexible enough to accommodate almost any situation and organization.

Hopefully you find it useful to you.

Before you set about roadmapping, a couple things need to happen:

  1. You’ll need to know what customer problems you are solving for (unmet needs, jobs-to-be-done & insights).
  2. You need to have a set of goals — something you are shooting for (that yes, also align to customers needs). This article is to cover that.

The idea here is to work your way down from the top of the pyramid (and if you have a vision or North Star even better).

The general idea is to do this in 3 parts as a workshop, starting with Goals. Here’s a general guideline for each.

Part 1: Goals.

These are the bigger brand and business goals. They are both the things the brand or business aspires to as well as things they want to achieve over the long term.

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