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Resources

Scorecard Template

HashiCorp's Scorecard template is designed to help teams set annual goals and review progress towards those goals each quarter. The template emphasizes the ritual of review more than the initial act of setting goals. Learn more about HashiCorp's operating cadence and approach to setting goals here.

Scorecard Template
Created: Jan 1, 2021 Status: WIP | In-Review | Approved | Obsolete
Owners:

Background and Reflection

Limit to one page. The best background sections share highlights from the previous year and key learnings to take into the upcoming year. 

Strategy

Limit to two pages. The best strategy sections share context on the strategy and then clearly define 3-5 focus areas. These focus areas become the objectives in the scorecard itself. 

Scorecard

Limit to one page. The best scorecard sections focus on quantifying the focus areas defined in the strategy section. These quantitative measures should include both leading and lagging indicators.

A screenshot of our scorecard template.

Quarterly Updates

The most important part of the scorecard process is the quarterly review of progress. This is a reflection exercise to determine if the team is on track towards achieving its goals or if adjustments are needed. Each quarter, update the scorecard table and then complete the below WAR (wins, action items, requests for support) tables.

The most important part of the review process is narrowing in on highest impact challenges and highest leverage action items to improve those challenges. If you focus on finding the 3 challenges and taking meaningful actions on improving them, that's a great review. 

Post-Q1 Update

A screenshot of our quartly update tables.

Post-Q2 Update

A screenshot of our quartly update tables.

Post-Q3 Update

A screenshot of our quartly update tables.

Post-Q4 Update

A screenshot of our quartly update tables.