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Anatomy of a Metrics Plan

January 14, 2008

The Metrics Plan

Description of the IT solution

Business Value Dials

Study scope and objectives

Data collection techniques

Measurement timeframe, baseline and post-implementation

Data source and data owners identified and verified

Dependencies: Possible risk factors for data collection

Study locations

Study design

  • Methods description

  • Detailed study design

  • Employee segments

  • Sampling plan

  • Participant recruitment process

  • Time frames for collection

Product features or vectors for testing


  • Identification

  • Categorization

    • High vs. low structure

    • Ability to measure

    • Measurement techniques

  • Prioritization

Team members

Exceptions that should be noted

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