KPI Starter Set — Perry Advisory Group

A practical starting scorecard with definitions, formulas, data sources, and review ownership for leadership teams.

Organization & Reporting Period

Strategic Priorities

Scorecard Owner

Financial Sustainability

Choose targets using your own baseline, restrictions, and operating model—not a universal benchmark.

Operating margin = (operating revenue − operating expenses) ÷ operating revenue × 100. Source: monthly financial statements. Owner: finance. Review: monthly. Example: (500,000 − 480,000) ÷ 500,000 = 4%.Cash runway = unrestricted available cash ÷ average monthly operating cash outflows. Source: bank reconciliation and cash-flow forecast. Owner: finance. Review: monthly. Example: 180,000 ÷ 60,000 = 3 months.Budget variance = actual expense − budgeted expense; variance % = variance ÷ budgeted expense × 100. Source: budget-to-actual report. Owner: budget holder. Review: monthly. Positive expense variance means over budget.

Notes, Gaps & Next Actions

Execution & Operations

Use consistent definitions for milestones and cycle boundaries so comparisons remain meaningful.

On-time milestone completion = milestones finished by the agreed date ÷ milestones due in the period × 100. Source: project tracker. Owner: operations. Review: monthly. Example: 8 ÷ 10 = 80%.Process cycle time = median elapsed days from agreed start event to completion. Source: workflow timestamps. Owner: process lead. Review: monthly. Example: days from a complete request to approval.Rework rate = items requiring correction ÷ items completed × 100. Source: quality or service log. Owner: delivery lead. Review: monthly. Define what counts as a correction before collecting data.

Notes, Gaps & Next Actions

Funding & Revenue

Separate award decisions from submitted proposals; a large pipeline is not the same as secured revenue.

Grant success rate = awarded proposals ÷ proposals with a funding decision in the period × 100. Source: grant pipeline. Owner: development. Review: quarterly. Example: 3 awards ÷ 10 decisions = 30%.Revenue concentration = revenue from the largest single source ÷ total revenue × 100. Source: revenue ledger. Owner: finance/development. Review: quarterly. Interpret alongside renewal dates and restrictions.Qualified funding pipeline = sum of potential requests with confirmed eligibility, strategic fit, deadline, and assigned next step. Source: pipeline tracker. Owner: development. Review: monthly. Report separately from awarded funding.

Notes, Gaps & Next Actions

Mission & Service Outcomes

For a business, adapt participant outcomes to customer outcomes. Protect personal data and use aggregate reporting.

Outcome attainment = participants meeting a defined outcome ÷ participants assessed × 100. Source: program evaluation. Owner: program lead. Review: quarterly. Example: 42 of 60 assessed participants improved on the agreed measure = 70%.Service satisfaction = favorable responses ÷ valid responses × 100. Source: a consistent survey. Owner: service lead. Review: quarterly. Include response count and response rate to show limitations.Cost per completed service = attributable program cost ÷ completed units of service. Source: program cost report and delivery records. Owner: program/finance. Review: quarterly. Define allocation rules and completion consistently.

Notes, Gaps & Next Actions

Set Up Your Leadership Review

When a denominator is zero, report N/A rather than a misleading percentage. Discuss causes and decisions, not just red or green status.

Select a focused set of metrics aligned with current priorities; identify baseline, target, and tolerance for each.Confirm one definition, data source, owner, and reporting frequency for every chosen metric.Record actual results, previous period, target, and a short explanation of any material change.Agree the next action, decision owner, and review date for metrics that require intervention.

Notes, Gaps & Next Actions