Managing strategic indicators is essential for an organization’s success, but there comes a time when some of them need to be adjusted, replaced, or discontinued. However, doing this without losing historical data or compromising management continuity can be a challenge.

In this post, we will discuss how to carry out this transition efficiently, ensuring that controls remain aligned with your company’s strategy. Check out the steps and practical tips to update your indicators safely.

 

Reflection: Do your goals and kpis still represent  your strategy?

Before starting the update process, reflect on your company’s strategic objectives. Ask yourself:

  • Does this set of indicators reflect the mission and goals for the next cycle?
  • Has any indicator lost relevance for current objectives?

A thorough strategic analysis is essential to identify what needs to be maintained, adjusted, or replaced.

 

Which control items should bBe added or discontinued?

  • Adding new controls: Identify gaps in the current monitoring process and define the necessary new indicators. Be sure to establish targets and tolerance ranges for the coming months, ensuring predictability and alignment.
  • Discontinuing obsolete items: Analyze whether any indicators no longer serve their purpose. If you need to discontinue one, carefully review whether it is included or aggregated in other items. Replace or adjust these dependencies before deactivating it.

 

Carefully manage historical data

When an indicator is discontinued, you have two main options for handling the data:

  • Transfer it to auxiliary items: This way, you keep the historical data available for future reference.
  • Disable the indicator: This option prevents future queries but may be necessary in specific cases. Evaluate carefully before making this decision.

 

Effective Implementation: A crucial step

When discontinuing an indicator, set an effective termination date (usually at the end of a cycle or year), whether it is disabled or transferred to an auxiliary item. This prevents confusion and ensures that changes are well documented.

For new indicators, define the green range and targets at least four months in advance. This allows enough time to adjust and monitor performance effectively.

 

 Benefits of a well-structured process

By adopting these practices, your company can:

  • Ensure consistency and quality in generated data.
  • Avoid rework and the loss of critical information.
  • Maintain strategic alignment, even during transition cycles.

 

Updating and replacing indicators doesn’t have to be a complicated process. With planning, care, and a clear strategic vision, you can turn indicator turnover into an opportunity for organizational growth. Let’s get started?

Managing strategic indicators is essential for an organization’s success, but there comes a time when some of them need to be adjusted, replaced, or discontinued. However, doing this without losing historical data or compromising management continuity can be a challenge. In this post, we will discuss how to carry out this transition efficiently, ensuring that […]