Fact Pack Basics
What is a "Fact Pack"?
A consolidated “one-stop view” on where KPI gaps are
What does the Fact Pack help us move away from?
finger-pointing and focusing on “what happened”
Can one person fully own a KPI?
no — it’s rare for complete ownership to fall to just one person
What is the purpose of a PNL review when used with the Fact Pack?
to support action-focused conversations, not blame
What does the Monthly Fact Pack show?
performance across regions and branches for Shareholders, Customers, and Employees
How does the Fact Pack tie into better performance?
using it with tools like Monday.com and proper incentives to drive results
Who might be accountable for a region’s KPI performance?
a Regional Vice President (RVP) being accountable for EBITDA to budget
What types of Fact Packs are shared at different levels of the organization?
Daily, Weekly, Monthly (and soon, Hourly) Fact Packs
What does the Fact Pack help us move toward?
taking action and asking “what do we need to do”
Why do cross-functional reviews exist for KPIs?
because many people across roles and departments influence them
What do the PNL review and Fact Pack help improve?
performance through visibility, alignment, and ownership