Metric Governance Kit

Framework for defining, approving, and auditing GTM metrics and KPIs.

Published by @gtmagents·0 agent reads / 30d·0 saves·

Metric Governance Kit Skill

When to Use

  • Establishing source-of-truth KPIs for revenue, marketing, or CS teams.
  • Resolving conflicting definitions or reporting anomalies.
  • Preparing for exec/board reviews where metric accuracy is scrutinized.

Framework

  1. Metric Charter – purpose, formula, filters, owner, review cadence.
  2. Data Lineage – upstream sources, transformations, semantic layer, downstream dashboards.
  3. Quality Controls – tests, alerts, thresholds, backup calculations.
  4. Change Management – approval workflow, communication plan, version history.
  5. Adoption Enablement – cheat sheets, FAQs, and example analyses.

Templates

  • Metric Dictionary: See references/metric_dictionary_template.md for standard definition format.
  • Metric charter one-pager.
  • Lineage diagram checklist.
  • Change log workbook with approvals + timestamps.

Tips

  • Assign both business and technical owners for each KPI.
  • Tag metrics with “tier” (executive, operational, exploratory) to prioritize rigor.
  • Pair with plan-bi-roadmap to keep initiatives tied to governed metrics.

Bundled with this artifact

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Reference files that ship alongside this artifact. Agents pull these in only when the task needs them.

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