Pre/Post KPI Huddle Checklist

Before the huddle

• Decide and publish the meeting purpose (learning goals, not status report).
• Confirm 3–5 indicators to review and ensure the data steward has updated values/charts.
• Ask owners to bring one short hypothesis or context note (no long presentations).
• Share the meeting agenda and timebox expectations in advance.

During the huddle

• Start with a short norm reminder: we focus on learning; avoid blame.
• Use the numbers-at-a-glance approach — short context only.
• Prioritize 1–2 learning questions to pursue now.
• Agree experiments or decisions that are specific, time-boxed, and owner-assigned.
• Capture risks or dependencies that might affect interpretation.

After the huddle

• Record the huddle (use the interactive log) so experiments and owners are clear.
• Owners add experiment details to a shared tracker (what, how, expected indicator, review date).
• Data steward notes any measurement changes or data caveats for future reference.
• Share a one-paragraph recap and next review date with the team.