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Free facilitation worksheet

Incentive-Design Pre-Mortem

A workshop worksheet that predicts how a new metric, KPI or bonus scheme will be gamed before it ships.

First page of Incentive-Design Pre-Mortem

What's inside

  • A header for the metric under review: owner, intended behavior, measurement method, reporting frequency and the consequence of hitting or missing it.
  • Section 1, gaming prediction: four prompts, each with an example of how a real metric gets gamed.
  • Section 2, winners, losers and power: four questions on who benefits, who is penalized, who can game it and who has no voice.
  • Section 3, a second-order effects grid across cross-team, customer, short-term versus long-term, and measurement cost.
  • Section 4, a checklist of five safeguards, such as a complementary metric and a sunset date.
  • A workshop outcome: ship, revise or abandon, with a 6-month review date and a metric owner.

Format: PDF (3 pages) and Excel workbook.

How to use it

Run it as a 90-minute workshop with the people the metric will affect, before the metric or bonus scheme is announced.

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