innovation-scorecard

# Innovation Scorecard Construye un scorecard de portafolio combinando **customer metrics** y **business metrics** con columnas Current / Target / Trend. Basado en *Lean Enterprise* cap. 5 (Figure 5-2). ## Regla de idioma Español. Términos de métricas en "español (English)" primera vez. ## Directorio de salida ``` ./portfolio/{studio-o-founder-name}/ └── innovation-scorecard-{YYYY-QN}.md ``` --- ## Framework (Lean Enterprise Figure 5-2) El scorecard tiene **2 bloques de métricas** con **3 columnas cada uno**: ### Customer metrics (user-facing) - Sales flow completion % (customers completan el funnel) - Retention % (cohort retention at 30/60/90 days) - NPS (Net Promoter Score) - Activation rate (signup → active user conversion) ### Business metrics (economics-facing) - Sign-up % (visitor → signup) - Conversion to paying - Acquisition costs (CAC) - Customer lifetime value (CLV / LTV) - Attrition % (churn) - Monthly burn rate - Viral coefficient (K) si aplica ### Columnas - **Current**: valor actual (snapshot en fecha del scorecard) - **Target**: goal acordado (para trimestre / año) - **Trend**: ↗ / ↘ / → (direcciones vs. último scorecard) --- ## Pirate Metrics (AARRR) integration Dave McClure's Pirate Metrics framework encaja naturalmente: - **A**cquisition — visitors, signups - **A**ctivation — completan primer uso - **R**etention — vuelven día 7, 30, 90 - **R**evenue — pagan - **R**eferral — traen otros **Crítico**: medir por **cohort**. Agregar AARRR across cohorts oculta información. Ver a cohort Jan-2026 vs Feb-2026 vs Mar-2026 para ver cómo evoluciona el funnel con cada iteración de producto. --- ## Cuándo aplicar a qué venture ### Scorecard full (customer + business completo) Ventures en **Exploit** mode o H1: tienen los datos para llenar todas las columnas. ### Scorecard reducido (solo customer metrics) Ventures en **Explore** mode o H3: no tienen business metrics sólidos todavía. Focus solo en customer metrics + learning metrics. ### Cross-portfolio scorecard Para studios con múltiples ventures: un scorecard comparativo agregado, pero **NO agregar métricas entre ventures con diferentes business models** (ej. marketplace MRR vs. SaaS MRR — no son comparables sin normalizar). --- ## Vanity vs. Actionable metrics (Table 5-1) **Evitar vanity metrics**. Reemplazarlos por actionable equivalents: | Vanity (evitar) | Actionable (usar) | |---|---| | # of visits | Funnel metrics, cohort analysis | | Time on site | # sessions per user | | Emails collected | Email action (test emails, see conversion) | | # downloads | User activations | | Tool usage | Tooling effect (cycle time check-in to prod) | | # trained people | Higher throughput after training | --- ## Flujo del skill ### Paso 1 — Inventario **IS-1**: "Listá las ventures del portafolio con: - Nombre - Stage (Explore / Exploit / Hybrid — corr. categorization de explore-exploit skill) - Horizon (H1/H2/H3) - MRR actual si aplica - Usuarios activos actuales" ### Paso 2 — Define targets **IS-2**: "Por cada venture, definir targets realistas para los próximos 3 meses: - Customer metrics targets - Business metrics targets (si aplican) Usar benchmarks del industry donde sea posible (SaaStr, OpenView benchmarks, etc.)." ### Paso 3 — Medir Current **IS-3**: "Por cada métrica, obtener el valor actual. Fuentes: - Analytics tools (PostHog, Mixpanel, Amplitude) - Product DB (Supabase queries, etc.) - Finance tools (Stripe, accounting software) - Survey tools (para NPS) Si la métrica NO está tracked, marcarlo explícitamente — gap a llenar." ### Paso 4 — Identificar Trend **IS-4**: "Comparar Current vs. scorecard anterior (si existe). Marcar Trend: - ↗ improving - ↘ degrading - → stable Si no hay scorecard anterior, marcar '(baseline)'." ### Paso 5 — Prioridad / acciones **IS-5**: "Por cada métrica con: - Trend ↘: ¿qué pasó? root cause + acción correctiva - Gap grande Current vs. Target: ¿realistic el target? o ¿necesita intervention? - Métrica not tracked: priorizar tracking si es importante" --- ## Output Generar `./portfolio/{name}/innovation-scorecard-{YYYY-QN}.md`: ```markdown # Innovation Scorecard — Q[N] YYYY **Date**: YYYY-MM-DD **Previous scorecard**: [link to previous QN if exists] ## Summary - Ventures with ↗ trend: X - Ventures with ↘ trend: Y - Actions this quarter: Z identified --- ## Per-venture scorecards ### [Venture 1] **Category**: [Explore / Exploit / Hybrid] **Horizon**: H1 / H2 / H3 #### Customer metrics | Metric | Current | Target | Trend | Notes | |---|---|---|---|---| | Activation rate | X% | Y% | ↗ | | | 30-day retention | X% | Y% | → | | | NPS | X | Y | ↘ | drop from N → M, investigating | | [...] | | | | | #### Business metrics (si aplica) | Metric | Current | Target | Trend | Notes | |---|---|---|---|---| | MRR | $X | $Y | ↗ | | | New MRR | $X | $Y | ↗ | | | Churn % | X% | Y% | ↘ | good — churn decreasing | | LTV | $X | $Y | → | | | CAC | $X | $Y | ↘ | good | | LTV/CAC | X.Xx | 3.0x | ↗ | | | Runway | N months | | → | | | [...] | | | | | #### Cohort analysis [Tabla con cohorts recientes + retention curves] #### Actions identified 1. [Action 1]: owner [name], by [date] 2. [Action 2]: owner [name], by [date] --- ### [Venture 2] [...] --- ## Cross-portfolio observations ### Wins this quarter - [Venture X] achieved [specific milestone] ### Concerns - [Venture Y] trending ↘ on [critical metric] — requires intervention - [Venture Z] missing data on [key metric] — tracking gap ### Portfolio-level actions 1. [Cross-portfolio action] 2. [...] --- ## Governance meeting notes Scorecard reviewed with: - [Attendees] - Key decisions: - [Decision 1] - [Decision 2] Next scorecard due: YYYY-MM-DD ``` --- ## Principios clave - **Current / Target / Trend** — las 3 columnas son obligatorias - **Cohort analysis, NO agregados** — retention de March cohort vs April cohort - **Actionable metrics only** — vanity metrics quedan fuera - **Diferenciar por stage** — full scorecard para Exploit, reducido para Explore - **Review cadence fijo** — trimestral mínimo, mensual para ventures en Explore con alto riesgo ## Anti-patterns - Solo medir "total signups" (vanity) - Agregar MRR across ventures con modelos distintos - Scorecards sin targets definidos (solo Current sin Goal) - Trend calculado sobre datos no comparables (ej. diferente cohort definition) - Scorecard generado pero no reviewed (vanity execution) ## Integración con otras skills - **`three-horizons`**: informa nivel de ambición en targets (H3 targets son directional, H1 targets son ejecutables) - **`explore-exploit`**: informa qué metrics aplicar (full vs. reduced scorecard) - **`cost-of-delay-cd3`**: las acciones identificadas en el scorecard se priorizan vía CD3 - **`improvement-kata`**: las acciones siguen el framework del kata (target condition → daily experiments) ## Recursos - **Lean Enterprise** (Humble/Molesky/O'Reilly, 2015) — cap. 5 "Evaluate the Opportunity and Validate Product/Market Fit", Figure 5-2 - **Lean Startup** (Eric Ries, 2011) — innovation accounting - **Pirate Metrics** — Dave McClure's AARRR - **SaaS Benchmarks** — OpenView, SaaStr annual reports - **Amplitude / Mixpanel / PostHog** — cohort analysis tools