No. A markdown mirror of the template comes with it, and the playbook describes the page in enough detail to build it in whatever you use.

Why SOFT rather than SWOT?

Successes and Failures replace Strengths and Weaknesses. That turns a position audit into a period report, and it forces failures to be named rather than folded into weaknesses. The letters are borrowed, not invented here.

Tool

Monthly KPI scorecard Notion template for a consultancy or agency

A three-database Notion template for the one-page unit scorecard, with a markdown mirror.

The methodThree headers and a SOFT grid

Ships with One-page KPI scorecard for a consultancy or agency board pack, and is available on its own.

The monthly scorecard template is a Notion workspace of three linked databases that produces a one-page scorecard for each unit of a consultancy or agency, under three fixed headers in the same order every month: Happier Customers, Healthier Teams, Stronger Business. Beneath the headers sits a SOFT grid, Successes, Opportunities, Failures and Threats, and a separate block for threat mitigations with an owner against each. A markdown mirror comes with it, so the page can be kept outside Notion or under version control. The layout is standardised (standardized) on purpose: a page that changes shape every month cannot be read for trend.

The inputs are your units, a small fixed metric set under each header with a target, an actual and a trend, the SOFT entries for the period, and the threats with their mitigations and owners. The template applies the playbook's seven selection criteria to what earns a place on the page, and the first is that it fits on one page.

The outputs are one page per unit, a roll-up across units, a view of which threats have no owner, and the agenda for the management meeting you run from it. A worked example unit is filled in; it is invented and labelled as invented.

We ran the management meeting at DevOpsGroup from a page in this shape, and the template is the tidied version of it. It is in development and comes with its playbook, One-page KPI scorecard for a consultancy or agency board pack. The waitlist is open.

What you will get

01Three linked Notion databases producing one page per unit under three fixed headers.

02The SOFT grid and a threat mitigation block, with owners.

03A view of threats that have no owner, across every unit.

04A markdown mirror of the whole template, and a worked example unit, invented and labelled as such.

Who it is for

Founders and leaders of services businesses of twenty to two hundred people.

Anyone who already has a management meeting and a pile of numbers that do not meet.

Teams who want to see which threats have no owner.

Questions

Is the template available now?: No. It is in development and comes with its playbook, One-page KPI scorecard for a consultancy or agency board pack. The waitlist is open.
Do I need Notion?: No. A markdown mirror of the template comes with it, and the playbook describes the page in enough detail to build it in whatever you use.
Why SOFT rather than SWOT?: Successes and Failures replace Strengths and Weaknesses. That turns a position audit into a period report, and it forces failures to be named rather than folded into weaknesses. The letters are borrowed, not invented here.

Terms this tool uses

Runs with

One-page KPI scorecard for a consultancy or agency board pack