3 Core Operating Documents to Complement the Meeting Rhythm

In addition to a strong meeting rhythm at Pardot, we developed three core operating documents to run the business. Of course, we used great line-of-business applications like Salesforce.com, Pardot, and Zendesk to run different departments, but we needed a central view of the business for accountability, alignment, and visibility. Here are the three core operating documents we used:…

When to Start Tracking Operational Metrics

After reading about the Simplified One Page Strategic Plan, one of the common questions I get is “when should we start tracking metrics in our startup?” Basic things like cash, burn rate, and customers/users should be tracked immediately, but what about the dozens of other things that can be tracked? Generally, my recommendation is to start…

MSPOT Strategy Document for Startups

Brian Halligan, CEO and co-founder of HubSpot, has a great post up titled Scale-up Leadership Lessons I’ve Learned Over 9 Years as HubSpot’s CEO. One section of the post, called Documenting Strategy, talks about their equivalent of the Simplified One Page Strategic Plan. They call it the MSPOT document and is has the following components: Mission:…

Critical Metrics for SaaS Companies

Ali Rahimtula has a great post up titled Fundraise Like a Pro Using this Internal SaaS Metrics Playbook. As expected, Software-as-a-Service (SaaS) startups have a number of common financial characteristics that make it fairly straightforward to analyze how well the business is doing. At their core, SaaS companies are desirable due to the recurring revenue,…